Nyheter som angår REC , del 2

Slettet bruker
RECSI 18.01.2022 kl 18:05 207204

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
29.03.2022 kl 17:59 8222

U.S. Senate approves $52 bln chips bill in bid to reach compromise
https://www.reuters.com/world/us/us-senate-approves-52-bln-chips-bill-bid-reach-compromise-2022-03-28/
MARCH 29, 2022
manman01
29.03.2022 kl 18:12 8177

Securing Our Solar Goals – The Pathway to a Better Supply Chain
https://ultralowcarbonsolar.org/blog/securing-our-solar-goals/
MARCH 28, 2022
"
The pandemic brought to light how fragile our global supply chain is. Between bare grocery shelves, a lack of COVID-19 protection equipment and delayed solar projects, no industry has been left untouched. Risks to the solar supply chain in particular are compounded by the overconcentration of the industry in China. Many have reported on the high levels of carbon pollution, labor issues, and supply bottlenecks associated with the Chinese industry, all of which threaten the rate of solar deployment and the global transition to clean energy

Overconcentration of solar manufacturing in China presents significant risk
Through national policy, China has come to dominate solar manufacturing across the supply chain in the last decade. Chinese manufacturers make about three quarters of the solar panels we use in the US today, and they have almost total control over some critical components of the supply chain. This gives them extensive influence over our fastest growing energy source and has exposed us to the deeply unsustainable practices in Chinese solar manufacturing. We are buying tainted solar.

Unless we make changes in the solar supply chain, embodied carbon emissions from solar PV manufacturing are forecasted to rise to almost 2 gigatons of CO2e annually by 2040, with cumulative emissions of some 14-18 gigatons CO2e over that period, primarily in China. This rivals the emissions of the global aluminum industry, currently the 4th largest industrial commodity emitter.

But change is in the air. Solar buyers are increasingly aware of these problems and are seeking better options. The Clean Energy Buyers Association, representing major corporations and utilities, is encouraging members to consider embodied carbon in procurement decisions with the goal of decarbonizing the solar supply chain as it grows in the coming decades.

Meeting growing global demand for solar energy requires a global expansion of solar manufacturing capacity, and we have a unique opportunity to influence how clean that growth is. That will mean expansion in low-carbon economies like the US and EU, and a clear demand signal from solar buyers for better solar will play a key role.

Where are we today? While China dominates solar manufacturing, there is meaningful production capacity elsewhere, with a much smaller carbon footprint and more sustainable manufacturing practices. Solar manufacturing starts with polysilicon, the semiconductor at the heart of PV. There is low-carbon “poly” production capacity in the US and EU equivalent to their current solar demand, and clean poly production is growing in Malaysia.

The next step is solar wafers. This is where China really has a near stranglehold, but even that is changing. EU wafer producers are looking to expand, wafer capacity is growing in Vietnam, companies are eyeing investment opportunities in the US, and innovative companies are perfecting technologies that will make wafer manufacturing cleaner and cheaper. Once you have a wafer it becomes the basis for solar cells. We are seeing cell manufacturing restart in the US and expand in the EU and southeast Asia. Cells are the basis for PV modules, and PV module production is expanding globally including in the US, the EU, Mexico, SE Asia, Turkey and elsewhere. It is on track to double in the US alone by 2024. While it will still be shy of US demand, it is more growth than we have seen in a long time – the trend is positive. And India is on track to develop a massive solar manufacturing base across the entire supply chain in coming years.

This is a decent starting point. We are seeing a more sustainable, resilient solar supply chain begin to emerge in response to the risks inherent in the current system. How do we accelerate this growth? Market signals and policy.

....
"
Slettet bruker
29.03.2022 kl 20:24 8090

Hanwha er på offensiven og bygger opp kapital for investering og jeg mistenker REC er svært sentral i disse planene …

Hanwha Solutions to raise $491 mn with materials unit split-off
The split-off is expected to improve Hanwha’s financial structure and provide money for investments

Since November of last year, the company has secured a 21.34% stake in Norway-based polysilicon manufacturer REC Silicon ASA through two rounds of investments of 245 billion won to ensure stable procurement of solar cell materials in the US. Hanwha also signed a deal to acquire a 100% stake in RES Mediterranee SAS, a French wind and solar power plant operator, for 984.3 billion won in August 2021.

