Q CELLS rebrands itself Qcells as it signifies shift to new business model
https://www.pv-tech.org/q-cells-rebrands-itself-qcells-as-it-signifies-shift-to-new-business-model/
APRIL 7, 2022
"
Q CELLS has rebranded itself as Qcells and has adopted a new logo and brand platform as its strives to move from being a PV module maker to a clean energy solutions provider.

Announced this week (5 April), Qcells plans to apply the new brand identity to all its facilities, products, packaging, website, social media and sports marketing campaigns within the first half of this year.

Qcells said the brand (pictured above) supported its efforts to “expand its business portfolio throughout solar cells and modules and energy storage system, as well as solar power plants and energy distribution.”

The rebrand comes shortly after Qcells owner, Korean chemicals company Hanwha Solutions, announced an “ambitious plan” to revitalise US solar manufacturing by increasing its stake in polysilicon producer REC Silicon and restarting production at Moses Lake polysilicon factory in Washington.

Speaking at the time, Hanwha Solutions said the acquisition was “prelude to Hanwha’s larger ambition of rebuilding the full US solar supply chain”.

...
"

The Shifting Energy Policy Zeitgeist and Investment Implications
https://www.jdsupra.com/legalnews/the-shifting-energy-policy-zeitgeist-4740107/
APRIL 8, 2022

I følge denne analysen er det optimisme for Hanwha Q Cells som ligger an til å gå med overskudd fra 2. halvår 2022. Tenker det ligger mer i dette som er med på å underbygge en "jump start" i Moses Lake.

Hanwha Q Cells is expected to swing to profit in 3Q22 with earnings gradually improving every quarter from the bottom recorded in 4Q21. Operating losses should continue through 1H22 with high costs and freight rates remaining a burden, but upstream capacity additions in excess of annual demand growth expected for photovoltaics (PV) should help to gradually ease the cost burden towards 2H22. In addition, with the company likely to book sales from its downstream business from 2Q22, we expect Hanwha Q Cells to post strong erearnings for 2H22 vs. 1H22.

http://www.businesskorea.co.kr/news/articleView.html?idxno=90263
05.04.2022

Vietnam keen on pushing for renewable energy: Minister
Vietnam has been actively building energy planning in the direction of reducing thermal electricity, increasing renewable energy and developing gas-fired power in a rational manner, according to Minister of Industry and Trade Nguyen Hong Dien.

Discussing energy-related issues at a recent meeting with Jung In-sub, CEO of Hanwha Energy Group from the Republic of Korea, Minister Dien said Vietnam’s potential for energy production remains very large, noting that its biggest problem is how to transmit electricity to areas with high electrical load.

...

He asked Hanwha to provide Vietnam with consultation in developing the renewables and send experts to train Vietnamese policy-makers and others in the field.

Hanwha is the RoK’s multi-industry corporation listed in the world’s top 500 companies. It has invested in a 100MW solar power plant in Cam Lam, the south-central province of Khanh Ho, which became operational in June 2019.

In early 2022, a joint venture of Hanwha, KoGas and KOSPO, all of the RoK, and Vietnam’s T&T Group received a licence to build an LNG-fired power plant in Quang Tri with designed capacity of 1,500MW in the first phase./.

https://en.vietnamplus.vn/vietnam-keen-on-pushing-for-renewable-energy-minister/224759.vnp

PVthin responds to the European Commission’s call for evidence on the EU Solar Energy Strategy
https://pvthin.org/our_recommendations_for_the_eu_solar_strategy/
APRIL 11, 2022
“

In April 2022, PVthin submitted its feedback to the European Commission’s call for evidence on the EU Solar Energy Strategy. In the submitted position paper, PVthin welcomes the opportunity to comment on the European Commission’s plans to develop an EU Strategy for Solar Energy.

The upcoming Solar Strategy provides an opportunity for the Commission to take meaningful action to rebuild EU competitiveness in the solar sector, strengthen supply chain resilience and access to PV components, promote high environmental and social sustainability requirements for PV products on the EU market, and leverage demand-side measures to accelerate deployment of these products. The following key challenges are suggested as aspects to be addressed by the Strategy:

• Heavy dependencies impact the availability of key technologies

• Concerns around social and environmental sustainability

• Intellectual property protection

Strengthening PV supply chain resilience requires a significant increase in the production of PV modules and components. This production must be diversified geographically, to avoid situations where issues in one region can impact the deployment of PV installations worldwide. Fair competition among economic regions is necessary to drive capacity expansions and technology innovations. If PV manufacturing further consolidates in one market, competition will suffer and innovations will slow. As a result, PVthin encourages the EU to put forward the following policies as part of the upcoming EU Solar Strategy:

• Create the right conditions to rebuild EU solar manufacturing based on a level playing field internationally.

