“
MOSES LAKE — A bill proposed by Sen. Judy Warnick, R-Moses Lake, to give tax breaks to companies seeking to build solar panels in Washington is expected to get a hearing in the Senate Ways and Means Committee on Thursday.

Warnick said Senate Bill 5849, is “moving through” the Senate, and is scheduled for a committee hearing on Thursday, Feb. 17. Warnick said the measure is not bound by the Feb. 15 cutoff rules that apply to policy bills because it’s a tax incentive.

“And it’s necessary to implement the budget,” she said.
..
“

Solar bill could provide tax breaks to panel manufacturers
https://columbiabasinherald.com/news/2022/feb/15/solar-bill-could-provide-tax-breaks-panel-manufact/
FEBRUARY 15, 2022

Nok en som går ut med sin strategi: https://twitter.com/ultralowcarbon/status/1493258423458320387?cxt=HBwWhsC-gfynj7kpAAAA&cn=ZmxleGlibGVfcmVjcw%3D%3D&refsrc=email

Here's how Democrats can sweeten the deal for Manchin to back Biden's big spending bill

Democrats are likely to wait and try to pick up smaller pieces sometime in the spring, given Sen. Joe Manchin of West Virginia threw more cold water on new federal spending this week.


https://www.businessinsider.com/democrats-manchin-deal-president-biden-spending-bill-budget-deficit-2022-2?r=US&IR=T

Invent here, manufacture here (OPINION)
https://thehill.com/opinion/finance/594042-invent-here-manufacture-here?amp
FEBRUARY 13, 2022

I motsetning til REC går altså Wacker ut med sine utvidelsesplaner. Kan jo trekke forskjellige meninger/oppfatninger av dette. Sitat: "Wacker har utplassert sitt anlegg til 2,5 milliarder dollar på Hiwassee-elven for å bidra til å møte den voksende polysilicon-etterspørselen i halvlederindustrien og høyeffektive solceller ".‎
Vel-nå har jo Wacker også et utall andre produkter de leverer.

"The past 12 months have been a turbulent time for PV manufacturing. Rapid and impressive developments in technology have been accompanied by price increases up and down the supply chain, and energy shortages weighed on production in the second half of the year. Chinese n-type module manufacturer Jolywood is now pressing ahead with ambitious expansion plans despite the disruption."

...

"This year, PV manufacturing has been hit with rising prices and supply chain disruption – how has Jolywood been affected?

This has caused us a lot of headaches this year, it’s true. Due to control of energy consumption policies in China, we have had to cut down on production. And we have had other difficulties along the value chain. For example, one of our suppliers sent us a notification that they would have to cease production for four whole days. It is difficult to secure materials for our production, and many suppliers are in a similar situation.

Silicon prices have also increased dramatically, and with this energy control policy, silicon manufacturers are unable to expand their capacity – so this could be an ongoing problem into next year."

https://www.pv-magazine-australia.com/2022/02/12/weekend-read-expansions-in-n-type/

FEBRUARY 12

Mange takk Flyers!

Veldig spennende å følg med på hvordan behovet for polysil strammer seg til også for kinas egne.
Ingen tvil om at det er uhyre viktig med forutsigbarhet i polysil-leveransene i årene som kommer.

Selv om det ikke er en nyhet så ønsker jeg å minne om ordlyden i børsmeldingen om samarbeidet med Group14 fra 2020, som jeg hadde glemt litt bort men som absolutt er høyst aktuell med nyhetene fra fredagen:

"The large-scale commercial facility will be
the first and largest silicon-carbon anode material plant globally that will
enable lithium-silicon batteries and accelerate the electrification of
everything. The full-scale facility is expected to break ground in 2021, with
the capacity to bring 12,000 tons/year of advanced silicon battery materials to
the global Li-ion market by 2023."

...

"At its core, this partnership is aimed at driving battery innovation forward to
meet demand for next-generation Li-ion batteries," said Tore Torvund, CEO &
President, REC Silicon. "With Group14, we're creating a domestic supply chain
capable of producing industrial-scale levels of innovative battery materials."

...

