R AS Published on Thursday 14 November 2019 - n° 297 - Categories:Regard sur le PV
Regard sur les difficultés de Sunpower et sur l'origine de sa scission
Sommaire :
Scission de l’activité entre installation et fabrication de panneaux
Comment en est-on arrivé là ? C'est-à-dire à avoir besoin d’un financement extérieur pour développer l’entreprise ?
La recherche et développement est sacrifiée
Que faut-il penser de cette scission ? (Le grand gagnant est le chinois Zhonghuan)
Ainsi, cette scission a une logique économique, politique et technique.
R AS Published on Wednesday 13 November 2019 - n° 297 - Categories:Thread of the Week
le Fil de la Semaine n°297 of November 13th
THIS WEEK'S NEWS HIGHLIGHTS
If there were only five texts to read this week :
FRANCE
* French people's resistance to photovoltaic panels
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THE FILE
* LONGi does not believe in competition with TOPCon or heterojunction cells.
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THE WORLD
* Will the new European Commission be the climate change Commission?
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* What if we were to reach the end of a power plant installation phase?
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THE COMPANIES
* Sunpower, the subsidiary of Total, will be split in two :
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FRANCE
* EDF invests in storage
THE FILE
* Wind and solar power now at the operating cost of coal or nuclear power plants
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* Next construction of a 2.1 GW floating power plant
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THE PRODUCTS
* A study on battery recycling
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* New (very odd) justification for the interest of two-sided panels
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THE COMPANIES
* SMAs in the first nine months of 2019: better
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* SolarEdge in the 3rd quarter: less profit
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* Baywa r.e. plans to build 100 MW of floating power plants in the Netherlands by 2020
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MISCELLANEOUS
* New: recharging car batteries without connecting wires!
R AS Published on Tuesday 5 November 2019 - n° 296 - Categories:Regard sur le PV
Regard sur les prochaines cellules photovoltaïques
La technologie qui s’imposera est encore mal définie.
Le TOPCon
L’hétérojonction
L’avenir appartient à la pérovskite, seule ou combinée avec le silicium
Les qualités de la pérovskite soulignent l’intérêt de ce matériau :
GCL s’est exprimé
R AS Published on Monday 4 November 2019 - n° 296 - Categories:Thread of the Week
Le Fil de la Semaine n°296 of November 4th
THIS WEEK'S NEWS HIGHLIGHTS
If there were only five texts to read this week :
FRANCE
* Electricity feed-in tariffs for the 4th quarter
THE FILE
THE WORLD
* China officially installed 16 GW in the first nine months of 2019 + 20 to 24 GW will be installed in China in 2019
THE COMPANIES
* SunPower still losing money in the 2019 financial year
MISCELLANEOUS
* Fluorescent dyes activated by light to detect cancer cells
FRANCE
* The SER-SOLER solar commission has renewed its governance
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THE SUBSIDIARY
* Network parity in the world
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THE WORLD
* pvXchange: the shortage of skilled workers in PV in Germany
* The Spanish solar bubble would be ready to burst
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THE PRODUCTS
* Factors driving down battery prices
* Tesla modifies its solar tiles and marketing
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THE COMPANIES
* 12th capacity increase announcement in 2019 for LONGi
* In the third quarter, Enphase Energy doubles its sales with excellent profitability
* Good growth for Iberdrola over nine months
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MISCELLANEOUS
* Non-battery storage, by hydraulic pumping, hydrogen or thermal storage, is in full expansion.
* One protein could boost a perovskite cell by 14 to 17%.
R AS Published on Tuesday 29 October 2019 - n° 295 - Categories:Regard sur le PV
Regard sur le doute croissant envers les panneaux bifaciaux
- Le silence qui entoure les multiples expérimentations des différents fournisseurs intrigue.
- La publicité pour les panneaux bifaciaux est omniprésente
- PV Evolution Labs (PVEL) reconnait avoir connaissance d’un petit nombre de résultats d’expérimentation.
- Les paramètres des panneaux bifaciaux sont multiples et peut-être infinis.
- La connaissance avance avec des expérimentations partielles, mais publiées
- Et si PVEL avait des informations qui contredisaient l’apport de taux de conversion des panneaux bifaciaux ?
- pvXchange lui aussi émet de doutes sur l’apport de la face arrière au taux de conversion des panneaux bifaciaux.
- Seul, LONGi a publié un compte rendu de ses travaux comparant les deux types de panneaux.
- Il y a trop de non-dits et de secrets pour ne pas contester l’apport des panneaux bifaciaux
.
