Nyheter som angår REC , del 2
Etter anmodning, opprettes ny lukket tråd for nyheter som angår Rec. Send meg forespørsel hvis du har nyheter som skal deles. Foreløpig er kun the man invitert.
Nyhetstråd fra 28/3-21 - 18/1-22:
https://finansavisen.no/forum/thread/131735/view
Nyhetstråd fra 28/3-21 - 18/1-22:
https://finansavisen.no/forum/thread/131735/view
Redigert 07.08.2022 kl 19:02
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manman01
25.01.2022 kl 17:42
13185
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.
..
"
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.
..
"
Redigert 25.01.2022 kl 17:45
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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.”
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.”
Redigert 25.01.2022 kl 23:21
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manman01
26.01.2022 kl 06:56
12478
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.
..
"
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.
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.
Babbai
26.01.2022 kl 09:19
11984
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.
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
Redigert 26.01.2022 kl 09:28
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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
Item High Low Avg AChg AChg%
PolySilicon 35.650 21.100 32.150 0.1 0.31%
Unit: USD Last Update: 2022-01-26
manman01
26.01.2022 kl 12:29
11998
The transition to net zero is an investment, not a cost, McKinsey says
https://fortune.com/2022/01/26/mckinsey-cost-net-zero-transition-climate-change/amp/
JANUARY 26, 2022
https://fortune.com/2022/01/26/mckinsey-cost-net-zero-transition-climate-change/amp/
JANUARY 26, 2022
manman01
26.01.2022 kl 16:07
11871
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
"
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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.
..
"
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.
..
"
manman01
26.01.2022 kl 17:10
12002
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
"
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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."
...
"
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."
...
"
manman01
26.01.2022 kl 17:17
12102
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.
"
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.
"
manman01
26.01.2022 kl 17:25
12088
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!!
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!!
Redigert 26.01.2022 kl 17:28
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manman01
26.01.2022 kl 17:35
12009
SK Group to set up $835 mn green biz R&D complex
https://www.kedglobal.com/newsView/ked202201260005
JANUARY 26, 2022
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..
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.
"
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.
"
manman01
27.01.2022 kl 09:40
11291
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.
“
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.
“
Redigert 27.01.2022 kl 09:41
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manman01
27.01.2022 kl 10:11
11142
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://www.wsj.com/articles/wto-arbiter-sides-with-china-in-tariff-fight-with-u-s-11643241414
JANUARY 27, 2022
Trollstuket
27.01.2022 kl 10:23
11068
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.
Kilde : Scotus
Pareto : Forventer oppstart i Moses Lake 2.kv 2023
Pareto : Kursmål 30.- oppdatert idag 27.jan
Flotte nyheter.
Redigert 27.01.2022 kl 10:26
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manman01
27.01.2022 kl 13:01
10863
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
https://news.bloomberglaw.com/daily-labor-report/china-forced-labor-law-risks-snarling-supply-chains-esg-goals
JANUARY 27, 2022
manman01
27.01.2022 kl 14:27
10709
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
https://www.whitehouse.gov/briefing-room/speeches-remarks/2022/01/26/remarks-by-president-biden-at-build-back-better-ceo-roundtable/
JANUARY 26, 2022
manman01
27.01.2022 kl 20:00
10339
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
made using forced labour
https://www.europarl.europa.eu/RegData/etudes/ATAG/2022/698895/EPRS_ATA(2022)698895_EN.pdf
JANUARY 27, 2022
Redigert 27.01.2022 kl 20:01
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Stonks_
27.01.2022 kl 20:31
10101
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
Link til møtet https://leg.wa.gov/Senate/Committees/WM/Pages/default.aspx?eventID=2022011515
Trollstuket
27.01.2022 kl 23:38
9500
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
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
Redigert 27.01.2022 kl 23:49
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manman01
28.01.2022 kl 14:19
9162
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
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
manman01
28.01.2022 kl 17:54
8868
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
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
manman01
29.01.2022 kl 10:40
8189
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
https://www.jdsupra.com/legalnews/u-s-government-seeks-public-comments-on-4977480/
JANUARY 28, 2022
manman01
30.01.2022 kl 17:51
7653
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
https://www.wsj.com/amp/articles/for-chip-industry-global-supply-crunch-pushes-next-target-to-1-trillion-11643544005
JANUARY 30, 2022
manman01
31.01.2022 kl 16:50
6760
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
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
manman01
31.01.2022 kl 16:53
6923
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.