"We are looking ahead to mitigate potential global supply chain disruptions, and
this partnership with REC Silicon in our home state of Washington allows us to
source a key commodity precursor locally, reliably and sustainably," said Rick
Luebbe, Co-Founder and CEO, Group14 Technologies. "REC Silicon produces the
highest-quality silane with the lowest carbon footprint, allowing us to develop
clean lithium-silicon battery materials to enable the electrification of
everything.""

https://newsweb.oslobors.no/message/515280

In depth: Why China's once red-hot solar sector is cooling
https://asia.nikkei.com/Spotlight/Caixin/In-depth-Why-China-s-once-red-hot-solar-sector-is-cooling
FEBRUARY 13, 2022

Wacker shifts focus, prepares for more growth in Charleston, Tennessee
https://news.yahoo.com/wacker-shifts-focus-prepares-more-172600880.html
FEBRUARY 12, 2022

Da tar nå rec og Freyr av. Dette er stort !

👌🏻👌🏻

https://www.nationalreview.com/wp-content/uploads/2022/02/RSC_Uyghur-Forced-Labor-Letter_Final.pdf
FEBRUARY 3, 2022
"
We are writing to respectfully request that you review whether the Chinese solar panel company Longi,
metallurgical-grade silicon and solar-grade polysilicon producer East Hope, photovoltaic materials
supplier GCL New Energy, and polysilicon manufacturer Xinjiang Daqo meet the criteria for designation
under the Uyghur Human Rights Policy Act (as amended by the Uyghur Forced Labor Prevention Act),
the Global Magnitsky Human Rights Accountability Act, and any other relevant provision of law.
...
Since the Uyghur Human Rights Policy Act passed into law in June 2020, not a single entity has been
designated under the authority. Now, those sanctions have been augmented by the Uyghur Forced Labor
Prevention Act. Due to these concerns, we supported an amendment to the America COMPETES Act
which passed the House of Representatives yesterday in a bipartisan vote, which required a determination
into whether the aforementioned companies meet the criteria for designation under both laws for their use
of forced labor.
We would like a response to the following questions before February 11
th, 2022:
(1) Does Longi meet the criteria for designation as a Specially Designated National (SDN) under the
Uyghur Human Rights Policy Act, the Uyghur Forced Labor Prevention Act, the Global Magnitsky
Act, or any other provision of law? If not, why not?
(2) Does Xinjiang Daqo meet the criteria for designation as an SDN the Uyghur Human Rights Policy
Act, the Uyghur Forced Labor Prevention Act, the Global Magnitsky Act, or any other provision of
law? If not, why not?
(3) Does East Hope meet the criteria for designation as an SDN the Uyghur Human Rights Policy Act,
the Uyghur Forced Labor Prevention Act, the Global Magnitsky Act, or any other provision of law?
If not, why not?
(4) Does GCL meet the criteria for designation as an SDN the Uyghur Human Rights Policy Act, the
Uyghur Forced Labor Prevention Act, the Global Magnitsky Act, or any other provision of law? If
not, why not?
(5) Does Special Climate Envoy John Kerry have any vested interest in China’s solar panel industry?
If yes, how is your administration going to address this apparent conflict of interest?
Thank you for your time and attention to this matter.
Sincerely,
__________________
JIM BANKS
Chairman, Republican Study Committee
__________________
JOE WILSON
Chairman, Republican Study Committee National Security and Foreign Affairs Task Force
"

Zenzor ble gitt tilgang nå👍 Han er flink til å finne nyheter og burde vært inkludert tidligere.

Delt af Zenzor på ASMACC tråden:)
(Flyers, vil du ikke give Zenzor adgang til at poste i nyhedstråd 2 også? :) )

"The U.S. Army commits to using 100% clean electricity by 2030
“The Army will lead by example” says the United States Army Climate Strategy, and by 2040 aims to add enough renewables and storage to self-sustain critical missions."

...

"By 2030, the Army is “committed” to using “100% carbon-pollution-free electricity” at its installations, by building new renewable energy projects and purchasing clean electricity. "
...

