Solar Energy Manufacturing for America Act (SEMA)
The United States has an opportunity to catalyze a global economic and environmental shift with significant investments in clean energy that will create jobs, improve our infrastructure, and tackle the climate crisis. Solar energy is the fastest growing and least expensive renewable energy sector, making it a crucial component of a clean energy economy.
Demand for solar energy is skyrocketing as the world transitions away from fossil fuels, but China dominates the solar supply chain. This legislation will boost American solar to create American clean energy jobs, better compete with Chinese manufacturers, and support American energy independence.
Tax Incentives for the Solar Industry:
• This bill would provide tax credits to the solar manufacturing industry at every stage of the supply chain, incentivizing domestic production necessary for producing solar energy technologies and creating tens of thousands of American jobs.
• Currently, entire stages of the supply chain are not produced in the U.S., forcing companies to import from China and other countries.
• This legislation would create tens of thousands of American jobs, help the U.S. become a leader in manufacturing solar technologies, build a resilient, domestic renewable energy resource, and increase American competitiveness in global markets.
• This bill will spur the U.S. solar industry to expand manufacturing capacity, create clean jobs nationally, drive down solar deployment costs, and meet renewable energy objectives to fight climate change.
Benefits to Solar Industry and U.S.:
• Drives down prohibitive costs for solar manufacturing companies
• Brings manufacturing jobs back to the U.S. and creates tens of thousands of American clean energy jobs
• Helps the U.S. become competitive in a solar global market
• Helps to reduce reliance on China to meet clean energy and national security goals
• Helps accelerate a clean energy economy and combat climate change
The legislation is supported by: Q-CELLS America, Hemlock Semiconductors, LG Electronics
USA, REC Silicon ASA, Wacker Polysilicon North America, Sunnova Energy International Inc.,
First Solar, Mission Solar, Leading Edge Equipment Technologies, Auxin Solar, Swift Solar,
1366 Technologies, Silfab Solar, Heliene, and the Ultra Low Carbon Solar Alliance.
https://www.ossoff.senate.gov/wp-content/uploads/2021/06/21.06.21_Solar-bill-one-pager-3.pdf
Smid endelig links vedr. dette ind!!
Demand for solar energy is skyrocketing as the world transitions away from fossil fuels, but China dominates the solar supply chain. This legislation will boost American solar to create American clean energy jobs, better compete with Chinese manufacturers, and support American energy independence.
Tax Incentives for the Solar Industry:
• This bill would provide tax credits to the solar manufacturing industry at every stage of the supply chain, incentivizing domestic production necessary for producing solar energy technologies and creating tens of thousands of American jobs.
• Currently, entire stages of the supply chain are not produced in the U.S., forcing companies to import from China and other countries.
• This legislation would create tens of thousands of American jobs, help the U.S. become a leader in manufacturing solar technologies, build a resilient, domestic renewable energy resource, and increase American competitiveness in global markets.
• This bill will spur the U.S. solar industry to expand manufacturing capacity, create clean jobs nationally, drive down solar deployment costs, and meet renewable energy objectives to fight climate change.
Benefits to Solar Industry and U.S.:
• Drives down prohibitive costs for solar manufacturing companies
• Brings manufacturing jobs back to the U.S. and creates tens of thousands of American clean energy jobs
• Helps the U.S. become competitive in a solar global market
• Helps to reduce reliance on China to meet clean energy and national security goals
• Helps accelerate a clean energy economy and combat climate change
The legislation is supported by: Q-CELLS America, Hemlock Semiconductors, LG Electronics
USA, REC Silicon ASA, Wacker Polysilicon North America, Sunnova Energy International Inc.,
First Solar, Mission Solar, Leading Edge Equipment Technologies, Auxin Solar, Swift Solar,
1366 Technologies, Silfab Solar, Heliene, and the Ultra Low Carbon Solar Alliance.
https://www.ossoff.senate.gov/wp-content/uploads/2021/06/21.06.21_Solar-bill-one-pager-3.pdf
Smid endelig links vedr. dette ind!!
Redigert 22.06.2021 kl 19:23
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manman01
08.11.2021 kl 06:09
11173
Og glæder mig specielt til at se hvad der kommer ud af hans besøg i Syd Korea ((((:
Ja syntes dette er meget spennende🙂
Gøy å spekulere litt rundt dette også.
https://www.upstreamonline.com/energy-transition/reliance-industries-acquires-norwegian-solar-panel-giant-rec-in-711-million-deal/2-1-1079929
Reliance said it would continue to support REC’s expansion plans, which includes 2GW to 3GW cells and module capacity in Singapore, a brand new 2GW cells and module unit in France and another 1GW modules plant in the US.
Gøy å spekulere litt rundt dette også.
https://www.upstreamonline.com/energy-transition/reliance-industries-acquires-norwegian-solar-panel-giant-rec-in-711-million-deal/2-1-1079929
Reliance said it would continue to support REC’s expansion plans, which includes 2GW to 3GW cells and module capacity in Singapore, a brand new 2GW cells and module unit in France and another 1GW modules plant in the US.
manman01
10.11.2021 kl 06:27
10345
U.S. Georgia Senator in town to cement ties with Korean tycoons
https://m.pulsenews.co.kr/view.php?year=2021&no=1061907
NOVEMBER 10, 2021
“
Jon Ossoff, U.S. Senator from Georgia, is in town for a packed meeting schedule with South Korean tycoons Hyundai Motor Group Chairman Chung Eui-sun and SK Group Chairman Chey Tae-won with pledges in massive investments.
