Nyheter innen sol/semi

"Italia dropper kullkraft

Regjeringen i Italia vil slutte med kullkraft innen 2025 og i stedet satse hardere på fornybar energi.

Statsminister Paolo Gentiloni presenterte fredag en plan å investere 175 milliarder euro i infrastruktur, fornybar energi og energieffektivisering. Summen tilsvarer over 1.600 milliarder kroner.

Innen 2025 skal kull ikke lenger brukes til strømproduksjon i Italia. I dag utgjør kullkraft 15 prosent av strømproduksjonen, ifølge Det internasjonale energibyrået (IEA). Mesteparten av strømforbruket dekkes med gasskraft og ulike typer fornybare energikilder.

Regjeringen understreker imidlertid at også regionale og lokale myndigheter må bidra hvis målet om å fase ut kullkraften skal nås.

Italias nye energistrategi innebærer også konkrete mål om kutt i klimautslippene. De skal reduseres med 39 prosent innen 2030, og med 63 prosent innen 2050.

Gentiloni la fram energiplanen i Roma samtidig som klimaforhandlere fra hele verden er samlet til en ny runde med klimaforhandlinger i Bonn i Tyskland."

Redigert 09.11.2018 kl 10:50 Du må logge inn for å svare
24.05.2018 kl 12:24 31312

Recognise that there’s no business case for fossil fuels
Over the next few years oil companies are going to struggle to raise finance. Institutional investors will think twice about the fossil investments in their portfolios. This won’t be because of carbon risk from Paris, nor reputation risk from the divestment movement, but pure economic risk. When it happens, it will happen quickly. Nadim Chaudhry, chief executive, Green Power Conferences, London, UK,@nadgreenpower

Eight ways to reach 100% renewable in developing countries
24.05.2018 kl 13:56 31221

Oljeselskapene vil bli energiselskaper med en bredere portefølje av tradisjonell og fornybar energi.

Vi ser at Statoil har blitt til equinor for å markere at de ikke lenger er et oljeselskap, men et energiselskap.
Over tid vil selskaper som equinor investere stadig mer i fornybar sektor.


Redigert 24.05.2018 kl 13:57 Du må logge inn for å svare
24.05.2018 kl 14:42 31069

Statkraft buying BLP out of Indian distributed solar JV.

May 24 (Renewables Now) - Norwegian state-owned utility Statkraft AS has agreed to buy Bharat Light & Power Pvt Ltd (BLP) out of their distributed solar joint venture in India, it was announced on Thursday.
BLP will sell its 50% stake in Statkraft BLP Solar Solutions Private Limited (SBSS) to Statkraft for an undisclosed sum as part of the Indian company’s strategy of optimising value across its business lines.
“In 2015 we agreed to jointly explore various business models for solar development in India. Now, as these ambitions have successfully been accomplished, we have agreed to independently pursue our respective business ideas within the solar sector in India,” commented Statkraft’s CEO Christian Rynning-Tonnesen.
SBSS was created with the goal of providing both rooftop and ground-mounted solutions to industrial and commercial consumers in India.
24.05.2018 kl 14:56 31030

Dersom equinor og statkraft skal være fullverdige energiaktører, bør de over tid være representert i hele verdikjeden for f.eks. solar.

For REC sin del burde man vurdere om man ikke skal begynne med wafer. REC kan med sin lave cash-cost produsere wafer in-house til lav cash-cost. De som ikke vil kjøpe poly kan heller kjøpe wafer.
25.05.2018 kl 12:58 30859

Daqo says the agreement with the government of the Xinjiang Uygur region also includes a reduction of the energy tariff for the manufacturing facility – from RMB0.29/kWh ($0.045/kWh) to RMB0.24/kWh – when Phase 3B completes, and to RMB0.20/kWh when Phase 4A completes in the first quarter of 2020. “The reduced electricity rates and the additional capacity will improve our manufacturing efficiency and strengthen our leadership position in terms of cost structure,” the company said in a statement.


Daqo blir ytterligere subsidiert med billig strøm. Produksjon av polysilikon krever mye strøm og er en del av kostnadene. Dette blir nå overført til strømsselskapet i steden slik at Daqo får penere tall.
26.05.2018 kl 09:27 30435

India is beating China in the race to build massive solar power projects

Since its big entry a decade ago, China has led the global solar energy industry. A massive manufacturing sector that has driven down costs, coupled with supportive government policies, have helped it commission multiple large-scale projects and become the world’s largest producer of solar energy.

Meanwhile, neighbouring India has turned up at the party a little late—but is now racing ahead in terms of big projects.

Half of the world’s 10 largest solar parks under construction currently are in India, says a report by US-based think tank Institute for Energy Economics and Financial Analysis (IEEFA).