R AS Published on Monday 28 October 2019 - n° 295 - Categories:Thread of the Week
Le Fil de la Semaine n°295 of October 28th
THE IMPORTANT POINTS OF THIS WEEK'S NEWS (le Fil de la Semaine n°295 of October 28th)
If there were only five texts to read this week :
THE FILE
* Considerable potential for rooftop solar installations
* PV Evolution Labs (PVEL) avoids giving its opinion on the bifacial
THE WORLD
* Photovoltaic installations in China in the third quarter: very few in number
PRODUCTS
* ENEL starts manufacturing heterojunction panels
* Production of perovskite-on-silicon solar cells begins
Other interesting articles :
THE FILE
* The size of the inserts has a direct effect on the manufacturer's guarantee.
* The world's largest developers of solar projects
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THE WORLD
* The US tax credit will probably be renewed.
* Call for tenders in Germany at 0.049 euros
* Is the current boom in photovoltaic construction in Spain sustainable?
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THE PRODUCTS
* Microquanta achieved a conversion rate of 14.2% on a perovskite solar panel.
* Q Cells introduces a new panel, storage device and energy management
* A panel+storage+energy management package with LG
.
THE COMPANIES
* First Solar: opening of the factory and 3rd quarter accounts
* Meyer Burger is looking for a way to survive + Meyer Burger still selling assets
* Scatec's quarterly results more than brilliant
.
MISCELLANEOUS
* First rechargeable lithium-carbon dioxide (CO2) battery pack
* The cost of fouling the photovoltaic panels would have reached 3 to 5 billion dollars in 2018.
R AS Published on Tuesday 22 October 2019 - n° 294 - Categories:Regard sur le PV
Regard sur la mentalité française vis-à-vis du PV
Les avantages du nucléaire dans les années 1960-1970
Depuis, le monde a profondément changé et les avantages du nucléaire se sont évaporés
Comment distinguer le vrai du faux ?
David contre Goliath
La situation est déséquilibrée
Les professionnels du solaire ne se sont pas intéressés à la rentabilité du résidentiel, laissant les Français dans le brouillard
L’analyse des comptes des sociétés chinoises cotées est particulièrement instructive
.
Digression : L’analyse des comptes des sociétés chinoises cotées est particulièrement instructive
R AS Published on Monday 21 October 2019 - n° 294 - Categories:Thread of the Week
Le Fil de la Semaine n°294 of October 21st
THIS WEEK'S NEWS HIGHLIGHTS
If there were only five texts to read this week :
FRANCE
* The EPP prescribes 4 GW / year; less than 1 GW is installed!
* The French delay in the PV is linked to a great lack of knowledge
THE WORLD
* The European electricity market is characterised by a shift from coal to gas.
* Profits of photovoltaic companies in China reach record levels
PRODUCTS
* Can batteries provide power during a prolonged power failure?
Other interesting articles :
FRANCE
* Seven independent renewable energy producers supply Plüm Energie
* Assessing the potential of your home in the Ile-de-France region
.
.
THE WORLD
* The main motivation for storage in the United States, to avoid electricity shortages
* In Spain, 1.5 GW connected in 9 months. 4 GW was expected within a year.
.
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THE PRODUCTS
* Falling lithium prices affect the profits of lithium producers
* Motech reaches 23.1% with a TOPCon cell
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THE COMPANIES
* LONGi can supply 27% of the world's wafers and 10% of the world's panels by 2020.
* Wacker revises downwards its 2019 forecasts
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MISCELLANEOUS
* Another wind turbine system: at altitude
R AS Published on Tuesday 15 October 2019 - n° 293 - Categories:Regard sur le PV
Regard sur l’illusion et le coût de la transition énergétique
Les énergies renouvelables ont du mal à s’intégrer dans la vie économique
Désormais, on bute sur l’utilisation de l’énergie renouvelable
Le gouvernement allemand annonce un doublement de la capacité solaire installée d’ici 2030
Le stockage en Californie est insuffisant ; gravement insuffisant
Le coût du stockage est faramineux
L’instauration de l’énergie renouvelable se heurtera encore à de nombreux obstacles à résoudre
R AS Published on Monday 14 October 2019 - n° 293 - Categories:Thread of the Week
Le Fil de la Semaine n°293 of October 14th
THIS WEEK'S NEWS HIGHLIGHTS
If there were only five texts to read this week :
FRANCE
* All is well! Madam Minister: €12.1bn for the climate in France in 2020
* Finergreen analyses the results of the RCE 4.8 ISB call for tenders
THE WORLD
* Europe could produce three times as much electricity from solar and wind power
* Germany sets a target of 98 GW of solar energy by 2030
THE COMPANIES
* Four Europeans have launched their green hydrogen production project
FRANCE...
