Tillader mig altså at X-post dine opslag fra den ugentlige tråd SNES1, ind i denne:) Gode opslag burde ikke blive begravet!

Flyers, vil du ikke tilføje SNES1 også? :)

SNES1
24.01.22
Aided by investor demand, Korean companies are scaling up bond issues ahead of further policy rate hikes

Hanwha Solutions Corp. is selling 380 billion won in domestic debt on Jan. 24 at an annual interest rate between 2.8 and 3%, according to its public disclosure. The bond sale will mark the company's largest-ever debt issuance in its 57-year history, or 65% more than its initially planned 230 billion won.

The bulk of the proceeds will go to its solar cell and module production lines.

https://www.kedglobal.com/newsPrint/ked202201230001?lang=%C2%A0

380 billion won = $ 316 851 524

Når mesteparten av dette skal brukes til solar cell og module produksjon så er det kanskje mulig at de er Hanwha som kjøper nabobygget.

Prisen på bygget er $ 37 000 000


SNES1
SB 5744 - 2021-22
Concerning tax deferrals for investment projects in clean technology manufacturing, clean alternative fuels production, and renewable energy storage.
https://app.leg.wa.gov/billsummary?BillNumber=5744&Year=2021&Initiative=false

Jan 19 Public hearing in the Senate Committee on Environment, Energy & Technology at 8:00 AM
https://tvw.org/video/senate-environment-energy-technology-committee-2022011309/?eventID=2022011309

Hoppet raskt gjennom dette opptaket og det var noe interesant der f.eks Bryan Young som snakker etter 1 time og 38 minutt.
Han snakker om el-bilprodusenten de "mistet" og at de jobber med en "Major solar manufacturer."

Det er åbenbart svært at importere paneler uden at blive bonget i tolden. Mon problemet er større end forventet?

US solar energy boom ‘stuck’ as industry confronts obstacles
https://www.ft.com/content/6b8e7b33-34d6-411c-91ed-a3ef4f9a0ff8
JANUARY 25, 2022
"
..

The US government last June ordered a halt to imports of polysilicon, a raw material for solar panels, from China-based Hoshine Silicon Industry to put pressure on Beijing over the alleged internment of more than 1m Uyghurs and Muslim minorities in Xinjiang province.

The order has ensnared far more shipments than expected. Some international suppliers outside of China have struggled to navigate the complicated new rules for proving their product is free of Xinjiang-linked polysilicon
..
"

Clean Energy Companies Urge Congress to Pass Build Back Better Act
https://www.seia.org/research-resources/clean-energy-companies-urge-congress-pass-build-back-better-act
JANUARY 24, 2022

“

Dear Leader Schumer and Speaker Pelosi:

As companies committed to building America’s clean energy future, we write to thank you for your leadership and to encourage you to finalize negotiations on the Build Back Better Act (BBBA) as soon as possible this year. The time to act is now.

Each month of delay means an estimated $2 billion in lost economic activity. That means missed economic opportunities in energy transition communities. That means fewer jobs in domestic mills producing steel for solar and wind projects. And it means a delay in building the American manufacturing base and workforce into a global clean energy powerhouse.

The clean energy and manufacturing provisions in the BBBA must take effect January 1, 2022 to take full advantage of the unprecedented private sector commitment to clean energy projects and to create good paying jobs in every state. As leaders in the clean energy industry, we stand ready to deploy tens of billions of dollars to expand our domestic manufacturing capacity and to employ American workers to build the equipment and projects to power our clean energy transition.

