ALLE nyheter bør vel egentlig bare holdes igjen til aksjen slippes. Av alt det positive som er kommet siste 6 måneder så er det jo INGENTING som biter på kursen.

Har ALDRI sett en slik manipulasjon tidligere på OB.

https://www.axios.com/china-senate-ban-xinjiang-products-c82e2d15-30d8-497f-8a9e-ed4ceb2126d7.html
Enstemmig enighet i senatet om å forby ALLE produkter fra xinjiang i Kina, nå gjenstår kun at kongressen stemmer for (formalitet) og at Biden skriver under.
Inni artikkelen også dette: The administration updated an advisory on Tuesday warning that businesses with supply chains and investments in the Chinese region of Xinjiang run a "high risk" of violating U.S. laws on forced labor.

Flott det, men som nevnt under her, det går nok ned/opp/sidelengs ( min bet 14/20 med spikes) til Rec kommer med konkret info

Kan bli spennende se ettervirkningen av dette, da 45 % av hele verdens polysilicon kapasitet er lokalisert der :P

Xinjiang makes about 45 percent of the world's polysilicon, according to InfoLink, a renewable energy research company.24. jun. 2021

Mest logisk er vel at produsentene som tidligere har hentet polysilicon fra xinjiang området , begynner allerede nå å sikre seg den kapasiteten som er ledig andre plasser. Er jo snakk om vanvittig mengder poly i xinjiang... Er vel også naturlig EU følger etter og andre allierte til USA i denne sanksjonen.
Uansett veldig spennende følge med på :-)

Ja, dette blir spennende å følge med på. Ekstremt å det ville ramme industrien i USA. Veldig dilemma, de vil inntil de kan produsere tjenestene selv utenfor Kina slå bransjen brakk.

Eu vil kutte utslipp med 55% innen 2030.
Det er helt ekstremt på så kort tid, og det må føre til drastiske tiltak. Man kan prøve å tenke seg hvilke utbygging man får innen solkraft og batteril.
https://e24.no/naeringsliv/i/RyjA78/eu-lanserer-ny-klimapakke-dette-betyr-den-for-norsk-naeringsliv
Miljøpolitikk er nok mye miksing og triksing med tall, og det får nok svært uheldige konsekvenser for mange, men det kan jo komme mye godt ut av det også.

En annen sak er at mye utslippspolitikk i vesten ser ut til å være et spill for galleriet. Vi har politikk på klare utslippsreduksjoner i EU, Nordamerika og andre områder, samtidig som vi har flytta mye produksjon til Kina, som har åpna nye kullkraftverk i ett forrykende tempo, siden Kina står utenfor utslippsregnskapene. I tillegg har Kina ført til ganske stor vekst i skippingtonnasje.

https://columbiabasinherald.com/news/2021/jul/15/inslee-tour-moses-lake-sleep-center/

According to a press release from the governor’s office, Inslee is also scheduled to meet at 11 a.m. with executives of REC Silicon and Group14 Technologies, a company working with REC to make the next generation of rechargeable batteries using silicon anodes instead of graphite.

Meget spændende!!! Tak for at dele! (:

Enig. Slike besøk avlegges vanligvis ikke med mindre man har noe positivt å melde slik at både verter og høystående gjester kan sole seg i glansen av hverandre.

interessant, takk for at du poster.

Det lover meget godt.

https://columbiabasinherald.com/news/2021/jul/15/inslee-tour-moses-lake-sleep-center/

Her snakker vi de skal i møte med Rec og group 14, batterier og silikonanoder skal drøftes:))) tålmodighet er nå stikkordet, det er like før det smeller:))

Takk for link! Herlig lesestoff👍

Slike små drypp er jo mye bedre enn ingenting. Skulle ikke mer til før jeg doblet.

Helt klart at det skjer mye i kullissene !
Håper bare at det kommer litt info fra selskapet ut til aksjonærene snart ..

Tweet fra Guvernør Islee sitt besøk hos Rec Silicon, sammen med Group 14; "I'm touring REC Silicon with Group14 in Moses Lake. I am so glad to have these leaders diversifying our energy production, combating climate change & reducing our carbon emissions. I look forward to seeing more companies invest in our economy & expand job opportunities for WA."

Etter et kjapt twitter søk kom jeg også over denne fra Washington state department of commerce: "REC Silicon is working on a comeback. After impacts from the trade war, companies like theirs are preparing for new opportunities around the corner in the battery and solar industry".