• Implement demand-side measures to promote the most sustainable solar technologies.

• In line with commitments made at the G7 in Cornwall, restrict market access for PV components made with forced labour.

Read and download the complete response here.

“

US importers brace for Uyghur bill impact
https://www.gtreview.com/magazine/esg-trade-issue-2022/us-importers-brace-uyghur-bill-impact/
APRIL 11, 2022

Bush Urges Congress to Approve FTA With Seoul
https://m.koreatimes.co.kr/pages/article.amp.asp?newsIdx=8087
APRIL 12, 2022
“
..
"One way to address the challenges is to continue opening up markets for America's goods and services, and the best way to do that is to expand free trade," the president said. "We've negotiated new free trade agreements with Peru, Colombia, Panama and Korea. And now the Congress needs to carry out its
responsibility to approve these agreements."

In Seoul, South Korea's just-appointed trade minister vowed to pool government resources to persuade the country's National Assembly to ratify the FTA, while the finance minister said the government will "soon" take steps necessary. South Korea's National Assembly is scheduled to open its regular session next month.

The South Korea-U.S. FTA, signed in June, is called the biggest commercial partnership for the U.S. since the North American Free Trade Agreement in 1994 and the largest ever for South Korea.
..
“

__________

U.S. Interest Rate Hikes Likely to Affect Korea's Exports
http://www.businesskorea.co.kr/news/articleView.html?idxno=90662
APRIL 12, 2022
“
The Korea International Trade Association (KITA) said in its report on April 11 that U.S. interest rate hikes are likely to have an adverse impact on South Korean exporters. “The interest rate adjustment is forecast to lead to a decline in demand in emerging economies to affect exports from South Korea,” it said, adding, “At the same time, the strong dollar is likely to result in an increase in import cost and a decline in exporters’ profitability.”
..
“

Hanwha Solutions promotes new high-tech materials plant in Georgia, USA
https://www.kurdo.org/2022/04/11/hanwha-solutions-promotes-new-high-tech-materials-plant-in-georgia-usa/
APRIL 11, 2022
“
..
According to the photovoltaic industry on the 11th, Hanwha Solutions’ advanced materials division has finished reviewing the establishment of a new plant in Georgia, USA. A local corporation will be established within this month and construction will begin. The initial investment for the new factory was set at about 100 billion won. Additional investment is reviewed according to changes in the local investment environment, etc.

The new plant is expected to produce solar ethylene vinyl acetate (EVA) sheets and back sheets. EVA sheet is used for bonding and protecting solar module glass and cell backsheet. As long-term durability and optical properties are required for more than 25 years of sunlight, high-quality EVA sheets are important. The back sheet is attached to the back of the solar module to protect the cell and module from moisture, impact, and sunlight. It affects the light transmittance and the amount of rear power generation.

The high-tech materials division’s intention to establish a new solar material plant in Georgia is interpreted as an intention to maximize synergy with the Q Cell division.
..
“

Kan det være denne som er årsaken for at de har foreslått de tyskerne i styret?
Vedlegget er på tysk men har brukte Google translatør.

Robert Habeck på dagens rundebord "Utvidelse av produksjonskapasiteter for energiomstillingen"
introduksjon
Visekansler og føderal økonomi- og klimavernminister Habeck inviterte i dag representanter fra ulike industrisektorer til en digital rundebordskonferanse om temaet "utvidelse av produksjonskapasiteten for energiomstillingen i Tyskland og Europa". Deltakere på det digitale møtet var representanter for foreninger og bedrifter fra feltene vindturbiner, solcelleanlegg, kabler og strømnett samt Fraunhofer-bedrifter.