26.05.2018 kl 13:11 30314

Energy storage will be a challenge as India targets 100 GW solar PV capacity

For off-grid solar PV installations, the high cost of batteries is the biggest bottleneck. However, the cost of storage is expected to drop as technology advances and volumes go up.

Is India prepared for the surge in demand for storage, as it aims to touch 100 GW solar PV capacity? In other words, is it setting up the requisite infrastructure to manufacture storage systems domestically?

“We have already missed the beginning of it and are now playing catch-up. The bulk of manufacturing is happening abroad, where the people are researching heavily. We don’t want another scenario where the bulk of manufacturing is happening abroad and we are not even innovating,” said Ritu Lal, VP-business development, Amplus Energy Solutions, when speaking to pv magazine at a rooftop solar PV summit that was part of Solar India 2018 organised in New Delhi recently.

“Renewable energy is going to be produced as long as sunlight is available. Beyond a certain level of penetration, solar electricity generation may dip owing to some factors, and thus the consumer experiences a shortfall in electricity supply. We need storage to balance that fluctuation,” she explained.

With the right policy support, large scale solar parks of 100 MW and above could easily integrate energy storage to help improve the power quality and reliability issues that the grid can face with the rapid integration of solar energy.

“Many government projects that were cancelled are expected to move forward with a rise in private sector opportunities, and SECI’s consultation on a 160 MW solar-wind-storage hybrid in Andhra Pradesh,” Rahul Walawalkar, Executive Director, India Energy Storage Alliance (IESA), had earlier informed pv magazine.

Another push for energy storage is coming from increasing adoption of electric vehicles in India. As the battery pack and its management contribute to more than 50% to the cost of an electric vehicle, a recent TFE report had suggested that India should seek to develop a domestic battery manufacturing industry. Today, most of these expensive battery packs are manufactured in countries like China and Japan, and imported to India.

28.05.2018 kl 08:49 30009

Nå er de store gutta på tur over dammen fra USA - https://www.pv-magazine.com/2018/05/22/are-the-big-chinese-powerhouses-coming-to-america/

Gjett hvem som befinner seg i smørøyet for billige råvarer?? :D
28.05.2018 kl 09:14 29933

Solar industry promises ‘jobs bonanza’ if EU lifts China duties

The European solar industry has urged the EU to end import duties on Chinese photovoltaic cells when anti-dumping measures expire in September, saying they are holding off a “jobs bonanza” in the sector.

Ending the minimum import price on Chinese solar panels will create an additional 40,000 jobs in Europe – on top of the existing 80,000 jobs currently sustained by the solar PV sector, said Christian Westermeier, president of SolarPower Europe, a trade association.

“After five years of trade barriers, the EU has to live up to its promise to let these measures expire after 2018” and reject any request to review them, Westermeier told participants at a EURACTIV event on Thursday (24 May).


28.05.2018 kl 09:33 8861

Den var jaggu ikke liten.
28.05.2018 kl 13:28 8658

Analytiker Thina Saltvedt tror den siste oljeprisoppgangen vil sette ytterligere fart på investeringer i fornybare energi. https://www.dn.no/nyheter/2018/05/27/1955/Energi/-hoy-oljepris-er-bra-for-klima
28.05.2018 kl 23:33 8529

China just built a 250-acre solar farm shaped like a giant panda

China Merchants New Energy Group, one of the country's largest clean energy operators, built a 248-acre solar farm in the shape of a giant panda.

The first phase, which includes one 50-megawatt plant, was completed on June 30, according to PV magazine. The project just began delivering power to a grid in northwestern China, and a second panda is planned for later this year.

Called the Panda Power Plant, it will be able to produce 3.2 billion kilowatt-hours of solar energy in 25 years, according to the company. That will eliminate approximately million tons of coal that would have been used to produce electricity, reducing carbon emissions by 2.74 million tons.


29.05.2018 kl 07:11 8402

Australian solar plant to have world's largest power storage capacity

TOKYO -- A roughly $1 billion solar energy project in Australia will employ one of the biggest power storage facilities in the world, with Japanese and Western companies contributing funds.

As part of this, a 250-megawatt plant in the state of South Australia will use a 100MW lithium-ion battery storage system. The storage capacity will be on par with a wind farm battery system from Tesla in Australia, now the largest of its kind on the planet. Power generated at the forthcoming plant will be sold to local utilities.


29.05.2018 kl 11:16 8158

"Dine penger"

Delphi dumper tre aksjer, og jakter gevinst i tre nye.
Ekspertene i Delphi satser på sol, robotgressklippere og bil.
Espen Furnes og Tian Tollefsen
Publisert: 28.05.2018
29.05.2018 kl 11:39 8116

Verden skriker etter energy, oljeprisen er høy og vil forbli høy i lang tid...hva skjer med alternative energy, jo mer attraktivt...REC er en gave på dagens nivå.
29.05.2018 kl 12:17 8044

De fleste børsnoterte aksjer bli priset ut i fra hva fremtiden bringer. Dette gjelder absolutt ikke REC, her surkler kursen på samme nivå og usikkerhet som for ett år siden. Ganske utrolig!