The Build Back Better Act will more than double clean energy investment to $750 billion over the
next ten years, supporting one million, good-paying American jobs over the same period of time. As a result, the United States will be able to reach 750 GW of wind, solar and battery storage by 2030 and cut power sector emissions by nearly 70% below 2005 levels. That is the equivalent of 175 million American homes being powered by low-cost, reliable clean energy.
These clean energy initiatives represent a once-in-a-generation opportunity for Congress to take big, bold action to deliver the clean energy future Americans want and deserve. We stand with you to get that job done.
Sincerely,
“
https://www.seia.org/sites/default/files/2022-01/BBB_Clean_Energy_Industry_Letter.pdf

QCELLS står som en af virksomhederne

Specielt dette:

“
…
As leaders in the clean energy industry, we stand ready to deploy tens of billions of dollars to expand our domestic manufacturing capacity and to employ American workers to build the equipment and projects to power our clean energy transition.
..
“

(:

US renewables firms claim US$2bn lost each month amidst Build Back Better deadlock
https://www.pv-tech.org/us-renewables-firms-claim-us2bn-lost-each-month-amidst-build-back-better-deadlock/
JANUARY 24, 2022

Chinese PV Industry Brief: Longi was the world’s largest module manufacturer in 2021
https://www.pv-magazine.com/2022/01/25/chinese-pv-industry-brief-longi-was-the-worlds-largest-module-manufacturer-in-2021/
JANUARY 25, 2022

Continuing and Updated Guidance Regarding Forced Labor in Xinjiang, China And The Uyghur Forced Labor Prevention Act of 2021
https://www.jdsupra.com/legalnews/continuing-and-updated-guidance-8138099/
JANUARY 25, 2022
"
..
The Uyghur Act tasks the US Government with issuing guidance on compliance with the Uyghur Act, following a period of stakeholder comment. The Forced Labor Enforcement Task Force (“FLETF”) is to prepare both a list of high-priority sectors subject to CBP enforcement and a sector-specific enforcement plan for each of these high-priority sectors. Building upon prior CBP guidance, the Uyghur Act mandates that cotton, tomatoes, and polysilicon must be among these high-priority sectors. The addition of polysilicon on this list of high-priority sectors directly impacts the U.S. solar energy industry: nearly half of the world’s polysilicon — a key material for the manufacture of solar panels — is produced in Xinjiang.
..
"

https://www.govinfo.gov/content/pkg/FR-2022-01-24/pdf/2022-01444.pdf

GM and LG Energy Solution Investing $2.6 Billion to Build 3rd Ultium Cells Manufacturing Plant in Lansing
https://www.prnewswire.co.uk/news-releases/gm-and-lg-energy-solution-investing-2-6-billion-to-build-3rd-ultium-cells-manufacturing-plant-in-lansing-827266210.html
JANUARY 25, 2022

For your reading list this week: John Thornhill of Financial Times dives into the EV industry, noting that innovators and economists often look to “complements” like ample charging infrastructure or high-performance batteries to help the market grow & to meet consumer demand.

In an industry intent on improving energy capabilities, our lithium-silicon battery technology is already proven to help eliminate range anxiety for drivers so they can commute, run errands or take a roadtrip without worrying about their next charging stop. 😎 Dare to rethink what’s possible for EV energy density and join us in the fast lane toward an all-electric future.

Read more here: https://on.ft.com/3ApyX83
https://www.linkedin.com/posts/group14-technologies_the-ev-revolution-needs-an-energy-surge-activity-6891448424441487360-MbQ4

Enel plans to 'copy and paste' Italy solar panel factory in U.S
https://www.reuters.com/business/energy/enel-plans-copy-paste-italy-solar-panel-factory-us-2022-01-25/
JANUARY 25, 2022
"
..
Europe's biggest utility is looking to scale up its 3SUN factory in southern Italy to 3 gigawatts in 2024 and develop a new generation of panels to compete with Asia, Enel Green Power CEO Salvatore Bernabei said on Tuesday.

He said Europe might need 30 GW per year of capacity in this regard but added other countries like the United States and India had more ambitious targets.

"Our idea is to think of a possible copy and paste of this factory to other markets, like the United States," he said.
..

"

White House to host GM, Ford among CEOs at meeting on spending push
https://www.reuters.com/article/usa-biden-spending/update-1-white-house-to-host-ceo-meeting-on-spending-bill-push-idUSL1N2U52A6
JANUARY 25, 2022
_______

“WASHINGTON (Reuters) - The White House plans to host the chief executives of major U.S. companies including auto and tech sector firms on Wednesday to discuss President Joe Biden’s signature $1.75 trillion Build Back Better legislation.

