L R AS Published on Monday 27 November 2023 - n° 467 - Categories:News of the Month
This week's highlights for 26 November 2023
Highlight :
. The photovoltaic industry has embarked on a race for volume. They ended up overproducing, leading to a significant drop in prices. Initially, they benefited from the fall in silicon prices. In the second phase, they are forced to look for savings, innovations and ways of selling without losing too much on each panel sold. Are we going to see prices fall for almost another twelve months before they recover? Will there be an event that suspends this spiral to the lowest price?
Strangely enough, panel buyers may not be the winners in this price downturn.
L R AS Published on Sunday 19 November 2023 - n° 466 - Categories:Ce qu'il faut retenir de cette semaine
Ce qu'il faut retenir de cette semaine au 19 novembre 2023
CETTE SEMAINE, NOUS AVONS EVOQUE DANS LE N° 466 :
EN EUROPE
En France, le prix de l’électricité qui mécontente ou inquiète : Accord EDF-Etat français sur le prix du kWh nucléaire ; Accord EDF-Etat : les réactions sont négatives
En France, production-consommation d’électricité : Les industries à faible intensité de carbone clés de la souveraineté énergétique française
La cession des parts d’Engie dans Reservoir Sun au profit de GreenYellow : Engie cède ses parts dans Reservoir Sun qui devient filiale à 100 % de GreenYellow
En France, Armor acquiert 20 % d’Holosolis
En Allemagne : Le gouvernement allemand et l'opinion sont unis pour développer le solaire
En Italie, la promotion de l’agrivoltaïsme : L'Italie soutient l'agrivoltaïsme
En Espagne : 16 fusions ou acquisitions ont eu lieu en Espagne en octobre
L'évolution de la production et de la demande d'électricité en Europe début octobre
LA FILIERE PHOTOVOLTAÏQUE
L’évolution économique : L'évolution des prix dans la filière PV : stabilité ou légère baisse des prix
L’évolution des prix : Tableau des prix du 15 novembre
L’analyse d’OPIS sur le prix des panneaux au plus bas : Nouveau plus bas pour le prix des panneaux
L’AGRIVOLTAÏSME
Les résultats de Sun’Agri : Sun’Agri révèle ses résultats 2023 pour démontrer l’efficacité de l’agrivoltaïsme
Une nouvelle façon d’organiser les panneaux (en Chine) : Système agrivoltaïque à concentrateur à division spectrale de la lumière
AUTOCONSOMMATION
En unifiant production, stockage, utilisation : La gestion globale des appareils ménagers avec stockage de l'énergie !
En proposant l’utilisation de l’énergie la moins chère : La Californie évolue vers des appareils électriques flexibles
LA R & D
Rénover les panneaux solaires : Développer la réparation et la réutilisation de panneaux solaires ?
Augmenter le rendement des couches minces : Vaut-il mieux connecter des cellules par ultrasons ou par laser ?
DIVERS
La guerre commerciale dans le photovoltaïque a été déclarée : La guerre commerciale commence. Elle sera sans merci. Son issue n’est pas encore prévisible.
Première utilisation de machines pour édifier des centrales : Essai d'automatisation de la construction de centrale en conditions réelles
Chauffer une maison : Une nouvelle utilisation des panneaux solaires pour chauffer un bâtiment
LES ENTREPRISES
Canadian Solar : Canadian Solar au 3ème trimestre : en perte de vitesse ?
Huasun : Le chinois Huasun mise sur l'hétérojonction
Maxeon : Maxeon présente des comptes en perte au 3ème trimestre
SMA : SMA au 3ème trimestre : magnifique !
LES ACTICLES CONSEILLES
Le point en évidence : Quelle philosophie retenir pour l'autoconsommation ?
La guerre mondiale pour le contrôle du photovoltaïque a commencé
. Deux aspects dans les articles de cette semaine qui propulsent dans l’avenir. d'une part, c’est l’autoconsommation qui est solutionnée de deux façons différentes soit par les chinois, soit par les californiens. D'autre part, c’est l’interrogation que génère l’abondance de panneaux. Les chinois ont repris la stratégie qu’ils avaient utilisé au début des années 2010. S’ils avaient éliminé l’industrie allemande à l’époque, la situation a depuis fondamentalement changé avec la réaction américaine et surtout l’émergence indienne. Une guerre commerciale, politique et stratégique a été lancée. Elle ne s’achèvera que dans cinq ans, par le succès de l'industrie indienne ...
. Regard sur deux aspects de l’avenir
1er point important : comment gérer l'autoconsommation ?
La gestion globale des appareils ménagers avec stockage de l'énergie !
La Californie évolue vers des appareils électriques flexibles
2ème point secondaire :
. Le manque et le coût de la main d'oeuvre font essayer l'installation de panneaux solaires par des machines. C'est un essai limité mais c'est une première.
. Essai d'automatisation de la construction de centrale en conditions réelles
3ème point (subsidiaire) :
. Manifestement l'agrivoltaïsme améliore la production de végétaux
. Sun’Agri révèle ses résultats 2023 pour démontrer l’efficacité de l’agrivoltaïsme
Autres points intéressants : .
Accord EDF-Etat : les réactions sont négatives; Accord EDF-Etat français sur le prix du kWh nucléaire
La guerre commerciale commence. Elle sera sans merci. Son issue n’est pas encore prévisible.
SMA au 3ème trimestre : magnifique !
