L R AS Published on Wednesday 15 June 2022 - n° 408 - Categories:News of the Month
This week's highlights, as of 12 June (n°408)
The main point
The major news this week is US President Biden's decision to lift tariff restrictions on panel imports from South East Asia. This decision is in line with the installer lobby, but it takes away the prospect of rebuilding a panel production industry on US soil.
Additional buying by US installers will be superimposed on increased Chinese and European demand. Prices will rise sharply in the second half of 2022 and into 2023. There will be no lull in prices.
A look at the explosion in panel demand and prices in the second half of 2022
Incidental point1: President Biden has lifted tariffs on PV imports from four Southeast Asian countries
Suspension of tariffs on PV products imported into the US
Incidental point 2: Chinese manufacturers no longer want to compete on price. They want to take advantage of the Chinese oligopoly that has formed. He clearly announces that panel prices will no longer fall.
Interview with Frank Niendorf, Managing Director Europe at JinkoSolar: Focus on the N-type
3rd point (subsidiary) A review of the strengths and weaknesses of the European photovoltaic industry
The problem of European reindustrialisation in PV
Other points of interest :
Focusing on biodiversity is the way to get more value out of solar plants
