L R AS Published on Monday 30 November 2020 - n° 342 - Categories:Thread of the Week
Le Fil de la Semaine n° 342 of November 30th
THIS WEEK'S NEWS HIGHLIGHTS
If there were only five texts to read this week :
FRANCE
* Minister presents the BR 2020
* RE2020 : regrets and satisfaction of Enerplan and SER
* A new club for PV companies: IPVF Unite
THE FILE
* The attractiveness of countries in terms of renewable energy
THE COMPANIES
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* Italian Enel has big ambitions in RE
Other interesting articles :
FRANCE
* In the 3rd quarter, installation of PV, wind power, consumption in France
* Swiss support for small systems
* India continues its policy of creating a photovoltaic industry
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THE PRODUCTS
* Device seems promising
* Hydrogen promoters are now asking for more volume and subsidies.
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THE COMPANIES
* Daqo in the 3rd quarter.
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MISCELLANEOUS
* EVs at 10% of global passenger vehicle sales in 2025?
R AS Published on Monday 23 November 2020 - n° 341 - Categories:Thread of the Week
Le Fil de la Semaine n° 341 of November 23rd
THIS WEEK'S NEWS HIGHLIGHTS
If there were only five texts to read this week :
FRANCE
* Total takes over the management of the Paris charging stations
* Voltec Solar and Systovi (CETIH group) discuss a rapprochement
* REC Group plans to build a panel factory in France
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THE FILE
* Manufacturers are split between M10 and M12 format
* Price war will affect the wafer sector in 2021
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THE COMPANIES
* Historic agreement between Trina Solar and Tongwei
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Other interesting articles :
FRANCE
* Some information about Finergreen
* Ombrea and RES join forces to develop agrivoltaic projects
* La Française de l'Energie wins a photovoltaic project
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THE FILE
* Rapid concentration of Chinese PV manufacturers
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THE WORLD
* News from China: The Five-Year Plan
* Strong demand for residential installations in the United States
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THE COMPANIES
* In the third quarter, Canadian Solar surpassed its expectations.
AS Published on Monday 16 November 2020 - n° 340 - Categories:Thread of the Week
Le Fil de la Semaine n° 340 of November 16
THIS WEEK'S NEWS HIGHLIGHTS
If there were only five texts to read this week :
FRANCE
* The Senate's Economic Affairs Committee takes stock of RE measures
* Continuation of the pre-2011 contract schedule
* Total is gradually building a European network of charging stations
PRODUCTS
* A solar tracker with four chains.
* Fimer presents a new range of battery chargers
Other interesting articles :
FRANCE
* Negative prices on the French electricity market are becoming more and more frequent
* Energy consumption and production in France in Q3
* All Parisian taxis run on hydrogen?
* Volterres guarantees the traceability of green electricity
* Amarenco has great ambitions in solar energy
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THE WORLD
* Europe's global share of battery installation is shrinking significantly
* 10 GW of solar power to be auctioned in Spain by 2025
* Several Indian initiatives to develop solar, storage, silicon, etc.
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THE PRODUCTS
* Obtaining hydrogen by producing silicon
* A new method of panel recycling proposed by India
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THE COMPANIES
* Strong SMA growth in sales and profits
AS Published on Monday 9 November 2020 - n° 339 - Categories:Thread of the Week
Le Fil de la Semaine n° 339 of November 9
THIS WEEK'S NEWS HIGHLIGHTS
If there were only five texts to read this week :
FRANCE
* Finergreen has studied the RCE 4.8 call for tenders
THE SUBSIDIARY
* Why is the fall in RE costs not reflected in the price of energy?
* * Description of a moulded cell
* The platform for bringing together suppliers and buyers of RE is a success
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THE WORLD
* Faced with Chinese dominance in RE, how can the US catch up?
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Other interesting articles :
FRANCE
* AMI in favour of the "Photovoltaic Solar Industry".
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THE SUBSIDIARY
* The evolution of the PV industry: the cell format, the two-sidedness, the glass scarcity
* Technological progress in the decade 2020
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THE WORLD
* European States can modify the purchase prices.
* The number of solar installations in Africa is estimated at 6.6 GW by the end of 2019
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THE PRODUCTS
* What is the effect of water on which a solar panel is placed?
