L R AS Published on Monday 4 September 2023 - n° 455 - Categories:News of the Month
Key events for the week ending 3 September 2023
Highlight Europe has given priority to the installation of panels and neglected their production. The situation was favourable in 2022, but is no longer so
The Russo-Ukrainian war marked a turning point in the global photovoltaic industry: Europe focused on panel installations, while India and the United States implemented a policy of industrialisation and panel production. The European Union has missed the opportunity for industrial independence. It is now dependent on Chinese industry. The latter is currently launching an offensive to asphyxiate the few small manufacturers that remain and, above all, to kill off any hint of the emergence of serious competitors by slashing prices. China wants to retain a captive market.
1st important point Even if the production price of panels can be further reduced, ancillary costs have not been worked on to the same extent for ten or twenty years. This is where the potential for profit lies
. According to MIT, lowering the price of PV installations will involve reducing ancillary costs.
2nd secondary point . a reaction in the price of silicon is occurring and affecting the production chain
. The continuing recovery in silicon prices has an effect on the cost of producing panels.
3rd point (subsidiary) This lack of professionals became apparent over the last twelve months, when residential demand rose sharply.
. French PV companies penalised by lack of panel installers
Other interesting points : .
Comparison of PV installed on the roof of a building with a roof covered with vegetation
A photovoltaic sheet that simultaneously produces electricity, water and thermal energy
New measures in Germany to stimulate photovoltaic installations