General Motors CEO Mary Barra, Ford Motor CEO Jim Farley, Salesforce co-CEO Marc Benioff, Microsoft President Brad Smith, Etsy CEO Josh Silverman, Siemens Corp CEO Barbara Humpton and Corning CEO Wendell Weeks are among those who will take part.”

Polysilicon imports into China climbed to 114,000 tons in 2021
https://www.bernreuter.com/newsroom/polysilicon-news/article/polysilicon-imports-into-china-climbed-to-114-000-tons-in-2021/
JANUARY 25, 2022
"
..
South Korea’s polysilicon exports to China fell from 15,331 MT in 2020 to 4,096 MT in 2021 after both OCI and Hanwha Solutions announced in February 2020 that they would terminate their solar-grade polysilicon operations in the country. Off-spec material from OCI’s electronic-grade plant in Gunsan is still contributing to Chinese imports. Similar to Japan, however, the amount dropped sharply from 3,097 MT in the first half to 999 MT in the second half.
..
"

Legger den inn her og.

E-post fra semi.org:

PRESS RELEASE: SEMI Applauds House Introduction of America Competes Act of 2022 with Funding for CHIPS Act

SEMI Applauds House Introduction of America Competes Act of 2022 with Funding for CHIPS Act

MILPITAS, Calif. – January 25, 2022 – SEMI, the industry association serving the global electronics design and manufacturing supply chain, today applauded the introduction of the America Competes Act of 2022 in the United States House of Representatives. The bill includes funding for the Creating Helpful Incentives to Produce Semiconductors for America (CHIPS) Act, earmarked to strengthen U.S. semiconductor manufacturing and research.

“We are very pleased to see the House move forward to introduce the America Competes Act of 2022 including robust funding for the CHIPS Act programs,” said Ajit Manocha, SEMI president and CEO. “The bill also ensures equipment and materials suppliers can access the Section 9902 grant program, which will strengthen the semiconductor supply chain in the United States to meet the challenges of the twenty-first century. These programs will attract new manufacturing facilities – both chip fabs and upstream suppliers – and support technologies that countless industries in the U.S. and around the world depend on. The bill will also bolster workforce development programs, helping to equip workers with the skills needed in today’s semiconductor industry. We look forward to working with Congress and the Biden Administration to enact this funding into law.”

“Additionally, we urge quick action on the Advanced Manufacturing Investment Credit and restoration of the ability to immediately deduct research expenses which was removed at the start of this year,” Manocha said.

http://www.koreaherald.com/view.php?ud=20220126000439&np=1&mp=1

SKC, a chemical unit of South Korea’s No. 3 conglomerate SK Group, said Wednesday it has invested $80 million with partners to secure next-generation electric vehicle batteries technologies.

According to SKC, it formed a consortium with SJL Partners, BNW Investment and Kiwoom PE and invested $80 million in Nexeon, which develops materials that go inside the minus sides of electric vehicle batteries.

EV batteries have plus sides and minus sides. Typically, the minus sides are made of graphite,the same material found inside pencils. Graphite helps EV batteries to stabilize.

To further enhance the performance of EV batteries, the industry is adding silicon to graphite. Established in 2006, Nexeon is equipped with technologies and patents to mass-produce a mixture of silicon and graphite in a short period, SKC claims.

Veldig bra, det dreier seg mer og mer mot silicon i batterier

PolySilicon Weekly Spot Price
Item High Low Avg AChg AChg%
PolySilicon 35.650 21.100 32.150 0.1 0.31%
Unit: USD Last Update: 2022-01-26

US community solar industry commits to DOE’s goal of 20 GW by 2025
https://www.solarpowerworldonline.com/2022/01/us-community-solar-industry-commits-to-doe-goal/
JANUARY 25, 2022
"
..
The Coalition for Community Solar Access (CCSA) announced a commitment to developing 20 GW of community solar capacity by 2025 at the summit. The CCSA, representing the U.S. community solar industry at the summit, is aligning development plans with the DOE’s intent to enable enough community solar to power 5 million American homes.
..
"

Supply chain issues likely slowed 2021 solar development in Southeast US, may persist
https://www.spglobal.com/platts/en/market-insights/latest-news/energy-transition/012122-supply-chain-issues-likely-slowed-2021-solar-development-in-southeast-us-may-persist
JANUARY 21, 2022
"
..
However, solar expansion may be delayed by continued supply chain issues, partly because of port delivery delays from China, Prabhu said.