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THE COMPANIES
* Statkraft buys British company Solarcentury
R AS Published on Monday 2 November 2020 - n° 338 - Categories:Thread of the Week
Le Fil de la Semaine n° 338 of November 2
THIS WEEK'S NEWS HIGHLIGHTS
If there were only five texts to read this week :
FRANCE
* 1.25% reduction in the feed-in tariff on installations between 0 and 9 kW
* The review of contracts signed before 2011
* The pre-2011 rate revisionschedule (continued)
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THE FILE
* New concentration of Chinese panel manufacturers in the first half of the year
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PRODUCTS
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* First commercialization of perovskite panels
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Other interesting articles :
FRANCE
* Voltalia in the third quarter; superb prospects by 2023
THE FILE
* Interview with the CEO of Meyer Burger, Mr. GunterErfurt
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THE PRODUCTS
* Recycling of lithium-ion batteries must be planned for from the design stage.
* Big advantages of not going through the silicon ingot and then cutting it up
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THE COMPANIES
* First Solar in the 3rd quarter and 9 months: profitable this year
* SunPower bounces back from pandemic slowdown
* Enphase finds a growth relay with storage
* Tongwei in Q3: Record sales and profits
R AS Published on Monday 26 October 2020 - n° 337 - Categories:Thread of the Week
Le Fil de la Semaine n° 337 of October 26th
THIS WEEK'S NEWS HIGHLIGHTS
If there were only five texts to read this week :
FRANCE
* 26% yield on an organic Asca cell by Armor
THE SUBSIDIARY
* Comparative energy cost analysis by Lazard
* Graphs illustrating the article entitled "Comparative Energy Cost Analysis".
PRODUCTS
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* What if we were to make a mistake by placing the same type of panels on all the power plants?
Other interesting articles :
FRANCE
* Rates for small residential areas in France
* The sharing of self-produced energy in rural areas will be extended from 1 km to 10 km.
* The take-off of a new self-consumption energy model
* For those affected by the pre-2011 tariff revision
* EDF Renewables North America acquires 4.5 GW to be built
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THE SUBSIDIARY
* Virtual power plants will develop a lot because of their advantages
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THE WORLD
* The conditions for sustainable development in Europe
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THE PRODUCTS
* Type N is difficult to find its place
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MISCELLANEOUS
* Carry out validation tests on the panels successively or simultaneously?
L R AS Published on Monday 19 October 2020 - n° 336 - Categories:Thread of the Week
Le Fil de la Semaine n° 336 of October 19th
THIS WEEK'S NEWS HIGHLIGHTS
If there were only five texts to read this week :
FRANCE
* French panel manufacturers want to be protected from imports
THE FILE
* Is the PV industry moving towards a new dynamism?
THE WORLD
* Power Purchase Agreements (PPAs) are expected to reach 300 MW in Germany in 2020
THE COMPANIES
* The shares of the American company Array Technologies have just been listed on the stock exchange.
Other interesting articles :
FRANCE
* Reminder of the target of 100,000 charging stations
* Three solar projects in Nantes
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THE SUBSIDIARY
* What effect will global warming have on solar power plants?
* In 2019, the world's 30 largest EPC suppliers installed 28 GW of non-residential PV,
* The world's leading power plant developers and manufacturers
THE WORLD
* Five European panel manufacturers with a big future.
* German equipment manufacturers in the first half of the year
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THE PRODUCTS
* A chemical product increases the efficiency of a panel by 20%.
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THE COMPANIES
* The shares of the American company Array Technologies have just been listed on the stock exchange.
L R AS Published on Monday 12 October 2020 - n° 335 - Categories:Thread of the Week
Le Fil de la Semaine n° 335 of October 12
THIS WEEK'S NEWS HIGHLIGHTS
If there were only five texts to read this week :
FRANCE
* A tax credit for the energy renovation of the premises of VSEs and SMEs
* Beware of the questioning of tax advantages
THE FILE
* Floating power plants (1st part): the axis of PV development in the world
Floating power plants (2nd part): the advancement of knowledge
Floating power plants (3rd part): an increasingly local use
Floating power plants (part 4): global achievements
Other interesting articles :
FRANCE
* Schneider Electric launches a charge controller
* Cap Sud specialises in 100 kWp power plants.
.
