l'Actualité du Solaire

Two years after the first containment, and even before the war in Ukraine, maritime connections had not been restored in their speed, frequency and price. Commodity prices have not really fallen, despite the rapid economic recovery that took place in 2021. Worse, other materials were in high demand and their prices soared in 2021. A quick look at the first ten weeks of 2022 shows that the price of aluminium has risen by 22%, natural gas by 42%, and oil prices by a significant margin.

The war is adding disruption to this still recovering economy. It is too early to measure the effects of the pandemic, but a second wave of the pandemic is already hitting China, which is the workshop of the world.

Apart from the disruption of the global economy, the only certainty at present is a wave of price rises sweeping the world.

A look at the changing times through solar and batteries

^1st point of reference:more and more commentators are saying that panel or battery production and installations will decline in 2022, either because of insufficient silicon or because of soaring lithium, nickel prices, or because of shipping disruption

Expected reduction in US PV installations in 2022 due to economic conditions

pvXchange notes that some PV installations in Germany are currently uneconomic

Demand for panels is 25% higher than the supply of panels

Point¹ (subsidiary) point 1st point (subsidiary): The Energy Regulatory Commission's call for tenders is being replaced by the EPP call for tenders. The applications were at the level of the volume of offers (700 MW). The average price of the selected files is an increase of 7 %.

Results of the first round of the new EPP2 call for tenders

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