Hvor er veskemannen med sine analyser ?
Lenge siden han var på banen med sine glitrende spådommer

Media her i Norge ligger fortsatt og plasker i sin egen lille oljepytt. Det er noe av årsaken tror jeg. Forhåpentligvis våkner de etterhvert.
29.05.2018 kl 14:06 7949

Enig! Men norge kommer og da bør du sitte i rec...lurer faktisk på om jeg skal ta et par 100k til

På sikt vil kapital flytte seg vekk fra oljesektoren. Det vil bli vanskeligere å få finansiering for selskaper som ikke har klar miljøprofil. Man vil få selskaper som ikke vil assosiere seg med "miljøsyndere" fordi de selv skal ha en miljøprofil.

Oljeselskap blir til energiselskap, hvor stadig mer av investeringene går til fornybar fremfor gammel tradisjonell energi.
29.05.2018 kl 20:34 7752

Den glosa har jeg hørt før Anton,for flere år siden! Mens gresset gror,dør kua. Har du hørt den Anton??? Har du pratet med Alf Bjørseth i det siste??
29.05.2018 kl 20:43 7726

Milk men nå trer det i kraft! Store pensjonsfond trekker seg ut av olje og gass, fornybar energi er inn til de grader nå...rec er gull på dagens latterlig lave nivå, enkelt og greit
30.05.2018 kl 00:00 7579

White House slaps 25% tariff on $50 billion worth of Chinese goods

On Tuesday, the White House said the administration would proceed with its proposal to impose 25% tariffs on $50 billion worth of goods from China, and place new limits on Chinese investments in US high-tech industries.

The decision comes after top administration officials have tried to dampen fears of a trade war.

Treasury Secretary Steven Mnuchin said a trade war with China was "on hold" less than 10 days ago. And Commerce Secretary Wilbur Ross is expected in Beijing on Saturday to help ease trade tensions between the two major trading partners.

Beijing has previously pledged to retaliate against the 25 percent tariffs.

In a brief statement, the White House said the president plans to take "multiple steps" to protect domestic technology and intellectual property from certain "discriminatory and burdensome trade practices by China."

The latest step follows a March report by the US Trade Representative Office, which undertook a seven-month investigation of China's handling of technology transfers and intellectual property, according to the White House's statement.

"The United States will implement specific investment restrictions and enhanced export controls for Chinese persons and entities related to the acquisition of industrially significant technology, the White House said in a statement.

The final list of covered imports subject to tariffs will be announced by June 15. Those tariffs will take effect "shortly thereafter."

Proposed investment restrictions will be announced by June 30 and also take effect at a later date.

Related: Ivanka Trump granted seven new trademarks in China

China and the United States had agreed earlier this month to put threats of tens of billions of dollars in tariffs on ice after Chinese Vice Premier Liu He, the top economic advisor to President Xi Jinping, led a delegation to Washington.

The countries said China would "significantly increase" purchases of US goods and services to reduce their trade imbalance, a top Trump administration demand, and pledged to continue talks.

In a statement, China's Commerce Ministry said the announcement is "obviously in violation" of this recent agreement.

"We were both surprised by and expecting the statement issued by the White House. This statement is obviously in violation of the consensus reached in Washington recently by both China and the United States," the Commerce Ministry said. "Regardless of what measures the US launches, China has the confidence, capability and experience in safeguarding the interests of the Chinese people and its core national interests. China urges the US to move in the direction of the spirit of the joint communique."

30.05.2018 kl 00:18 7555

Trump som utøver the art of the deal psykologi innfor neste møte i Bejing til helgen. Doubles down as usual. Høye innsatser kan gi store gevinster. Kan selvsagt også spore ur til handelskrig . Blir bra det og i tilfelle. Sparke dem i zte og tilsvarende. de trenger å strammes opp. Jeg og fryktindeks tror dog på deal. A great deal.
Redigert 30.05.2018 kl 00:22 Du må logge inn for å svare

Er ikke så optimistisk angående Trumps taktikk. Mistenker at hans type lett vil snu kappen f eks som følge at han fikk godkjent sine varemerker. Kanskje han også får kinamann til å beskytte akkurat hans varemerker spesielt. Da er han nok fornøyd, og godtar kinesisk videresalg av hi-tec til både Iran og Nord-Korea. De siste åra har vist at hans person er full av egosentrisk BS. Han gjør lite dersom det ikke tilfredstiller hans personlige agenda, og agendaen til hans aller nærmeste.

Hvorfor bare 25 % toll på hi-tec, hvorfor ikke 57 %?