Etter dagens rundebord sa visekansler og føderal økonomi- og klimabeskyttelsesminister Robert Habeck:
«For en vellykket energiomstilling trenger vi tilstrekkelig produksjonskapasitet og lokasjoner for fornybare energisystemer i Tyskland og Europa. Vi må gjøre alt vi kan for å presse videre med løpende godkjenningsprosedyrer og prosjekter for utvidelse av fornybar på alle nivåer, slik at det faktisk bygges vindturbiner, settes opp solcelleanlegg, monteres nett og legges kabler. Dette haster mer i dag enn noen gang. Påskepakken, som ble vedtatt i statsråd i forrige uke, er en sentral akselerator for utvidelse av fornybar på juridisk nivå. Men vi må også tenke på det næringspolitiske rammeverket og presse pågående prosjekter med all kraft. Derfor ble vi i dag enige om å analysere og takle hindringer i de enkelte sektorene nærmere."

Du kan høre hele pressekonferansen her.
https://www.bmwi.de/Redaktion/DE/Pressemitteilungen/2022/04/20220411-robert-habeck-zu-dem-heutigen-roundtable.html

Qcells holds onto its number one spot in US market, rebrands, and recommits
https://pv-magazine-usa.com/2022/04/12/qcells-holds-onto-its-number-one-spot-in-us-market-rebrands-and-recommits/
APRIL 12, 2022
"
Despite ambitious goals to embrace clean energy technologies, the United States finds itself on yet another solar coaster with the anticircumvention case bringing uncertainty to the US supply chain. Qcells’ parent corporation, Hanwha Solutions, responded to the uncertainty by announcing that it intends to invest across the full solar supply chain from the polysilicon produced at the REC Silicon Washington and Montana plants to solar modules manufactured at Qcells’ Georgia facility. Last month Hanwha announced plans to become the majority shareholder of REC Silicon, thus securing its capabilities across the full US solar technology supply chain.

“We plan to make investments to secure capabilities across the entire solar supply chain, with the goal of supplying our partners with Made-inAmerica products that will help the US regain its leadership in clean energy solutions,” said Justin Lee, CEO of Qcells.

According to the Q1 2022 USPV Leaderboard report, Qcells obtained 24.1% market share in the US residential market for FY 2021. The Leaderboard report also ranks Qcells as the US commercial market leader with 20.6% market share, a 2% increase from 2020. Qcells has held the No.1 position in the commercial segment for the last three fiscal years.

Qcells’ commitment is seen not only in its plan to revitalize US manufacturing of solar grade silicon through its investment in REC Silicon, but its module manufacturing plant in Georgia is the largest in the United States. The Georgia-based factory can produce 1.7GW of solar modules per year, accounting for nearly 20% of module production in the United States. The Georgia plant currently employs up to 750 people, which the company expects to expand in the coming months.

...
"

@Group14Tech
David Foster at @thehill discusses how electrification can promote sustainable, blue-collar jobs if backed by policy and collaboration. At Group14, we’re lucky to be based in Washington, a state with strong climate goals backed by supportive policies

https://thehill.com/opinion/energy-environment/3264448-the-opportunity-of-transportation-electrification/

https://thehill.com/opinion/energy-environment/3265439-forget-manchin-go-around-him-to-pass-a-climate-bill/

Polysilicon Chip Market to enjoy explosive growth | REC Silicon, Sunlux Energy, Mei, etc.
https://energysiren.co.ke/2022/04/13/polysilicon-chip-market-to-enjoy-explosive-growth-rec-silicon-sunlux-energy-mei-etc/
APRIL 12, 2022

Global Polysilicon Chip Market Size, Share, Trends, And Report From 2022 to 2031
https://www.marketwatch.com/press-release/global-polysilicon-chip-market-size-share-trends-and-report-from-2022-to-2031-2022-04-12?mod=search_headline
APRIL 12, 2022

Solar Power Is the Latest Industry Hit by China’s Pandemic Curbs
https://www.bloombergquint.com/business/solar-power-is-the-latest-industry-hit-by-china-s-pandemic-curbs
APRIL 13, 2022
"
...
Solar companies are seeing a “severe impact” on both panel production and installations from the most recent round of virus outbreaks in China, according to a survey conducted by the Shanghai Solar Energy Society. More than half of respondents noted negative impacts, according to the group, which did not name the companies. Wafer production has been suspended in some factories in the coastal reg

Wafer production has been suspended in some factories in the coastal region close to Shanghai, driving up prices in recent weeks, Jefferies analysts including Johnson Wan said in an April 10 note. Domestic shipping of polysilicon, a key solar manufacturing material, has also faced delays due to outbreaks in the major sourcing region of Xinjiang, the analysts said.
...
"

Tight supply i Kina, betyder tight supply i resten af verden

Efterspørgslen går op på energi, især grøn

Section 201, AD/CVD og Uyghur Forced Labour Prevention act lægger yderligere pres/omkostninger på de paneler der formår at blive sendt afsted til US

Fragtomkostninger er høje

Hvis solar skal forblive den billigste energiløsning, skal udbuddet diversificeres. Især når renter også sættes op.