According to multiple sources from the political and related business circle, Ossoff met SK managers on Tuesday evening including SK Group Chairman Chey, Ji Dong-seop, chief executive of SK On, pure-play battery unit recently spun off from SK Innovation Co., and Lee Wan-jae, chief executive of SKC Co., chemical and tech materials producing unit of SK Group. SK On and SKC both have large-scale production sites in Georgia.
…
“
https://m.pulsenews.co.kr/view.php?year=2021&no=1061907
NOVEMBER 10, 2021
“
Jon Ossoff, U.S. Senator from Georgia, is in town for a packed meeting schedule with South Korean tycoons Hyundai Motor Group Chairman Chung Eui-sun and SK Group Chairman Chey Tae-won with pledges in massive investments.
According to multiple sources from the political and related business circle, Ossoff met SK managers on Tuesday evening including SK Group Chairman Chey, Ji Dong-seop, chief executive of SK On, pure-play battery unit recently spun off from SK Innovation Co., and Lee Wan-jae, chief executive of SKC Co., chemical and tech materials producing unit of SK Group. SK On and SKC both have large-scale production sites in Georgia.
…
“
manman01
10.11.2021 kl 09:49
10016
SK Group chief discusses green biz cooperation with visiting US senator
http://m.koreaherald.com/amp/view.php?ud=20211110000161
NOVEMBER 10, 2021
“
..
The meeting with Senator Jon Ossoff (D-GA) on Monday came as SK has been ramping up investment in America with its EV battery, hydrogen and other eco-friendly businesses in a move to join US emission-reducing efforts.
In the US state of Georgia, SKC Co., a chemical unit of SK Group, South Korea's No. 3 conglomerate, is investing US$80 million to build a glass substrate manufacturing plant.
At the meeting, Chey stressed that SK Group plans to continue efforts to contribute to reducing gas emissions, building a stable battery supply chain and creating jobs in the US through bold investment in eco-friendly businesses, such as batteries and hydrogen, according to SK.
..
“
http://m.koreaherald.com/amp/view.php?ud=20211110000161
NOVEMBER 10, 2021
“
..
The meeting with Senator Jon Ossoff (D-GA) on Monday came as SK has been ramping up investment in America with its EV battery, hydrogen and other eco-friendly businesses in a move to join US emission-reducing efforts.
In the US state of Georgia, SKC Co., a chemical unit of SK Group, South Korea's No. 3 conglomerate, is investing US$80 million to build a glass substrate manufacturing plant.
At the meeting, Chey stressed that SK Group plans to continue efforts to contribute to reducing gas emissions, building a stable battery supply chain and creating jobs in the US through bold investment in eco-friendly businesses, such as batteries and hydrogen, according to SK.
..
“
Bob Macahan
10.11.2021 kl 14:27
9809
Ossoff jobbar hårt för att få genomslag för sin politik. Han kan komma att gå till historien om han lyckas :)
Han vill såklart att någon ska ta steget över till USA och sätta upp wafer produktion. Det är den stora utmaningen.
But the most generous tax credits in the bill would go to making wafers, the thin slices of crystalline silicon that power each cell and of which there is virtually no production in the U.S. The legislation provides 5.5 cents per watt on an item that costs on average 8 cents to make, covering roughly two-thirds of the manufacturing expense.
Läser man hela artikeln är det uppenbart han han även har med sig republikanerna på detta. Problemet nu är att allt klumpas ihop med sociala reformer.
Misslyckas man med att få igenom BBB kan de dela upp paketet och rösta igenom de delar där alla, inklusive Manchin, är överens. https://www.huffpost.com/entry/us-solar-manufacturing_n_61845cf4e4b0c8666bda4f85
Han vill såklart att någon ska ta steget över till USA och sätta upp wafer produktion. Det är den stora utmaningen.
But the most generous tax credits in the bill would go to making wafers, the thin slices of crystalline silicon that power each cell and of which there is virtually no production in the U.S. The legislation provides 5.5 cents per watt on an item that costs on average 8 cents to make, covering roughly two-thirds of the manufacturing expense.
Läser man hela artikeln är det uppenbart han han även har med sig republikanerna på detta. Problemet nu är att allt klumpas ihop med sociala reformer.
Misslyckas man med att få igenom BBB kan de dela upp paketet och rösta igenom de delar där alla, inklusive Manchin, är överens. https://www.huffpost.com/entry/us-solar-manufacturing_n_61845cf4e4b0c8666bda4f85
1 uke etter får vi Hanwha Solutions. Tilfeldig??
https://m.pulsenews.co.kr/view.php?year=2021&no=1061907
https://m.pulsenews.co.kr/view.php?year=2021&no=1061907
Redigert 19.11.2021 kl 21:09
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manman01
20.11.2021 kl 18:17
8901
Jeg har først set nu at du havde skrevet herinde IFTW :)
Jeg tror Hr. Ossoff har bidraget til REC & HS samtalerne i længere tid. Så det er næppe tilfældigt. Glæder mig ihvertfald til at høre mere om det til næste Q-presentation.
NEWS: U.S. House Passes Sen. Ossoff’s Solar Energy Manufacturing for America Act
https://www.ossoff.senate.gov/press-releases/news-u-s-house-passes-sen-ossoffs-solar-energy-manufacturing-for-america-act/
NOVEMBER 19, 2021
"
Washington, D.C. — This morning the U.S. House of Representatives passed U.S Senator Jon Ossoff’s landmark Solar Energy Manufacturing for America Act.