THE SUBSIDIARY
* Installing two-sided panels on floating power plants?
* Nuclear power is less efficient than renewable energy in reducing CO2 emissions.
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THE WORLD
* Interesting new initiative from Europe
* Very low forecasts for installations in China in 2020
* In the United States, an ultra-low carbon solar alliance has just been created.
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THE PRODUCTS
* New modular concentration system
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MISCELLANEOUS
* Vertical panels to facilitate agro-voltaism
L R AS Published on Monday 5 October 2020 - n° 334 - Categories:Thread of the Week
Le Fil de la Semaine n° 334 of October 5
THIS WEEK'S NEWS HIGHLIGHTS
If there were only five texts to read this week :
FRANCE
* Vinci wants to buy Spanish developer Cobra
THE WORLD
* The European Union deals with the supply of raw materials
* What has the pandemic changed in the US solar industry?
PRODUCTS
* The 210 mm wafer format (the M12) is becoming the standard.
* Only Germany is concerned about installing residential batteries
Otherinteresting articles:
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THE FILE
* The co-location of solar, wind and storage will begin
* Negative energy prices were twice as frequent in 2020 as in 2019
* How much does it cost to produce hydrogen in Australia?
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THE WORLD
* The European target of 32% RE in consumption would be reached!
* Renewed American interest in solar power plants of more than 100 MW
* A new experience of agrovoltaics in Belgium
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THE PRODUCTS
* The possibilities of using the trackers have been increased
* A catalogue of the problems encountered by concentrating power plants
* A paper composed of photovoltaic cells comparable to silicon cells.
L R AS Published on Monday 28 September 2020 - n° 333 - Categories:Thread of the Week
Le Fil de la Semaine n° 333 of September 28th
A computer problem at the server blocked the finishing of the article, preventing the placement of the graphics.
THIS WEEK'S NEWS HIGHLIGHTS
If there were only five texts to read this week :
FRANCE
* French nuclear power. EDF minimises its production costs
THE FILE
* Nuclear power at the end of the cycle: little construction, rising costs, aging
THE WORLD
* Cobalt supply to the European Union
PRODUCTS
* Comparison between panels with cells of different formats
* Trackers, a high-growth, high-margin PV niche market
Other interesting articles :
FRANCE
* Almost official announcement of the increase in the feed-in tariff from 100 kWp to 500 kWp
* Total buys a 3.3 GW portfolio in Spain
* Neoen in the first half of the year; the company maintains its 2020 and 2023 objectives.
* Voltalia in the first half of the year and revised outlook.
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THE WORLD
* China's photovoltaic industry could reach grid parity by the end of 2020
* China's 14th Five-Year Plan to be announced within a year
* U.S. utilities keep their coal or gas-fired power plants
* Study recommends installing PV on all German roofs
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THE PRODUCTS
* Vanadium redox flux batteries will only work well with a future membrane.
* Air-bridge thermo-photovoltaic cell with 30% efficiency.
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THE COMPANIES
* Jinko Solar in the 2nd quarter: sales and profit growth
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MISCELLANEOUS
* Airbus is working on clean aircraft but warns of its cost and constraints
L R AS Published on Monday 21 September 2020 - n° 332 - Categories:Thread of the Week
Le Fil de la Semaine n° 332 of September 21st
THIS WEEK'S NEWS HIGHLIGHTS
If there were only five texts to read this week :
FRANCE
* Will the French State renegotiate the buy-back contracts signed before 2011?
THE WORLD
* The European Commission reviews its objectives and indicates how to receive loans and grants.
* What effects will the American elections have on renewable energies?
PRODUCTS
*You win (a little) with the double-sided and with the vertical panels on the followers.
* Nobody knows how much lithium there is on earth!
.
Other interesting articles :
FRANCE
*The renegotiation of purchase prices is not just a rumour
* CVE brings Intermediate Capital into its capital for €100 million
.
THE WORLD
* Will the energy transition fall victim to bad China-Europe relations?
* SEIA union wants more PV industries in the US
* Storage facilities have never been more important in the United States..
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THE PRODUCTS
* How do silicon-perovskite tandem cells react to strong insolation?
* Is it possible to reduce the thickness of the wafers (currently 180 microns or µ)?
* The complementarity between hydrogen / electricity / heat is great but the cost of hydrogen limits its use.
