L R AS Published on Monday 26 February 2024 - n° 477 - Categories:News of the Month
This week's news for 25 February 2024 (no. 477)
This week's highlights
Highlight :
There's a lot of talk about the energy transition, reducing the use of fossil fuels, saving the climate... Mr Liebreich brings it all together in a brilliant presentation that, above all, makes current developments clear.
A look at what the energy transition means
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1st important point : l
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2nd secondary point : .
3rd (subsidiary) point :
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Other points of interest :
European grids to hold back renewable energy installations by 2030
What type of agrivoltaic system should be used for olive groves?
BloombergNEF forecasts installations for 2024 and 2025
Will the price of panels fall in 2024?
The future of photovoltaics lies on rooftops
Meyer Burger moves its panel factory from Germany to the United States
Three aspects of the PV 2024 industry in the United States
L R AS Published on Monday 19 February 2024 - n° 476 - Categories:News of the Month
Highlights of the week to 18 February (no. 476)
Highlight :
PV Magazine has published three articles on the state of the French photovoltaic industry. They take stock of the strengths and weaknesses of the current situation. And they don't forget to mention the procrastination of the Brussels authorities.
This week, the Australian Photovoltaic Authority presented the results of its study on relaunching the industrialisation of PV in that country. The approach is completely different.
It is interesting to compare the two approaches and to see the weakness or inadequacy of the French position.
A look at two photovoltaic reindustrialisation studies (in France and Australia)
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1st important point: along survey of photovoltaics in France
1st article: Can large factories prosper in Europe?
2nd article: photovoltaic technologies developed in France
3rd article: the attitude of the public authorities
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2nd article Research is continuing into the positioning of PV panels in the agricultural sector.
Is it better to have panels raised or spaced out in agrivoltaics?
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3rd point (subsidiary) :
New roofing solution to integrate everything
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Other points of interest :
L R AS Published on Monday 12 February 2024 - n° 475 - Categories:News of the Month
Things to remember this week up to 11 February 2024 (no. 475)
Highlight :
The continuing conflict between Israel and the Palestinians has woken up the Arab world and prompted Iran to launch an assault on the Red Sea by the Houthi rebels. Even if these attacks are not very important, they are spectacular and encourage those in charge of ships loaded with hydrocarbons to bypass Africa. This increases costs and threatens to spread, leading to more serious disruption of world trade, as we had a foretaste of with the disruption of Chinese supplies during Covid.
One of the main victims is likely to be the photovoltaic sector, which will be hit by the contagion of three factors: higher delivery costs, hasty purchases by developers who have until now been taking advantage of the continuing fall in panel prices, and supplies from project managers who are buying panels for the 2024 season. The trend is set to reverse after the Chinese New Year.
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1st important point The swelling profits of the various panel producers indicate that they have taken advantage of the change in technology to raise their prices, when the period should have been one of fine-tuning, industrial trial and error, and the casting of goods...
Type N panels were sold in 2023 at a much higher profit than those of type P
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2nd secondary point : .
3rd point (subsidiary) :
Chinese exports have risen sharply, finding outlets in India and Brazil that are not supplied by Europe or the United States.
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Other interesting points :
The rebound effect of solar energy.
Three European panel manufacturers call for "emergency measures
L R AS Published on Sunday 4 February 2024 - n° 474 - Categories:News of the Month
Highlights of the week to 4 February (no. 474)
Highlight :
Three months ago, the talk was all about ecology, protecting the climate and defending global temperatures. In the space of a few weeks, and without warning, the President of the Republic has adopted the opposite stance, irritating the renewable energy industry, which has lost its way and no longer knows what the future holds for photovoltaics in France. For them, the shock is harsh, but nothing calls into question the development of photovoltaics.
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1st important point A large number of systems are already in service
For Rystad, hydrogen will emerge in 2024
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2nd secondary point After a lengthy survey, the results are clear, but not very significant
3rd point (subsidiary) The increase in installations in China is particularly significant
China will have installed 217 GW of photovoltaic capacity by 2023
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Other interesting points :
Loans for very small businesses to finance the ecological transition
L R AS Published on Tuesday 30 January 2024 - n° 473 - Categories:News of the Month
This week's highlights for 28 January 2024
Highlight :
N products will dominate sales in 2024 at the expense of P products, which will gradually disappear.
A look at EnergyTrend's 2024 forecasts
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L R AS Published on Sunday 21 January 2024 - n° 472 - Categories:News of the Month
This week's news for 21 January 2024 (no. 472)
Highlight :
In 2023, falling solar panel prices have boosted demand. Demand is estimated at between 412 GW and 455 GW, an increase of 53% over 2022.
Lower prices have boosted internal rates of return on projects. However, the market has had to contend with a shortage of manpower, changes in the regulatory environment, and the growing demand for solar power.
L R AS Published on Sunday 14 January 2024 - n° 471 - Categories:News of the Month
This week's news (No. 471 - 14 January)
Highlight :
Who knows that the President of the Republic has decided to limit the expansion of renewable energies and therefore photovoltaics, and to favour a new nuclear programme? Only the professionals have followed the twists and turns:
L R AS Published on Monday 18 December 2023 - n° 470 - Categories:News of the Month
Highlights of the week to 17 December
Highlight :
. Everything should be in place for a year of very strong growth in photovoltaic installations in 2024, with falling panel prices reducing the cost of construction. The new year should confirm the exceptional growth rate of 2023. This was the most predictable, and the most likely, given the competition between panel manufacturers fighting each other to sell their products.
Despite this high probability, European and global research consultancies are claiming that the world is entering a period of low installation and even stagnation for several years. This seems paradoxical.
L R AS Published on Monday 11 December 2023 - n° 469 - Categories:News of the Month
What to remember this week to 10 December 2023
Highlight :
Major programmes to increase production capacity are now coming on stream. Already, overproduction has led to a fall in the price of silicon for wafers, cells and panels. Many commentators are predicting a price war, sales at a loss to free up stocks, and multiple bankruptcies.
This situation makes sense in a Western context, but not in China. On the contrary, we can expect a rapid recovery in the photovoltaic sector.
A look at the optimism of Chinese photovoltaic manufacturers
1st important point :
The Chinese are continuing to fill European warehouses with panels that they are unable to sell.
. 92 GW exported to Europe in ten months, for an annual installation volume of 60 GW
2nd secondary point :
. this discovery eliminates an expensive component with an unstable battery supply
. A cobalt-free lithium-ion battery
3rd point (subsidiary) :
We don't realise it enough, but an economy is made up of interdependencies. Rebuilding an economic sector (PV) requires attention to many details
. We can already see the limits of the American law on reducing inflation.
Other interesting points : .
.The ten largest developers over the period mid-2022 / mid-2023: six European!
L R AS Published on Monday 4 December 2023 - n° 468 - Categories:News of the Month
What to remember this week to 3 December 2023
Highlight :
. 2023 was marked by upward revisions in demand for photovoltaic installations. At the same time, manufacturers increased their production capacity. Prices reached very low levels, encouraging the construction of power plants and residential installations. The beginnings of a global trend are emerging. This explains the particularly high growth rate achieved in 2022, and again in 2023. The fall in the price of panels means that the growth rate in 2024 will be even higher than in the previous year!
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: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.
L R AS Published on Monday 13 November 2023 - n° 465 - Categories:News of the Month
Translation not available
L R AS Published on Monday 6 November 2023 - n° 464 - Categories:News of the Month
Translation not available
L R AS Published on Monday 30 October 2023 - n° 463 - Categories:News of the Month