L R AS Published on Monday 26 February 2024 - n° 477 - Categories:Thread of the Week
The news of the week to 25 February 2024 (no. 477)
To go directly to the best articles of the week:
This week's news for 25 February 2024 (No. 477)
This week's articles:
A LOOK AT PHOTOVOLTAICS :
A look at what the energy transition means
THE PHOTOVOLTAIC INDUSTRY
Prices in the sector as at 21 February
Will panel prices fall in 2024?
The future of photovoltaics lies on rooftops
Prices in the photovoltaic sector: stable
THE CONJONCTURE
BloombergNEF forecasts installations for 2024 and 2025
IN FRANCE
Neoen has 1 GW of renewable energy in the Nordic countries
En bref stés Fr : Photosol acquires Ener 5, Solereil leases panels, Engie: 100 MW in Mexico
Another solution for self-consumption by private individuals
EUROPEAN COUNTRIES
Compensation in Belgian Wallonia?
European networks will put the brakes on renewable energy installations by 2030
THE WORLD
Size of PV installations in 2024 in the United States
Three aspects of the 2024 PV industry in the United States
Photovoltaics could be Australia's sole energy source within 30 years
AGRIVOLTAICS
What type of agrivoltaic system should be used for olive groves?
Special panels for agrivoltaics
HYDROGEN
Europe launches auctions to install electrolysers
COMPANIES
Meyer Burger moves its panel factory from Germany to the United States
SolarEdge: collapse in microinverter sales in Q4
Iberdrola: a good year in 2023
SunPower to make a significant loss in 2023, with a further loss forecast for 2024
R&D
Inverted perovskite solar cells with 25.6% efficiency
MISCELLANEOUS
Energy renovation of a building with major savings
The cost of adapting the global electricity grid is considerable
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 26 February 2024 - n° 477 - Categories:PV Watch
A look at what the energy transition means
There's a lot of talk about the energy transition, reducing the use of fossil fuels, protecting the climate... Mr Liebreich brings it all together in a brilliant presentation that, above all, explains current developments.
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 19 February 2024 - n° 476 - Categories:Thread of the Week
This week's articles n° 476 (from 18 February 2024)
For direct access to the best articles of the week:
This week's news for 18 February (No 476)
This week's articles (no. 476, from 18 February 2024)
A LOOK AT PHOTOVOLTAICS:
A look at two photovoltaic reindustrialisation studies (in France, Australia)
THE PHOTOVOLTAIC INDUSTRY
1st article, Can large-scale factories prosper in Europe?
L R AS Published on Monday 19 February 2024 - n° 476 - Categories:PV Watch
A look at two photovoltaic reindustrialisation studies (in France and Australia)
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 the relaunch of PV industrialisation 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.
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 Monday 12 February 2024 - n° 475 - Categories:Thread of the Week
This week's articles from issue 475, dated 11 February 2024
For direct access to the best articles of the week: What you need R
A LOOK AT PHOTOVOLTAICS:
THE PHOTOVOLTAIC INDUSTRY
Prices in the sector on 7 February 2024
The market awaits recovery after the holidays, against a backdrop of disparate trends
N-type panels were sold in 2023 at a much higher profit than P-type panels
THE CONJONCTURE
Houthi rebel attacks in the Red Sea create supply problems in Europe
EUROPEAN COMMISSION/EUROPE
Three European panel manufacturers call for "emergency measures
European rules supposed to favour European PV manufacturers
Electricity consumption forecasts for the European Union in 2024
In 2023, the proportion of renewable energies in European consumption has fallen!
IN FRANCE
CRE to postpone publication of new tariffs for PV installations under 500 kW.
Roland Lescure new Minister Delegate for Industry and Energy
THE WORLD
The United States presents a solar policy
HYDROGEN
Hydrogen production by electrolysis of water is still too marginal
The hydrogen world makes slow progress in Q4 2023
UPS
A brief presentation of the latest trends in inverters
HEAT PUMPS
New optimisation method for heat pumps
COMPANIES
Enphase sales halved between Q2 and Q4
MISCELLANEOUS
The rebound effect of solar energy.
How can a floating solar power plant be improved over a land-based plant?
L R AS Published on Sunday 11 February 2024 - n° 475 - Categories:PV Watch
A look at a potential danger
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.
L R AS Published on Sunday 4 February 2024 - n° 474 - Categories:Thread of the Week
This week's articles n°474 of 4 February 2024
For direct access to the best articles of the week:
This week's news to 4 February (No 474)
This week's top stories (No. 474, 4 February 2024):
A LOOK AT PHOTOVOLTAICS:
A look at the President's change of heart
THE PHOTOVOLTAIC INDUSTRY
China's Tongwei invests heavily in silicon
EUROPEAN COMMISSION/EUROPE
The European Commission, which comes to an end in six months' time, sets a course for 2040!
IN FRANCE
Loans for very small businesses to finance the ecological transition
EUROPEAN COUNTRIES
Power purchase agreements in Europe in 2023
German auction a great success
Abolition of VAT on batteries in the UK, AAE in the USA in 2023
THE WORLD
China to install 217 GW of photovoltaic power by 2023
The desire for PV independence in the United States remains intact
Africa added 3.7 GW of solar in 2023.
R&D
Oxford PV and Fraunhofer ISE have developed a tandem module with 25% efficiency
HYDROGEN
For Rystad, hydrogen will emerge in 2024
Corsica Sole experiments with an electrolyser powered by surplus energy from a solar power plant
Preparing for the future of hydrogen
Two inaugurations in December in Occitanie: Hyport and Lhyfe projects
France adopts a national hydrogen strategy
Qair and Airbus join forces to develop the aviation fuel industry
Lhyfe builds a 10 MW hydrogen production site in Germany
THE COMPANIES
Voltalia in 2023: preparing for a successful 2024
Nextracker has a brilliant year to 31 March 2024
Very strong growth for JinkoSolar in 2023
RWE in 2023: benefited from high electricity prices
Wacker in 2023: further decline in silicon business
Scatec in 2023: back in the black
PV Hardware modifies its tracker installation system
MISCELLANEOUS
NREL confirms median panel loss of 0.75% per year
Heat pump manufacturers don't want to be forgotten
Energy Vault meets with success for gravity storage
Canada's Solaires Entreprises sells indoor perovskite panels
In brief: 1st HJT cells from Huasun, ReneSola builds a cell and panel factory
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 Sunday 4 February 2024 - n° 474 - Categories:PV Watch
A look at the President of the Republic's change of heart
Three months ago, the talk was all about ecology, climate protection and protecting the global climate. In the space of a few weeks, and without warning, the President of the Republic has adopted the opposite position, irritating the opinion of renewable energy professionals who no longer understand what is going on and no longer know what the future of photovoltaics in France will be. For them, the shock is harsh, but nothing calls into question the development of photovoltaics.
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 Tuesday 30 January 2024 - n° 473 - Categories:Thread of the Week
This week's articles (No. 473, 28 January 2024)
Go directly to the best articles of the week: This week's top stories for 28 January 2024
This week's articles:
THE LOOK:
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.