L R AS Published on Wednesday 9 March 2022 - n° 396 - Categories:Ce qu'il faut retenir de cette semaine
Le point primordial est la guerre en Ukraine, non pas parce qu’elle se situe en Europe mais par ce qu’elle révèle de notre situation, de notre comportement, de nos défaillances. Or ces dernières étaient déjà apparues avec la pénurie du silicium. Même si elle est récente,
L R AS Published on Wednesday 2 March 2022 - n° 395 - Categories:Ce qu'il faut retenir de cette semaine
Ce qu’il faut retenir de la semaine au 27 février
Les livraisons de silicium ne pourront pas beaucoup augmenter en 2022. Le déséquilibre va s’accentuer. La pénurie de silicium va s’accroitre durant l’année. Les prix vont encore davantage s’envoler. Jusqu’au moment où le prix de production de l’électricité solaire aura augmenté au-dessus du coût du kilowattheure provenant des alternatives fossiles ! Ce cas est envisageable.
C’est développé dans Regard sur la hausse attendue du prix du silicium
Ceci est le point central de l’information de la semaine
Autres points à retenir :
Le 1er :
L’Asie attire beaucoup les développeurs européens. IHS Markit estime que la moitié des installations mondiales à horizon de cinq ans se feront dans cette zone géographique
La société d’énergie renouvelable portugaise EDPR s’installe à Singapour : Le portugais EDPR vient d'acquérir le singapourien Sunseap
La même semaine Lightsource BP cherche des centrales à construire en Asie. Pour parvenir à 25 GW installés en 2025, il a ouvert un bureau à Taïwan, prévoit bientôt à Singapour, puis en Chine, au Vietnam
2ème point à retenir :
- les projets d’augmentation de capacité de Tongwei (+ 37 % en 2022) seront supérieurs à la croissance du marché. Tous les gros acteurs agissent de même. Et les comptes 2021 de Tongwei Tongwei en 2021 : forte croissance
3ème point à retenir :
- Les cinq plus gros acteurs dans les différentes étapes de la fabrication photovoltaïque détiennent 80 % du marché chinois et donc mondial. Ce taux de 80 % était détenu il y a dix-huit mois par dix entreprises ! C’est un indice d’accélération de la concentration. La production chinoise en 2021, en valeur et en volume
L R AS Published on Monday 21 February 2022 - n° 394 - Categories:Thread of the Week, News of the Month
AS Published on Monday 13 July 2020 - n° 328 - Categories:News of the Month
To make sure you have a pleasant holiday, we provide you with the forty most read items from the confinement period free of charge.
L R AS Published on Monday 3 June 2019 - n° 279 - Categories:News of the Month
The price table of 30 May
L R AS Published on Wednesday 6 February 2019 - n° 262 - Categories:News of the Month
What to remember from the news of January 2019
in the sector
in the products
AS Published on Saturday 26 January 2019 - n° 259 - Categories:News of the Month
In terms of photovoltaics, France is on the move. If we should not rely too much on the EPP as the driving force of the installations (we saw it in the Law on Programming, which was not respected, cf. The main lines of the EPP are defined; The EPP presented by the Ministry of Energy Transition ; Presentation of the EPP by Tecsol. We don't see why the next law would be better realised), solar energy is developing. On the one hand,
L R AS Published on Wednesday 7 November 2018 - n° 253 - Categories:News of the Month
THIS MONTH'S NEWS
Last Nudeméro free
The French government is faced with a choice: nuclear or RE, with, in the background, what to do with EDF?
Clearly, France's energy choices for the next decade are difficult to make. The alternative lies between extending
L R AS Published on Wednesday 10 October 2018 - n° 250 - Categories:News of the Month
The September 2018 recap
L R AS Published on Wednesday 12 September 2018 - n° 246 - Categories:News of the Month
BREAKING NEWS OF THE MONTH
The most important news items of the month
Alongside the Weekly Wire, which presents the 20 to 25 most interesting weekly articles, there is space for a monthly summary that highlights the main points you need to know about what happened, with the highlighting of the four or six aspects that make up the month's must-read.
As the interest of our readers is very diverse, we have also selected the essential news in the different sections.
This publication will appear on the first Wednesday of each month and will refer to the articles that interest you for those written on the www.actu-solaire.fr website.
This presentation is subject to change. Please let us know (firstname.lastname@example.org) your reactions, your wishes, what needs to be changed so that News of the Month is a good professional tool for you
CRE's call for tenders 4.4
The major phenomenon of July-August is the result of the CRE 4.4 call for tenders, which indicates a concentration of bidders around three companies Engie, Total and Urbasolar, which trust 54% of the auction which amounted to 720 MW. This result is in line with previous calls for tenders, as these three companies had obtained 41% of all four calls for tenders issued. In addition, they are widening a considerable gap with the fourth player, both on this call for tenders and on all the different calls for tenders. A selection is currently being made.
