L R AS Published on Tuesday 28 March 2023 - n° 438 - Categories:News of the Month
This week's highlights, as of 26 March 2023
The point in focus
The photovoltaic world is primarily interested in the production and installation of panels and in national electricity production statistics. It rarely looks at the results of these installations, particularly in terms of consumption. France urbaine, Enedis and GRDF had the idea of presenting the evolution of renewable energies in the metropolises, agglomeration communities and urban communities in which 45% of French people live. The idea is that the emergence of renewable energies is also at work in these areas, and that city councillors are seeking to develop their installations to avoid the use of fossil fuels
These three organisations draw up an overview of energy consumption and production in 69 urban areas. This overview extends the first edition from 2017, with data from 2021.
1st important point: a symposium brought together panel buyers to explain their purchasing motivation
What do panel buyers pay attention to?
Secondary point 2:rising interest rates are reducing the volume of global activity and possibly creating a recession. As a result, there is less need for raw materials. Prices fall
Metal prices at rock bottom on fear of a global recession
3rd point point (subsidiary) 3rd point (subsidiary): A change in the tender regulations renders the wind and probably the PV tenders invalid
Onshore wind tender rejected, PV tender uncertain.
Other interesting points The 2022 results of companies
Voltalia in 2022: pause last year, favourable 2023 forecast, disappointing 2027 forecast
Meyer Burger in 2022: continues to grow
RWE in 2022: generates about 70% of its results from renewable energies