"To preserve its acquisition capabilities, by 2025 the Army aims to analyze all its supply chain Tier 1 sources and contracts for climate change risks and vulnerabilities. By 2028, the Army aims to develop plans, policies, and contracts to ensure supply chain resilience."

https://pv-magazine-usa.com/2022/02/10/the-u-s-army-commits-to-using-100-clean-electricity-by-2030/
FEBRUARY 10, 2022

Kanskje vi ser noe fra Sila Nanotech og g14 nå i nærmeste fremtid, det er jo de selskapene som fort får en god slakt penger her fra den amerikanske stat. Penger som kan brukes til å for eksempel kjøpe fabrikken på andre siden av Ml fabrikken til rec. Det ville egentlig ikke forundret meg om den faktisk ikke er til wafers men til anode fabrikantene.

Tanken min med dette er at rec ser på en tomt nord for fabrikken som kanskje fort kunne blitt en ny bygning med wafer produksjon, en liten jv med hanwah. Hadde faen meg smelt ass

Helt sikkert feil tråd men men

Hehehehehehehehe

fantastisk fund grabein!!! Tak for at dele :)))

9. "Commercial-scale domestic next generation silicon anode active materials and electrodes. The objective of this area of interest is to build new manufacturing plants or to retool, retrofit, or expand existing manufacturing plant(s) in the United States that can produce silicon anode active material or silicon containing electrodes. The silicon material or electrode should be used in advanced battery cells capable of being integrated into a module, pack, or system that can be used in electric vehicles and/or electric grid energy storage applications."

https://www.greencarcongress.com/2022/02/20220212-doefoa.html

Biden Administration, DOE to Invest $3 Billion to Strengthen U.S. Supply Chain for Advanced Batteries for Vehicles and Energy Storage
https://www.energy.gov/articles/biden-administration-doe-invest-3-billion-strengthen-us-supply-chain-advanced-batteries
FEBRUARY 11, 2022
"
WASHINGTON, D.C. — The U.S. Department of Energy (DOE) today issued two notices of intent to provide $2.91 billion to boost production of the advanced batteries that are critical to rapidly growing clean energy industries of the future, including electric vehicles and energy storage, as directed by the Bipartisan Infrastructure Law. The Department intends to fund battery materials refining and production plants, battery cell and pack manufacturing facilities, and recycling facilities that create good-paying clean energy jobs. The funding is expected to be made available in the coming months and will ensure that the United States can produce batteries, as well as the materials that go into them, to increase economic competitiveness, energy independence, and national security.

...
"

STATEMENT BY US SECRETARY OF LABOR WALSH ON INTERNATIONAL LABOUR ORGANIZATION REPORT CITING SERIOUS SITUATION IN XINJIANG
https://www.dol.gov/newsroom/releases/osec/osec20220211
FEBRUARY 11, 2022
"
STATEMENT BY US SECRETARY OF LABOR WALSH ON INTERNATIONAL LABOUR ORGANIZATION REPORT CITING SERIOUS SITUATION IN XINJIANG
WASHINGTON – U.S. Secretary of Labor Marty Walsh issued the following statement on the International Labour Organization’s Committee of Experts on the Application of Conventions and Recommendations report:

“The International Labour Organization on Wednesday shined a spotlight on the serious situation and human rights abuses taking place in Xinjiang, China. The ILO’s Committee of Experts on the Application of Conventions and Recommendations, in its annual report on countries’ compliance with international labor standards, expressed “deep concern” regarding the People’s Republic of China’s policies towards the Uyghur and other mostly Muslim minorities in Chinas far western Xinjiang Uyghur Autonomous Region.

“The Committee of Experts on the Application of Conventions and Recommendations requested that the PRC’s government take steps to promote equal employment opportunity and treatment without discrimination based on race, national extraction, religion or political opinion; and revise national and regional polices that use vocational training and rehabilitation centers for political re-education based on administrative detention.

“The Department of Labor calls on the PRC to take the steps requested by the Committee of Experts, and to end its abuses of the predominantly Muslim Uyghurs and members of other ethnic and religious minority groups in Xinjiang, as well as its use of these groups for forced labor in Xinjiang and beyond.