The other consequence, which has extremely important effects, is the price awarded to this CRE 4.4, which was €0.052 per kWh for installations above 5 MW and €0.062 per kWh for smaller installations. Energy users are quick to settle their accounts: if they make a supply agreement with a developer for a supply of electricity, they will get this price at worst and certainly less because of the continuous fall in the price of panels. As a result, companies such as the SNCF (France's largest electricity user with 1.5% of national consumption), Aéroport de Paris but also Engie have launched calls for tenders to obtain energy directly (remember that EDF's production cost with its nuclear power plants is between €0.042 and €0.06 per kWh). If these big users conclude supply contracts by mutual agreement with a producer, others do so without being known.
Further information :
The government's Place au Soleil plan
The end of June was marked by the presentation of the government's Place au Soleil plan. Although the spotlight was put on photovoltaic technology, it is difficult for the moment to say how important these consultation meetings between the government, the professional unions and the various stakeholders were.
Further information :
* Presentation of the government measures of the Place au Soleil plan
* Enerplan's reaction to the Place au Soleil plan
* André Joffre judges the Place au Soleil plan
* CLER's reaction tothe Place au Soleil plan
Other aspects that may be of interest :
* The price of electricity in France would not be one of the cheapest in Europe
* In the 2nd quarter, RE supplied 31% of French electricity * *
Total has acquired 73% of Direct Energie; Equinor and Repsol acquire assets *
* Engie passes the 1 gigawatt solar installed mark *
The July-August period saw the effect of the Chinese measures announced on May 31 to reduce facilities in the Middle Kingdom. The most disastrous opinions were expressed. While there is a large reduction in demand from Chinese developers, the fall in prices has been limited in the markets as producers have done everything possible to reduce their manufacturing volume : silicon producers have carried out early overhaul-maintenance of their furnaces, wafer-cell-panel manufacturers have reduced their production levels.
There are then two categories of suppliers: those who had specialised in the Chinese market who are suffering from the (strong?) decrease in demand, but there is little or no knowledge of them because they are often medium or small companies. On the other hand, international companies immediately sought sales outside China. They did not proceed with the price reductions that were taking place on the Chinese market. Depending on their international exposure, they more or less overcame the period. Some companies (LONGi, JinkoSolar, Trina Solar) do not seem to have been affected by these measures. Others, many more, presented accounts for the second quarter or the first half of the year in a sharp decline (GCL Poly, Risen, Eging). Some even recorded losses (Hanwha Q-Cells, Solargiga, Suntech, etc.).
To go further :
* The generalisation of electrification will profoundly change the economy *
Storage will have an effect on the rest of the economy
* How do you measure the degradation of solar panels?
China will still influence the photovoltaic world in 2018
As China has installed more than half of the panels on its soil in 2017, the global 2018 installations are very much dependent on what is and will be done in that country. In China, installations in the first half of the year were 24 GW in the first half of the year (= to those in the first half of 2017), but with government decisions on May 31 that eliminated large ground-based power plant installations and limited (in effect, stopped) the installations distributed from that date. This decision caught not only the manufacturers in the panel sector, but also the developers by surprise... We do not know exactly what will be installed in the second half of the year; we do not know how many sites will be completed and abandoned. It is likely that some sites will be completed: their production will be sold to direct users without state subsidies.
Faced with the turmoil caused by this political decision, every company is trying to react. The government has proposed a concerted action to impose the sale of panels abroad and to organise the creation of solar power plants with the help of public bodies that can facilitate the signing of contracts... Hence the creation of an International Investment Alliance for Renewable Energies. We can therefore expect a coordinated Chinese offensive in the world on photovoltaic installations over the coming six months.
To go further :
Several new PV industrial installations in the United States
Since D. Trump set tariffs on photovoltaic products imported into the United States, many foreign companies have decided to set up industrial operations in America. For the production of panels, in addition to the Chinese company JinkoSolar, the Korean company LG Solar will be producing the Indian Green Brilliance from the beginning of 2019, ... Other foreign manufacturers are increasing their capacity (the Canadian Helienne). To produce inverters, the Chinese Chint is looking for a location.
To go further :
* New panel factory project in the UnitedStates
* First-half investments in solar energy: $72bn
* How to reduce the cost of residential installations?
* Europe at the centre of global investment in batteries
* Energy storage in Europe jumped by 50% in 2017
* The United Kingdom aims to have 50 GW of storage capacity in 2023
* Virtual power station in Belgium
* 30 GW auctioned in India in the first half of the year!
* Several cells superimposed to create a high performance unit.
* Presentation of the heterojunction cell
* A material to replace cadmium?
* Strong growth for Sonnen in the first half ofthe year
* Dynamism of German Recom
* Trina takes stock of her situation in mid-2018
* Solargiga in loss in the first half of the year
* Significant losses by Taiwanese in the second quarter 2018
* Jülich has developeda battery with solid electrolyte
* A 32% tandem cell, competitive with a silicon cell!
* IMEC obtains 27.1% with a tandem PV cell *
L R AS Published on Wednesday 15 August 2018 - n° 243 - Categories:News of the Month
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PPE: ADEME'S PROPOSALS
The month of June was marked by the end of the debates on the Multiannual Energy Programming (MEP). Ademe published its proposals for a 30% reduction in French energy consumption by 2035, which means doubling the share of renewable energies by 2028, in conjunction with a 70% increase in RE production compared to 2016.
TO GO FAR BEYOND (with the Solar News)