..
"
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.
..
"
Redigert 31.01.2022 kl 16:53
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manman01
31.01.2022 kl 16:55
6923
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
https://www.bloombergquint.com/amp/business/environmental-groups-launch-lobbying-blitz-to-push-biden-bill
JANUARY 31, 2022
manman01
31.01.2022 kl 17:03
6861
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
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
manman01
01.02.2022 kl 10:15
6162
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
https://www.reuters.com/markets/commodities/india-grant-additional-26-bln-solar-manufacturing-2022-02-01/
FEBRUARY 1, 2022
manman01
01.02.2022 kl 16:06
12415
BloombergNEF says global solar will cross 200 GW mark for first time this year, expects lower panel prices
https://www.pv-magazine.com/2022/02/01/bloombergnef-says-global-solar-will-cross-200-gw-mark-for-first-time-this-year-expects-lower-panel-prices/
FEBRUARY 1, 2022
https://www.pv-magazine.com/2022/02/01/bloombergnef-says-global-solar-will-cross-200-gw-mark-for-first-time-this-year-expects-lower-panel-prices/
FEBRUARY 1, 2022
manman01
01.02.2022 kl 16:12
12490
Union Budget 2022: Energy Transition and Climate Change
https://www.investindia.gov.in/team-india-blogs/union-budget-2022-energy-transition-and-climate-change
FEBRUARY 1, 2022
Union Budget targets domestic production with 40% solar import duty and boost to manufacturing-linked incentive
https://www.pv-magazine-india.com/2022/02/01/union-budget-targets-domestic-production-with-40-solar-import-duty-and-boost-to-manufacturing-linked-incentive/
FEBRUARY 1, 2022
https://www.investindia.gov.in/team-india-blogs/union-budget-2022-energy-transition-and-climate-change
FEBRUARY 1, 2022
Union Budget targets domestic production with 40% solar import duty and boost to manufacturing-linked incentive
https://www.pv-magazine-india.com/2022/02/01/union-budget-targets-domestic-production-with-40-solar-import-duty-and-boost-to-manufacturing-linked-incentive/
FEBRUARY 1, 2022
manman01
01.02.2022 kl 17:01
12349
US-China trade relations in 'difficult' stage: Tai
https://news.yahoo.com/us-china-trade-relations-difficult-205532601.html
JANUARY 31, 2022
"
..
Biden recently said he is not yet ready to remove the tariffs his predecessor imposed in 2018 on Chinese products worth $370 billion, citing "unfair" trade practices.
In her comments Monday, Tai also said she is "heartened" by the prospects of reforming the World Trade Organization.
She pointed to a "universal commitment... that the WTO as an institution is important, and deserves our attention."
The Trump administration paralyzed the WTO's dispute resolution body, but Tai pledged the US would take a leadership role in the reform effort.
"We might have different visions about what we would like the WTO to be specifically, but let's engage in that process," she said.
"
https://news.yahoo.com/us-china-trade-relations-difficult-205532601.html
JANUARY 31, 2022
"
..
Biden recently said he is not yet ready to remove the tariffs his predecessor imposed in 2018 on Chinese products worth $370 billion, citing "unfair" trade practices.
In her comments Monday, Tai also said she is "heartened" by the prospects of reforming the World Trade Organization.
She pointed to a "universal commitment... that the WTO as an institution is important, and deserves our attention."
The Trump administration paralyzed the WTO's dispute resolution body, but Tai pledged the US would take a leadership role in the reform effort.
"We might have different visions about what we would like the WTO to be specifically, but let's engage in that process," she said.
