Jeg hopper over på Discord plattformen og stenger tråden. Vi ses på Discord 💰

https://thehill.com/homenews/senate/3591216-harris-breaks-50-50-deadlock-to-advance-landmark-climate-tax-health-bill?utm_source=hill_app&utm_medium=social&utm_content=share-link

Hanwha Solutions to up US solar investment if Inflation Reduction Act passes – reports

...

The deal between the companies is expected to provide REC Silicon with enough capital to restart its operations at the 20,000MT Moses Lake polysilicon facility in Washington during 2023.

https://www.pv-tech.org/hanwha-solutions-to-up-us-solar-investment-if-inflation-reduction-act-passes-reports/

https://thehill.com/policy/finance/3586660-democrats-plan-would-decrease-deficit-by-more-than-100b-cbo?utm_source=hill_app&utm_medium=social&utm_content=share-link

Herlig, takk for deling Svenn_13.

Its panels are assembled using wafers and cells from abroad, but the company aims to help reseed a domestic supply chain so that every component of a solar panel can be made in America.

Passer jo da utmerket inn i bildet hvor det er tegnet inn wafer/ingot fabrikk på utvidelsetomten til REC.

Bringing back domestic production is no longer a nostalgic aspiration. It is a national security issue. Solar panels produce some of the cheapest electricity, a significant asset at a time of skyrocketing energy prices and aggressive climate targets. China’s domination over the solar supply chain also poses an ever-growing threat to America’s energy independence and financial health.

“This is a globally competitive market the U.S. has fallen behind in,” said Scott Moskowitz, who heads marketing strategy at Qcells North America, a subsidiary of Korean industrial giant Hanwha. “This country never had policies that created the environment possible to compete. This legislation changes things a lot. It will make companies want to invest in new manufacturing in Georgia and around the country.”

Qcells established a manufacturing beach head in Dalton in 2018 at the urging of local officials. Its panels are assembled using wafers and cells from abroad, but the company aims to help reseed a domestic supply chain so that every component of a solar panel can be made in America.

“There is no shortage of demand,” said Moskowitz, standing on the floor of the sprawling Dalton factory. “It is just a question of whether factories like this can exist in this country and be profitable.”

https://www.washingtonpost.com/business/2022/07/30/climate-solar-manchin-china/
30.07.2022

😍

Hanwha Corporation merges defense division and acquires Hanwha Precision Machinery… Full reorganization of affiliates

Friday 29th July 2022 06:41 PM

Hanwha Corporation will completely reorganize its business lines by selling its defense division to its subsidiary Hanwha Aerospace and acquiring Hanwha Precision Machinery.
Hanwha Corporation held a board of directors meeting on the 29th and decided to acquire Hanwha Precision Machinery and related companies from Hanwha Aerospace to accelerate the secondary battery process equipment business and lay the foundation for the semiconductor process equipment business.

Governance structure before and after reorganization of Hanwha Corporation

On the same day, the board of directors also decided to merge Hanwha E&C, a subsidiary of Hanwha Corporation, and sell Hanwha/Defense Co., Ltd. to Hanwha Aerospace.
It is planning to focus on future businesses by changing the direction of Hanwha Corporation’s existing business, such as gunpowder, trade, defense, and machinery, to energy, materials, equipment, and infrastructure. The key to this decision is to enhance Hanwha Corporation’s own profitability and future growth potential, and increase the value of Hanwha Aerospace’s stake held by Hanwha Corporation (currently Hanwha Corporation’s stake in Hanwha Aerospace is 33.95%), thereby increasing corporate and shareholder value.
The biggest change is Hanwha Corporation/Momentum. Hanwha/Momentum will be combined with Hanwha Precision Machinery, which is in the semiconductor post-process packaging equipment and LED chip mounter business. By combining the capabilities of the two companies, Hanwha Corporation is expected to speed up the eco-friendly energy process equipment business and lay the groundwork for a company specializing in semiconductor process equipment in the mid- to long-term.

Hanwha Group Headquarters. photo = Hanwha

MERK GODT DETTE!