Sen. Ossoff’s legislation will supercharge domestic solar manufacturing, create tens of thousandsThis is an external link
of good-paying jobs in Georgia and nationwide, help meet President Biden’s ambitious goal of having solar energy account for 40% of U.S. energy by 2035, and accelerate the transition to clean energy.
Sen. Ossoff introduced the bill this summer as a part of his effort to make Georgia the national leader in clean energy technology manufacturing.
Georgia hosts the largest solar manufacturing plant in the Western Hemisphere in Dalton, Georgia.
“We have a generational and historic obligation to address climate change and transition from fossil fuel combustion to clean and renewable energy. Demand for solar energy is skyrocketing, and we need to be building and manufacturing this technology here in the United States, reduce our reliance on imports from China, and meet the moment,” Sen. Ossoff said.
The bill will boost manufacturing by providing tax credits for American manufacturers at every stage of the solar manufacturing supply chain, from production of polysilicon to solar cells, trackers and inverters, and fully assembled solar modules.
In a visit to Georgia last month, U.S. Secretary of Energy Jennifer Granholm praised the bill, calling it a “game changer,” and commended Sen. Ossoff for his leadership.
"
Jeg tror Hr. Ossoff har bidraget til REC & HS samtalerne i længere tid. Så det er næppe tilfældigt. Glæder mig ihvertfald til at høre mere om det til næste Q-presentation.
NEWS: U.S. House Passes Sen. Ossoff’s Solar Energy Manufacturing for America Act
https://www.ossoff.senate.gov/press-releases/news-u-s-house-passes-sen-ossoffs-solar-energy-manufacturing-for-america-act/
NOVEMBER 19, 2021
"
Washington, D.C. — This morning the U.S. House of Representatives passed U.S Senator Jon Ossoff’s landmark Solar Energy Manufacturing for America Act.
Sen. Ossoff’s legislation will supercharge domestic solar manufacturing, create tens of thousandsThis is an external link
of good-paying jobs in Georgia and nationwide, help meet President Biden’s ambitious goal of having solar energy account for 40% of U.S. energy by 2035, and accelerate the transition to clean energy.
Sen. Ossoff introduced the bill this summer as a part of his effort to make Georgia the national leader in clean energy technology manufacturing.
Georgia hosts the largest solar manufacturing plant in the Western Hemisphere in Dalton, Georgia.
“We have a generational and historic obligation to address climate change and transition from fossil fuel combustion to clean and renewable energy. Demand for solar energy is skyrocketing, and we need to be building and manufacturing this technology here in the United States, reduce our reliance on imports from China, and meet the moment,” Sen. Ossoff said.
The bill will boost manufacturing by providing tax credits for American manufacturers at every stage of the solar manufacturing supply chain, from production of polysilicon to solar cells, trackers and inverters, and fully assembled solar modules.
In a visit to Georgia last month, U.S. Secretary of Energy Jennifer Granholm praised the bill, calling it a “game changer,” and commended Sen. Ossoff for his leadership.
"
manman01
25.03.2022 kl 15:24
7941
READOUT: Sen. Ossoff Meets with South Korean Ambassador Lee Soo-hyuck
https://www.ossoff.senate.gov/press-releases/readout-sen-ossoff-meets-with-south-korean-ambassador-lee-soo-hyuck/
MARCH 24, 2022
"
Washington, D.C. — U.S. Senator Jon Ossoff met in Washington this morning with South Korean Ambassador to the United States Lee Soo-hyuck.
Sen. Ossoff and Amb. Lee discussed today’s North Korean missile test, regional security in Northeast Asia, U.S.-South Korea cooperation, and Russian military aggression in Ukraine.
Sen. Ossoff expressed his continued commitment to the U.S.-South Korea alliance.
Earlier this month, Sen. Ossoff congratulated the Korean people on the successful conclusion of their presidential election.
Sen. Ossoff met in November 2021 with President-elect Yoon Suk-yeol when Sen. Ossoff led an economic delegation to the Republic of Korea.
Throughout his five-day visit, Sen. Ossoff met with key economic and government leaders to foster economic and cultural ties between the two nations.
Georgia is a major destination for South Korean foreign direct investment, including major employers in strategic industries such as batteries, renewable energy, and cars, employing thousands of Georgians and representing billions of dollars of investment in the United States.
Georgia is home to Hanwha Q Cells, the largest solar module manufacturing facility in the Western Hemisphere, the SK Innovation electric vehicle battery plant, and a Kia manufacturing plant.
"
https://www.ossoff.senate.gov/press-releases/readout-sen-ossoff-meets-with-south-korean-ambassador-lee-soo-hyuck/
MARCH 24, 2022
"
Washington, D.C. — U.S. Senator Jon Ossoff met in Washington this morning with South Korean Ambassador to the United States Lee Soo-hyuck.
Sen. Ossoff and Amb. Lee discussed today’s North Korean missile test, regional security in Northeast Asia, U.S.-South Korea cooperation, and Russian military aggression in Ukraine.
Sen. Ossoff expressed his continued commitment to the U.S.-South Korea alliance.
Earlier this month, Sen. Ossoff congratulated the Korean people on the successful conclusion of their presidential election.
Sen. Ossoff met in November 2021 with President-elect Yoon Suk-yeol when Sen. Ossoff led an economic delegation to the Republic of Korea.