"
Trollstuket
01.02.2022 kl 19:42
12062
linkedin.com/company/rec-silicon/
Sjekk siste innlegg, 1hrs ago.
Finner det snodig att REC deler denne dersom de selv ikke er involvert.
Enel Green Power is the latest among a host of solar manufacturers expanding capacity outside of China.
The company plans to reach 3GW capacity at its module factory in Catania, Italy, and CEO Salvatore Bernabei says they are considering a ‘copy and paste’ effort with a facility in the United States.
As the world continues to face supply chain issues that challenge carbon goals, a more diversified and sustainable solar supply will prove imperative to powering the global energy transition.
#solar #manufacturing #supplychains
The factory is expected to begin manufacturing activities by the end of 2023 and to reach full capacity by mid-2024.
Antar det er mye vi ikke vet, og om ikke lenge får vi sannsynligvis mer info om HS ; Wafer,Modules,Cells.
Q4 blir interessant.
Sjekk siste innlegg, 1hrs ago.
Finner det snodig att REC deler denne dersom de selv ikke er involvert.
Enel Green Power is the latest among a host of solar manufacturers expanding capacity outside of China.
The company plans to reach 3GW capacity at its module factory in Catania, Italy, and CEO Salvatore Bernabei says they are considering a ‘copy and paste’ effort with a facility in the United States.
As the world continues to face supply chain issues that challenge carbon goals, a more diversified and sustainable solar supply will prove imperative to powering the global energy transition.
#solar #manufacturing #supplychains
The factory is expected to begin manufacturing activities by the end of 2023 and to reach full capacity by mid-2024.
Antar det er mye vi ikke vet, og om ikke lenge får vi sannsynligvis mer info om HS ; Wafer,Modules,Cells.
Q4 blir interessant.
Redigert 01.02.2022 kl 19:47
Du må logge inn for å svare
manman01
01.02.2022 kl 20:55
11663
US solar module manufacturer nets $5 million investment, 250MW supply deal
https://pv-magazine-usa.com/2022/02/01/us-solar-module-manufacturer-nets-5-million-investment-250mw-supply-deal/
FEBRUARY 1, 2022
"
...
Manufacturing
US and North American solar manufacturing have potential to rise significantly as both Sen. Jon Ossoff’s Solar Energy Manufacturing for America Act and the Biden Administration’s Build Back Better (BBB) Act, which has $550 billion in climate provisions, work their way through the legislature.
An earlier proposal of BBB had significant provisions for US manufacturing. Included in the bill were incentives for the manufacture of thin film PV or crystalline PV cells. The incentive would pay $0.04 per watt DC capacity of the cell. PV wafers would be offered $12 per square meter, and solar-grade polysilicon is offered $3 per kilogram US-made solar modules are offered an incentive of $0.07 per watt.
Senator Joe Manchin (D-VA) shut down the earlier proposal of BBB, and said he intends to start “from scratch,” but it is likely that US manufacturing would continue to receive focus in the Act.
"
https://pv-magazine-usa.com/2022/02/01/us-solar-module-manufacturer-nets-5-million-investment-250mw-supply-deal/
FEBRUARY 1, 2022
"
...
Manufacturing
US and North American solar manufacturing have potential to rise significantly as both Sen. Jon Ossoff’s Solar Energy Manufacturing for America Act and the Biden Administration’s Build Back Better (BBB) Act, which has $550 billion in climate provisions, work their way through the legislature.
An earlier proposal of BBB had significant provisions for US manufacturing. Included in the bill were incentives for the manufacture of thin film PV or crystalline PV cells. The incentive would pay $0.04 per watt DC capacity of the cell. PV wafers would be offered $12 per square meter, and solar-grade polysilicon is offered $3 per kilogram US-made solar modules are offered an incentive of $0.07 per watt.
Senator Joe Manchin (D-VA) shut down the earlier proposal of BBB, and said he intends to start “from scratch,” but it is likely that US manufacturing would continue to receive focus in the Act.
