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.

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.

https://www.hegnar.no/Nyheter/Energi/2018/05/Vil-slutte-aa-finansiere-olje-og-gassprosjekter

@Sofa

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.

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.
https://renewablesnow.com/news/afdb-signs-up-partners-for-10-gw-desert-to-power-programme-614381/

Eller så rapporteres det inn økt salg fra REC... Spørs om man ser positiv eller negativ vinkling her

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.

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 %?

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.

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."

http://money.cnn.com/2018/05/29/news/economy/china-tariffs/index.html

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

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??

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.

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

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

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

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!

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.

"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

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.

...

https://asia.nikkei.com/Business/Companies/Australian-solar-plant-to-have-world-s-largest-power-storage-capacity

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.

http://www.businessinsider.com/china-panda-solar-power-plant-2017-7

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

NISSAN'S FOLLOWING TESLA INTO SOLAR POWER AND HOME BATTERIES

https://www.wired.com/story/nissan-solar-panels-home-batteries/?mbid=social_twitter_onsiteshare

En god del kapasitet som blir slukt der, ja.

Den var jaggu ikke liten.

Ny storkontrakt om salg av 70,000 MT polysilicon fra 2018-2021 fra Tongwei.

https://sg.finance.yahoo.com/news/brief-tongwei-tianjin-zhonghuan-semiconductor-111008721.html

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).

...

https://www.euractiv.com/section/energy/news/solar-industry-promises-jobs-bonanza-if-eu-lifts-china-duties/?utm_term=Autofeed&utm_campaign=Echobox&utm_medium=Social&utm_source=Twitter#link_time=1527482742

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

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.

https://www.pv-magazine-india.com/2018/05/25/energy-storage-will-be-a-challenge-as-india-targets-100-gw-solar-pv-capacity/

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).

...

https://qz.com/1283299/in-the-race-to-build-massive-solar-power-projects-india-is-poised-to-beat-china/

https://www.pv-magazine.com/2018/05/25/around-250-signatories-call-for-an-end-to-eu-anti-dumping-measures/

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.

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.

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.

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.

..........................

http://www.timesfreepress.com/news/business/aroundregion/story/2018/may/24/wacker-resumes-production/471567/

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
https://www.theguardian.com/global-development-professionals-network/2015/sep/08/eight-ways-to-reach-100-renewable-in-developing-countries

https://www.pv-magazine.com/2018/05/22/the-unstoppable-tide-of-solar-illustrated-by-the-rise-of-floating-projects/

The U.K. Just Went 55 Hours Without Using Coal for the First Time in History

https://www.bloomberg.com/news/articles/2018-04-19/u-k-goes-a-record-55-hours-without-coal-as-clean-power-expands

Polysilicon Market To Be Driven by High Demand From Solar Cells, Emerging Economies And Semiconductor Industries Till 2025 | Million Insights

...

The global Polysilicon Market size was estimated at USD 5.49 billion in 2015 and is expected to reach USD 13.56 billion by 2025, with a CAGR of 10.2%.

...

Polysilicon is also used extensively in semiconductor market due to its high electron carrier mobility which will allow smaller transistors resulting in efficient and high speed circuits. Semiconductors are used in many electronic products as an integrated circuit consists computer processors, memory and special devices for optimum efficiency. These semiconductors contain polysilicon at low temperature majorly used in for smaller displays with higher resolution, such as mobile phones and digital cameras which consist of smaller display.

Developments in technology and advanced innovations in industries with decreasing manufacturing cost is expected to steer the market growth over the forecast period. Heavy capital investment and increasing development and production of substitute technologies including thin film silicon technology, metallurgical silicon and Fluidized Bed Reactor (FBR), are expected to pose a major challenge to the market growth.

...

Electronic grade silicon is expected to be the largest segment owing to its high purity standards and its wide range of applications. These silicon grades are used in electronic products such as mobile phones, laptops, computers and others. Medium grade silicon is expected to witness significant growth rate over the forecast period due to its rising awareness and low cost as compared to the electronic grade silicon.

...

Based on the end user, the global market has been segmented into Semiconductor industry and PV industry. Semiconductor industry is expected to be the largest segment on account of technological advancements, innovations and new product developments that require temperature resistant material such as polysilicon. PV industry is expected to witness significant growth owing to the increasing demand for solar panels to produce electricity according to environmental standards.

...

North America is expected to be the largest market owing to increased installation of photovoltaics in this region. Technological innovations and development of IT systems is expected to boost the market growth. Asia pacific estimated to witness significant growth rate over the forecast period due to presence of countries including Japan and China that dominate the polysilicon producer market. Japan is estimated to be the top most producer of polysilicon in the global market followed by china and Germany. India is also expected to witness high growth rate owing to the increasing awareness of solar power and its efficiency.

http://www.ghaziabad-online.in/story/36913/polysilicon-market-to-be-driven-by-high-demand-from-solar-cells-emerging-economies-and-semiconductor-industries-till-2025-million-insights.html

Lanco Solar skrinlegger polysilokonproduksjon i India? Finner ingen konkrete linker annen enn denne, kanskje andre vet noe?

https://twitter.com/mukeshmishra18/status/922476072771321861?s=21