https://www.kedglobal.com/corporate-restructuring/newsView/ked202203290021
Redigert 29.03.2022 kl 20:43 Du må logge inn for å svare
Bob Macahan
29.03.2022 kl 21:56 7876

Väldigt intressant artikel. Gillar det här lite extra:

“It will be positive to focus on the solar power business, the mid-to-long-term growth engine, by securing cash through the sale of the unit for shareholders’ value,”
Redigert 29.03.2022 kl 21:56 Du må logge inn for å svare
Bob Macahan
29.03.2022 kl 21:59 8068

Shareholder value måste ju vara att priset på det man äger (REC silicon) ökar.
Väldigt märkligt att kursen handlas så långt från 20NOK
Slettet bruker
29.03.2022 kl 22:17 8066

Ja , fokus på å øke shareholders value men til tross tror mange her i Molbolandet at Hanwha skal rævkjøre Rec aksjonærene …

Dette blir et eventyr men få vekk rec fra ose og noter selskapet i usa , for mange idioter her til lands
Redigert 29.03.2022 kl 22:17 Du må logge inn for å svare
Svenn_13
30.03.2022 kl 21:01 8012

Det er jo hyggelig at det skrives og spekuleres i REC sine fremtidsutsikter. Synes interessen er i ferd med å ta seg opp:

https://www.kpq.com/rec-silicon-hopeful-it-will-restart-moses-lake-plant-by-2024/
manman01
30.03.2022 kl 21:05 8436

Solar manufacturers urge Congress to pass tax incentives to boost U.S. industry
https://www.solarpowerworldonline.com/2022/03/solar-manufacturers-urge-congress-to-pass-tax-incentives-to-boost-u-s-industry/
MARCH 30, 2022

US solar manufacturers request tax credits in letter to Congress
https://pv-magazine-usa.com/2022/03/30/us-solar-manufacturers-request-tax-credits-in-letter-to-congress/
MARCH 30, 2022

Manufacturers Urge Congress to Pass Clean Energy Tax Incentives to Boost U.S. Production
https://www.seia.org/news/manufacturers-urge-congress-pass-clean-energy-tax-incentives-boost-us-production
MARCH 30, 2022

Pressure mounts on US policymakers to pass PV manufacturing tax breaks as funding for DOE-led ‘Accelerator’ is proposed
https://www.pv-tech.org/pressure-mounts-on-us-policymakers-to-pass-pv-manufacturing-tax-breaks-as-funding-for-doe-led-accelerator-is-proposed/
MARCH 30, 2022
Redigert 30.03.2022 kl 21:06 Du må logge inn for å svare
Svenn_13
30.03.2022 kl 21:18 8455

Takk maman01 for mange bra artikler!
omac
30.03.2022 kl 21:21 8502

Enig i den, setter pris på gravearbeidet, dønn solid arbeid
manman01
30.03.2022 kl 21:34 8534

SørlieInvest var nu først med denne kan jeg se - men stadig, det er en fornøjelse :)

(Tak Sørlie :) )
Slettet bruker
30.03.2022 kl 21:37 8529

Kanskje først med denne, men du gjør uansett den beste jobben her! Bare flaks at jeg fant noe før deg😅 Takk for arbeidet du legger ned! Glemte at jeg var godtatt i denne tråden, så delte den i en annen tråd.
manman01
30.03.2022 kl 22:07 8485

hehe - i er så mange der gør fantastisk arbejde herinde, lidt må jeg også bidrage. Det glæder mig at det værdsættes :)
Slettet bruker
30.03.2022 kl 22:12 8516

Sendte Mail for noen dager siden til eiendomsmegleren som har med nabobygget å gjøre. Ikke fått noe svar ettersom han sikkert skjønte at jeg var en aksjonær og ikke kunne si så mye. Sendte en ny Mail med min andre mailadresse, (har to mailer, en privat og en til jobb) og utga meg for å være interessert i bygget og ønsket mer informasjon. Fikk dette som svar:

«This Building is Under Contract slated to close in the next forty days.»

Mark
Slettet bruker
30.03.2022 kl 22:14 8586

Jeg svarte tilbake for 5min siden, og spurte om kjøpet var 100% sikkert, hvis ikke så kunne jeg være interessert i å snakke mer om bygget. FIKK DETTE SOM SVAR!:

«I would say 95% sure. Till Closing you never know. I also have a backup offer in place also.»