"
manman01
01.02.2022 kl 21:03
11731
Utility scale solar deployments could fall farther behind estimates
https://www.renewableenergyworld.com/solar/utility-scale-solar-deployments-could-fall-farther-behind-estimates/#gref
FEBRUARY 1, 2022
"
..
In January, the Ultra Low-Carbon Solar Alliance told Renewable Energy World that evidence was mounting that supply chains are diversifying away from those conflict regions such as those in Xinjiang.
The shift is being aided in part by growing global demand for solar energy equipment. New sources of supply across the entire solar production supply chain are being added, offering alternatives to solar developers in the U.S. and elsewhere.
“We are seeing a supply chain realignment,” said Michael Parr, executive director of the U.S.-based Ultra Low-Carbon Solar Alliance (ULCSA). “The pace has been faster than expected.”
..
"
https://www.renewableenergyworld.com/solar/utility-scale-solar-deployments-could-fall-farther-behind-estimates/#gref
FEBRUARY 1, 2022
"
..
In January, the Ultra Low-Carbon Solar Alliance told Renewable Energy World that evidence was mounting that supply chains are diversifying away from those conflict regions such as those in Xinjiang.
The shift is being aided in part by growing global demand for solar energy equipment. New sources of supply across the entire solar production supply chain are being added, offering alternatives to solar developers in the U.S. and elsewhere.
“We are seeing a supply chain realignment,” said Michael Parr, executive director of the U.S.-based Ultra Low-Carbon Solar Alliance (ULCSA). “The pace has been faster than expected.”
..
"
Redigert 01.02.2022 kl 21:04
Du må logge inn for å svare
manman01
02.02.2022 kl 07:04
11243
Developing a Strategic Action Plan for the solar PV industry in Europe
https://www.solarpowereurope.org/wp-content/uploads/2022/01/Offtakers-letter_vfinal-1.pdf
JANUARY 26, 2022
"
..
An industry can develop sustainably only if it has a comprehensive vision of its supply chain. Europe has divested from the most strategic steps of the solar PV value chain, and most of the EU project developers rely on a limited number of suppliers, with significant concentration in a limited number of countries outside Europe. The European solar industry has flourished in the past years thanks to a fruitful cooperation with these global partners, and there is no sign that such a cooperation will stop tomorrow.
Nevertheless, in the medium term, this raises questions about the impact on the EU solar industry. Future disturbances in the supply chain, such as the current increase of shipping costs, the 400% increase of polysilicon costs or the expected shortage of solar PV modules supply in 2022, could cause temporary yet costly stress and delays in module procurement and project development. This is detrimental to the speed of European decarbonisation. Allowing access to a diversified supply of components in the medium term is necessary to ensure a healthy competition among manufacturers, sustain a continuous innovation cycle, improve the sustainability of the supply chain and strengthen the resilience of the industry in case of future shocks.
..
"
https://www.solarpowereurope.org/wp-content/uploads/2022/01/Offtakers-letter_vfinal-1.pdf
JANUARY 26, 2022
"
..
An industry can develop sustainably only if it has a comprehensive vision of its supply chain. Europe has divested from the most strategic steps of the solar PV value chain, and most of the EU project developers rely on a limited number of suppliers, with significant concentration in a limited number of countries outside Europe. The European solar industry has flourished in the past years thanks to a fruitful cooperation with these global partners, and there is no sign that such a cooperation will stop tomorrow.
Nevertheless, in the medium term, this raises questions about the impact on the EU solar industry. Future disturbances in the supply chain, such as the current increase of shipping costs, the 400% increase of polysilicon costs or the expected shortage of solar PV modules supply in 2022, could cause temporary yet costly stress and delays in module procurement and project development. This is detrimental to the speed of European decarbonisation. Allowing access to a diversified supply of components in the medium term is necessary to ensure a healthy competition among manufacturers, sustain a continuous innovation cycle, improve the sustainability of the supply chain and strengthen the resilience of the industry in case of future shocks.
..