"We expect [port issues] to improve by the second half and resolve in 2022 as US Customs clears up the backlog," Prabhu said. "We also expect new non-China module manufacturing capacity to come online but still expect polysilicon, steel and freight costs to drive the inflation narrative for solar panels."
...
"

WTO lets China impose tariffs on U.S. in Obama-era case
https://www.reuters.com/business/wto-gives-china-right-impose-tariffs-645-mln-us-goods-2022-01-26/
JANUARY 26, 2022
"
..
However, it is another symbolic victory for Beijing at the Geneva-based trade body. In November 2019, the WTO awarded China the right to retaliatory tariffs of $3.58 billion after finding fault with the way Washington determined if Chinese products are being dumped on the U.S. market.
"

Evidence grows that global solar supply chains are diversifying
https://www.renewableenergyworld.com/news/evidence-grows-that-global-solar-supply-chains-are-diversifying/#gref
JANUARY 20, 2022

Edit: hov, denne var vidst delt før på uge 3 tråden af Babbai :) men nu er den også her. Syntes det virkede bekendt!!

SK Group to set up $835 mn green biz R&D complex
https://www.kedglobal.com/newsView/ked202201260005
JANUARY 26, 2022
"
..
The center is also expected to work on other promising eco-friendly technologies such as nanomaterials and low-power semiconductor materials.

Earlier, SK Group Chairman Chey Tae-won emphasized cooperation among group companies on the eco-friendly business.

“Affiliates that chose green business strategies need to get together discuss and find ways to realize these strategies,” Chey said during a meeting with the CEOs of the companies.

The group also plans to expand investment in an existing R&D center that is predicted to work on battery tests and quality checks, as well as eco-friendly materials.

The center, jointly operated by SK Innovation and SK On, is home to some 1,200 researchers on battery and eco-friendly materials.
"

Statement from USTR Spokesperson Adam Hodge on the WTO Arbitration Award Announcement in United States – Countervailing Duty Measures on Certain Products from China
https://ustr.gov/about-us/policy-offices/press-office/press-releases/2022/january/statement-ustr-spokesperson-adam-hodge-wto-arbitration-award-announcement-united-states
JANUARY 26, 2022
“

The deeply disappointing decision today by the WTO arbitrator reflects erroneous Appellate Body interpretations that damage the ability of WTO Members to defend our workers and businesses from China’s trade-distorting subsidies. Today’s decision reinforces the need to reform WTO rules and dispute settlement, which have been used to shield China’s non-market economic practices and undermine fair, market-oriented competition. The Biden Administration will continue to use all our tools to stand up for the interests of America’s workers, businesses, farmers and producers, and strengthen our middle class.

“

WTO Arbiter Sides With China in Tariff Fight With U.S.
https://www.wsj.com/articles/wto-arbiter-sides-with-china-in-tariff-fight-with-u-s-11643241414
JANUARY 27, 2022

https://columbiabasinherald.com/news/2022/jan/27/possible-return-warnick-bill-aims-help-rec-start-a/
Kilde : Scotus

Pareto : Forventer oppstart i Moses Lake 2.kv 2023
Pareto : Kursmål 30.- oppdatert idag 27.jan

Flotte nyheter.

