EU's solenergistrategi
https://ec.europa.eu/info/law/better-regulation/have-your-say/initiatives/13338-EUs-solenergistrategi_da
https://ec.europa.eu/info/events/towards-eu-solar-energy-strategy-2022-mar-29_en

Eksperter: Virksomheder må vælge side – enten sælger de til Vesten eller til Rusland og Kina
https://finans.dk/erhverv/ECE13797777/eksperter-virksomheder-maa-vaelge-side-enten-saelger-de-til-vesten-eller-til-rusland-og-kina/
MARCH 6, 2022
“
..

For virksomhederne betyder det, at man i stigende grad risikerer problemer i den ene lejr, hvis man har store aktiviteter i den anden, lyder vurderingen. Og det kan tvinge virksomhedsledelserne til at vinke farvel til store, årelange satsninger i de "forkerte" lande.

»Erhvervspolitik bliver til sikkerhedspolitik, og tilvalg bliver til fravalg. Hvis du vælger at handle med en given stat eller samarbejdspartner, så risikerer du mere eller mindre automatisk at have foretaget et samtidigt fravalg af andre,« siger Lars Bangert Struwe.

..
“

Denne blir nok rene plankekjøringen å få stemt gjennom i Washington state:

https://ballotpedia.org/Party_control_of_Washington_state_government

Hvis demokratene i DC nå også kan klare å få has på Manchin og Senema, så kan dette bli riktig så bra, men der skal det nok diskuteres og endres meninger frem og tilbake en stund til før BBB kan stemmes på.

https://thehill.com/homenews/senate/596822-democrats-frustrated-with-latest-manchin-pitch-on-build-back-better

Dette er lovende, Bob 👍 Det blir nok liv i Moses Lake til slutt ☀️

Lagförslaget med skattesubvention till solcellstillverkning i Moses Lake har gått igenom senaten.

PASSED SENATE!
Third reading, passed; yeas, 46; nays, 1; absent, 0; excused, 2

Man kan följa processen här: https://app.leg.wa.gov/billsummary?billnumber=5849&year=2021&initiative=False

Eller i separat tråd. Det har definitivt nyhetsvärde så jag postar här också ☀️

https://finansavisen.no/forum/thread/145919/edit

Germany accelerates renewables due to Russia-Ukraine war; China to hike solar installs
https://www.reutersevents.com/renewables/solar-pv/germany-accelerates-renewables-due-russia-ukraine-war-china-hike-solar-installs
MARCH 2, 2022

I følge han selv, kommer han ikke til å stemme for noe som heter BBB. Det har han vært tydelig og sta på. Det holder ikke med justeringer og tilpasninger, uansett hvor store de er. I denne artikkelen https://thehill.com/homenews/senate/596580-manchin-proposes-dramatically-scaled-down-version-of-build-back-better virker det positivt for deler av klimadelen som han vedgår er viktig (men kostbart), i tillegg til «rettferdig» skattepolitikk og billigere reseptbelagte medisiner.

«He suggested spending on an array of initiatives to fight climate change would likely unify his Democratic colleagues. Half of that money should be dedicated to fighting inflation and reducing the deficit,” he said. “The other half you can pick for a 10-year program, whatever you think is the highest priority and right now it seems to be the environment — and that’s a pretty costly one — would take care of it.”

Angående republikanerne vet vi ingenting, men om demokratene ikke blir enstemmige, trenger vi plutselig 60 prosent stemmer. Det var inntil nå lite trolig at mange nok republikanere vil stemme ja, men Putin kan jo ha bedret denne oddsen noe.

For REC sin del vil det nok uansett komme nok kunder, fordi verden trenger grønn energi som aldri før. Men det MÅ komme en avgjørelse på Biden-politikken først, da ingen vil tegne kontrakter og dermed miste pressmidlene sine overfor politikerne.

Vi håper jo på det, men nå kjenner jeg på en liten tvil ift til Manchin. Det har ikke kostet ham noe politisk så langt å gå mot Biden. Kan det tenkes at han ikke stemmer for SEMA for å sikre sine interesser i kull industrien? Fyren er 74 og har uansett sikkert ikke tenkt til å ha en så lang politisk karriere fremover uansett. Han er muligens mer opptatt av å sikre verdiene i kullselskapet han og familien har eierinteresser.
Vet vi om enkelte republikanere er positive og vil stemme for?

SEMA kommer var så säkra på det.