"
Redigert 02.02.2022 kl 07:04
Du må logge inn for å svare
manman01
02.02.2022 kl 17:24
10837
U.S. trade official says China failed to meet 'Phase 1' commitments
https://www.reuters.com/world/us/us-trade-official-says-china-failed-meet-phase-1-commitments-2022-02-01/
FEBRUARY 2, 2022
https://www.reuters.com/world/us/us-trade-official-says-china-failed-meet-phase-1-commitments-2022-02-01/
FEBRUARY 2, 2022
manman01
02.02.2022 kl 17:25
11143
Is the EV battery crisis the next ‘semiconductor chip shortage’?
https://techhq.com/2022/02/is-the-ev-battery-crisis-the-next-semiconductor-chip-shortage/
FEBRUARY 2, 2022
https://techhq.com/2022/02/is-the-ev-battery-crisis-the-next-semiconductor-chip-shortage/
FEBRUARY 2, 2022
manman01
02.02.2022 kl 17:46
11094
Battery innovation enhances EV technology, generates worldwide patent boom
https://www.autofinancenews.net/allposts/auto-finance-excellence/compliance/battery-innovation-enhances-ev-technology-generates-worldwide-patent-boom/
JANUARY 28, 2022
https://www.autofinancenews.net/allposts/auto-finance-excellence/compliance/battery-innovation-enhances-ev-technology-generates-worldwide-patent-boom/
JANUARY 28, 2022
manman01
02.02.2022 kl 17:47
11294
Ford to make new investment of up to $20 billion in EV push- Bloomberg News
https://www.reuters.com/technology/ford-invest-up-20-billion-ev-push-bloomberg-news-2022-02-01/
FEBRUARY 2, 2022
https://www.reuters.com/technology/ford-invest-up-20-billion-ev-push-bloomberg-news-2022-02-01/
FEBRUARY 2, 2022
DjTao
03.02.2022 kl 07:17
10747
Da blir det nok ingen avstemning over SEMA/BBB før etter 1 mars.
Demokratene er nødt til å ha alle stemmer i senatet for å få det gjennom. På den positive siden så får de litt mer tid på å dele opp BBB i en form som etterhvert forhåpentligvis også Manchin kan støtte.
Sen. Ben Ray Luján (D-N.M.) is expected to return to the Senate within four to six weeks, barring complications, after suffering a stroke, aides confirmed to The Hill.
In a 50-50 Senate, his time away also threatens to leave Democrats’ agenda in limbo until he returns.
https://thehill.com/homenews/senate/592543-lujan-out-for-next-4-6-weeks
Demokratene er nødt til å ha alle stemmer i senatet for å få det gjennom. På den positive siden så får de litt mer tid på å dele opp BBB i en form som etterhvert forhåpentligvis også Manchin kan støtte.
Sen. Ben Ray Luján (D-N.M.) is expected to return to the Senate within four to six weeks, barring complications, after suffering a stroke, aides confirmed to The Hill.
In a 50-50 Senate, his time away also threatens to leave Democrats’ agenda in limbo until he returns.
https://thehill.com/homenews/senate/592543-lujan-out-for-next-4-6-weeks
Redigert 03.02.2022 kl 07:27
Du må logge inn for å svare
omac
03.02.2022 kl 07:50
10543
Spørsmålet er om REC/Hanwha skal vente på dette. Har de tid til å bare tvinne tommeltotter?
DjTao
03.02.2022 kl 08:01
10460
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.
Det skal besluttes innen 7 februar.
DjTao
03.02.2022 kl 10:11
10072
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 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
manman01
03.02.2022 kl 16:03
9758
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
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
Trollstuket
04.02.2022 kl 17:42
9084
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
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
manman01
06.02.2022 kl 01:22
8489
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
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
manman01
07.02.2022 kl 16:41
7596
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
https://eeas.europa.eu/headquarters/headquarters-homepage/110574/europe’s-energy-security-and-eu-us-cooperation-%C2%A0_en
FEBRUARY 6, 2022