If Hanwha/Momentum focuses on ‘equipment’, Hanwha/Global is focusing on ‘materials’. In March, Hanwha Global Co., Ltd. invested about 140 billion won to acquire a 12% stake in REC Silicon, which produces polysilicon for solar power and semiconductors and special gas, and laid the foundation for the eco-friendly energy and materials business. . Hanwha/Global plans to use this to expand its high value-added material business such as secondary batteries and semiconductors.

https://korea.postsen.com/business/43960/Hanwha-Corporation-merges-defense-division-and-acquires-Hanwha-Precision-Machinery%E2%80%A6-Full-reorganization-of-affiliates.html

Det er akkurat det her som gjør at jeg tar meg tid i RECsi:
- RECsi sine tre hovedområder er tar helt av, det gjøres enorme private og offentlige investeringer
- RECsi sin del i kjeden tar 3 år og bygge, i tillegg kreves teknologi og enorme kapitalinvesteringer

Prisen på selskapet er nå så lav målt opp mot verdiene de besitter, at det er et tidsspørsmål før aksjen nødvendigvis må reprises.

God august!

Clean energy manufacturing support in Inflation Reduction Act

This historic level of investment is key to achieving American manufacturing independence and clean energy security.

JULY 29, 2022 ANNE FISCHER

Late last year President Biden signed an executive order to boost America’s clean energy economy, which included the goal of attaining 100% carbon pollution-free electricity by 2030, 100% zero-emission vehicle acquisition by 2035, and more. Achieving these goals would require extended dependence on China, which is responsible for much of the solar and renewable energy supply chain. Just two of the downsides to the dependence on imports include the fact that China’s manufacturing sector employs low-cost or forced labor, and its manufacturing facilities are powered with electricity produced from coal-fired plants.

The Inflation Reduction Act of 2022 contains $370 billion in spending for renewable energy and climate measures. The bill includes over $60 billion for domestic manufacturing across the clean energy supply chain, which includes clean energy vehicles. This historic level of investment is key to achieving American manufacturing independence and clean energy security.

What’s in the bill for US manufacturing?

An investment of $30 billion in production tax credits to accelerate domestic manufacturing of solar panels, wind turbines, batteries, and critical minerals processing.
A $10 billion investment tax credit to build clean technology manufacturing facilities, including those that make electric vehicles, wind turbines and solar panels
$500 million in the Defense Production Act for heat pumps and critical minerals processing
$2 billion in grants to retool existing auto manufacturing facilities to manufacture clean vehicles
Up to $20 billion in loans to build new clean vehicle manufacturing facilities across the United States
$2 billion for National Labs to accelerate breakthrough energy research
Tax credits across the solar supply chain were included:
Manufacturing credit: 100% credit through 2029, 75% in 2030, 50% in 2031, 25% in 2032.
Thin film photovoltaic cell and crystalline photovoltaic cell: $.04 per cell capacity in Wdc.
Photovoltaic wafer: $12/sq. meter.
Solar grade polysilicon: $3/kg.
Polymeric backsheet: $0.04/sq. meter.
Solar module: $0.07 per module capacity in Wdc.
Torque tube: $0.87/kg.
Structural fastener: $2.28/kg.
Central inverter: $0.25 per capacity Wac.
Commercial inverter: $0.015 per capacity Wac.
Residential inverter: $0.06 per capacity Wac.
Microinverter: $0.11 per capacity on Wac.
Battery module: $10 per battery module capacity kWh.
Critical mineral: 10% of costs incurred.
Battery cell: $35 per battery cell capacity kWh.
“With long-term incentives for clean energy deployment and manufacturing, the solar and storage industry is ready to create hundreds of thousands of new jobs and get to work building out the next era of American energy leadership. This is a crucial window of opportunity that we cannot miss, and now Congress must seal the deal and pass this legislation,” said Abigail Ross Hopper, president of the Solar Energy Industries Association.

The bill is expected to head to the Senate floor for a vote as early as next week.

https://pv-magazine-usa.com/2022/07/29/clean-energy-manufacturing-support-in-inflation-reduction-act/

REC is optimistic that tech manufacturing is scaling up. Sutton said the company’s facility in Moses Lake is reopening, a process requiring restaffing the plant with 75 workers initially, with 100 more to follow as production improves. Domestic demand for polysilicon is an important part of the reopening, more specifically U.S. demand for next-generation lithium batteries in electric vehicles. Next-gen lithium batteries use polysilicon to store energy, which means longer travel distances between charges for electric vehicles.

