Nyheter som angår REC , del 2

Slettet bruker
RECSI 18.01.2022 kl 18:05 215799

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
Redigert 07.08.2022 kl 19:02 Du må logge inn for å svare
manman01
10.02.2022 kl 16:54 6185

Korea Seriously Dependent on Chinese Solar Power Generation Components
http://www.businesskorea.co.kr/news/articleView.html?idxno=87336
FEBRUARY 10, 2022
manman01
10.02.2022 kl 16:50 6083

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
"
manman01
10.02.2022 kl 16:48 6075

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
Slettet bruker
09.02.2022 kl 14:05 6625

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
DjTao
09.02.2022 kl 13:54 6286

“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
Redigert 09.02.2022 kl 13:55 Du må logge inn for å svare
Slettet bruker
09.02.2022 kl 13:54 6272

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
DjTao
08.02.2022 kl 20:33 6792

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
Redigert 08.02.2022 kl 20:54 Du må logge inn for å svare
manman01
08.02.2022 kl 17:41 7168

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.
"
manman01
08.02.2022 kl 17:40 7153

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
manman01
08.02.2022 kl 17:19 7189

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
manman01
08.02.2022 kl 17:14 7212

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
Slettet bruker
08.02.2022 kl 16:31 7198

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
Redigert 08.02.2022 kl 16:32 Du må logge inn for å svare
manman01
06.02.2022 kl 01:22 8545

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
Trollstuket
04.02.2022 kl 17:42 9140

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
manman01
03.02.2022 kl 16:03 9814

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
DjTao
03.02.2022 kl 10:11 10128

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
DjTao
03.02.2022 kl 08:01 10516

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.
omac
03.02.2022 kl 07:50 10599

Spørsmålet er om REC/Hanwha skal vente på dette. Har de tid til å bare tvinne tommeltotter?
DjTao
03.02.2022 kl 07:17 10803

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
Redigert 03.02.2022 kl 07:27 Du må logge inn for å svare
manman01
02.02.2022 kl 17:47 11350

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
manman01
02.02.2022 kl 17:25 11199

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
manman01
02.02.2022 kl 17:24 10893

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
manman01
02.02.2022 kl 07:04 11299

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.
..
"
Redigert 02.02.2022 kl 07:04 Du må logge inn for å svare
manman01
01.02.2022 kl 21:03 11787

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.”
..
"
Redigert 01.02.2022 kl 21:04 Du må logge inn for å svare
manman01
01.02.2022 kl 20:55 11719

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.
"
Trollstuket
01.02.2022 kl 19:42 12118

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.
Redigert 01.02.2022 kl 19:47 Du må logge inn for å svare
manman01
01.02.2022 kl 17:01 12405

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.
"
manman01
01.02.2022 kl 16:12 12546

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
manman01
01.02.2022 kl 16:06 12471

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
manman01
01.02.2022 kl 10:15 6218

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
manman01
31.01.2022 kl 17:03 6917

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
manman01
31.01.2022 kl 16:55 6979

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
manman01
31.01.2022 kl 16:53 6979

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.
..
"
Redigert 31.01.2022 kl 16:53 Du må logge inn for å svare
manman01
31.01.2022 kl 16:50 6816

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
manman01
30.01.2022 kl 17:51 7709

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
manman01
29.01.2022 kl 10:40 8245

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
manman01
28.01.2022 kl 17:54 8924

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
manman01
28.01.2022 kl 14:19 9218

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
Trollstuket
27.01.2022 kl 23:38 9556

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
Redigert 27.01.2022 kl 23:49 Du må logge inn for å svare
Stonks_
27.01.2022 kl 20:31 10157

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
manman01
27.01.2022 kl 20:00 10395

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
Redigert 27.01.2022 kl 20:01 Du må logge inn for å svare
manman01
27.01.2022 kl 13:01 10919

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
Trollstuket
27.01.2022 kl 10:23 11124

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.
Redigert 27.01.2022 kl 10:26 Du må logge inn for å svare