Legg merke til den siste der: AROUND THE CORNER. Spennende tider.

China Is Still Searching for a Chipmaking Advance That Changes the Game

- The country’s attempts to steer its semiconductor industry into relevance are languishing. Vice Premier Liu He is betting on third-generation chips with faster processing speeds.

China’s aspiration to become a true technological rival to the U.S. faces a foundational challenge: The country doesn’t control the semiconductors that are the building blocks for everything from smartphones to automated cars. In 2020 the Chinese economy spent $350 billion buying chips based largely on Western technology—more than it spent on oil.
For decades the government in Beijing has tried, and mostly failed, to create a national operation for designing and manufacturing cutting-edge chips on its own. The country does have a local chip industry, but the most advanced products remain the domain of such companies as Intel, Samsung, and TSMC.

(...)

More government control won’t necessarily improve some of the counterproductive dynamics of the central command model. This approach hasn’t worked so far, and Roger Sheng, a chip analyst in Shanghai for research company Gartner Inc., says there’s reason to be skeptical that will change. “The semiconductor industry is very market-oriented,” he says. “It isn’t like launching a space station, something you can do by putting together the best technologies. In the chip industry there’s a lot more to consider, from cost to efficiency. These factors are difficult to put in government policies.” —Edwin Chan and Yuan Gao

BOTTOM LINE - China’s strategy on semiconductors shows how it retains aspects of its centralized planning, and the results illustrate the difficulties inherent in that model.

https://www.bloomberg.com/news/articles/2021-07-27/semiconductor-shortage-china-s-chipmaking-efforts-falter-without-tech-edge

Tak for at dele! :)

Second Quarter 2021 Global Semiconductor Equipment Billings Surge 48% Year-Over-Year to Record High of $24 Billion, SEMI Reports

MILPITAS, Calif. – September 7, 2021 – Global semiconductor equipment billings surged 48% year-over-year to a record high of US$24.9 billion in the second quarter of 2021, a 5% increase from the prior quarter, SEMI announced today in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Report.

https://www.prnewswire.com/news-releases/second-quarter-2021-global-semiconductor-equipment-billings-surge-48-year-over-year-to-record-high-of-24-billion-semi-reports-301367801.html

USA, fra 4 til 45% Solenergi: https://www.nytimes.com/2021/09/08/business/biden-solar-energy-climate-change.html

Relevant for Buttes leveringer til semi-markedet:

"Global Fab Equipment Spending Projected to Reach New High of Nearly $100 Billion in 2022, SEMI Reports

MILPITAS, Calif., Sept. 14, 2021 /PRNewswire/ -- Powered by digital transformation and other secular technology trends, global semiconductor equipment investments for front end fabs in 2022 are expected to reach nearly US$100 billion to meet soaring demand for electronics after topping a projected $90 billion this year, both new records, SEMI highlighted today in its World Fab Forecast report.

The new fab equipment spending records will mark a rare three consecutive years of growth that began in 2020, bucking the historical cyclical trend of a one- or two-year expansion followed by a year or two of tepid growth or declines. The semiconductor industry last saw more than two consecutive years of growth in the mid-1990s.

The foundry sector will account for the bulk of fab equipment investments in 2022, with more than US$44 billion in spending, followed by the memory sector at over US$38 billion. Both DRAM and NAND also show large increases in 2022 with jumps in spending to US$17 billion and US$21 billion, respectively. Micro/MPU investments will reach approximately US$9 billion, discrete/power US$3 billion, analog US$2 billion, and other devices approximately US$2 billion next year.

Regionally in 2022, Korea will lead in fab equipment spending at US$30 billion, followed by Taiwan at US$26 billion, and China at nearly US$17 billion. Japan will take the fourth spot with almost US$9 billion in fab equipment spending. While Europe/Mideast will be in fifth place at US$8 billion, the region is expected to post standout year-over-year percentage growth of 74% in 2022. In the Americas and Southeast Asia, spending is projected to reach more than US$6 billion and US$2 billion, respectively.

The World Fab Forecast report lists 1,417 facilities and lines globally, including 129 facilities and lines starting volume production in 2021 and beyond."

https://www.prnewswire.com/in/news-releases/global-fab-equipment-spending-projected-to-reach-new-high-of-nearly-100-billion-in-2022-semi-reports-828746068.html

...

Jeg gjentar:
"The semiconductor industry last saw more than two consecutive years of growth in the mid-1990s."