“I think you are going to start seeing it in the next couple years,” Sutton said of the next-gen lithium battery’s arrival. “If you look at Sila, they’ve actually bought space next door to us in Washington. Group 14 raised $400 million just a few months ago.”


https://mtstandard.com/news/senates-280-billion-tech-bill-benefits-montana-businesses/article_fa299b72-5ca3-56a0-9fa5-f83815800b55.html

Nydelig artikkel som bekrefter det vi har sett komme i lang tid.
Tror Butte har blitt undervurdert, og kommet i bakgrunnen av ML åpningen.
Skal ikke se bort fra at ytterligere utvidelse av Butte er neste steg.

Rec Silicon: Thank you, Montana Standard!

https://mtstandard.com/news/senates-280-billion-tech-bill-benefits-montana-businesses/article_fa299b72-5ca3-56a0-9fa5-f83815800b55.html?utm_campaign=snd-autopilot&utm_medium=social&utm_source=facebook_The_Montana_Standard&fbclid=IwAR0UReydGvKoHkbZcq6mMCw5_XBqItxn6BcooyfcdoZKP3hWFDNYD2Rze4w

Som det ble postet, Rec blir nevnt direkte i denne pakken. Men når det gjelder norske aviser, så er det umulig at de følger verdens nyheter.
https://finansavisen.no/nyheter/politikk/2022/07/29/7906446/usa-vedtok-halvleder-pakke

FB
REC Silicon: Read more below about a bi-partisan bill passing the Senate yesterday. We are delighted to see the successful culmination of these tremendous efforts.

Thank you, Senator Jon Tester and Senator Steve Daines, for all your hard work!

https://www.tester.senate.gov/?p=press_release&id=9233

US to extend Investment Tax Credit for solar at 30% to 2032

JULY 28, 2022 RYAN KENNEDY


As written in the Inflation Reduction Act of 2022, the tax credit will begin at 30% and step down to 26% in 2033 and 22% in 2034.
In a surprise victory for the solar and clean technology industries, US Senator Joe Manchin and Democrats reached an agreement on a reconciliation bill, dubbed the Inflation Reduction Act of 2022. The bill includes $370 billion in spending for renewable energy and climate measures.

One of the most impactful provisions in the bill, which can be read in full text here, is the long-term extension of the Investment Tax Credit, which has been instrumental in launching the solar industry we know today. The bill calls for a 10-year extension at 30% of the cost of the installed equipment, which will then step down to 26% in 2033 and 22% in 2034.

The tax credit applies to individuals, businesses, and utility-scale developers of solar technology. The 30% credit also applies to energy storage whether it is co-located or installed as standalone energy storage. This enables the retrofit of a battery to a solar array while taking advantage of the credit.

One measure that was hoped for, but is not in the bill, was the “refundability” clause. Refundability means that if the tax credit value exceeds taxes owed on the year, it can be rolled over to the following years for further tax benefits, essentially carrying a negative tax liability balance. This provision was not included, which hampers the value of the credit for some individuals.

There are also several “adders” for the tax credit depending on the type of organization, domestic product use, and project location. ROTH Capital Partners said that the investment tax credit could reach as high as 50% for some projects with the right adders applied.

The credit also includes the “direct pay” provision. This would allow a developer with little or no tax liability to treat the amount of credit as an overpayment of tax which would result in a cash payment refund in the amount of such overpayment being made to the developer.

“With long-term incentives for clean energy deployment and manufacturing, the solar and storage industry is ready to create hundreds of thousands of new jobs and get to work building out the next era of American energy leadership. This is a crucial window of opportunity that we cannot miss, and now Congress must seal the deal and pass this legislation,” said Abigail Ross Hopper, president of the Solar Energy Industries Association.

The bill is expected to head to the Senate floor for a vote as early as next week.
https://www.pv-magazine.com/2022/07/28/us-to-extend-investment-tax-credit-for-solar-at-30-to-2032/

Hva slags nyheter er det jeg våkner til? En løsning med Manchin på Reconcilliation!? Dette er uhørt fantastisk!

