L R AS Published on Sunday 10 July 2022 - n° 412 - Categories:News of the Month

This week's highlights, as of 10 July 2022

The key point

The price of silicon is rising. It goes up every month. It sets in motion a mechanism of increase. In a Western economic logic, the shortage increases the price to distribute the small quantity. The Chinese logic is quite different. You need to know it because it applies exactly to the case of silicon

A look at the silicon context


1st important point: the opacity of the power purchase agreement market led to price abuses. The proposed index can shed some light on the situation. But many other issues are raised by this index or these indices

S&P Global + Pexapark: PPA benchmark index

Second point: even if it is probably only an experiment, or a result of research & development, it is considerably forward-looking. The more energy is produced in a building, the higher its self-consumption rate will be.

Special windows

3rd (subsidiary) point (subsidiary) New measures tostimulate photovoltaic production could give French leaders ideas

New energy regulations in Germany

Other interesting points :

Largest inverter shippers in 2021

Tongwei raises prices and makes huge half-year profit

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