Jo flere negative der kan streges af, jo mere lukrativt bliver eventyret. Lokal produktion undgår nogle af disse heldigvis - men omstændighederne varer næppe evigt. SEMA vil sikre gode omstændigheder i mange år. Det burde også øge viljen til at betale den store upfront cost som kræves.

Super spændende tider (:

Surging Renewable Power Prices in Europe Are Still a Bargain
https://www.bloomberg.com/news/articles/2022-04-13/surging-renewable-power-prices-in-europe-are-still-a-bargain
APRIL 13, 2022

Global renewable power prices soar on heavy demand, chaotic supply chain
https://www.reuters.com/business/energy/global-renewable-power-prices-soar-heavy-demand-chaotic-supply-chain-2022-04-13/
APRIL 13, 2022
"
..
April 13 (Reuters) - Prices for wind and solar power in major global markets have climbed nearly 30% in a year as developers have struggled with chaotic supply chains and surging costs for everything from shipping to parts to labor, according to a report published on Wednesday.

Contract prices for renewables jumped 28.5% in North America and 27.5% in Europe in the last year, according to a quarterly index by LevelTen Energy that tracks the deals, known in the industry as power purchase agreements (PPAs).

..

For now, soaring prices have not slowed demand, LevelTen said. In a poll the company conducted of 21 sustainability and energy advisers, 75% said their clients have accelerated or maintained procurement plans, according to the report.

"It's not about demand," Luigi Sacco, head of PPA origination at Milan-based Falck Renewables, said. "Demand is there but supply is struggling a bit in several markets."

One factor luring buyers to renewables is the soaring cost of fossil fuels.

"The ready alternative to renewable generation right now is gas, and gas prices are up 100% as well," Farr said. "So you pick your poison."
"

EU adopts directive allowing reduced VAT on several goods, including solar panels
https://www.pv-magazine.com/2022/04/13/eu-adopts-directive-allowing-reduced-vat-on-several-goods-including-solar-panels/
APRIL 13, 2022

Vincent Pluvinage, Phd
CEO OneD Battery S.

Today, a few EVs have batteries with a small amount (<10%) of silicon oxide in the anode (for example, the Tesla 3 & Y and Porsche Taycan).

Thanks to more silicon in EV cells, the next generation of EVs will have significantly longer range & lighter battery pack that safely charge much faster & cost less.

The OneD Battery Sciences R&D team, led by CTO Yimin Zhu, invented and perfected the best ways to do that: the SINANODE technology platform. This required a new thinking for efficiently adding silicon nano-structures to carbon substrates.

One of the key inventions is described in the Japanese patent summarized in these few slides (the IP portfolio now counts more than 220 granted patents). This invention pre-dates most alternative silicon solutions. During the last decade, the manufacturing process has been perfected to offer scale at the lowest cost.

Much like the iPhone eliminated the physical keyboard to increase uses of the screen on early smart phones (something counter-intuitive in 2007), the SINANODE technology simplifies the way silicon is added to EV cells to increase its benefits:

SILICON ACCESSIBLE: the silicon nano-structures are directly accessible to the lithium ions, without creating losses by encapsulating silicon inside an artificial shell, which restrict the ionic flows during cycling.

SILICON CONNECTED: the silicon nano-structures are electrically connected to the graphite particles (whether on the outside surfaces or inside the pores), without requiring special polymers, which add weight & cost.

SILICON ENABLED: the SINANODE materials are tuned to enable new dry electrode coating and multi-layer anodes to decrease inactive materials & cell manufacturing costs while increasing performance.

Together, we call these three characteristics "Silicon Simplified"

https://www.linkedin.com/posts/vincentpluvinage_oned-silicon-anode-korean-granted-patent-activity-6919022956882927616-IEtw?utm_source=linkedin_share&utm_medium=ios_app

Is the end of high US solar system prices in sight?
https://www.woodmac.com/news/opinion/is-the-end-of-high-us-solar-system-prices-in-sight/
APRIL 13, 2022
"
A perfect storm for US solar system prices
The pandemic brought considerable challenges across all US solar market segments. The most immediate effect was the disruption of the entire supply chain, which led to increased freight costs and longer lead times. Elevated commodity prices, such as steel, aluminum, and copper will remain high in the face of the Russia/Ukraine conflict, continuing to squeeze already-tight developers’ margins. Labor shortages driven by the ‘Great resignation’ from 2021 will drag on 2022 and increase development costs.