“The Department of Labor is committed to empowering workers at home and abroad, including by uncovering and combating forced labor in all its forms. Our reporting on forced labor identified ten products made with forced labor in Xinjiang, including cotton, textiles, tomatoes, hair products and polysilicon. Many trusted sources confirm that the People’s Republic has arbitrarily detained more than one million Uyghurs and other mostly Muslim minorities in Xinjiang. An estimated 100,000 Uyghurs and other ethnic minority ex-detainees in China may be working in conditions of forced labor following detention in re-education camps.”
"

Korea Seriously Dependent on Chinese Solar Power Generation Components
http://www.businesskorea.co.kr/news/articleView.html?idxno=87336
FEBRUARY 10, 2022

En forlængelse til Solar Futures Study, som blev udgivet tilbage i september

Link til tråd om Solar Futures Study
https://finansavisen.no/forum/thread/139781/view

"
The Solar Futures Study and Supporting Reports
The Solar Futures Study, initiated by the U.S. Department of Energy (DOE) Solar Energy
Technologies Office and led by the National Renewable Energy Laboratory (NREL), envisions
how, over the next few decades, solar could come to power 40% or more of U.S. electricity
demand, dramatically accelerating the decarbonization of buildings, transportation, and industry.
Through state-of-the-art modeling, the Solar Futures Study is the most comprehensive review to
date of the potential role of solar in decarbonizing the U.S. electric grid and broader energy
system. However, not all the detailed analysis that informed the Solar Futures Study could be
included within its pages. This further analysis is collected in additional NREL reports, each
dedicated to a different technology or socioeconomic concern.
This report, Environmental and Circular Economy Implications of Solar Energy in a
Decarbonized U.S. Grid, focuses on a particular set of environmental, economic, and social
considerations related to the decarbonization of the U.S. energy system.
The Solar Futures Study Reports
• Solar Futures Study (main report published by DOE)
• Research and Development Priorities to Advance Solar Photovoltaic Lifecycle Costs and
Performance
• The Role of Concentrating Solar-Thermal Technologies in a Decarbonized U.S. Grid
• The Demand-Side Opportunity: The Roles of Distributed Solar and Building Energy
Systems in a Decarbonized Grid
• Maximizing Solar and Transportation Synergies
• The Potential for Electrons to Molecules Using Solar Energy
• Affordable and Accessible Solar for All: Barriers, Solutions, and On-Site Adoption
Potential
• Environmental and Circular Economy Implications of Solar Energy in a Decarbonized
U.S. Grid
You can learn more about the project and reports on
"

Environmental and Circular Economy Implications of Solar Energy in a Decarbonized U.S. Grid
https://www.nrel.gov/docs/fy22osti/80818.pdf
FEBRUARY 10, 2022

PolySilicon Weekly Spot Price
Item High Low Avg AChg AChg%
PolySilicon 36.300 21.600 32.700 0 0%
Unit: USD Last Update: 2022-02-09

“There are a number of bills that are ready to move,” he said, .......

Coons also highlighted negotiations on an omnibus spending package and legislation to improve U.S. competitiveness and bolster the domestic semiconductor manufacturing industry as top near-term priorities.

https://thehill.com/homenews/senate/593423-senate-democrats-shift-strategy-after-progressive-agenda-falters

PolySilicon Weekly Spot Price
Item High Low Avg AChg AChg%
PolySilicon 36.300 21.600 32.700 0 0%
Unit: USD Last Update: 2022-02-09

Noe demokratene og republikanerne ser ut til å kunne enes om som vil kunne påvirke etableringen av komplette verdikjeder innen solar i USA. Store selskaper som importerer solpaneler fra Asia vil måtte forsikre seg om at f.eks polysil i panelene ikke stammer fra Xinjian provinsen i Kina.

«A bipartisan pair of senators on Monday introduced a bill that would require large companies to undergo an audit that seeks to detect forced labor being used in companies’ supply chains.»


https://thehill.com/homenews/senate/593268-bipartisan-bill-would-require-audits-to-detect-forced-labor-in-companies

US-China tech war: Shanghai company at heart of Beijing’s semiconductor self-sufficiency drive red-flagged by Washington
https://www.scmp.com/tech/tech-war/article/3166285/us-china-tech-war-shanghai-company-heart-beijings-semiconductor-self
FEBRUARY 8, 2022
"
..
A prominent company at the heart of China’s semiconductor self-sufficiency drive has been red-flagged by the US, signalling that rivalry between the world’s two-largest economies over strategic technology is intensifying.