Synes det er veldig merkelig at det hele saken angår direkte REC men finansavisen nevner ikke Rec med et ord engang, men nevner et annet selskap som ikke saken angår dem. Dette kan ikke være annet at det er med vilje å motarbeide Rec som selskap.

https://finansavisen.no/nyheter/finans/2022/07/28/7905835/na-skal-de-ta-opp-konkurransen-med-kina

Det er store muligheter for at Rec kan få i både pose og sekk. Republikanerne som stemte for Tech bill føler seg riktignok snytt av Manchin-avtalen, så det bli spennende fremover:
https://thehill.com/homenews/house/3577342-whip-lash-house-gop-moves-to-oppose-chips-plus-bill-in-rebuke-to-manchin-deal?utm_source=hill_app&utm_medium=social&utm_content=share-link

Senate's $280 billion tech bill benefits Montana businesses
TOM LUTEY Jul 27, 2022 Updated 3 hrs ago

The $280 billion high-tech manufacturing and research bill passed by the Senate Wednesday is expected to foster growth in Montana.

Scripted to the ween the U.S. tech industry from dependence on foreign-made semiconductors, the CHIPS and Science Act makes a $52 billion investment in the domestic semiconductor manufacturing industry, including upstream services likes those provided by tech manufacturers in Bozeman, Butte and Kalispell.

“Fundamentally, more manufacturing of semiconductors in the U.S. will be a benefit to us,” said Chuck Sutton, vice president of sales and marketing at REC Silicon, which has a facility near Butte.

The bill passed on a 64-33 vote with both Montana senators, Jon Tester, a Democrat, and Steve Daines, a Republican, in support of the spending. Sutton said he worked with both senators on issues important to the company’s operations in Montana.

REC’s manufacturing facility near Butte is the world’s largest supplier of silane gas and other specialty gasses used in semiconductor production. The plant employs roughly 200 people. Butte operations have been a bright spot for the company as U.S.-China trade disputes shut the door on American polysilicon sales to solar panel manufactures in China, a problem that started with Obama-era tariffs on cheap Chinese solar panels, then worsened under the Trump-era U.S.-China trade war.

By 2018, the U.S. Trade Representative was imposing 25% tariffs on semiconductor products from China, as China retaliated with tariffs of its own. It was during this period that REC’s polysilicon operation in Moses Lake, Washington had to close.

Challenges posed by China tech manufacturing continue to drive U.S. policy. Worries about American overdependence on semiconductors produced in China were at the root of the CHIPS and Science Act. Daines noted in a press release following the Wednesday vote that the United States share of semiconductor production had shrunk to 12% by 2020, down from 37% in 1990.

Meanwhile, China’s share of semiconductor production is trending upward, expected to hit 24% by the end of the decade, as its government is directly subsidizing development of the industry with $1.4 trillion between 2020 and 2025, according to a report published earlier this year by the
Global manufacturing and shipping challenges stemming form the COVID-19 pandemic made the United States’ dependence on foreign semiconductors painfully obvious. In April, speaking Lee Montana Newspapers and other Rocky Mountain media, U.S. Commerce Secretary Gina Raimondo said the nation’s manufacturers had a five-day supply of semiconductors.

“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.”

In June 2021, COVID shutdowns at the world’s largest semiconductor manufacturer in Taiwan choked global supply of computer chips.

There are signs that U.S. tech is preparing for a manufacturing surge if the CHIPS and Science Act is signed into law by President Joe Biden. The bill needs to pass through the House as approved by the Senate. An earlier version passed by the House was more than the Senate could muster the required 60 votes to pass.

At June’s end, semiconductor manufacturers Intel, TSMC and Global Foundries signaled they would scale back plans to expand manufacturing if the CHIPS and Science Act didn’t pass. The Wall Street Journal reported that Intel’s $20 billion investment in Ohio chip manufacturing was on hold until Congress took action. Applied Materials, which employs more than 600 people in Kalispell, is a primary supplier for Intel. In May, AM cut the ribbon on a former Shopko building where it plans to add 200 workers.

REC is optimistic that tech manufacturing is scaling up. Sutton said the company’s facility in Moses Lake is reopening, a process requiring restaffing the plant with 75 workers initially, with 100 more to follow as production improves. Domestic demand for polysilicon is an important part of the reopening, more specifically U.S. demand for next-generation lithium batteries in electric vehicles. Next-gen lithium batteries use polysilicon to store energy, which means longer travel distances between charges for electric vehicles.

“I think you are going to start seeing it in the next couple years,” Sutton said of the next-gen lithium battery’s arrival. “If you look at Sila, they’ve actually bought space next door to us in Washington. Group 14 raised $400 million just a few months ago.”

Sila is a lithium battery materials manufacturer from Alameda, California that expects to produce enough material annually at its 160-acre Moses Lake campus for 100,000 to 500,000 electric vehicles. Group 14 is a Washington battery materials company.