Other soft costs, such as margins, contingencies, insurance costs and project management fees have also increased due to all the risks associated with project development in this uncertain environment.

..
"

Tech in the Mountain West crucial to microchip expansion, Commerce Secretary. Raimondo says

Calling the United States dangerously short on microchips and overly reliant on foreign suppliers, U.S. Commerce Secretary Gina Raimondo on Wednesday advocated for a manufacturing expansion bill beneficial to the tech economy of the Rocky Mountain West, including Montana.

In a press call with reporters from Montana, Idaho, Utah and Washington, Raimondo said the chip shortage is as bad as it’s ever been, posing a threat to the manufacture of military equipment, farm machinery and automobiles. The only way out, the secretary said, is expanding U.S. production of microchips, or semiconductors.

Congress is currently reconciling two bills getting at the same chip problem. Both the House and the Senate passed versions in recent weeks. Included is $52 billion directed to the Department of Commerce for fostering semiconductor production in the United States.


“The semiconductor shortage is really at a crisis level. A couple of years ago, the median inventory of semiconductors in the United States was about 40 days. Today, it's fewer than five days,” Raimondo said. “Even more alarmingly, 90% of the world's most sophisticated chips are made in Taiwan, actually a single company in Taiwan. It is those chips that we need for military equipment, artificial intelligence, quantum computing, communication devices, and they're almost all made in Taiwan. Our extreme dependence on other countries for semiconductors means that we're very vulnerable.”

Significant to Montana is support for silane gas production. The world’s largest supplier of the gas, used in semiconductors, flat screen monitors and solar panels, is a factory on the outskirts of Butte. REC Silicon employs nearly 300 people at the facility, according to the company’s website. REC has been on the White House’s radar as early as the second quarter of 2021 when in its 100-day supply chain review the Biden administration recognized the potential for domestic expansion of silane gas production, but noted that trade moves by China had hobbled the industry. Three other manufactures in the United States were also identified at that time.

Since 2014, China has spent about $150 billion subsidizing their chip companies. And so, what we are saying is, we have to level the playing field,” Raimondo said. “So our companies can compete, some of that is trade remedies, but a lot of that is making these investments. The $52 billion in the Chips Act, which we need Congress to pass, gives our companies a fighting chance against what China is doing.”

Semiconductors are a primary driver of silane gas demand, but so are next-generation batteries using silicon anodes.

In a roundtable discussion with Energy Secretary Jennifer Granholm last June, REC Silicon Vice President Chuck Sutton said the United States had the ingredients to be a leading developer and manufacturer of lithium batteries, but that government support was needed. Otherwise, the batteries would go the way of solar panel production, now dominated by China, which heavily subsidized its industry. In the discussion, reported by Energy Storage News, Sutton said the value chain couldn’t grow fast enough on its own. He said REC supported cost-sharing grants to produce the silane gas and three other ingredients essential to producing the batteries. More than loan guarantees were needed to stimulate manufacturing.

Montana’s congressional delegation was mixed in its support for the innovation bills. Republican Rep. Matt Rosendale voted against the “America Competes Act” in the House, but in the Senate both Republican Steve Daines and Democrat Jon Tester voted for a similar bill. They framed the bill as crucial for keeping the United States competitive with China. Daines said his support for the legislation extended only to the provisions in the Senate bill that were matched by the House version. He thought the House version went too far in scope and spending.

“We must keep the bi-partisan provisions to support semiconductor manufacturing, level the playing field for trade, increase IP protections for Americans, create high-paying tech jobs and advance research in states like Montana that are leading the quantum computing revolution,” Daines said in a press release after the vote.

Tester was appointed April 7 to the conference committee to reconcile the differences between the House and Senate bills. When the committee post was announced, he said the United States needed to strengthen its supply chain if it was to remain the leader of the free world.

https://billingsgazette.com/news/tech-in-the-mountain-west-crucial-to-microchip-expansion-commerce-sec-raimondo-says/article_4ce57971-40f5-527c-a0f6-eccf87d8375c.html

Det måste väl komma någon form av genombrott för SEMA, Competes Act, Chip act, BBB, reconciliation bill, etc. Biden måste åstadkomma något.

