L R AS Published on Monday 28 November 2022 - n° 426 - Categories:News of the Month
This week's highlights, as of 27 November 2022
The main point Encouraging signs in the PV market
The photovoltaic market is showing encouraging signs this week. The difficult period of the last 24 months seems to be over. The price of silicon is turning around, encouraged by LONGi and Zhonghuan. Each stage of the industry is demanding lower prices from its suppliers. Only the panel manufacturers are not under the same pressure. Indeed, buyers are in a hurry to obtain panels.
Other price components (sea freight, interest rates) are moving in favourable directions. There is still the threat of the pandemic in China, and the supply of inverters, batteries and components remains problematic. But this should improve.
A look at the glimmers of hope that illuminate photovoltaics
1st important point: between increasing production capacity and decreasing demand, the price of silicon is ready to fall
Silicon price finally reaches tipping point
2nd point: theproblem of maritime transport seems to have been solved as prices have been falling for twelve months and are almost back to normal
Ocean freight costs are almost back to normal (pre-pandemic)
3rd point point (subsidiary) Europe absorbs more than half of Chinese exports. The increase in purchases is rapid!
121% more European PV imports in nine months
Other interesting points :
New version of the best research cell efficiency table
Microwaves to soften EVA in panels to be destroyed
Auction in Spain fails on many grounds