Throughout his five-day visit, Sen. Ossoff met with key economic and government leaders to foster economic and cultural ties between the two nations.
Georgia is a major destination for South Korean foreign direct investment, including major employers in strategic industries such as batteries, renewable energy, and cars, employing thousands of Georgians and representing billions of dollars of investment in the United States.
Georgia is home to Hanwha Q Cells, the largest solar module manufacturing facility in the Western Hemisphere, the SK Innovation electric vehicle battery plant, and a Kia manufacturing plant.
"
Sa2ri
25.03.2022 kl 15:47
7835
Legger ut denne her også selv om dette ikke er helt relevant for RECSI, men det ser nå ut til at Manchin endelig tar til vettet og begynner å opptre som en demokrat - da kan også SEMA bli en realitet litt fortere enn antatt.
"Sen. Joe Manchin (D-W.Va.) said on Friday that he will vote for Judge Ketanji Brown Jackson's Supreme Court nomination, making it ever more likely she'll be confirmed to the court."
https://thehill.com/homenews/senate/599732-manchin-will-back-jackson-for-supreme-court
"Sen. Joe Manchin (D-W.Va.) said on Friday that he will vote for Judge Ketanji Brown Jackson's Supreme Court nomination, making it ever more likely she'll be confirmed to the court."
https://thehill.com/homenews/senate/599732-manchin-will-back-jackson-for-supreme-court
Svenn_13
26.03.2022 kl 08:47
7735
Mye blir skrevet om Manchin som er på veg til å få BBB på sporet igjen, men må si at Hanwha har fått en mye sterkere posisjon etter sitt inntog i REC også. Håper på flere artikler av denne typen fremover som viser betydningen av at SEMA går igjennom.
https://www.renewableenergyworld.com/solar/korean-solar-panel-giant-plans-fully-american-supply-chain/
https://www.renewableenergyworld.com/solar/korean-solar-panel-giant-plans-fully-american-supply-chain/
Stabukk
26.03.2022 kl 09:43
7661
Fullstendig enig, Svenn_13. Skulle ønska at fleire daytraderar i Rec kunne lesa slike nyhetar og forstå at det vil svara seg å bli sittande i denne aksjen.
"We plan to make investments to secure capabilities across the entire solar supply chain, with the goal of supplying our partners with 'Made in America' products that will help the U.S. regain its leadership in clean energy solutions," Q CELLS CEO Justin Lee said in a statement.
"We plan to make investments to secure capabilities across the entire solar supply chain, with the goal of supplying our partners with 'Made in America' products that will help the U.S. regain its leadership in clean energy solutions," Q CELLS CEO Justin Lee said in a statement.
Liten tvil hvor dette bærer hen. Men så lenge melding om ML lar seg vente vil kursen trades opp og ned, og det skjønner jeg. Sitter mange dyktige tradere der ute og tjener penger på rec. Trenger bare å få snudd momentumet så går denne 1 vei og det er opp! Å gi opp rec nå gir ingen mening for meg hvertfall
Har sittet i mange aksjer der jeg har klødd meg i hodet på unaturlige bevegelser som vi seg her på nedgangen. Men uten unntak har det snudd når potensiale er bra i en aksje . Å potensiale vet vi jo det er tilstede til de grader i Rec.
Tesla gikk sideveis i 5 år før den eksploderte og verden begynte å skjønne hva de drev med. Så det er absolutt tilfeller i markedet hvor det skjer.
Viktig med overbevisning og tålmodighet, selv om det er frustrerende til tider.
Viktig med overbevisning og tålmodighet, selv om det er frustrerende til tider.
Stabukk
27.03.2022 kl 10:31
7412
Potesialet i REC blir meir og meir tydelig. Selskapet ber om meir areal og opplyser til kommunen om «new investors and partners» som er ute etter «co-located manufacturing sites» ved anlegget i ML. Hanwha «tar kommandoen» ved å kjøpa Aker sin aksjepost. Er sjølv litt i minus, men har IKKJE tenkt å selja!
manman01
17.05.2022 kl 07:36
6831
BULLLLLLL
Korean solar power majors ready new investments in U.S., Korea
https://m.mk.co.kr/news/english/view-amp/2022/05/433825/
MAY 17, 2022
“..
According to sources in the local photovoltaic industry on Monday, the country’s solar energy majors, Hanwha Solutions and OCI, will likely attend a business roundtable meeting held on May 21 on the sidelines of summit talks between Korean President Yoon Suk-yeol and U.S. President Joe Biden. At the meeting, Hanwha Solutions and OCI are expected to propose new investments in the U.S. and Korea, sources added. President Biden is due in Seoul on Friday for weekend stay.
The Biden administration has been going all-out to ramp up green energy production and enhance business with Korean private companies for energy security since Russia’s war against Ukraine on top of trade row between the U.S. and China.
..”
Korean solar power majors ready new investments in U.S., Korea
https://m.mk.co.kr/news/english/view-amp/2022/05/433825/
MAY 17, 2022
“..
According to sources in the local photovoltaic industry on Monday, the country’s solar energy majors, Hanwha Solutions and OCI, will likely attend a business roundtable meeting held on May 21 on the sidelines of summit talks between Korean President Yoon Suk-yeol and U.S. President Joe Biden. At the meeting, Hanwha Solutions and OCI are expected to propose new investments in the U.S. and Korea, sources added. President Biden is due in Seoul on Friday for weekend stay.
The Biden administration has been going all-out to ramp up green energy production and enhance business with Korean private companies for energy security since Russia’s war against Ukraine on top of trade row between the U.S. and China.