Finns det några viktiga datum att ha koll på?

8. november i år er det mellomvalg til Kongressen i USA, midt i president Joe Bidens første presidentperiode. Alle de 435 setene i Representantenes hus og 34 av de 100 setene i Senatet er på valg.
https://www.dagsavisen.no/debatt/kommentar/2022/01/03/tre-scenarioer-for-mellomvalget-i-2022/

NexWafe Closes Series C Investment Round
https://newsdirect.com/news/nexwafe-closes-series-c-investment-round-740844881
APRIL 14, 2022

Apple helps suppliers rapidly accelerate renewable energy use around the world
https://www.apple.com/ma/newsroom/2022/04/apple-helps-suppliers-rapidly-accelerate-renewable-energy-use-around-the-world/
APRIL 14, 2022

Chinese PV Industry Brief: Polysilicon prices keep rising
https://www.pv-magazine.com/2022/04/15/chinese-pv-industry-brief-polysilicon-prices-keep-rising-2/
ARPIL 14, 2022

S. Korea decides to join CPTPP trade agreement
https://m-en.yna.co.kr/view/AEN20220415009000320
APRIL 15, 2022

Democrats prepare to take second run at Biden spending plan
BY JORDAIN CARNEY - 04/18/22 5:15 AM ET

https://thehill.com/news/senate/3270269-democrats-prepare-to-take-second-run-at-biden-spending-plan/

Manchin has engaged in informal talks. Though cautioning that he’ll talk with anyone, and formal, serious negotiations haven’t yet started, he’s sketched out what he wants to see in a smaller package: An overhaul of the 2017 GOP tax bill including raising taxes on the wealthy and corporations, as well as prescription drug reforms and an energy and climate package.

He’s also making it clear that his colleagues would have to drop some of their pet projects, saying during a recent Hoppy Kercheval interview that “we’re not going down the social [programs] path in reconciliation.”

“I’m happy to talk to you about a good tax package,” Manchin said. “I’m happy to talk to you about a climate package, an energy, climate package, but …you can’t basically just beat the living crap out of the engine that runs the train, pulls the train, which is the fossils right now as we transition.”

Manchin is also concerned about inflation, which has only increased since Build Back Better collapsed last year and is the biggest political wind now pushing against the party. Manchin wants half of any new revenue from a spending bill to go toward deficit reduction.

Same - Same- .

7 Reasons Senate Democrats Must Prioritize Ambitious Climate Investments After Recess

When the Senate returns from recess in two weeks, getting the $555 billion climate package passed must be their top priority. Failure is not an option.

Monday, April 18, 2022

https://www.evergreenaction.com/blog/7-reasons-senate-democrats-must-prioritize-ambitious-climate-investments-after-recess?utm_source=twitter&utm_medium=social&utm_campaign=ajp

Solar raw materials: A real challenge for Europe on the way towards net zero
https://www.woodmac.com/reports/metals-solar-raw-materials-a-real-challenge-for-europe-on-the-way-towards-net-zero-150022933
APRIL 18, 2022

There’s No Place Like a Supply Chain Close to Home
https://www.bloomberg.com/opinion/articles/2022-04-19/europe-wants-its-supply-chains-close-to-home-but-it-s-complicated
APRIL 19, 2022

Chipmakers lift S.Korean stocks 1% higher on overnight U.S. semiconductor gains
https://www.reuters.com/article/southkorea-markets-midday/chipmakers-lift-s-korean-stocks-1-higher-on-overnight-u-s-semiconductor-gains-idUSL2N2WH037
APRIL 19, 2022
“..
** Investor sentiment on semiconductor industry improved as the Philadelphia Semiconductor Index surged nearly 2% overnight on the Wall Street amid a positive earnings season so far, said Kiwoom Securities' analyst Kim Sae-hun.
..”

https://www.automotiveworld.com/articles/silicon-nanowires-a-breakthrough-for-electric-future-says-karl-thomas-neumann/

Hanwha Qcells Retains No.1 Market Share Spot in U.S. Residential and Commercial PV Module Segments
https://m.hanwha.com/en/news_and_media/press_release/hanwha-qcells-retains-no1-market-share-spot-in-us-residential-and-commercial-pv-module-segments.html
APRIL 19, 2022
“..

