L R AS Published on Wednesday 2 November 2022 - n° 422 - Categories:News of the Month
This week's highlights, as of 30 October 2022
The main point
The photovoltaic world has been largely disrupted over the past six months. In addition to Covid 19, which has caused supply difficulties between factories, and in addition to energy shortages which have also penalised the course of business, professionals in the sector have suffered from the rise in the price of silicon. This has favoured producers but also wafer manufacturers who have raised their prices and improved their profitability. On the other hand, the panel assemblers, who are in contact with the end customers, were not able to pass on the increase in silicon prices as well. They have put pressure on cell producers to absorb a large part of the price increase upstream.
With the statistics published this week by AECEA and PV InfoLink, plus the half-yearly or nine-monthly accounts of Chinese manufacturers in the industry, we sought to take stock of the industry.
The first important point: the French government wants to try to remedy the lack of interest of developers in its calls for tender. Developers have to face an increase in costs between the study of the file and the attribution of lots. Hence the idea of taking account of price variations upwards or downwards. The announcement would be imminent.
2nd secondary point: intermittency is the real obstacle to the generalisation of solar or wind energy. pvXchange believes that it would be greatly reduced by coupling these two energies which do not have the same production period
3rd (subsidiary) point (subsidiary) A detailed study of the evolution of this activity, with the forces that are shaking this niche
Other points of interest :