"there were also fresh calls for policies to bolster domestic PV manufacturing so that the country is less reliant on imports."
https://www.pv-tech.org/biden-calls-for-tax-incentives-to-accelerate-solar-deployment/

Det ser sånn ut desverre 😞

Manchin har eierinteresser i kull og tjener millioner på og vil tjene enda mer hvis USA ikke banker gjennom SEMA men istedenfor fortsetter med fossilt brensel, deriblant kull….

Manchin on Tuesday evening said now is not the time for the United States to try to cut down dramatically on fossil fuel production when the president and European allies are imposing severe new sanctions on Russia, a major producer of oil and natural gas.

He said that the United States not only has to be energy independent but also has to help make up for the potential loss of Russian energy shipments to Europe and other countries participating in the new sanctions.

"We have to work with our allies to backfill where areas need help around the world," he said.

He reiterated his call for the United States to stop buying 600,000 barrels of oil and petroleum products per day from Russia.

https://twitter.com/Sen_JoeManchin/status/1499006620981882880?t=Si8cfTUpd1h7QD_jdZcYug&s=19

Manchin på banen igjen og taler for energiuavhenigighet i USA, han kan umulig mene at alt dette skal komme fra fossilt. SEMA bør lett kunne passere tverrpolitisk, de må få den ut av BBB.

https://www.prnewswire.com/il/news-releases/storedot-the-extreme-fast-charging-battery-pioneer-on-track--to-achieve-100-miles-per-5-minutes-of-charge-in-2024-and-100-miles-in-2-minutes-within-a-decade-301493092.html

Storedot samarbeider med Group 14

https://www.electrive.com/2021/11/20/storedot-to-use-group14-technologies-silicon-tech/

https://www.globenewswire.com/news-release/2020/10/13/2107180/0/en/rec-silicon-group14-technologies-and-rec-silicon-announce-u-s-advanced-silicon-anode-production-facility-to-meet-demand-for-electrification-of-everything-decade.html

Manchin kuker seg igjen

https://www.google.com/amp/s/thehill.com/homenews/senate/596458-manchin-pours-water-on-bidens-attempt-to-revive-build-back-better%3famp

State of the Union Address Emphasizes Serious Climate Change Threat, Need for Clean Energy
https://www.seia.org/news/state-union-address-emphasizes-serious-climate-change-threat-need-clean-energy
MARCH 1, 2022
"
Press Release
WASHINGTON, D.C. — Following is a statement by Abigail Ross Hopper, president and CEO of the Solar Energy Industries Association (SEIA), on President Biden’s State of the Union address:

“President Biden rightly emphasized the threat of climate change and the need to rapidly deploy clean energy in tonight’s State of the Union address. We agree with the President that it is past time to develop and rely more on our own resources to power the American economy. We have the capacity.

“Threats from hostile countries, particularly in light of Russia’s unprovoked invasion of Ukraine, underscore the urgency of our transition to a clean energy economy. Investing in American manufacturing supply chains and building demand for clean energy sources such as solar and storage is critical. And because solar is the least expensive energy source in much of the country, American families will save money.

“With policies that support American clean energy manufacturing and the expansion of solar power and energy storage, we can become less dependent on energy and materials from countries that do not share our values or our interests. A robust solar manufacturing sector and a strong and diverse solar industry will put more than a million Americans to work, generate hundreds of billions of dollars of economic growth and bolster environmental justice and national and climate security.

“U.S. demand for clean energy far outpaces domestic manufacturing capacity. That has to be fixed. Our own domestic supply chain must be capable of supporting a dominant and secure clean energy sector. Federal policy is critical to bridge this gap. Failure to enact comprehensive clean energy and climate policy is no longer an option.

“The time is now for policymakers to commit to bolstering our energy sector, tackling the climate crisis and reducing our dependence on energy and materials from other nations. The need for clean energy action has never been more obvious or more urgent.”
"

Fant nettop denne lille gladnyheten, men tar kilden med en liten klype salt

At a virtual press conference on Monday, state representatives, as well as local labor and environmental advocates, urged Biden and the U.S. Senate to pass a $550 billion federal climate bill — the largest in U.S. history — that would fund clean energy and green jobs.

