Helt enig. Fortsæt endelig med de gode opslag herinde:)
Det er en fornøjelse at læse med.
Man lærer virkelig meget :)
Stort tak!

Vi har fått med oss ditt synspunkt, fint om vi kan fortsette på dette sporet.

https://cleanpower.org/news/american-clean-power-association-supports-seia-solar-supply-chain-traceability-protocol/

Dette er for viktig utvikling til at vi skal surre oss inn i en digresjon som til slutt ender med at man diskuterer salg av fabrikken i Moses Lake…noe som egentlig er bisarr tanke med denne utviklingen samt penger på bok og skattesaken ute av verdenen.

Jeg forventer ikke de store nyhetene 11 mai, men er det vanlig å legge frem tallene så tidlig? (07:00)

Fikk en god følelse når REC meldte dette idag, kanskje det er noe de vil markedet skal få med seg før børsen åpner?

Kanskje vi får en update angående åpning av ML? Utvidelse av Butte?

Mulig jeg tar helt feil, ville bare se hva dere tenker..
hilsen en amatør som har satt seg godt inn i case og investert mye i REC, som flere her har nevnt under så tror jeg sjansen for en oppside er mye større enn nedsiden, spesielt med alt som skjer i USA og Europa.

Mener de alltid bruker 07:00?

Ja. Det er pga tidsforskjellen.

Flere mente at den 11 mai kursen kom til å ligge på 42,5 kr
De som sa det står de for denne enda?

Tallene kommer kl 07 det har de gjort i de senste presentasjonene..
SÅ kommer det en webcast før børs og av og til også en på ettermiddagen

Takk for svar😊

Ikke de store nyhetene eller.....? 11. mai får man vite mer hva grunnen til at Røkke ønsket åen så rask innsettelse for å bli styreleder.
Har satset noen kroner på Rec, men er lunken til at det kommer ny positiv informasjon den 11 mai. Men det er noe siden Røkke plutselig bad om å bli styreleder, men hva blir det store spørsmålet vi alle stiller oss.

Jeg tror det blir annonsert fusjon med kid interiør, og REC vil produser silisium til vektdyner med Røkke dynetrekk.

😂😂 Det blir kult............... Mulig Rec legger ned virksomheten og stenger for gott 😂🤣

For å være seriøs, jeg tror det kommer gode tall fra Butte, og god guiding fremover der nå som det blir lettere å jobbe i Butte med flere vaksinerte.

Røkke signaliserte at han har en langsiktig plan for industribygging med det dynetrekk stuntet, slik tolker jeg det.

Sitatene hentet fra Jensens twitter er jo ganske drøye etter min mening.

UK industry supply chain statement
https://solarenergyuk.org/uk-industry-supply-chain-statement/?cn-reloaded=1

US solar industry launches supply chain transparency guidelines
https://www.pinsentmasons.com/out-law/news/us-solar-industry-launches-supply-chain-transparency-guidelines
MAY 4, 2021

Supply chain transparency on the rise – Where is the solar industry?
https://www.pv-magazine.com/webinars/supply-chain-transparency-on-the-rise-where-is-the-solar-industry/

"
Supply Chain Transparency on the Rise – Where is the solar industry?
Why are supply chain transparency and sustainability important? Are there tangible business advantages? Our upcoming pv magazine Webinar seeks to address these questions, by hearing from experts in both solar and the electronics industry, to understand what solar companies can do to ensure supply chain best practice.

The past year has seen supply chain transparency and sustainability rise up the business agenda. While the issue is not new, several factors are conspiring to hold companies more accountable for how and where products are manufactured and by whom.

For instance, draft legislation was submitted to the European Commission last September to enforce mandatory supply chain due diligence for all companies selling products and services within the European Union, even if their headquarters are elsewhere. Hopes are the legislation will be adopted this year.

At the same time, following claims of forced labor in Xinjiang, China, discussions are taking place in the U.S. and elsewhere to ensure the ethical provenance of manufactured components. The U.S. Solar Energy Industries Association (SEIA), for example, has recently released a Solar Supply Chain Traceability Protocol and Solar Buyers’ Guide on Traceability this April to help establish supply chain best practice.

The fallout of the Covid-19 pandemic has further exposed pre-existing problems, including social justice issues, while changing investor and consumer demands – environmental, social, and governance (ESG) reporting, for example – are pushing for more supply chain transparency.

These factors demonstrate just how critical resilience and reliability, in terms of environmental protection and human rights, are for business success. Arguably, the renewable energy industry needs to take these more seriously than most.

pv magazine Webinar initiative partner Nextracker Inc. is one company already making strides in this area. As director of sustainability, Sarah Albert wrote, “We believe that responsible procurement is more than just a Nextracker issue … We hope to begin a conversation with other tracker and solar component companies that leads to broad agreement on best practices for sustainable procurement.” In this upcoming webinar, Albert will discuss improving supply chain transparency with a particular focus on the importance of being on the ground, and working closely with suppliers to meet sustainability goals.

Joining her will be experts from SEIA, and an electronics manufacturer. Here, listeners will gain insight into SEIA’s new protocols, learn how established companies in other industries have a proven sustainable supply chain strategy, including trends, risks, tools, and standards, and understand what lessons can be transferred to solar.

pv magazine Webinar content

How to approach responsible procurement, focusing on ethics, workers’ rights on the ground, and environmental issues
Investor management/stakeholder engagement for supply chain transparency
Strategies, tools, and software to establish supply chain best practice and identify risks
Learnings from the electronic industry
Q&A
Questions can be submitted beforehand or during the webinar via a chat window.

Registration for this pv magazine Webinar is free of charge.
"

LINK TIL REGISTRERING*
https://register.gotowebinar.com/register/7240401032049149710?source=pvi
Tue, Jun 1, 2021 8:00 PM - 9:00 PM CEST:

Solar Industry Statement on Supply Chain Concerns in Xinjiang
https://www.seia.org/news/solar-industry-statement-supply-chain-concerns-xinjiang
Friday, May 14 2021

"
WASHINGTON, D.C. — Following is a statement from John Smirnow, vice president of market strategy for the Solar Energy Industries Association (SEIA):

"We have not had a chance to fully review the report, but it does affirm what we have been saying about the need to move U.S. supply chains out of Xinjiang. The use of forced labor at any stage of the supply chain is wholly unacceptable and we take these findings very seriously. It is also increasingly clear that the risk to all companies in the solar supply chain associated with forced labor allegations are far too high. Whether it be through Customs enforcement, legislative action, or customer demands, solar deployment in the U.S. could be jeopardized without independent 3rd party audits, which cannot happen in Xinjiang. We strongly urge companies to use our Traceability protocol so that they know the origin of the materials they are using and can take the necessary steps to move supply chains out of areas where forced labor is used."
"