L R AS Published on Monday 13 September 2021 - n° 373 - Categories:Thread of the Week
The Weekly Wire n°373 of 13 September 2021
THIS WEEK'S NEWS HIGHLIGHTS.
The texts to read this week :
THE TRENDE
We see the end of the silicon shortageSo many new plants are planned that the available silicon capacity could produce 250 GW of panels. This could lead to a sharp drop in prices
The price of silicon (and therefore panels) could fall from October
The price of panels at the end of 2021- beginning of 2022 will depend on the production of silicon
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PHOTOVOLTAIC :
Followers are in a fast growing photovoltaic niche,
The United States remains the country with the largest tracker installations. The use of this type of equipment can be found in various countries such as Brazil, Spain, Chile and of course China. Shortages or price increases of steel or components in particular have not stopped its use, which is also spreading to other parts of the world. The energy savings achieved explain the high growth rate, which should continue in the coming years.
The adaptations and improvements made by the manufacturers make the market very open to new manufacturers, as needs evolve and technologies are perfected
Lhe followers in 2020: strong growth, rising prices, installations spread around the world
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DNV's assessment of the future of renewable energy
The research company DNV is more confident than last year about the future of photovoltaics.
It believes that solar installations will multiply and gradually become the main source of energy. Together with wind power, it would account for 70% of electricity demand
He regrets that the pandemic has not been used to rebuild a new, greener economy using more renewable energy. He predicts that there will be more and more zero electricity prices
DNV speaks out on solar installations 2050!
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The price of electricity is at a high level in the market. This is partly due to the price of gas
Gas supply will be limited in Europe during the coming winter. The price of gas could reach a record high. If you add the carbon tax, the kilowatt hour is at a record high. This is reflected in the price of electricity on the spot market. It is not to be expected that prices will fall in the near future. This situation creates an opportunity to sign energy contracts
The price per megawatt hour could stabilise at around €100
In various European countries, wholesale prices have reached record levels
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PHOTOVOLTAIC :
The debate on the choice of the two-sided panel or the single-sided panel is not yet decided!
Half a year after the launch of two-sided panels, people are still wondering whether they should pay 6% more to buy a two-sided panel. Is it better to stay with the good old single-sided sign? This debate shows how difficult it is to make a decision, because the result of this question is the result of many factors to be taken into account. The American company Clean Energy Associates has launched an in-depth and detailed research. The American Clean Energy Associates has launched an in-depth and detailed study and has published its results, which are not unequivocal and even less certain. This organisation remains circumspect about the results of its study
Is it better to buy a single-sided panel or a double-sided panel?
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IN THE WORLD :
50 MW plants only achieve a competitive kWh. The UK wants to draw the consequences
Having found that the 50 MW limit is a bit low for achieving profitable solar power plants, Great Britain is considering raising the limit. It would be a good idea for France to follow this British approach
In Great Britain, the 50 MW limit should be raised
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What target for solar installations should the US set for 2035?
If an official US department, the Department of Energy, conducts a study on the possibility of increasing solar energy production from the current 3% to 40% within the next 15 years, it is clear that the US will not be able to meet its target. If an official US agency, the Department of Energy, is conducting a study into the possibility of increasing solar energy production from the current 3% to 40% within the next 15 years, it is because the idea has received official approval from the top, and the shift of the economy to solar energy is being seriously considered. But setting targets is good, taking the means to achieve them is better!
How to achieve 40% RE by 2035 in the US?
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SMA revises its 2021 forecasts downwards: caution or deteriorating economic conditions?
When it published its half-yearly accounts a few weeks ago (before the start of the new school year), SMA was very confident. The last few weeks have seen a number of supplier and customer defections. Now the forecasts for 2021 have been revised downwards. Is this due to caution? Did the economic situation deteriorate sharply between June and September? Above all, is this an isolated phenomenon or a more general situation?
SMA complains about the defection of suppliers and customers
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