Shanghai Microelectronics (SMEE), which is perhaps Beijing’s best current hope to produce machines that can manufacture advanced chips, was one of 33 Chinese entities added to an export watch list by the US Commerce Department on Monday, a move that could restrict the company’s imports of US technologies and products.
"

Digital sovereignty: Commission proposes Chips Act to confront semiconductor shortages and strengthen Europe's technological leadership
https://ec.europa.eu/commission/presscorner/detail/en/ip_22_729
FEBRUARY 8, 2022

U.S. community solar market growth is already exceeding expectations
https://www.solarpowerworldonline.com/2022/02/u-s-community-solar-market-growth-is-already-exceeding-expectations/
FEBRUARY 8, 2022

GoodWe: Global solar installations could exceed 240GW in 2022
https://www.pv-magazine.com/2022/02/08/goodwe-global-solar-installations-could-exceed-240gw-in-2022/
FEBRUARY 8, 2022

FACT SHEET: Biden-⁠Harris Administration Ensuring Future is Made in America
https://www.whitehouse.gov/briefing-room/statements-releases/2022/02/08/fact-sheet-biden-harris-administration-ensuring-future-is-made-in-america/
FEBRUARY 8, 2022

PRESS RELEASE:
Worldwide Silicon Wafer Shipments and Revenue Set New Records in 2021, SEMI Reports

MILPITAS, Calif. — February 8, 2022 — Worldwide silicon wafer area shipments in 2021 increased 14% while wafer revenue rose 13% compared to 2020, topping $12 billion, to reach new all-time highs, the SEMI Silicon Manufacturers Group (SMG) reported in its year-end analysis of the silicon wafer industry.

Silicon shipments totaled 14,165 million square inches (MSI) compared to 12,407 MSI shipped in 2020 to meet surging broad-based demand for semiconductor devices and a wide variety of applications. 300mm, 200mm and 150mm wafer sizes all saw strong demand. Wafer revenue reached $12,617 million, surpassing the previous record of $12,129 million set in 2007.

“The robust year-over-year growth in silicon wafer area shipments and revenue reflects the heavy dependence of the modern economy on silicon wafers,” said Neil Weaver, outgoing chairman SEMI SMG 2018-2021 and vice president, Product Development and Applications Engineering at Shin Etsu Handotai America. “Wafers are the engine of digital transformation and new technologies that are reshaping how we live and work.”

Kilde: e-post fra SEMI.org

Europe’s energy security and EU-US cooperation
https://eeas.europa.eu/headquarters/headquarters-homepage/110574/europe’s-energy-security-and-eu-us-cooperation-%C2%A0_en
FEBRUARY 6, 2022

As evidenced by WACKER's recent announcement, there is a growing market demand for sustainable, low-carbon solar, driving activity across the solar supply chain.
 
Diversifying solar manufacturing through expansion in low-carbon economies will help secure a more resilient, sustainable global solar supply chain that is able to reliably supply growing solar demand.  

The future of solar is ultra low-carbon. 

#AllSolarIsGoodNotAllSolarIsEqual
https://www.linkedin.com/posts/ultra-low-carbon-solar-alliance_wacker-chemie-almost-doubles-polysilicon-activity-6895392098628059136-1fSw

Stor dag idag!

Section 201 ble forlenget med 4 år med noen modifikasjoner.

Itilleg : Da er america competes act 2022 igjennom house of representatives.


Kilder: Sirbalo/News media

OPINION
Guest column: U.S. must develop raw materials for electric vehicles, solar panels
https://www.pottsmerc.com/2022/02/03/guest-column-u-s-must-develop-raw-materials-for-electric-vehicles-solar-panels/
FEBRUARY 3, 2022

Polysilicon woes will end within 18 months, says Rethink
https://rethinkresearch.biz/articles/polysilicon-woes-will-end-within-18-months-says-rethink/
FEBRUARY 2, 2022

Ikke bare Manchin som er en propp for å få på plass BBB.
Kan se ut som det er Kirsten Synema som tilslutt ødelegger for demokratene med tanke på å få BBB igjennom senatet.

https://www.yahoo.com/news/joe-manchin-gave-fresh-hint-194822354.html

Kan være at Bidens avgjørelse knyttet til forlengelse av toll og innføring av toll på bifacial panels er viktigere for Hanwa sin beslutning om å etablere en komplett verdikjede i USA eller ikke.
Det skal besluttes innen 7 februar.