Mark

Her er det altså et BACK UP tilbud! Her står selskaper på rekke og rad for å etablere seg sammen med REC
Slettet bruker
30.03.2022 kl 22:19 8834

Helt fantastisk! Dette blir jo knallbra. Mai blir en utrolig spennende måned!

God kveld! :)
DjTao
30.03.2022 kl 22:21 8872

Nydelig jobba Sørlieinvest🙌👍🙏🏽🤩

Ser ut til å bli en fin vår å være REC aksjonær
Småplukker
30.03.2022 kl 22:37 9082

Wow.... ikke lett å holde ting skjult med denne gravegjengen her! Strålende!
Slettet bruker
30.03.2022 kl 22:43 9077

knall bra jobba :))) så innen senest 40 dager av vi bygget solgt og kursen vil ta av :)) Det vil si vi får nyheter om ikke så lenge !! Trodde nesten ikke jeg leste riktig når jeg så hva du skrev haha måtte lese det 3 ganger !
Slettet bruker
31.03.2022 kl 00:59 8587

Fantastisk arbeid! Vi får legge inn en notifikasjon i kalenderen om 40 dager da. Det burde ha skjedd noe innen den tid.
Slettet bruker
31.03.2022 kl 01:21 8555

40 dager .. da er vi i mai og Hanwha har overtatt alle aksjene fra AKH 😉 tiden er nok ikke tilfeldig … og vi får nok nyheter på rad og rekke
manman01
31.03.2022 kl 08:36 8064

Utroligt godt arbejde Sørlie (:

Er der noget herinde “muppetgjengen” ikke får gravet frem? ((: hehe

Lad os se om dette slår ud på kursen - og hvis ikke, køber jeg med begge hænder🤝

Udover det, ønskes alle en god dag (:
Slettet bruker
31.03.2022 kl 08:39 8023

Har frigjort kapital , følger nøye med . 50k aksjer planlegges å kjøpe . Håper nesten på dupp nå .
manman01
31.03.2022 kl 13:21 7534

S. Korea, U.S. discuss chip supply chains
https://en.yna.co.kr/view/AEN20220331004100320
MARCH 31, 2022
"
SEOUL, March 31 (Yonhap) -- South Korea and the United States held working-level talks Thursday to boost cooperation in the chip industry and to ensure stable chip supply chains, Seoul's industry ministry said.

The subcommittees of the Korea-U.S. Semiconductor Partnership Dialogue had consultation sessions via teleconferencing earlier in the day to discuss projects for joint technologies development, personnel exchanges and investment in the semiconductor industry.

They also explored ways of strengthening the resilience of their supply chains in the sector, according to the Ministry of Trade, Industry and Energy.

..
"
manman01
31.03.2022 kl 13:31 7712

EU will do 'whatever it takes' to rebuild solar energy manufacturing in Europe
https://www.reuters.com/business/sustainable-business/eu-will-do-whatever-it-takes-bring-solar-energy-manufacturing-back-europe-2022-03-31/
MARCH 31, 2022
Redigert 31.03.2022 kl 13:31 Du må logge inn for å svare
manman01
31.03.2022 kl 14:54 7589

U.S. Trade Chief Says New Focus Needed as China Hasn’t Changed
https://finance.yahoo.com/finance/news/u-trade-chief-says-time-085318501.html?
MARCH 30, 2022

U.S. trade chief Katherine Tai said it’s time to forget about changing China’s behavior and instead focus on rebuilding the U.S. industrial manufacturing base and making domestic investments to counter the Asian nation.

At a congressional committee hearing Wednesday, Tai said talks last year with China on a so-called phase one trade agreement reached under President Donald Trump failed to produce results. Discussions with China have been “unduly difficult,” and the tariffs that Trump placed on China haven’t incentivized the nation to change, Tai said, while not outlining any plans to remove them.

The U.S. needs new tools to respond to China, Tai said, commending congressional efforts to update the nation’s countervailing and anti-dumping duty laws.

“The United States has repeatedly sought and obtained commitments from China, only to find that follow-through or real change remains elusive,” Tai said in written testimony for the House Ways and Means Committee prior to the hearing.

..”
Redigert 31.03.2022 kl 14:55 Du må logge inn for å svare
manman01
31.03.2022 kl 18:14 7487

UItra Low-Carbon Solar Alliance
628 følgere
1t • 1 time siden

Finlay Colville gives a great overview of current issues facing the solar supply chain. As solar shipments and projects are delayed, solar buyers are starting to see the benefits of geographically diversifying the solar supply chain.