It will take a couple years for the battery technology to prove itself for vehicle use, Sutton said.

The bill also spends $420 million over five years, via the Department of Energy, on university research in 25 “EPSCoR states, including Montana. EPSCoR, or Established Program to Stimulate Competitive Research, funds science in underserved states. The current National Science Foundation data for EPSCoR research shows 15 projects funded at Montana universities, including nine at Montana State University in Bozeman, four at the University of Montana in Missoula and two at Montana Tech in Butte. In 2021, DOE awarded $3.3 million to MSU for next-generation battery research.

EPSCoR funding through the Department of Energy averages about $20 million annually. The CHIPS and Science Act more than doubles that annual amount for two years before stepping it up to $75 million and then $100 million in the final year.

In a press release, Daines said “Investing in American semiconductor production, innovation, STEM education and R&D is essential to strengthening our national security, reinforcing the United States’ position as a global leader and winning the race against China.”

Tester, in a press release, noted that the bill provides $800 million for renewable energy development, $1 billion for carbon capture and sequestration research, and $1 billion for modernizing the electric transmission grid.

“This bipartisan legislation is focused on two things: bringing good-paying jobs back to America and maintaining our position as the world’s leading economic power in the face of China’s efforts to dominate the global economy,” said Tester.

https://billingsgazette.com/news/senates-280-billion-tech-bill-benefits-montana-businesses/article_a12152e8-0e05-11ed-87cc-4bbe5a467042.html

Solar 🌞🌞

https://www.whitehouse.gov/briefing-room/statements-releases/2022/07/27/fact-sheetbiden-harris-administration-announces-six-new-actions-to-lower-electricity-bills-for-working-families/

Senate passes Chips Act to subsidize semiconductor chip production

52 milliarder dollar! Butte FTW!

https://www.cbsnews.com/news/senate-chips-act-subsidize-semiconductor-chip-production/

Remarks by President Biden in Meeting with the SK Group on Investments in American Manufacturing and Jobs
https://www.whitehouse.gov/briefing-room/speeches-remarks/2022/07/26/remarks-by-president-biden-in-meeting-with-the-sk-group-on-investments-in-american-manufacturing-and-jobs/
JULY 26, 2022
"
..
So, tomorrow we will commemorate 69 years since the end of the Korean War. So, the American and Korean relationship is deep and longstanding. Our countries fought side-by-side during the terrible conflict, and now we have worked side-by-side to build the technologies and infrastructures that will power the 21st century economy around the world.

So, SK’s commitment to grow and invest in Korea is enduring. But today, though, we are here to talk about the investment in U.S. So our cooperation will make the supply chain in both our countries more resilient in critical technologies. And the SK Group commitment to the United States runs deep, and we have backed that commitment with $22 billion of investment in U.S. in recent years.

Today, we are announcing another $22 billion in new investment in the U.S., so including the major investment in semiconductor EV batteries and biotechnology.

All this means that SK will invest in nearly $30 billion going forward, expanding on our recent announcement of $7 billion investment in EV batteries.
..
"

Biden to launch plan to bring solar to low-income homes

The news comes as consumers in the U.S. and across the world are facing rising energy costs, largely from spiking fossil fuel prices, including natural gas, the leading source of electricity in the U.S.

Expanding community solar is likely necessary to hit Biden’s climate goals, which include achieving a net-zero electric grid by 2035. It will enable people who rent their homes and have fewer ways to access solar panels or people without the means to finance such investments.

Community solar advocates say the approach democratizes renewable power by allowing people to own a slice of renewable power. But the method has faced some obstacles, as developers in some states have been accused of swindling people.

The Biden initiative therefore attempts to reduce consumer risk by using the federal government to essentially vet those developers. It will allow recipients from the Low Income Home Energy Assistance Program to log on to an online platform and shop for the project of their choice.

https://www.google.com/amp/s/www.politico.com/amp/news/2022/07/26/biden-plan-solar-low-income-residents-00048067
27.07.2022

https://thehill.com/business-a-lobbying/3575512-chips-bill-nears-finish-line-without-aggressive-china-trade-restrictions/

U.S. solar company plans panel factory in Panama to challenge Asia
https://www.reuters.com/article/solar-manufacturing-panama-idAFL1N2Z22YD
JULY 26, 2022

https://www.thomasnet.com/insights/doe-announces-56-million-for-solar-manufacturing//

Hehehe, glemte selvfølgelig å sjekke denne.
Mange takk!