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LES COMPANIES
* Daqo further increases its production of silicon and wafers.
.
MISCELLANEOUS
* Why not reproduce photosynthesis rather than using hydrogen?
L R AS Published on Monday 14 September 2020 - n° 331 - Categories:Thread of the Week
Le Fil de la Semaine n° 331 of September 14
THIS WEEK'S NEWS HIGHLIGHTS
If there were only five texts to read this week :
FRANCE
* The French plan for hydrogen
* The president of SER-Soler is surprised by the lack of relevance of the hydrogen plan
* Schneider prepares the connected, responsible and solar house
THE FILE
* The characteristics of the silicon market (1st part): a general increase in costs
THE WORLD
* The economic situation in the sector in China in the second half of the year
Other interesting articles :
FRANCE
* The Banque des Territoires and Bpifrance launch a €40bn Climate Plan
* The minister caresses solar professionals
.
THE FILE
* The characteristics of the silicon market (2nd part): temporarily high prices
.
THE WORLD
* The pandemic in the United States has not slowed down the installations of large power plants. Record installations in 2020
.
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THE PRODUCTS
* IBC panels guaranteed for 50 years
* A follower powered by inflatable bladders
.
THE COMPANIES
* LONGi's impressive results in the first half of the year. Net margin of 20
* Considerable half-yearly losses of GCL Poly
* Trina takes advantage of its evolution towards large cells and panels
* 30% more cell deliveries in the first half of the year at Aiko
L R AS Published on Monday 7 September 2020 - n° 330 - Categories:Thread of the Week
Le Fil de la Semaine n° 330 of September 7
THIS WEEK'S NEWS HIGHLIGHTS
If there were only five texts to read this week :
FRANCE
* 30 Bn € are dedicated to the ecological transition in the French recovery plan
* The Total-SAFT/ PSA battery project
* Verkor specifies its battery production project
THE FILE
* Rising panel prices dampen demand
THE COMPANIES
* The world's 4th largest producer of solar inverters is Italian.
Other interesting articles :
FRANCE
* Solar installations in France in the 2nd quarter = 1st quarter; they are very modest.
* In France, the law against telephone solicitation is now in force.
* Further details on the Total/PSA battery factory
* Tenergie wants to invest €2 billion between 2020 and 2022
* A 25% heterojunction solar cell obtained by the IPVF
.
THE FILE
* Large size cells and panels (1st part): proposing large formats
.
THE WORLD
* A 1 GW agrivoltaic park in China
* Germany prepares for the post-EEG period
* The winners of the Portuguese auction will lose money on their proposals.
* South Korea launches major research and development programme.
.
THE PRODUCTS
* Prometheus or the world of hydrogen
* Research is being carried out on hydrogen electrolysers activated by RE
L R AS Published on Monday 31 August 2020 - n° 329 - Categories:Thread of the Week
Le Fil de la Semaine n°329 of August 31st
THIS WEEK'S NEWS HIGHLIGHTS
If there were only five texts to read this week :
FRANCE
* Schneider Electric to manage battery production in France
THE FILE
* Clear increase in the production of the Chinese PV industry in the first half of the year
THE WORLD
*Turkey will have two integrated PV production units; what about Europe?
PRODUCTS
* New concentration of silicon producers: China produces 85 % of it
* 50 viable green hydrogenprojects are under development worldwide
Other interesting articles :
THE FILE
* Sensible rise in the price of platelets and cells this summer (in production)
* There would be no tension on panel supplies in the second half of the year.
.
THE WORLD
* Wave of duty-free capacity increases in India
.
THE PRODUCTS
* Panel manufacturers in thefirst half of the year
* Cell manufacturers in the first half of the year
* Analysis of the format of booklets in the 2nd quarter
* A timetable for the adoption of the leaflet format
* Recycling of panels must be subsidised as will be hydrogen.
* Trina Solar invests in large cells and panels
.
THE COMPANIES
* First Solar: mediocre 2nd quarter profit despite asset disposal
* Very good first semester for SMA
* Silicon producer Wacker is gradually going under
* In phase loss in the 2nd quarter due to covid
.
MISCELLANEOUS
* A space to install signs: motorways
L R AS Published on Tuesday 14 July 2020 - n° 328 - Categories:Thread of the Week
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.