The US is seeing manufacturing expansion across the supply chain. We can currently meet US polysilicon demand with local supply, and it will be increased by Q CELLS’s recent investments in REC Silicon. GMI and Sinova Global are manufacturing silicon metal domestically, while Ubiquity Solar Inc. plans to open a cell facility in New York this year. The current module capacity of 8GW could double by 2024, with announcements from several companies in the GW range. And Q CELLS intends to invest in US manufacturing across the full supply chain. With the investments we have recently seen, new domestic ingot and wafer facilities are also likely in our future.

The Clean Energy Buyers Institute’s resources on embodied carbon in solar manufacturing demonstrate the importance of buyers demanding ultra low-carbon panels, and The Global Electronics Council upcoming EPEAT PV ecolabel with embodied carbon criteria will simplify specifying better solar.
https://www.pv-tech.org/why-has-module-selection-for-us-solar-projects-become-a-risky-and-complicated-affair/

https://www.linkedin.com/posts/ultra-low-carbon-solar-alliance_why-has-module-selection-for-us-solar-projects-activity-6915305462603087872-Dfms?utm_source=linkedin_share&utm_medium=member_desktop_web
Slettet bruker
31.03.2022 kl 19:45 7204

Tusen takk alle sammen!

Er egentlig veldig nysgjerrig på hvem denne back up planen er jeg😅
Bob Macahan
31.03.2022 kl 22:03 6986

Vem kan det vara🤔😊

”We know there’s activity going on with others trying to get into ingot wafering and other parts of the supply chain, so we hope that we can be a part of building this tidal wave to get a supply chain back up and running here in the U.S.”

https://www.solarpowerworldonline.com/2022/03/maxeon-still-has-sights-set-on-u-s-solar-manufacturing-hub/
manman01
31.03.2022 kl 22:28 6992

New whitepaper from Exawatt and NexWafe reports on the current state of the PV industry, trends in cell and and wafer technologies and how NexWafe’s EpiWafer Process is enabling higher efficiencies, lower costs and lower carbon emissions in pv manufacturing.

After a thorough examination of the PV market, including cell technologies and wafer manufacturing processes, ExaWatt concluded NexWafe’s EpiWafer process offers significant potential for many competitive advantages at a lower manufacturing cost than current technologies. – Alex Barrows, ExaWatt

Download the new whitepaper from ExaWatt and NexWafe, here: https://lnkd.in/eWwHQE6d

https://www.linkedin.com/posts/nexwafe_photovoltaic-high-efficiency-solar-wafer-activity-6915353213529411584-tzQ0?utm_source=linkedin_share&utm_medium=member_desktop_web
Bob Macahan
01.04.2022 kl 08:28 6511

Det är aktivitet och inspel från många håll nu. Biden jobbar hårt för att få igenom sin politik

https://www.theverge.com/2022/3/31/22996690/joe-biden-defense-production-act-ev-batteries

Securing supply chains for metals and critical minerals was already a top priority for clean energy advocates before the war in Ukraine stoked even greater concern. Lithium, cobalt, and nickel are needed to build batteries. Wind turbines need rare earth elements and aluminum. Solar panels are built with copper, silicon, and silver, to name a few crucial building blocks.
Bob Macahan
01.04.2022 kl 09:18 6301

REC silicon har gått ihop med en vinnare 🚀🔆

Hanwha was the leading module supplier to both residential and commercial segments

https://taiyangnews.info/business/2021-us-solar-installer-leaderboard/
manman01
01.04.2022 kl 09:44 6179

BULL!!!!!


Memorandum on Presidential Determination Pursuant to Section 303 of the Defense Production Act of 1950, as amended
https://www.whitehouse.gov/briefing-room/presidential-actions/2022/03/31/memorandum-on-presidential-determination-pursuant-to-section-303-of-the-defense-production-act-of-1950-as-amended/
MARCH 31, 2022
"
MEMORANDUM FOR THE SECRETARY OF DEFENSE

SUBJECT: Presidential Determination Pursuant to Section 303 of the Defense Production Act of 1950, as amended

By the authority vested in me as President by the Constitution and the laws of the United States of America, including section 303 of the Defense Production Act of 1950, as amended (the “Act”) (50 U.S.C. 4533), it is hereby ordered:

Section 1. Policy. It is the policy of my Administration that ensuring a robust, resilient, sustainable, and environmentally responsible domestic industrial base to meet the requirements of the clean energy economy, such as the production of large-capacity batteries, is essential to our national security and the development and preservation of domestic critical infrastructure.