Initially part of the stalled $2.2 trillion Build Back Better Act, the climate investments were broken out and approved by House Democrats as a separate budget reconciliation bill in an effort to speed passage.

https://www.wpr.org/wisconsin-leaders-urge-biden-recommit-climate-action-tuesdays-state-union-address

Solar Tsunami: Solar PV grows 26% again – stays exponential as it blows past 4% of US electricity in 2021
https://pv-magazine-usa.com/2022/02/28/solar-tsunami-solar-pv-grows-26-again-stays-exponential-as-it-blows-past-4-of-us-electricity-in-2021/
FEBRUARY 28, 2022

Hehe, nu vil Manchin gerne lege med

Der er tydeligvis langt op endnu fra dette niveau ((:

Tak for deling Boldor, og god dag allesammen (:

Den rette røven dette , han har jo motarbeidet BBB og ska han liksom snu .. godt han ser dette , jeg var sikker på at krigen skulle få han å snu , nå ser vi dette .
Da er deler som er viktige for REC av BBB i boks ser jeg det som .

https://twitter.com/EnergyDems/status/1498458488946761736?t=44fkhZYrtqcarRVuSZHApQ&s=19

Joe Manchin med uttalelse om at Biden-administrasjonen må ta de nødvendige grep for å sikre energiuavhengighet og sikkerhet i USA, samt forby import av olje fra Russland.

Tak for deling grabein, svært spændende læsning jeg vil kigge på - lidt senere :)

Cutting energy dependence on Russia is key issue, EU's Borrell says
https://www.reuters.com/article/ukraine-crisis-borrell-energy/cutting-energy-dependence-on-russia-is-key-issue-eus-borrell-says-idUKS8N2UE04B
FEBRUARY 28, 2022

PRESS RELEASE: SEMI Survey Highlights Member Recommendations for U.S. Chip Industry Competitiveness, Government Investment

MILPITAS, Calif. — February 28, 2022 — SEMI, the industry association representing the global electronics design and manufacturing supply chain, today released the results of a survey of more than 400 U.S. member companies that highlight challenges facing the semiconductor industry. The survey results also offer insights into SEMI member perspectives on enhancing U.S. competitiveness through targeted public and private investments aimed at developing the industry’s manufacturing capacity, infrastructure and workforce. SEMI conducted the survey in partnership with MITRE Engenuity, the technology foundation for public good launched by MITRE two years ago.

“SEMI member insights from the survey are important guideposts for government investments to strengthen the U.S. microelectronics industry and ensure supply chain security,” said Melissa Grupen-Shemansky, CTO of SEMI. “Strategic investments in the domestic microelectronics industry are a significant opportunity for the U.S. to bolster its economy and better compete with other regions that incentivize their industrial development.”
Following are three primary takeaways from the survey:

- Invest in the Entire Semiconductor Ecosystem: The U.S. needs to invest in a broad range of next-generation semiconductor technologies to help fuel innovation in areas including materials, equipment, packaging, security, machine learning, and advanced CMOS. Investments would help the U.S. retain leadership in several segments and regain the top position in others vital to national security. Opportunities for research and development span the entire semiconductor supply chain.

- Public and Private Funding is Key: A combination of government and industry funding is key to strengthening domestic chip manufacturing and commercialization. Access to technical talent and research and development facilities is also vital.

- Invest in Multi-Generational Workforce Initiatives: The U.S. semiconductor industry faces a dire shortage of talent for critical manufacturing and technical roles. Investments in K-12 STEM education, higher education, apprenticeships and vocational training must be made to alleviate workforce shortages.

“MITRE Engenuity is thrilled to partner with SEMI on the industry survey,” said Laurie Giandomenico, Chief Acceleration Officer for MITRE and MITRE Engenuity’s founder. “Our partnership is an example of a collaborative effort that will catalyze industry to come together. We believe this is essential for national security as well as a healthy, global, semiconductor industry. The National Semiconductor Technology Center (NSTC) provides an opportunity to shape and revitalize the semiconductor ecosystem in the United States. Together we will tackle the complex challenges facing an industry that is foundational to the technologies that we work on with our government sponsors and industry partners. Our goal is to help ensure American innovation truly leads to American growth and create generational impact.”

Survey Respondents Overview

More than two-thirds of the respondents (~270) represented the materials, components, equipment, and device-maker markets.
Respondents included assembly and test as well as design automation companies.

Although all participants were based in the U.S., 25% represent companies headquartered abroad.

Over half of the survey respondents were C-suite level or hold executive leadership roles (e.g., VP, General Manager, Director).
Nearly a quarter of the respondents were engineers, scientists, and technical staff.

More than 50 respondents hold business development and strategic partnership roles.