😃

Hvaaaaa er det folk venter på nå... Billigere aksjer?

Jaja, lykke til, alle sammen

https://renewablesnow.com/news/north-american-solar-manufacturer-silfab-gets-investment-for-expansion-754263/

The solar manufacturer did not disclose the size of the investment, nor did it elaborate on its growth plans. It recently announced the opening of a solar module production facility in Burlington, Washington State, representing its third facility in North America.

Jadda, her vil det poppe opp fabrikker i et voldsomt tempo! Bare vi får wafer&ingot så blir det knall!!

Vil nok komme mange sånne fabrikker fremover når USA skal etablere egen verdikjede. Vi er kun i starten :-)

Samme stat som ML, men er det poly disse benytter? Kan se ut som det er mono, men FBR-B skulle vel tilsvare mono kvalitet om jeg forsto dette riktig?
Uansett, ting begynner å skje i USA, og det vil bare bli mer av dette fremover.

Spennende:)

Ja, Tore sa at en åpning av ML også vil bety oppgradering til monokvalitet. Mener han også sa at det relativt enkelt kan oppnå semi-grade?

Hmmm, kan det ha vært Silfab som da er grunnen til at de oppgraderer til mono-kvalitet? Silfab har nå bestemt fabrikk i Washington state, og hvis REC skal ha leveranse her, så bør det ikke være så lenge til det kommer børsmelding (men det har vi sagt før:)).

Vet noen om batteriprodusenten Enovix bruker silicon som kan produseres av REC i sine anoder?

Det er mono, forøvrig så kalles den andre kategorien “multi” polysilicon, ettersom det smeltes om til “multicrystalline ingots”.

Renheten i polysilicon tilsier hvilken kategori det tilhører, og det henviser til kvaliteten på det produktet det er mulig å lage av det, monocrystalline ingot (en krystall) eller multicrystalline ingot (mange krystaller).

De har redan uppnått mono grade och electronic grade i Yulin genom att tvätta granulatet med syra. Etsning tror jag det kallas. Enkelt att uppgradera ML till detta också

Yulin ja, hvor vi skulle få informasjon ila August ang avtalen..

Folk...Glemmer fort

https://renewablesnow.com/news/rec-silicon-confident-it-will-restart-moses-lake-production-in-2023-740742/

La oss håpe det skjer. Så kanskje skuta kan gå i pluss i 2023 og gi oss den festen vi fortjener.

Det er jo guidet, og trenden er klar

Takk

Solar industry demand raises temperature in silicon market

LONDON, Sept 21 (Reuters) - An unexpected surge in demand for silicon, mainly from the solar energy industries in China, Europe and the United States, has lead to large deficits and fuelled a price rally which shows no signs of abating.

Silicon prices have climbed to round $4,000 a tonne in all three locations, the highest on record, from levels below $2,000 a tonne at the start of the fourth quarter last year.

...

"Silicon prices have been soaring as recent output curbs in China have made supply even tighter on the back of a first half deficit this year of more than 100,000 tonnes," de Linde said.

"I was expecting double digit quarter-on-quarter demand growth in the fourth quarter last year, it turned out to be more than 20%. The supply side wasn't prepared and consumer stocks are low."

...

Wood Mackenzie expects a deficit of 92,000 tonnes this year compared with a shortfall of 41,000 tonnes last year. It expects solar energy to account for 19% or 658,000 tonnes of total demand this year compared with 598,000 tonnes in 2020.

...

One new source of silicon demand could be the lithium-ion rechargeable batteries used for electric vehicles, where the industry is experimenting with replacing the graphite in the anode with silicon, only partially at this stage.

...

Less silicon is needed by volume, which frees up space for the nickel, cobalt and managanese cathode to improve the energy density of the battery and range of electric vehicles.

However, Wood Mackenzie's Kevin Fowkes says: "Silicon is not going to replace graphite to any significant extent within the 10-year time scale we look at."

https://www.reuters.com/business/energy/solar-industry-demand-raises-temperature-silicon-market-2021-09-21/

Kommentar: At det vil ta 10 år for silisium å overta som hovedmetall i anoden er vel pessimistisk. Skjønt, det skal endel anodefabrikker til for å erstatte grafitt på verdensbasis.

Vi vil se de første bilene på veien i 2024/25, de skal produseres i 2023/24 hvorpå anodefabrikkene må bygges og være klare til å produsere i god tid før det.

God læsning som altid, grabein. Mange tak for at dele (:

Bare hyggelig!