China Forced-Labor Law Risks Snarling Supply Chains, ESG Goals
https://news.bloomberglaw.com/daily-labor-report/china-forced-labor-law-risks-snarling-supply-chains-esg-goals
JANUARY 27, 2022

Remarks by President Biden at Build Back Better CEO Roundtable
https://www.whitehouse.gov/briefing-room/speeches-remarks/2022/01/26/remarks-by-president-biden-at-build-back-better-ceo-roundtable/
JANUARY 26, 2022

US approach to preventing imports of goods
made using forced labour

https://www.europarl.europa.eu/RegData/etudes/ATAG/2022/698895/EPRS_ATA(2022)698895_EN.pdf

JANUARY 27, 2022

Nytt møte idag angående bill 5849 i washington state som omhandler skatte lette for solar industrien som idag ble send videre i prosessen.

Link til møtet https://leg.wa.gov/Senate/Committees/WM/Pages/default.aspx?eventID=2022011515

Dette lover godt.

Les og NYT ;)

https://www.reuters.com/business/energy/exclusive-white-house-mulls-extension-trump-era-solar-tariffs-with-tweaks-2022-01-27/

Edit : så ikke du postet denne Scotus, fant den selv på twitter. Men du får creds :P

Helt frisk
Chinese PV Industry Brief: Longi raises wafer prices
https://www.pv-magazine.com/2022/01/28/chinese-pv-industry-brief-longi-raises-wafer-prices/
JANUARY 28, 2022

Wood Mackenzie expects return to solar panel price falls this year
https://www.pv-magazine.com/2022/01/28/__trashed-33/
JANUARY 28, 2022

The US is starting to make a manufacturing comeback. Here's how to sustain it
https://edition.cnn.com/2022/01/28/perspectives/us-manufacturing-supply-chain-semiconductors/index.html
JANUARY 28, 2022

Reshoring manufacturing might be Washington’s future
https://www.seattletimes.com/business/reshoring-manufacturing-might-be-washingtons-future/?amp=1
JANUARY 28, 2022

U.S. Government Seeks Public Comments on Implementation of Xinjiang Regional Import Restrictions
https://www.jdsupra.com/legalnews/u-s-government-seeks-public-comments-on-4977480/
JANUARY 28, 2022

For Chip Industry, Global Supply Crunch Pushes Next Target to $1 Trillion
https://www.wsj.com/amp/articles/for-chip-industry-global-supply-crunch-pushes-next-target-to-1-trillion-11643544005
JANUARY 30, 2022

Report shows solar module prices in secondary market stay steady over last two years
https://www.solarpowerworldonline.com/2022/01/report-shows-solar-module-prices-in-secondary-market-stay-steady-over-last-two-years/
JANUARY 31, 2022

Maxeon solar panels enter U.S. commercial market bundled with Omnidian performance assurance
https://www.solarpowerworldonline.com/2022/01/maxeon-solar-panels-enter-u-s-commercial-market-bundled-with-omnidian-performance-assurance/
JANUARY 31, 2022

Rethinking global supply chains for the energy transition
https://www.weforum.org/agenda/2022/01/rethinking-supply-chains-for-the-energy-transition/
JANUARY 31, 2022
"
..
Many of the same problems that affected global oil markets are already affecting the markets for critical energy transition materials such as lithium, cobalt, copper, and rare materials used to manufacture solar panels, batteries and other clean energy technologies. As with oil, the whole world depends on these materials, but geologically they are concentrated in just a few places.
..
"

Environmental Groups Launch Lobbying Blitz to Push Biden Bill
https://www.bloombergquint.com/amp/business/environmental-groups-launch-lobbying-blitz-to-push-biden-bill
JANUARY 31, 2022

Charts: China promised Trump it would buy an additional $200 billion worth of US exports — but only met 60% of the trade deal target
https://www.businessinsider.com/charts-china-60-percent-trump-trade-deal-agriculture-services-energy-2021-12?r=US&IR=T
JANUARY 29, 2022

Biden Promised to Confront China. First He Has to Confront America’s Bizarre Trade Politics.
https://www.politico.com/news/magazine/2022/01/31/biden-china-trade-politics-00003379
JANUARY 31, 2022

India to grant additional $2.6 bln for solar manufacturing
https://www.reuters.com/markets/commodities/india-grant-additional-26-bln-solar-manufacturing-2022-02-01/
FEBRUARY 1, 2022