R AS Published on Tuesday 6 March 2018 - n° 223 - Categories:Regard sur le PV
Regard sur l'évolution du silicium
REGARD SUR L’EVOLUTION DU SILICIUM
Le parallélisme entre production de silicium et production de panneaux se rompt
La réduction de poids des plaquettes, nouvelle source de distorsion
Ceci crée des modifications profondes dans le secteur économique et productif du silicium
Au vu des prix de vente du 2ème semestre 2017, les augmentations de capacités de silicium se multiplient
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Les professionnels français sont déçus du résultat de la « concertation » organisée par la Commission de Régulation de l’Energie
A NOTER
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AS Published on Monday 5 March 2018 - n° 223 - Categories:les articles de la semaine
Le Fil de l'Actu n°223 du 5 mars 2018
LES POINTS IMPORTANTS DE L'ACTU DE CETTE SEMAINE (le Fil de l'Actu n°223 du 5 mars)
Les articles marqués d'une étoile sont en accès libre
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FRANCE
* 875 MW solaires ont été installés en France en 2017, portant la puissance à 8 GW *
* la délibération de la CRE soulève de vives inquiétudes chez les professionnels
* André Joffre s'insurge contre le texte de la Commission de Régulation de l'Energie (CRE)
* Arnaud LEROY prochain président de l’Ademe *
* Redan Solar a conclu un contrat d'agrégation de 10 ans avec CNR *
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. LA FILIÈRE
* Baisse des prix de 5 % à 6 % sur les plaquettes monosilicium
* Des chiffres intéressants à connaitre pour le polysilicium
* Le marché du silicium et des plaquettes en 2017
* Evolution des installations mondiales d'éolien et de solaire *
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LE MONDE
* Des propositions lors d'enchères sont inférieures à 0,04 € le kWh en Allemagne *
* L'Irena engage l'EU à augmenter ses objectifs d'EnR pour 2030
* Il y aurait 5 GW de panneaux dans les entrepôts américains *
* Perte de part de marché des fabricants japonais de cellules PV *
* Installations PV en Inde en 2017 *
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LES PRODUITS
* Reuniwatt va s'efforcer de prévoir, quelques minutes à l'avance, la production solaire d'une centrale de Voltalia *
* Alliance industrielle pour lancer « un ambitieux programme de recherche » sur les batteries *
* Les livraisons de suiveurs ont atteint 14,5 GW en 2017
* Sonnen va fabriquer des batteries en Australie *
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LES SOCIÉTÉS
* Trop plein de commandes chez First Solar
* Sunpower vend ses bijoux de famille !
* Le redressement d'Enphase Energy s'amorce et se constate au 4ème trimestre
* La hausse du prix du silicium a favorisé Daqo New Energy
* Jabil ferme son usine de panneaux solaires de 700 MW en Pologne
* Grandes difficultés dans la filière solaire taïwanaise
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DIVERS
* Une cellule au pérovskite qui tient pendant cinq mois *
L R AS Published on Tuesday 20 February 2018 - n° 222 - Categories:PV Watch
A look at the new stage reached by photovoltaics
A LOOK AT THE NEW STAGE REACHED BY THE PV
The First Solar and APS contract
The choice of photovoltaics for peak energy supply
To make up their mind, the engineers looked at the two pans on the scale:
Solar energy will be dominant from 2022 onwards.
EDF's financial situation continues to deteriorate
NOTES
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L R AS Published on Monday 19 February 2018 - n° 222 - Categories:Thread of the Week
Le Fil de l'Actu of February 19th
THE IMPORTANT POINTS OF THIS WEEK'S NEWS (le Fil de l'Actu n°222 du 19 février)
Items marked with a star are free of charge.
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FRANCE
* Result of the CRE 4 tranche 3 call for tenders (CRE 4.3)
* Winners of the call for tenders for innovative solar installations
* Comment on the CRE 4 call for tenders. 3 by GreenUnivers
* Assessment of the outcome of the call for tenders for innovative solar projects
* EDF's 2017 accounts
* Greenpeace's assessment of EDF's 2017 accounts
* Construction of 250 MW in Australia by Total Eren *
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THE FILE
* Solar energy is on the road to global energy dominance .
* The No. 1 developer in 2017 is Chinese SPIC, followed by GCL NE
* First contract to replace a state-of-the-art gas-fired power plant
* Global storagevolume in 2017 increased by 4.6% over 2016
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THE WORLD
* The American energyshift in favour of RE * The
number of community aggregators is growing fast in California
* Sharp rise in storage facilities in the UK *
Are there financialdifficulties for some Chinese manufacturers?
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THE PRODUCTS
* Tesla'sdemand for batteries is drying up Panasonic's capacity
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THE COMPANIES
* SunPower's 2017 accounts : very bad
* SolarEdge's 2017 financial year is very good
*REC Silicon's 2017 accounts.
* Shunfeng International's 2017losses again *
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MISCELLANEOUS
* Conversion rate of 25.04% achieved by Trina *
R AS Published on Tuesday 13 February 2018 - n° 221 - Categories:PV Watch
A look at yield companies (Yieldcos)
Contents
FIRST SOLAR AND SUNPOWER TO SELL THEIR YIELD COMPANY
To function, the mechanics of yield companies constantly require new capital
There is an economic logic to be kept in mind
Behind this unglamorous evolution lies a financial and industrial lesson that is often forgotten.