Hanwha Qcells’ long-haul commitment to the U.S. market

Alongside its leading market performance, Hanwha Qcells has achieved milestones solidifying its longstanding commitment to the U.S. market. With the inauguration of its Dalton, Georgia manufacturing facility, the largest module production plant in America, Hanwha Qcells provides up to 1.7 GW of domestically assembled modules annually to the U.S. solar market. Hanwha Qcells’ commitment to the U.S. also extends to its module distribution and fulfillment as well as its growing integrated energy solutions for the residential, commercial and utility solar sectors.

Most recently, Hanwha Qcells’ parent company, Hanwha Solutions, announced plans to launch a multi-billion-dollar expansion to secure capabilities across the full solar value chain including domestically sourced raw materials such as low-carbon polysilicon. This initiative, which would benefit significantly from the passing of the Solar Energy Manufacturing for America Act (SEMA) and smart trade policy, will secure Hanwha Qcells with full control of its solar supply chain while creating thousands of well-paying jobs in the U.S.

Justin Lee, CEO of Hanwha Qcells, said: “Hanwha Qcells is proud to retain the No.1 market share position in the U.S. residential and commercial PV module sectors. Our consistent market leadership in these two segments is made possible by the support and loyalty of our valued customers. Hanwha Qcells will keep reaching to greater heights and strive to continue being the dependable choice for the U.S. market.”
..”

OMCO Solar Invests $5 Million in US Manufacturing
https://www.renewableenergymagazine.com/pv_solar/omco-solar-invests-5-million-in-us-20220418
APRIL 18, 2022

Vær obs på følgende:

“..

This initiative, which would benefit significantly from the passing of the Solar Energy Manufacturing for America Act (SEMA) and smart trade policy, will secure Hanwha Qcells with full control of its solar supply chain while creating thousands of well-paying jobs in the U.S.

..”

Det kommer til at ske uanset - SEMA er godt, men ikke nødvendigt.

Senate’s bipartisan innovation bill key to US leadership in 21st century technologies
https://thehill.com/blogs/congress-blog/3272583-senates-bipartisan-innovation-bill-key-to-us-leadership-in-21st-century-technologies/amp/
APRIL 19, 2022

Dette er mounts, men sætter stadig en præcedens

Commerce Properly Denied Solar Panel Mounts Finished Goods Exclusion, DOJ Tells CAFC
https://tradelawdaily.com/news/2022/04/19/Commerce-Properly-Denied-Solar-Panel-Mounts-Finished-Goods-Exclusion-DOJ-Tells-CAFC-2204180037
APRIL 19, 2022

Loan commitment could bump U.S. battery market
https://www.axios.com/battery-market-bump-energy-department-loan-5c713998-5e49-4973-a776-3237a7484736.html
APRIL 19, 2022
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The U.S. Department of Energy's Loan Programs Office (LPO) on Monday announced a conditional commitment to lend up to $107 million to expand production capacity for a critical minerals plant in Louisiana.

Why it matters: The loan, if finalized, would mark the first in more than a decade from the office's Advanced Technology Vehicles Manufacturing (ATVM) program.

It would also be ATVM's first loan to support a supply chain manufacturing project, the LPO said.
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Meyer Burger Technology AG
9.425 følgere
3d • 3 dage siden

Paving the way for the expansion of renewables: The German government's Easter package focuses on the expansion of #renewableenergy and sets important targets for Germany's energy policy future. The share of #renewablernergies in gross electricity consumption is to account for a full 80 percent by 2030. The share of #solarenergy is to almost quadruple: to 215 GW. To this end, additional areas of Agri #photovoltaics and peatland #PV are to secure the #solar power share in the energy mix. In addition, citizen energy projects are supposed to be realized without tenders. Even though not all eggs have been found yet in this Easter basket, the package represents an important step into the right direction. We can already say today: 2022 is a turning point in the history of energy policy. And #MeyerBurger is part of it, pushing #energytransition. With our ongoing capacity expansion, we are trying to support the ambitious #renewableenergy goals in the best possible way.
https://www.linkedin.com/posts/meyer-burger-technology-ag_renewableenergy-renewablernergies-solarenergy-activity-6921003716342935552-uHs_?utm_source=linkedin_share&utm_medium=member_desktop_web

FACT SHEET: Readout of the April National Climate Task Force Meeting
https://www.whitehouse.gov/briefing-room/statements-releases/2022/04/18/fact-sheet-readout-of-the-april-national-climate-task-force-meeting/
APRIL 18, 2022
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The Task Force received a briefing from Dr. Kate Calvin, NASA Chief Scientist and Senior Climate Advisor and lead author on the recently-published IPCC Report on Climate Mitigation. The Task Force agreed that the findings are clear and compelling – the world must accelerate climate action and we have the tools to fight the climate crisis in every part of the economy. The Task Force discussed further how the Administration’s efforts were aligned with the IPCC’s findings — focused on tackling emissions sector-by-sector by deploying record amounts of clean energy; electrifying our cars, trucks, and buses; decarbonizing industrial processes; and phasing down super-polluting HFCs.