Download the full study: https://u7061146.ct.sendgrid.net/ls/click?upn=4tNED-2FM8iDZJQyQ53jATUeOmlpEXW503US1j1NngI921PEKbJjAFxfodV0cU0nQIp-2F-2BSezNH7qDldDR4lQsxtWNtFGapRalPAy9pszVrGlw-3DvCRp_TjMZyLLQaZwm8GIV9KeZujcm8XMkp5IxCg6Mt29owNJiQFtfXmxwU9LMK9kREInCqBz-2BgwcsuAPbOOyleksy0sicncZtidb6QTmzzTN-2F2HCgbT-2FSKvZEZDahttIgMX5MSbyHb4pSaU1lgNxSV6dM4OY5vAaj9hGvuvtWNCytQELBrS5ITVosWIIHkmqTHYiD3GCbp0uAHWtWhhDHqLuNG8XvrKaAZkTHn6eMdMRK0Kp2oOuLSfa3jYXIZKLzjBXQeizkYiZoepzihmSXZf1eDIoEgV-2B4Wtmo0KqlTi166PpBXZGDCmqZYLZ6HAhDNtXEXL0FTkHKs1UP0yCDdc4inF3QoLMkZfjBLqS5Jxz0WRc-3D

US solar generation up 25% in 2021, renewables’ share of power mix set to exceed coal in 2022
https://www.pv-tech.org/us-solar-generation-up-25-in-2021-renewables-share-of-power-mix-set-to-exceed-coal-in-2022/
FEBRUARY 28, 2022

Heliene president: It makes sense to make solar panels in the United States now
https://www.solarpowerworldonline.com/2022/02/heliene-president-it-makes-sense-to-make-solar-panels-in-the-united-states-now/
FEBRUARY 28, 2022
"
..
For decades, it simply did not make economic sense to build solar manufacturing facilities in the United States. Fortunately for energy consumers and the nation’s climate goals, this has started to change. There’s never been a better time to invest in domestic solar manufacturing.
..
"

Jeg har lidt supplering til denne (: (og tak for deling)

UN climate report urges world to adapt now, or suffer later
https://www.reuters.com/business/cop/un-climate-report-urges-world-adapt-now-or-suffer-later-2022-02-28
FEBRUARY 28, 2022

https://www.dn.no/borskommentar/equinor/aker-bp/nel/den-strategiske-verdien-av-alternative-energiformer-oker-dramatisk-med-krig-i-ukraina/2-1-1175636

Den strategiske verdien av alternative energiformer øker dramatisk med krig i Ukraina
En oljepris på 100 dollar fat øker verdien av alternative energiformer og vil vri investeringene dit.

Posco Chemical to expand low-expansion anode production

The production expansion plan from the current 7,000 metric tons to 35,000 tons was approved by the board of directors on Friday.

With the investment, it completes the firm’s anode production lineup which includes natural graphite anodes, low-expansion anodes, synthetic graphite anodes and silicon anodes.

http://m.koreaherald.com/view.php?ud=20220227000145&np=1&mp=1

Biden Bets on U.S. Battery Independence
https://www.bloombergquint.com/business/biden-bets-on-u-s-battery-independence
FEBRUARY 26, 2022
"
..
In a few months, the Department of Energy will begin the process of doling out $6 billion in grants for battery production, with about half of that earmarked for domestic supplies of materials and battery recycling. Battery executives are lining up, including Ryan Melsert, a former Tesla executive who is now the chief executive officer of American Battery Technology, a Nevada startup focused on both mining and recycling battery metals. Melsert, who helped design Tesla’s gigafactory in Nevada, believes he’s figured out a way to process metals that’s both cleaner and more efficient than what’s typically done in China.
..
“Consumers want it to be domestic car companies, and the administration wants it to be domestic, but there simply aren’t enough players right now,’’ Burns said of battery materials and processing companies. “That’s one of the challenges we will face through this decade.”
"

https://nano.market/news/nanotechnology/new-approach-unlocks-mass-production-of-lithium-ion-battery-anode-candidate/

Studie av anode materiale, kompositt med silisium i nano skala/karbon i mikro skala.

As polysilicon prices rise further, to what extent could regionalised manufacturing ease volatility?
https://www.pv-tech.org/as-polysilicon-prices-rise-further-to-what-extent-could-regionalised-manufacturing-ease-volatility/
FEBRUARY 25, 2022
“
…
Bernretuer says a lot depends on the availability of sound engineering practices and equipment, noting examples of good practice, such as TianREC in China, where initial mistakes were worked out.

