L R AS Published on Tuesday 13 December 2022 - n° 428 - Categories:News of the Month

This week's highlights, as of 11 December 2022

The most important point

The future of the new reindustrialisation plan will only be clear if we know how the European Commission is acting. During the first year of its presidency, it has often asserted, often occupied the podium, regularly changed its plans and announced substantial spending programmes without In the first year of its presidency, it has often claimed, often occupied the podium, regularly changed its plans and announced substantial spending programmes without it being known whether or not they were spent. The new reindustrialisation plan is therefore worrying.

A look at the European Commission's industrial recovery plan

First important point: between a demand which is weakening due to the season and the commissioning of new silicon production units, the whole sector is seized with a desire to lower prices. The movement is underway and should continue at least until the Chinese New Year celebrations at the end of January.

The industry on 7 December: the price drop is spreading

2nd secondaryissue: will the observation of Chinese bypassing of South-East Asian countries lead to an acceleration of US PV installations or to a restriction of foreign supplies? The two opinions are in conflict.

Tariff circumvention in the US is asserted

What are the consequences of circumvention by Chinese companies

3rd point point (subsidiary) 3rd point (subsidiary): it seems that it is quite easy to create a 20 GW panel production unit in China even from a player outside the industry. This is in contrast to the small European units that are trying to survive

New PV production plant

Other interesting points :

Underperformance of US assets continues

Vehicle battery prices to rise in 2022 and 2023

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