Since last Earth Day 2021, the Biden Administration has turbocharged the American offshore wind industry, jumpstarted our electric transportation future, helped weatherize homes to save families money, enlisted nature in the fight against climate change, and more – all while advancing environmental justice and creating good-paying, union jobs. The National Climate Task Force microsite has been updated to reflect these Administration accomplishments and continued climate action.

Task Force members also discussed the importance of meeting Americans where they are and ensuring the benefits of deploying clean energy reach every community and corner of the country. Energy Secretary Granholm reiterated the President’s commitment to minimizing pain at the pump caused by President Putin’s unprovoked war against Ukraine, and Infrastructure Coordinator Landrieu emphasized the importance of helping all communities – particularly rural and disadvantaged – realize the benefits of the President’s historic infrastructure investments.
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Supply chain problems push many solar project deadlines to 2025 or later
https://www.solarpowerworldonline.com/2022/04/supply-chain-problems-push-solar-project-deadlines-2025/
ARPIL 19, 2022

The Edison Energy Renewables Market Update Q1 - 2022
https://www.edisonenergy.com/renewables-market-update-q12022/
APRIL 19, 2022

Solar power is expanding rapidly across the U.S., which now has a total of 121.4 gigawatts of solar photovoltaic capacity — or enough to power more than 23 million homes, according to the eighth edition of the Shining Cities survey, published by the Environment California Research & Policy Center. The amount of solar power installed in just nine U.S. cities now exceeds the total amount installed in the entire country a decade ago, the report found.


https://thehill.com/policy/equilibrium-sustainability/3272496-los-angeles-honolulu-leading-us-cities-in-solar-power-generation-report/

NexWafe working on technology development after closing Series C funding round
https://www.pv-tech.org/nexwafe-working-on-technology-development-after-closing-series-c-funding-round/
APRIL 19, 2022

Polysilicon maker predicts 5-year shortage of solar raw material
https://www.pv-magazine.com/2022/04/20/polysilicon-maker-predicts-5-year-shortage-of-solar-raw-material/
APRIL 20, 2022

Dette er andre ord en ANALytikerene som så for seg fullstendig mettet marked etter sommeren........

Amid record demand for renewable energy, supply challenges continue to push prices higher and due dates later in U.S. and Europe
https://www.edisonenergy.com/news/amid-record-demand-for-renewable-energy-supply-challenges-continue-to-push-prices-higher-and-due-dates-later-in-u-s-and-europe/
APRIL 19, 2022

Jeg havde også lige denne her, som dagens sidste :)

US utility-scale solar: will policy power a rebound?
https://www.woodmac.com/news/opinion/us-utility-scale-solar-will-policy-power-a-rebound/
APRIL 19, 2022
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Despite trade uncertainty and supply chain constraints, the US utility-scale solar segment continued its growing trend in Q4 2021. With 5.9 GW of capacity installed, the total 2021 buildout reached 17 GW.

Our latest US utility-scale solar PV market update shows that total forecasted buildout is expected to reach 172 GW by 2027 – if the climate provisions in the Build Back Better Act are passed later this year.

In this video, Research Associate Matthew Sahd and Sylvia Leyva Martinez, Senior Analyst, North America Utility-Scale Solar share a few highlights from the report. This includes:

- Factors driving utility-scale solar development in the US

- Headwinds leading to delayed capacity

- How these headwinds are affecting the forecast – and how policy changes could change the picture.
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US solar PV capacity to continue to rise; likewise supply chain fears
https://cleanenergynews.ihsmarkit.com/research-analysis/us-solar-pv-capacity-to-continue-to-rise-likewise-supply-chain.html
APRIL 20, 2022

Hanwha Solutions plans to set up PV material factory in US
https://www.digitimes.com/news/a20220420PD201/hanwha-q-cells.html?chid=13
APRIL 21, 2022