..”
manman01
17.05.2022 kl 07:37
6845
Hanwha, OCI til roundtable med Onkel Joe og Yoon Suk-Yeol….
Kæmpe fucking stort
Kæmpe fucking stort
Tusen takk for deling.
Er vel ikke så ofte et selskap får ha møte med to lands presidenter.
Her skal de ikke diskutere løse ting, men få på plass støtte til massive investeringer i begge land.
Hold på aksjene, folkens!!!
Er vel ikke så ofte et selskap får ha møte med to lands presidenter.
Her skal de ikke diskutere løse ting, men få på plass støtte til massive investeringer i begge land.
Hold på aksjene, folkens!!!
manman01
17.05.2022 kl 07:59
7055
Bare hygge
Husk sidste gang Hr Ossoff besøgte syd Korea.. der gik blot en uges tid mellem det og Hanwhas første køb af RECSI aktier… så jeg tør næsten ikke tænke hvad der vil komme ud af onkel Joes besøg (:
Husk sidste gang Hr Ossoff besøgte syd Korea.. der gik blot en uges tid mellem det og Hanwhas første køb af RECSI aktier… så jeg tør næsten ikke tænke hvad der vil komme ud af onkel Joes besøg (:
Redigert 17.05.2022 kl 08:00
Du må logge inn for å svare
Svenn_13
17.05.2022 kl 09:10
6976
For en spennende nyhet Manman01! Blir å følge med på Koreanske nyheter denne helga og håpe at det kommer noe nytt fra møtet før Q1 😉
Oooh🧐
Blir det klondike i Moses Lake Manman??
Blir det klondike i Moses Lake Manman??
Stabukk
17.05.2022 kl 09:30
7606
«New investments in U.S» kan vel bety wafer/ingot, som er «The missing link» i USA sin solar-kjede?
Her blir det spekulasjonar, men mest sannsynlig får vi vita meir under president-møtet kommande helg. Rett før Q1 i Rec 27. mai!
Hanwha har jo også varsla utviding av sin panel-produksjon i USA, utan å stadfesta dette så langt.
Kan det bli både wafer og panel-produksjon i Moses Lake? Vi veit jo at Rec er «på hogget» for å skaffa seg meir areal.
I så fall blir det ikkje lenge til Rec må tenka på å utvida? Ja, hold på aksjane!
Her blir det spekulasjonar, men mest sannsynlig får vi vita meir under president-møtet kommande helg. Rett før Q1 i Rec 27. mai!
Hanwha har jo også varsla utviding av sin panel-produksjon i USA, utan å stadfesta dette så langt.
Kan det bli både wafer og panel-produksjon i Moses Lake? Vi veit jo at Rec er «på hogget» for å skaffa seg meir areal.
I så fall blir det ikkje lenge til Rec må tenka på å utvida? Ja, hold på aksjane!
Takk for graving....
Normalt har man noe viktig å komme med på slike møter, ellers deltar man ikke, ei heller invitert. Timingen er god med tanke på en børsmelding om kontrakter/åpning av ML før Q1, samt at Hanwha "røper" planer om nye investeringer i USA - kanskje wafer - men de sier kanskje at det er forutsatt at politikkincentiver kommer på plass? De deltar iallefall ikke på slike møter uten at de har noe å dra opp av veska - tror jeg da.
Normalt har man noe viktig å komme med på slike møter, ellers deltar man ikke, ei heller invitert. Timingen er god med tanke på en børsmelding om kontrakter/åpning av ML før Q1, samt at Hanwha "røper" planer om nye investeringer i USA - kanskje wafer - men de sier kanskje at det er forutsatt at politikkincentiver kommer på plass? De deltar iallefall ikke på slike møter uten at de har noe å dra opp av veska - tror jeg da.
manman01
17.05.2022 kl 11:59
7256
Slettet brukerskrev Oooh🧐 Blir det klondike i Moses Lake Manman??
Det ser mere og mere sandsynligt ud… at man tør stå udenfor er mig fortsat en gåde (: 🍨🇳🇴
manman01
17.05.2022 kl 12:04
7233
Hanwha deltager uden tvivl fordi de bliver en stor spiller indenfor Amerikas reduktion af kinesisk og russisk afhængighed.
Overvej hvor stor en indflydelse man skal have, for at lande et roundtable møde med to præsidenter. Det er noget vores største medejer åbenbart kan. Kunne Røkke have gjort det samme? Vi er i langt bedre hænder nu.
“..
[Source: Hanwha Solutions] South Korea’s leading photovoltaic companies are expected to reveal new investment plans both at home and in the United States during U.S. president’s visit to Seoul when the two governments will highlight energy alliance and reduce reliance on Russia and China through renewable exploration and production.
..
“
Overvej hvor stor en indflydelse man skal have, for at lande et roundtable møde med to præsidenter. Det er noget vores største medejer åbenbart kan. Kunne Røkke have gjort det samme? Vi er i langt bedre hænder nu.
“..
[Source: Hanwha Solutions] South Korea’s leading photovoltaic companies are expected to reveal new investment plans both at home and in the United States during U.S. president’s visit to Seoul when the two governments will highlight energy alliance and reduce reliance on Russia and China through renewable exploration and production.
..
“
Stabukk
17.05.2022 kl 12:17
7164
Røkke la grunnlaget og gjorde en god «butikk» for Aker. Og stadig mer tyder på at Hanwha vil gjøre Rec til god «butikk» for seg og oss mindre aksjonærer!
