L R AS Published on Sunday 19 November 2023 - n° 466 - Categories:News of the Month
What to remember this week to 19 November 2023
THIS WEEK, IN ISSUE 466, WE TALKED ABOUT :
IN EUROPE
In France, the price of electricity that is causing dissatisfaction or concern : EDF-French government agreement on the price of nuclear kWh; EDF-State agreement: negative reactions
In France, production-consumption of electricity: Low-carbon industries key to French energy sovereignty
The sale of Engie's shares in Reservoir Sun to GreenYellow: Engie sells its stake in Reservoir Sun, which becomes a wholly-owned subsidiary of GreenYellow
In France, Armor acquires 20% of Holosolis
Germany: The German government and public opinion are united in developing solar energy
In Italy, promoting agrivoltaics: Italy supports agrivoltaicse
In Spain: 16 mergers or acquisitions took place in Spain in October
Trends in electricity production and demand in Europe at the beginning of October
THE PHOTOVOLTAIC INDUSTRY
Economic trends : Price trends in the PV sector: prices stable or falling slightly
Price trends : Price table as at 15 November
OPIS analysis of the lowest panel prices : A new low for panel prices
AGRIVOLTAICS
Sun'Agri results : Sun'Agri reveals its 2023 results to demonstrate the effectiveness of agrivoltaics
A new way of organising panels (in China) : Agrivoltaic system with spectral light-splitting concentrator
SELF-CONSUMPTION
Unifying production, storage and use: Global management of household appliances with energy storage!
By using the cheapest energy: California moves towards flexible electrical appliances
R&D
Renovating solar panels: Develop the repair and reuse of solar panels ?
Increasing the efficiency of thin films: Is it better to connect cells by ultrasound or laser?
MISCELLANEOUS
The trade war in photovoltaics has been declared : The commercial war is starting. It will be merciless. The outcome is not yet foreseeable.
First use of machines to build power plants: Trial of automated power plant construction under real conditions.
Heating a house: A new use for solar panels to heat a building
COMPANIES
Canadian Solar : Canadian Solar in Q3: losing momentum?
Huasun : China's Huasun bets on heterojunction
Maxeon : Maxeon reports a loss in Q3
SMA : SMA in Q3: magnificent!
RECOMMENDED SHARES
Highlight What is the philosophy behind self-consumption?
The global war for control of photovoltaics has begun.
Two aspects of this week's articles are propelling us into the future. On the one hand, self-consumption is being solved in two different ways, by the Chinese and the Californians. Secondly, the abundance of panels is raising questions. The Chinese have returned to the strategy they used in the early 2010s. While they wiped out the German industry at the time, the situation has since changed fundamentally with the American reaction and above all the emergence of India. A commercial, political and strategic war has been launched. It will only end in five years' time, with the success of Indian industry...
A look at two aspects of the future
1st important point How can self-consumption be managed?
Global management of household appliances with energy storage!
California is moving towards flexible electrical appliances
2nd secondary point :
The lack and cost of manpower has led to a trial of installing solar panels using machines. It's a limited trial, but it's a first.
. Trial of automated power plant construction under real conditions
3rd point (subsidiary) :
Agrivoltaics clearly improves plant production.
. Sun'Agri reveals its 2023 results to demonstrate the effectiveness of agrivoltaics
Other interesting points : .
EDF-State agreement: reactions are negative; EDF-French State agreement on the price of nuclear kWh
The trade war is starting. It will be merciless. The outcome is not yet foreseeable.
