L R AS Published on Tuesday 5 April 2022 - n° 400 - Categories:News of the Month
This week's highlights, as of 3 April
The main point is the conflation of the Russian-Ukrainian crisis with the climate crisis and the rejection of fossil fuels. This creates, in synthesis, the miracle cure, photovoltaics
All the commentators more or less apply this reading grid and this thought pattern. For good measure, they add recommendations, proposals and injunctions of their own. Some fall into catastrophism as if to appear more serious. They all envisage a future in 2030 (but they don't know what will happen in 2024!) and with much greater ease, they project themselves into 2050 (no one will be there to reproach them for their opinion or their position). But the scheme proposed by these commentators is too simplistic for the current situation.
This is because the photovoltaic world has been living on the margins of the rest of the economy and is facing an uncomfortable situation
If the commentators knew the photovoltaic situation, they would not speak as they do
A look at the modern Diafoirus
*
*
1st point of accessory:
The more time passes, the more the certainty of a high silicon price becomes the assumption for 2022, and probably also for 2023
It will probably be the same situation for lithium: we want everything too fast, extraction cannot keep up
No end to the silicon shortage + production capacity in China in 2022
Return to lithium supply-demand balance in 2024-2025?
The evolution of panel component prices since the war in Ukraine
*
*
2nd point (subsidiary) : The huge profits of silicon producers:
Tongwei: net profit x 5 in H1 2022?
Xinte Energy in 2021: silicon provided a net margin of 44
*
*
3rd point (subsidiary) An innovation that should have rapid industrial benefits
Ultra-thin silicon PV membrane that captures 65% of sunlight
