L R AS Published on Wednesday 26 October 2022 - n° 421 - Categories:News of the Month
This week's highlights, as of 23 October
The main pointWhat is the the trend on power purchase agreements?
Are there many PPAs being signed at the moment? It is difficult to say. What is true is that industrialists would very much like to conclude such agreements in order to fix the price of their energy and thus to strengthen their competitive position.
Is this also the case for developers? It is very difficult to say: they have to adapt to a market price for electricity that fluctuates considerably. Is it to their advantage to commit themselves for a certain number of years or is it in their interest to sell their production on the free market? The price per kilowatt hour reached record highs in August, justifying retail sales. Will it return to the August 2022 level this winter? The uncertainties make them cautious and even reluctant.
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First important point: American researchers have discovered a new way to charge batteries. This paves the way for lighter batteries.
New way to speed up EV charging
2nd point: alleviating the silicon shortage and a strong demand for panels to improve the ecological situation will lead to a very strong global growth in PV installations in 2022
Significant increase in global PV installations in 2022
Point 3 point (subsidiary) The commissioning of new silicon production units increases capacity by 25% in the 4th quarter. Price trend changes direction
The silicon price increase is complete
Other interesting points :
GreenYellow is acquired by Ardian
Second storage plant for Neoen in Brittany