The United States depends on unreliable foreign sources for many of the strategic and critical materials necessary for the clean energy transition — such as lithium, nickel, cobalt, graphite, and manganese for large-capacity batteries. Demand for such materials is projected to increase exponentially as the world transitions to a clean energy economy.

To promote the national defense, the United States must secure a reliable and sustainable supply of such strategic and critical materials. The United States shall, to the extent consistent with the promotion of the national defense, secure the supply of such materials through environmentally responsible domestic mining and processing; recycling and reuse; and recovery from unconventional and secondary sources, such as mine waste.

These actions shall be conducted, to the extent consistent with the promotion of the national defense and applicable law, with strong environmental, sustainability, safety, labor, Tribal consultation, and impacted community engagement standards, to rebuild and maintain American expertise and productive capacity in these critical sectors.

Sec. 2. Determination. (a) I hereby determine, pursuant to section 303(a)(5) of the Act, that:

(1) sustainable and responsible domestic mining, beneficiation, and value-added processing of strategic and critical materials for the production of large-capacity batteries for the automotive, e-mobility, and stationary storage sectors are essential to the national defense;

(2) without Presidential action under section 303 of the Act, United States industry cannot reasonably be expected to provide the capability for these needed industrial resources, materials, or critical technology items in a timely manner; and

(3) purchases, purchase commitments, or other action pursuant to section 303 of the Act are the most cost-effective, expedient, and practical alternative method for meeting the need.

(b) Consistent with section 303(a)(1) of the Act, the Secretary of Defense shall create, maintain, protect, expand, or restore sustainable and responsible domestic production capabilities of such strategic and critical materials by supporting feasibility studies for mature mining, beneficiation, and value-added processing projects; by-product and co-product production at existing mining, mine waste reclamation, and other industrial facilities; mining, beneficiation, and value-added processing modernization to increase productivity, environmental sustainability, and workforce safety; and any other such activities authorized under section 303(a)(1) of the Act.

(c) In the execution of projects to create, maintain, protect, expand, or restore sustainable and responsible domestic production capabilities of such strategic and critical materials consistent with section 303(a)(1) of the Act, the Secretary of Defense shall consult with the Secretary of the Interior, the Secretary of Agriculture, the Secretary of Energy, and the heads of other executive departments and agencies (agencies) as appropriate.

"
manman01
01.04.2022 kl 09:45 6268

Biden authorizes Defense Production Act to spur mining for EV battery materials
https://www.greencarcongress.com/2022/04/20220401-dpa.html
APRIL 1, 2022
"
President Biden signed a directive authorizing the Defense Production Act for usage for the critical materials that go into large-capacity batteries. The President took this action under Title 3 of the DPA which provides for prioritizing and subsidizing the production domestically of key inputs that are critical to the national defense.

A study by the Department of Defense concluded that large-capacity batteries—and the components that go into them, including lithium, nickel, cobalt, graphite, and manganese—are critical to the national defense .

By taking this action, the President is authorizing the government to use the DPA authorities to build domestic production capability in these key materials.
....
"
manman01
01.04.2022 kl 09:48 6309

Group14 Technologies
3.062 følgere
9t • 9 timer siden

Today, we are thrilled to see a groundswell of support not only for the electrification of everything but to build a battery supply chain in the U.S. As The Verge’s Justine May Calma reports, President Biden plans to invoke the Defense Production Act (DPA) to accelerate domestic production of critical minerals used in batteries for renewable energy and EVs.

As part of the administration’s long-term climate goals of slashing carbon emissions, this decision is expected to address soaring energy prices while securing domestic battery supply chains required for the energy transition in the U.S. – which is needed to push forward the commercialization of EVs.

Read how Biden’s plan would take us one step closer to the electrification of everything: https://bit.ly/3LyICxk
https://www.linkedin.com/posts/group14-technologies_joe-biden-invokes-defense-production-act-activity-6915427982392139776-QRQu?utm_source=linkedin_share&utm_medium=member_desktop_web