Therefore, it is vitally important that new entrants to polysilicon production tap into tried and tested equipment and talent. In the US this could be straightforward, with REC Silicon in particular moving towards restarting Moses Lake, however Bernreuter remains sceptical of the potential for polysilicon production in India, given its past of underdelivering on initial premise.
..
“

EU leading PV technology innovation, plans for 100GW solar manufacturing capacity by 2030
https://www.pv-magazine.com/2022/02/24/eu-leading-pv-technology-innovation-plans-for-100gw-solar-manufacturing-capacity-by-2030/
FEBRUARY 24, 2022

Jag tror att detta dokument ligger bakom den återhämtning som vi såg i REC när USA öppnade.

Department of Energy säger till kongressen att driva igenom SEMA och COMPETES Act.

Vilket inflytande har DoE på kongressen. Gör kongressen som DoE säger till dem?

America’s Strategy to Secure the Supply Chain for a Robust Clean Energy Transition
https://www.energy.gov/sites/default/files/2022-02/America%E2%80%99s%20Strategy%20to%20Secure%20the%20Supply%20Chain%20for%20a%20Robust%20Clean%20Energy%20Transition%20FINAL.docx_0.pdf
FEBRUARY 24, 2022
"
...

Tax incentives are needed to provide a clear demand signal and help U.S. manufacturers build and maintain a
competitive edge in clean energy technologies such as solar, wind, fuel cells and electrolyzers, nuclear energy,
CCS, energy storage, and others. These incentives should cover equipment manufacturing, processing of
materials needed for manufacturing components, as well as certain logistics equipment. Refundable tax credits
could enable access by a wide spectrum of entities. Specific actions recommended to Congressinclude:


• Extend, expand, and revise eligibility for advanced energy manufacturing tax credits (48C) to include
material processing facilities such as those for battery materials processing, casting and forging,
manufacturingof grain oriented electric steel, materials for advanced nuclear reactors, rare earth element
separation and processing, and catalyst manufacturing as well as equipment manufacturing facilities
such as manufacturing equipment/machines key for energy manufacturing, solar polysilicon, wafers,
cells, modules, grid components, components for advanced nuclear reactors, and other components.


• Establish investment-based and production-based manufacturing tax incentives specifically targeting
critical aspects of the domestic supply chain for clean energy and decarbonizing industry, inclusive of
materials, components, and logistics. The combination of investment-based and production-based tax
credits can help ensure the build-out and ongoing success of domestic manufacturers.

• Extend and revise tax credits, such as the Production Tax Credit (PTC) and Investment Tax Credit (ITC),
for both clean energy deployment and continued operation of clean energy assets to provide stronger
incentives for clean energy projects that support domestic manufacturing and a major increase in familysustaining jobs.

• To provide demand certainty, policy stability, and clear signals to support domestic manufacturing
investment, these tax credits should be in place for at least 10 years and should not phase out until
significant progress has been made towards decarbonizing the overall sector

..
"

EU to punish rights abuses in supply chains, with forced labour ban to follow
https://www.scmp.com/news/china/article/3168094/eu-punish-rights-abuses-supply-chains-forced-labour-ban-follow
FEBRUARY 23, 2022

Analyst: Chinese solar firms separating production due to U.S. labor concerns
https://insidetrade.com/daily-news/analyst-chinese-solar-firms-separating-production-due-us-labor-concerns?destination=node/173390
FEBRUARY 23, 2022

While the Biden administration has ambitious goals for 50% of vehicle sales to be electric in 10 years, EVs currently only account for 2% of new U.S. car sales. Even as we see growth in EV adoption, CNN's Matt McFarland sheds light on how the metals that make up EV batteries can be just as precious and hard to get as gas.

So, is an all-electric future even possible?

We’re making sure of it. Here at Group14, we've secured dual sourcing for our patented lithium-silicon technology to mitigate potential global supply chain disruptions to the battery market! 💪
https://www.linkedin.com/posts/group14-technologies_how-a-battery-shortage-could-threaten-us-activity-6902402083299975168-Tb_t

ok jeg har fået nok ugetråd for nu. nyhedstråd og glade tanker. og store kys til DD, jeg ved han kigger med i hans spåkugle :)

The House Passed a Competitiveness Bill – Now What?
https://www.jdsupra.com/legalnews/the-house-passed-a-competitiveness-bill-1500351/
FEBRUARY 23, 2022