Liker denne:


"The trade body said that it was “in the process of developing a Supply Chain Monitoring Programme to ensure that solar PV modules entering Europe comply with international sustainability and labour standards, no matter their country or region of origin.”

Aimed at enhancing “end-to-end transparency and sustainability” across the solar supply chain, the project is supported by 30 leading buyers and suppliers of solar PV equipment, SPE said, adding it expects to announce the programme publicly for the first time, and launch a pilot, in Q3, when it will be able to go into more detail."

12 ft ladder fungerte nok en gang det: https://12ft.io/proxy?q=https%3A%2F%2Fwww.pv-tech.org%2Fus-officials-advise-the-eu-on-its-upcoming-forced-labour-legislation%2F

:)

Jeg har ikke sett denne postet noe sted enda, men forslaget ble varslet i februar, så det ble kanskje nevnt da?

"The European Commission (EC) is currently working on new legislation to ban products suspected to be made by forced labour, with a proposal expected in September"

Noen som har tilgang på hele artikkelen? Manman? :D

https://www.pv-tech.org/us-officials-advise-the-eu-on-its-upcoming-forced-labour-legislation/

39 GW ny europeisk solkraft innen utgangen av 2022
Det er den største økningen på ett år noensinne.

Gode tider for solkraftbransjen

Akselerert solkraftutbygging har gitt gode tider for solkraftbransjen og silisium-verdikjeden.

Blant annet kunne silisumprodusenten Elkem skryte av inntekter på 12,3 milliarder kroner i andre kvartal i 2022, et betydelig hopp fra 7,3 milliarder samme periode i fjor. 6,52 milliarder av årets kvartallsinntekter kommer fra silisiumprodukter.

I tillegg til at råvareprisene generelt har økt, har spotprisen på både mono- og polykrystallinsk silisium økt kraftig. Spotprisen på monokrystallinsk silisium økt fra 11 dollar/kg i starten av 2021 til 38 dollar/kg i juli i år, ifølge tall fra bransjeavisen Bern Reuter.

https://www.tu.no/artikler/39-gw-ny-europeisk-solkraft-innen-utgangen-av-2022/521039

Med eller utan SEMA,. "the expansion has begun."

https://www.pv-magazine.com/2022/07/22/qcells-to-secure-solar-glass-from-canada-for-its-us-manufacturing-operation/

Advocates Celebrate Wins for Clean Energy in Georgia, Urge Action on Rooftop Solar
https://www.seia.org/news/advocates-celebrate-wins-clean-energy-georgia-urge-action-rooftop-solar
JULY 21, 2022
"
Press Release
ATLANTA – In a victory for Georgia consumers and the clean energy economy, the Georgia Public Service Commission (PSC) voted to approve a solar resource plan that should result in an increase in Georgia Power’s solar energy procurement by 6 to 9 gigawatts through 2035 and add 500 megawatts of battery storage to the energy grid. When paired with solar, energy storage can keep the lights on reliably, even during extreme weather conditions and spikes in electricity demand.

In addition to the solar and storage buildout, the PSC voted unanimously to create a collaborative “Distributed Generation Working Group.” The group — which will be composed of representatives from utilities, the solar industry, and PSC staff — will develop recommendations for growing the distributed energy market in Georgia.

“It’s extremely heartening to see the Commission prioritize growth of distributed renewable energy through the establishment of a working group,” says Tully Blalock, Senior Vice President of SolAmerican Energy and Policy Co-Chair of the Georgia Solar Industries Association (SEIA). “Distributed generation is the clear path forward for Georgia’s economy, workforce, and public health. We’re excited to see the commission recognize the crucial role of distributed generation in such a tangible way.”

Also before the PSC today was a vote to expand Georgia Power’s popular monthly netting program by as much as 15 percent, bringing rooftop solar within reach for 75,000 Georgia households. Commission Vice Chair Tim Echols — who has been a champion for net metering expansion — brought the measure forward, before it failed in a 3-2 vote.

The program, which was introduced as a pilot in 2020, fairly compensates rooftop solar customers for excess electricity produced by their solar systems. The popularity and success of the program were quickly apparent, with thousands of Georgians signing up to receive the benefits of affordable rooftop solar. When the pilot reached its 5,000 customer limit in mid-2021, advocates began urging the PSC to lift the cap and expand solar access across the state.