Nei, jeg tør ikke stå utenfor de nærmeste måneder. Kanskje ei heller i 2023.
Nei, jeg tør ikke stå utenfor de nærmeste måneder. Kanskje ei heller i 2023.
Flott gravearbeid, som alltid Manman. Dette er store nyheter og er verdig en god diskusjon. Det at Hanwha vil sitte i sidelinjene i et møte holdt av lederne av USA og Sør Korea sier egentlig litt om Hanwha. Dette er et av verdens største innenfor segmentet og de satser hardt på egen fornybar verdikjede. Hanwha har reell makt og innflytelse, samt ressursene til å følge opp.
Norge får fortsette å undervurdere fremtiden. Bare fint for de som vil akkumulere mer. Når meldingene først kommer, så blir det ikke at ML gjenåpnes og det er intensjonsavtale med X aktør.
Det vil komme flere kontrakter samtidig over flere år, med spesifikasjon om avtalepris. Det vil komme kontrakter med flere aktører samtidig som forsvarer gradvis gjenåpning av ML. Tror det vil legge litt i perspektiv på hvor mange milliarder REC egentlig kommer til å tjene og først da begynner reisen vår.
Ser frem til å nyte dette eventyret med dere. Bortsett fra aksjekurs, er det vanskelig å legge frem negative aspekter rundt fremtiden til REC. Ikke fordi vi ignorerer alt negativt, men ettersom risiko elementet markedet fremdeles priser inn er ikke eksisterende for meg.
God 17 mai feiring, godgjengen :)
Norge får fortsette å undervurdere fremtiden. Bare fint for de som vil akkumulere mer. Når meldingene først kommer, så blir det ikke at ML gjenåpnes og det er intensjonsavtale med X aktør.
Det vil komme flere kontrakter samtidig over flere år, med spesifikasjon om avtalepris. Det vil komme kontrakter med flere aktører samtidig som forsvarer gradvis gjenåpning av ML. Tror det vil legge litt i perspektiv på hvor mange milliarder REC egentlig kommer til å tjene og først da begynner reisen vår.
Ser frem til å nyte dette eventyret med dere. Bortsett fra aksjekurs, er det vanskelig å legge frem negative aspekter rundt fremtiden til REC. Ikke fordi vi ignorerer alt negativt, men ettersom risiko elementet markedet fremdeles priser inn er ikke eksisterende for meg.
God 17 mai feiring, godgjengen :)
Stabukk
17.05.2022 kl 13:05
6993
Kontraktane vil nok inneholda "spesifikasjon om avtalepris", men vil det også komma fram i Rec sine börsmeldingar?
God 17. Mai Uchi og alle dere andre!
At Hanwha skal i møte med høvdingene i både USA og Sør-Korea er ganske stort. Lukter strategisk samarbeid mellom nasjoner. Både USA og Sør-Korea kan storindustri.
Dette lover godt. At Rec nå kan lykkes hadde vært et stort lyspunkt i hverdagen. Da jeg ellers står i en del tragiske ting nå, personlig sett.
God 17. Mai til alle!
At Hanwha skal i møte med høvdingene i både USA og Sør-Korea er ganske stort. Lukter strategisk samarbeid mellom nasjoner. Både USA og Sør-Korea kan storindustri.
Dette lover godt. At Rec nå kan lykkes hadde vært et stort lyspunkt i hverdagen. Da jeg ellers står i en del tragiske ting nå, personlig sett.
God 17. Mai til alle!
https://www.norsun.no/artikler/soltech-choses-qcells-and-norsun-for-6-1-mw-rooftop-solar-system.Mener samarbeidet mellom Q-Cells og Norsun er opprettet nå nylig
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Redigert 17.05.2022 kl 14:14
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Stabukk
17.05.2022 kl 14:14
6728
manman01 skrev Gad vide om dette var noget for Finansavisens redaktion?🤔
Hvis Rec bir omtalt,i koreanske og evt. amerikanske media i forbindelse med Hanwha sine planar i USA, bör i alle fall norske media tipses.
Dette er sannsynligvis"Kæmpe fucking stort" for Rec, som manman01 konkluderer:
Uansett omtale av Rec sin störste aksjonær ved möte mellom USA og Sör-Korea sine statsledere! Det er god PR! rett för Q1!
Dette er sannsynligvis"Kæmpe fucking stort" for Rec, som manman01 konkluderer:
Uansett omtale av Rec sin störste aksjonær ved möte mellom USA og Sör-Korea sine statsledere! Det er god PR! rett för Q1!
manman01
19.05.2022 kl 20:04
5872
Læs læs læs læs læs
Solar’s next steps: Qcells CEO Justin Lee talks TOPCon as a ‘stepping stone’, targeted capacity expansions and R&D leadership
https://www.pv-tech.org/solars-next-steps-qcells-ceo-justin-lee-talks-topcon-as-a-stepping-stone-targeted-capacity-expansions-and-rd-leadership/
MAY 19, 2022
(Alternativt: https://pastebin.com/bn0cf9Zv)
“..
But direct subsidies or incentives were absent from the European Commission’s plan, and Qcells’ Lee is forthright in his opinion that they are necessary to narrow the gap in terms of cost with manufacturers in China.
“This industry clearly needs some kind of incentive or subsidy,” Lee says, adding that other policy levers lawmakers have mentioned, such as carbon footprint requirements on imports, while helpful, are “not good enough”.