* Compagnie Nationale du Rhône (CNR) acquires the PV and wind assets of Vol-V
.
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THE FILE
* Solar asset holdings around the world
* The different EPC directors in the world
* To reduce the cost of operating power stations, digital technology is essential.
.
.
THE WORLD
* The exemption from US customs duties on double-sided panels is abolished.
* Finding electricity generators to compensate for the closure of gas-fired power plants in California
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THE PRODUCTS
* More and more inverters at the end of their service life are being used
* Next steps for heterojunction (HJT)
* REC Solar starts production of a heterojunction panel
.
THE COMPANIES
R AS Published on Tuesday 8 October 2019 - n° 292 - Categories:Regard sur le PV
Regard sur les défis posés à l’industrie PV chinoise
Le format des plaquettes
Derrière cette querelle, se profile un combat pour la direction de l’industrie photovoltaïque
Les panneaux bifaces
Quel est l’apport de la face arrière en plus de la face avant ?
La prudence des scientifiques s’explique par la complexité du sujet :
LONGi vient de présenter des résultats d’expérimentation
Les cellules à la pérovskite
Les avantages de ces cellules sont nombreux et notamment leur coût de production
La sélection des acteurs va être brutale et peut-être définitive
R AS Published on Monday 7 October 2019 - n° 292 - Categories:Thread of the Week
Le Fil de la Semaine n°292 of October 7th
THIS WEEK'S NEWS HIGHLIGHTS
If there were only five texts to read this week :
THE SUBSIDIARY* The global race for dominance of the clean energysector
............................................... * The war over platelet size is raging
............................................... * A first study of the contribution of two-sided panels
THE WORLD * Electricity with storage at $0.022 per kWh in the US
PRODUCTS * Start of commercialization of perovskite cells in 2021-2022?
Other interesting articles :
FRANCE
* Commercial signs are going solar
* Neoen has completed the 51 MW Paradise Park solar power plant in the Caribbean
* Sun'R-Volterres orders a power station from the Générale du Solaire
.
THE SUBSIDIARY
* The emergence of the bifacial and the albedo
* Tesla plans to put a new battery into service at the end of 2020.
.
THE COMPANIES
* REC Silicon plans to sell its Montana plant
.
MISCELLANEOUS
* An American clean energy supply platform is expanding its activity to Europe.
R AS Published on Tuesday 1 October 2019 - n° 291 - Categories:Regard sur le PV
Regard sur la volonté de modifier la réalité pour maintenir le passé en l’état
EDF et le nucléaire occupent l’information cette semaine
Cette information crédibilise l’étude réalisée par le WNIRS
Il n’y a pas de chiffres récents sur le coût du kWh nucléaire en France
Une volonté de modifier la réalité pour maintenir en l’état le passé
D’autres pays ou régions ont pris conscience d’investir dans l’avenir
Que faut-il faire ?
R AS Published on Monday 30 September 2019 - n° 291 - Categories:Thread of the Week
Le Fil de la Semaine n°291 of September 30th
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R AS Published on Monday 30 September 2019 - n° 291 - Categories:Thread of the Week
Le Fil de la Semaine n°291 of 30 September (B)
THIS WEEK'S NEWS HIGHLIGHTS
If there were only five texts to read this week :
FRANCE* The inadequacies of the Energy-Climate law, according to Enerplan
................................... * Finergreen analyzes the results of the Fessenheim call for tenders
................................... *Already derives 10-15% of the costs of the Hinkley project for EDF
THE DIVISION * Should the lifespan of the panels be reduced from 25 years to 10 or 15 years?
PRODUCTS* Using PV energy for industrial processes
.
FRANCE* 12 laureates for the 1st stage of the Fessenheim call for tenders
...............................* Engie invests in solar + storage projects in the US
...............................* Neoen's half-yearly accounts are brilliant
...............................* Voltalia acquires its sister company Helexia
...............................* Voltalia's half-yearly accounts: can do better
...............................* Inauguration of the SUNCNIM concentration plant
...............................* Sonnedix has 252 MW in operation in France
.
THE FILE* The Chinese cell industry for four months, according to PV InfoLink
.
THE WORLD* Austria wants to reach 100% RE in 2030