“We applaud some of the Commission’s decisions today, and are optimistic that the Commission will address net metering in the upcoming Georgia Power rate case to bring affordable rooftop solar within reach for tens of thousands of Georgia families,” says Allison Kvien, Southeast Regulatory Director at Vote Solar. “Monthly netting empowers families to lower their monthly bills and contribute to a cleaner, more resilient energy grid through rooftop solar. We thank Vice Chair Echols and Commissioner McDonald for their leadership on this critical issue, and will continue our efforts to make solar affordable and accessible to all Georgians.”

Georgia, which is ranked 7th in the nation for solar installations, has already experienced the workforce and economic benefits of a thriving solar industry. The state is home to nearly 200 solar companies and supports approximately 4,500 jobs. Further, Georgia has seen $4.9 billion in investments from the solar industry and projections show the state can add almost 2,000 megawatts of solar over the next five years.

“Georgia took significant steps in expanding renewable energy development across the state today,” says Will Giese, Southeast Regional Director at the Solar Energy Industries Association (SEIA). “The solar and storage additions to Georgia Power’s integrated resource plan will help ease the inflation pinch on Georgia families through the procurement of stable, low-cost clean energy. While the Commission missed an important opportunity to expand the state’s net metering pilot, it’s encouraging to see them create a distributed generation working group. In the face of rising energy prices, we will continue to advocate for solutions that expand clean energy access to all Georgia ratepayers.”
"

President Biden could declare a climate emergency as soon as Wednesday, two sources familiar with the plans told The Hill on Tuesday. 
https://thehill.com/policy/energy-environment/3565619-white-house-could-declare-climate-emergency-as-soon-as-wednesday-sources?utm_source=hill_app&utm_medium=social&utm_content=share-link

Climate bill defeat a blow to U.S. solar production -First Solar CEO
https://www.reuters.com/business/sustainable-business/climate-bill-defeat-blow-us-solar-production-first-solar-ceo-2022-07-19/
JULY 19, 2022
Alternativt: https://12ft.io/proxy?q=https%3A%2F%2Fwww.reuters.com%2Fbusiness%2Fsustainable-business%2Fclimate-bill-defeat-blow-us-solar-production-first-solar-ceo-2022-07-19%2F
(Show me a 10ft paywall, I’ll show you a 12ft ladder.)
"
..
The Biden administration has said that it wants clean energy technologies to be produced domestically, and last week announced $56 million in new funding aimed at spurring domestic manufacturing. In June, Biden also invoked the Defense Production Act to spur solar manufacturing at home.

Widmar said those efforts were "not going to move the needle."

Some 90% of U.S. solar panels are made overseas. The bulk of the industry's raw material, polysilicon, is produced in China.

There is growing recognition from project developers that the reliance on China is a major vulnerability for the industry's long-term ambitious, Widmar said, pointing to the surging demand his company has seen this year.

"We're going to almost be sold out through 2026 by the end of this year," he said.

First Solar has spoken to project developers about ways they might collaborate to tackle the problem, possibly by investing jointly in new manufacturing. The two arms of the industry have often found themselves on opposite sides of policy debates, such as over import tariffs.

"I'm a little worried that we're missing a window of opportunity here for U.S. manufacturing that we may never get back again."
..
"

“If the Senate will not move to tackle the climate crisis and strengthen our domestic clean energy industry, I will take strong executive action to meet this moment. My actions will create jobs, improve our energy security, bolster domestic manufacturing and supply chains, protect us from oil and gas price hikes in the future, and address climate change. I will not back down: the opportunity to create jobs and build a clean energy future is too important to relent,” wrote Biden.
https://pv-magazine-usa.com/2022/07/18/manchin-blocks-climate-bill-biden-said-he-will-take-executive-action/

Forstår det slik jeg også. I starten så står det at det er REC Silicon ved Chuck Sutton og Kirt Johnson som søker og lenger ned er en tegning av ingot og wafer fabrikk.

Så dette var ikke en annen solaktør, kun REC som søker utvidelse eller misforstår jeg noe? JV med noen?

2500 arbeidsplasser

Det er i denne linken som er en PDF

https://www.grantcountywa.gov/documentcenter/view/5307