In the absence of any specific policy, Lee says that critical to Europe’s hopes of competing with Chinese solar manufacturers is the establishment of a fully integrated supply chain, where module makers can source all they need domestically, rather than remaining reliant on imports further up the value chain.
It is easy now to draw a parallel between Europe and the US, the latter’s president Joe Biden having included the Solar Energy Manufacturing for America (SEMA) act in his Build Back Better policy agenda. That bill has proposed a series of tax incentives, rewarding manufacturers of polysilicon, ingots, wafers, cells and modules for establishing manufacturing facilities on US soil.
Lee insists that Qcells’ US manufacturing expansion is not directly linked to the SEMA, or indeed any other trade issues impacting module supply to the US, but instead a market dynamic that is driving interest in ‘Made in America’ panels. But, Lee says, should the SEMA pass then Qcells would revisit the situation.
“From the cost perspective [outlined in Senator Jon Ossoff’s SEMA proposal], we are satisfied. If that policy support is in place, we may consider it,” he says.
..”
Solar’s next steps: Qcells CEO Justin Lee talks TOPCon as a ‘stepping stone’, targeted capacity expansions and R&D leadership
https://www.pv-tech.org/solars-next-steps-qcells-ceo-justin-lee-talks-topcon-as-a-stepping-stone-targeted-capacity-expansions-and-rd-leadership/
MAY 19, 2022
(Alternativt: https://pastebin.com/bn0cf9Zv)
“..
But direct subsidies or incentives were absent from the European Commission’s plan, and Qcells’ Lee is forthright in his opinion that they are necessary to narrow the gap in terms of cost with manufacturers in China.
“This industry clearly needs some kind of incentive or subsidy,” Lee says, adding that other policy levers lawmakers have mentioned, such as carbon footprint requirements on imports, while helpful, are “not good enough”.
In the absence of any specific policy, Lee says that critical to Europe’s hopes of competing with Chinese solar manufacturers is the establishment of a fully integrated supply chain, where module makers can source all they need domestically, rather than remaining reliant on imports further up the value chain.
It is easy now to draw a parallel between Europe and the US, the latter’s president Joe Biden having included the Solar Energy Manufacturing for America (SEMA) act in his Build Back Better policy agenda. That bill has proposed a series of tax incentives, rewarding manufacturers of polysilicon, ingots, wafers, cells and modules for establishing manufacturing facilities on US soil.
Lee insists that Qcells’ US manufacturing expansion is not directly linked to the SEMA, or indeed any other trade issues impacting module supply to the US, but instead a market dynamic that is driving interest in ‘Made in America’ panels. But, Lee says, should the SEMA pass then Qcells would revisit the situation.
“From the cost perspective [outlined in Senator Jon Ossoff’s SEMA proposal], we are satisfied. If that policy support is in place, we may consider it,” he says.
..”
Redigert 19.05.2022 kl 20:10
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manman01
20.05.2022 kl 09:54
5423
Sidste handelsdag inden onkel Joe besøger Sydkorea (:
Lykke til!
Lykke til!
Redigert 20.05.2022 kl 09:54
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Svenn_13
22.05.2022 kl 16:34
5047
Reporter In-Jun Lee = Dong-Kwan Kim, president for Hanwha Solutions, understreket behovet for samarbeid i solenergivirksomheten mellom Korea og USA den 21. President Kim Dong-gwan er den eldste sønnen til Hanwha-gruppeformann Kim Seung-yeon og deltok på møtet på vegne av styreleder Kim.
I følge Hanwha Group sa president Kim Dong-gwan på 'Korea-US Business Roundtable' som ble holdt på Hyatt Hotel i Seoul samme dag, arrangert av handels-, industri- og energiminister Lee Chang-yang og USAs handelssekretær Gina Raymondo, "Vi vil gi en stabil forsyning av høykvalitetsenergi til begge folk, et lavt karbonavtrykk og åpenhet. For å etablere denne garanterte forsyningskjeden, ønsker vi å utvide økonomien og teknologien til begge land til solenergifeltet. ”
Som svar rapporteres det at minister Raymondo uttrykte sin holdning om at han aktivt ville vurdere det, og sa: "Jeg er enig i behovet for å styrke samarbeidet." Følgelig vokser forventningene om at det økonomiske samarbeidet mellom de to landene vil utvide seg til solenergisektoren etter halvleder- og kjernekraftverkene. Spesielt tror Hanwha Solutions at samarbeidet mellom de to landene vil utvikle seg videre gjennom håndhevelsen av Solar Energy Manufacturing for America Act (SEMA). Loven, som returnerer skatter på solenergiprodukter produsert i USA, vedtas for tiden av det amerikanske representantenes hus og behandles av Senatet.
Hanwha Solutions har levert produkter til det amerikanske solenergimarkedet i over 10 år. Spesielt fra januar 2019 startet den driften av et 1,7GW (størst i USA) solcellemodulanlegg i Dalton, Georgia, for å utvide salget på det amerikanske hjemmemarkedet.