L R AS Published on Monday 13 November 2023 - n° 465 - Categories:News of the Month
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L R AS Published on Monday 6 November 2023 - n° 464 - Categories:News of the Month
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L R AS Published on Monday 30 October 2023 - n° 463 - Categories:News of the Month
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L R AS Published on Monday 30 October 2023 - n° 463 - Categories:News of the Month
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L R AS Published on Monday 23 October 2023 - n° 462 - Categories:News of the Month
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L R AS Published on Monday 16 October 2023 - n° 461 - Categories:News of the Month
This week's highlights for 15 October 2023
This week's news for 15 October 2023
The main point ...there are two ways to grow: attracting from abroad or relying on your own strengths...
. The revival of the European photovoltaic industry has been the subject of debate for almost two years. Everyone is well aware that we need to move away from our dependence on Chinese producers. But how can this be done? The American example is well known and appeals to all European manufacturers.
Because of its history, India has chosen another path, that of national stimulation based on customs protection, aid and subsidies, and national preference for production and consumption. It takes longer, but it works.
L R AS Published on Monday 9 October 2023 - n° 460 - Categories:News of the Month
This week's highlights for 8 October
Highlight :
The photovoltaic crisis in Europe is a direct consequence of the installation of new production capacity in China. To avoid keeping too much in stock, Chinese manufacturers have forced European importers to make major purchases in excess of the market's capacity to absorb them. This has resulted in a doubling of supply in 2022. In 2023, imports could also reach twice the level of installations. This has been combined with a fall in prices, which has led to the asphyxiation of European producers unable to compete with particularly low prices. As a result, importers have had to pay a price for the fall in prices. This follows the extra costs imposed by the Chinese during the covid by refusing to import foreign silicon, causing the closure of many factories around the world.
The actions of the Chinese during the recent period should be mentioned, as they have cost Europe several tens of billions of dollars in damage or financial losses. This calls for vigilance.
.
L R AS Published on Monday 2 October 2023 - n° 459 - Categories:News of the Month
This week's highlights for 1 October
HighlightVirtual power stations
To say that "virtual power plants are the future" may be a provocative statement, given that they are in the minority, given that Sonnen's shareholder wants to get rid of them, given that they seem to be an attempt with no future. But when it comes from the founder of SunEdison, it makes you think, because he knows what he's talking about.
L R AS Published on Monday 25 September 2023 - n° 458 - Categories:News of the Month
Highlights of the week to 24 September
Highlight :
Should Chinese products be allowed to enter Europe freely in order to favour installers and therefore the public? Or is it preferable to save the European industry, which after a few years will be able to sell panels at a price comparable to that of Chinese products? The debate is stirring the photovoltaic world
A look back at the period 2009-2013 or liberalism versus protectionism
L R AS Published on Monday 18 September 2023 - n° 457 - Categories:News of the Month
Highlights of the week to 17 September
Highlight :
The State of the European Union speech showed better than anything what the Commission has become: a self-satisfaction that will stun economic and social players who are facing serious worries, especially from China. Photovoltaic manufacturers in the European industry will be curious to know that the President remembers the invasion of Chinese panels around 2010, but that she is not announcing anything, even though they are in a comparable situation.
They will be astonished that a committee of enquiry has been set up into Chinese practices in the field of electric vehicles, when their habit is to develop an economic sector extensively and then invade foreign competitors at low cost. By the time the Commission has established this method, manufacturers will have something to worry about.
Having failed to come up with any response to China's attitude, which was its primary role, the Commission has taken it upon itself to look after Europeans, by introducing directives, standards and administrative measures.
L R AS Published on Monday 11 September 2023 - n° 456 - Categories:News of the Month
What to remember this week to 10 September 2023
To our readers,
The price of the subscription to Actualité du Solaire has remained unchanged for seven years. Due to general inflation, we have had to raise the price to €399 per year, instead of the current €359.
We are maintaining the old rates for subscribers who want to take advantage of the prices before the increase, during the month of September. This new subscription will replace the current one when it expires.
We hope you understand
X. Laurent
.
Highlight Will excess production capacity lead to an industrial crisis in China?
When we compare world demand for panels with production capacity, there is a ratio of one to two and even 1 to 3. Despite this imbalance, manufacturers are used to managing this gap and keeping prices under control. However, 2023, and specifically the second half of the year, will be the period when excess production could lead to a significant fall in prices and possibly to a crisis of overproduction.
1st important point :
The gradual mastery of N-type technology, and specifically of TOPCon, will boost the profitability of these products compared with PERC.
. Profitability and prospects for N-type products
2nd secondary point :
Chinese manufacturers' plans to increase capacity, launched in 2022, will come on stream in 2023,
. Panel production capacity to double by 2023; 1 TW reached by 2024!
3rd point (subsidiary) :
Europe is still the main destination for Chinese exports; only there are already too many goods in the queue.
. Chinese panel exports fell in July compared with June and July 2022.
Other interesting points : .
A cacophony over the implementation of the Renewable Energy Acceleration Act
German production and consumption in the first half of the year
BloombergNEF drastically raises its 2023 installation forecasts
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.
L R AS Published on Monday 10 July 2023 - n° 453 - Categories:News of the Month
Highlights of the week to 9 July
Highlight: the development of distributed installations, a worldwide phenomenon.
Almost everywhere in the world, distributed photovoltaic installations are larger in volume than centralised installations! This trend is set to continue, even if the developers of large-scale power plants are temporarily able to obtain supplies of equipment, thereby boosting the number of installations. The development and multiplicity of these micro-generators of energy is causing a change in the organisation of the electricity network. This creates a new challenge for the organisation of energy, but above all for the organisation of society.