Dagens nyhet er vel at pvinsights.com fortsetter å melde nedgang i polypris, denne gang på -3.24% på 9N/9N+

Synes trenden begynner å lukte oversupply, i alle fall på kort sikt.
Redigert 30.05.2018 kl 12:44 Du må logge inn for å svare
30.05.2018 kl 12:55 7303

Eller så rapporteres det inn økt salg fra REC... Spørs om man ser positiv eller negativ vinkling her
30.05.2018 kl 12:57 7297

Vi er i riktig bransje hver fall :-). se bare på dette. Monumentalt.
May 29 (Renewables Now) - The African Development Bank (AfDB) has signed a letter of intent (LoI) with the Green Climate Fund (GCF) and the Africa50 investment fund to collaborate on the Desert to Power programme that seeks to develop 10 GW of solar across the Sahel region.
AfDB's Desert to Power initiative aims to provide solar electricity to 250 million people, including 90 million through off-grid installations.
Redigert 30.05.2018 kl 13:00 Du må logge inn for å svare


I Kina har prisene volatile all den tid man har Tier 1, Tier 2 og Tier 3 som alle skal få sitt.

Om du ser på RECs 1Q18-presentasjon over ASP kommer dette klart til uttrykk. REC har en bedre og mer stabil prisutvikling enn spotprisoversiktene.

Man bør ikke legge stor vekt på PVinsights. Det er kun en indikasjon på noe man må se i en større sammenheng. Tallene isolert sett er meningsløse og reflekterer i liten grad virkeligheten da det er snitttall.

For oss er det ikke relevant hva alle andre får i spotpris, men hva REC får i spotpris.
30.05.2018 kl 15:00 7160

Royal Bank of Scotland (RBS) har lansert en ny energifinansieringspolitikk, ifølge TDN Direkt.
Den nye politikken vil støtte en lavkarbonovergang og slutte å finansiere olje- og gassprosjekter.
Banken vil ikke finansiere nye kulldrevne kraftverk, termiske kullgruver, oljesandprosjekter eller arktiske oljeprosjekter, opplyses det.

30.05.2018 kl 15:03 7146

Spikeren i kista for kullhelvete og oljesølet. Flott. Kutter de gass og woow.
Sol derimot virker lønnsomt:
Scatec Solar ASA avholder onsdag kapitalmarkedsdag. Ledelsen vil presentere akselererte vekstambisjoner frem mot 2021, fremgår det av en melding.

Det nye vekstmålet er 2 GW, noe som føre den totale kapasiteten over 3,5 GW ved utgangen av 2021.

Det ventes at 20-25 års årlig kontantstrøm fra 3,5 GW vil nå 750-850 millioner kroner.
Redigert 30.05.2018 kl 15:04 Du må logge inn for å svare
30.05.2018 kl 17:06 7072

Få ut fingern å kutt poly først som sist eller må vi vente til på lørdag. Have a a safe trip Wilbur Ross. https://www.hegnar.no/Nyheter/Politikk/2018/05/Kina-kutter-toll-paa-importvarer
Redigert 30.05.2018 kl 17:07 Du må logge inn for å svare
31.05.2018 kl 12:05 6778

Trump tariffs are helping more than double U.S. solar capacity

President Trump wanted more U.S. solar manufacturing — and now he’s getting it.

Hanwha Q Cells Korea on Wednesday said it will build a factory in Georgia. JinkoSolar Holding Co. of China is planning one in Florida. And U.S. companies SunPower Corp. and First Solar Inc. say they’ll boost production in Oregon and Ohio.

The expansion underscores how immediate the reaction has been to the tariffs Trump imposed on imported panels in January to spur domestic manufacturing.

The duties could increase production capacity in the United States by at least 3.4 gigawatts, compared with 1.8 gigawatts at the end of last year, and would add to even more capacity already planned, based on Bloomberg New Energy Finance data.

It remains to be seen whether these factories will create the jobs Trump is after, but analysts say his policies are having a clear impact.

“Absent the Trump tariffs, this wouldn’t be happening,” Jeff Osborne, an analyst at Cowen & Co., said in an interview.

The push for tariffs began in April 2017, when Suniva Inc., a bankrupt Georgia-based panel maker filed a trade complaint arguing that it had been crippled by a flood of imports. Trump responded in January, imposing duties of as much as 30%, saying they were necessary to protect American manufacturers and create jobs.

While the plants announced by Hanwha and others will boost U.S. production, they’re unlikely to employ armies of workers, analysts said. As panel prices have declined, solar factories have become increasingly automated.

“While the Trump administration will claim this as a win, America’s victory is modest,” said Hugh Bromley, a New York-based analyst at Bloomberg New Energy Finance. “The profits will flow offshore, and the highly-automated production lines will bring few jobs.”

The White House didn’t respond to a request for comment.