I begynnelsen av dette året etablerte det en «solenergi-verdikjede» ved å kjøpe REC Silicon, et amerikansk polysilisiumselskap. Nylig kunngjorde den en plan om å bygge et 1,4GW solcellemodulanlegg ved å investere 200 milliarder won i en amerikansk modulproduksjonslinje.
https://mobile.newsis.com/view.html?ar_id=NISX20220521_0001880143
Mai 21.2022
I følge Hanwha Group sa president Kim Dong-gwan på 'Korea-US Business Roundtable' som ble holdt på Hyatt Hotel i Seoul samme dag, arrangert av handels-, industri- og energiminister Lee Chang-yang og USAs handelssekretær Gina Raymondo, "Vi vil gi en stabil forsyning av høykvalitetsenergi til begge folk, et lavt karbonavtrykk og åpenhet. For å etablere denne garanterte forsyningskjeden, ønsker vi å utvide økonomien og teknologien til begge land til solenergifeltet. ”
Som svar rapporteres det at minister Raymondo uttrykte sin holdning om at han aktivt ville vurdere det, og sa: "Jeg er enig i behovet for å styrke samarbeidet." Følgelig vokser forventningene om at det økonomiske samarbeidet mellom de to landene vil utvide seg til solenergisektoren etter halvleder- og kjernekraftverkene. Spesielt tror Hanwha Solutions at samarbeidet mellom de to landene vil utvikle seg videre gjennom håndhevelsen av Solar Energy Manufacturing for America Act (SEMA). Loven, som returnerer skatter på solenergiprodukter produsert i USA, vedtas for tiden av det amerikanske representantenes hus og behandles av Senatet.
Hanwha Solutions har levert produkter til det amerikanske solenergimarkedet i over 10 år. Spesielt fra januar 2019 startet den driften av et 1,7GW (størst i USA) solcellemodulanlegg i Dalton, Georgia, for å utvide salget på det amerikanske hjemmemarkedet.
I begynnelsen av dette året etablerte det en «solenergi-verdikjede» ved å kjøpe REC Silicon, et amerikansk polysilisiumselskap. Nylig kunngjorde den en plan om å bygge et 1,4GW solcellemodulanlegg ved å investere 200 milliarder won i en amerikansk modulproduksjonslinje.
https://mobile.newsis.com/view.html?ar_id=NISX20220521_0001880143
Mai 21.2022
Svenn_13
26.05.2022 kl 08:33
4220
Man kan få inntrykk av at Demokrater bøyer av for en del av Manchin sine krav og at vi ser konturene av en politisk hestehandel:
“I am feeling actually pretty bullish about it at this very moment,” said Granholm during POLITICO’s Sustainability Summit. “We’re not going to see the whole Build Back Better agenda, we’ve got to be realistic about that. But I do think that at least some version of those tax credits is still possible.”
Granholm said Manchin and moderate Republican senators have expressed support for wind and solar energy tax credits when paired with incentives for the fossil fuel industry and advanced nuclear energy.
https://www.eenews.net/articles/clean-energy-tax-package-shows-signs-of-life/
Mai 19, 2022
Manchin er nå i Davos og sier dette:
Sen. Joe Manchin continues to envision legislation advancing this year to tackle inflation, drug pricing and climate change — but with an emphasis on fossil fuels.
In remarks yesterday at the World Economic Forum’s annual meeting in Davos, Switzerland, the West Virginia Democrat said there is “a responsibility and opportunity that we can do something.”
Manchin, who chairs the Senate Energy and Natural Resources Committee, listed three major priorities: inflation and deficit reduction, lowering drug prices, and energy and climate. On the latter point, Manchin said, “You can’t do one without the other.”
“The United States of America has an abundant supply of natural gas and oil,” Manchin said. “And we can use our fossil and the cleanest technology humanly possible to make sure that we are reliable, we have reliability and we have security.”
https://www.eenews.net/articles/at-davos-manchin-offers-insight-into-inflation-climate-deal/
Mai 24, 2022
“I am feeling actually pretty bullish about it at this very moment,” said Granholm during POLITICO’s Sustainability Summit. “We’re not going to see the whole Build Back Better agenda, we’ve got to be realistic about that. But I do think that at least some version of those tax credits is still possible.”
Granholm said Manchin and moderate Republican senators have expressed support for wind and solar energy tax credits when paired with incentives for the fossil fuel industry and advanced nuclear energy.
https://www.eenews.net/articles/clean-energy-tax-package-shows-signs-of-life/
Mai 19, 2022
Manchin er nå i Davos og sier dette:
Sen. Joe Manchin continues to envision legislation advancing this year to tackle inflation, drug pricing and climate change — but with an emphasis on fossil fuels.
In remarks yesterday at the World Economic Forum’s annual meeting in Davos, Switzerland, the West Virginia Democrat said there is “a responsibility and opportunity that we can do something.”
Manchin, who chairs the Senate Energy and Natural Resources Committee, listed three major priorities: inflation and deficit reduction, lowering drug prices, and energy and climate. On the latter point, Manchin said, “You can’t do one without the other.”
“The United States of America has an abundant supply of natural gas and oil,” Manchin said. “And we can use our fossil and the cleanest technology humanly possible to make sure that we are reliable, we have reliability and we have security.”
https://www.eenews.net/articles/at-davos-manchin-offers-insight-into-inflation-climate-deal/
Mai 24, 2022
Småplukker
26.05.2022 kl 08:44
4152
Ja hva er det egentlig Manchin sier? "We are relieable?"
Han sier at USA må tviholde på produksjonen av olje og gass og kull, fordi det ligger klart til å bli hentet ut av bakken - men mest fordi det er det som betyr noe for Manchin og hans donorer.
Han sier at USA må tviholde på produksjonen av olje og gass og kull, fordi det ligger klart til å bli hentet ut av bakken - men mest fordi det er det som betyr noe for Manchin og hans donorer.