What is the philosophy behind owning a solar power plant?
It makes sense for construction companies to dispose of their assets
Tesla is a good example of a strategic mistake.
NOTES
L R AS Published on Monday 12 February 2018 - n° 221 - Categories:Thread of the Week
Le Fil de l'Actu n°221 of 12 February 2018
THE IMPORTANT POINTS OF THIS WEEK'S NEWS (le Fil de l'Actu n°221 du 12 février)
Items marked with a star are free of charge.
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FRANCE
* Result of the 2017 call for tenders 3rd tranche and the innovative AO
* Solar energy in France in 2017
THE FILE
* * Towards a sharp drop in the price of wafers in 2018 and 2019?
* * Organising the electricity network differently in Australia
* "The blockchain revolution in energy" by Finergreen
* A presentation of the blockchain (or numerical repertoire)
* Interview with the technical director of RES on the problem of storage
THE WORLD
* * PV installations in Europe in 2017
* Chinese government pushes up panel yields
* Sharp reduction in the draft 2018 US budget for RE *
* Compared to 2016, American solar was difficult in 2017
* US PV installations in 2017 *
* Fewer employees in the solar sector in the United States at the end of 2017
THE PRODUCTS
* * Panel that weighs only one third of a normal panel
THE COMPANIES
* * Vestas moves towards hybrid power plants (wind + OPV + storage)
* Tesla's 2017 losses are significant
* Panasonic focuses on batteries
* First Solar and SunPower to sell their joint subsidiary 8point3 Energy Partners
* Enphase obtains $20 million from the sale of shares*.
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MISCELLANEOUS
* Type P solar cell with a conversion rate of 26.1% *.
* Why not put PV panels on the sea?*
R AS Published on Tuesday 6 February 2018 - n° 220 - Categories:PV Watch
A look at the French attitude and Chinese strategy
Contents
The French attitude is one of certainty, neglect of information and poor analysis of reality. China's photovoltaic strategy is now a mixture of industrial coordination, analysis and dissemination of information gleaned from around the world, technological advances and the desire to eliminate all competition in the world.
Contents
The French attitude through the example of EDF
BNEF doubts a certain number of EDF's assertions
This text from BNEF sheds light on the French defects better than anything else:
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The Chinese strategy based on pragmatism
The Chinese strategy has just been formulated by the Chinese Ministry of Industry and Information Technology (MIIT)
What do these guidelines mean?
The fundamental point is the 4th point
A dilemma for Westerners :
We are therefore in an interesting transition phase (and one that needs to be well studied in order to adapt to it):
TO NOTE
AS Published on Monday 5 February 2018 - n° 220 - Categories:Thread of the Week
Le Fil de l'Actu n°220 of 5 February 2018
THE IMPORTANT POINTS OF THIS WEEK'S NEWS (le Fil de l'Actu n°220 du 5 février)
Items marked with a star are free of charge.
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FRANCE
* Feed-in tariffs from 1 January to 31 March2018*
* Can nuclear power be coupled with renewables?
* New Spain-Francepowerline in 2025 *
* Engie acquires Brazilian ACS. *
* Fonroche has sold 50 .000 solar street lamps in Senegal *
* Denunciations of misleading information on photovoltaic and self-consumption * * Jean-Michel
Germa invests in energytransition assets *
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THE FILE
* Change in the PV industry
* Slow decline in prices in January , according to pvXchange
*World market share ofpâ silver market share doubles between 2016 and 2017 *
* Estimated global installations in 2018 by EnergyTrend
* The ten directions that will shape the global solar market in 2018.
* Start of a lasting tradewar ?
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THE WORLD
* China's photovoltaicpolicy
* China is preparing for a new solar energy marketto dominate the world with its lithium batteries
* Germany has installed an additional1 .75 GW of solar power in 2017 *
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THE PRODUCTS
* Storage must fulfil several functions
* Battery that doubles the energydensity of current lithium ion batteries
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THE COMPANIES
* Trina Solar delivered between 9 and 9.2 GW of panels in 2017 *
* JA Solar is estimated to have delivered between 7.5 and 7.8 GW in 2017 *
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MISCELLANEOUS
* 100 MW waterbornesolar power plant in China *
* Image of perovskite formation * * Obtaining
a stable, high-efficiency perovskite cell
R AS Published on Tuesday 30 January 2018 - n° 219 - Categories:PV Watch
A look at US customs duties
Contents
AMERICAN TARIFFS WILL SHAPE THE WORLD FOR THE NEXT FEW SEMESTERS
The technical aspect of these customs duties
Reinforcing the protection of American solar manufacturers
The reactions
These tariffs are intended to affect China.
These tariffs will have little economic effect but could have one, both political and psychological.
PLEASE NOTE
AS Published on Monday 29 January 2018 - n° 219 - Categories:Thread of the Week
Le Fil de l'Actu n°219 of January 29, 2018
THE IMPORTANT POINTS OF THIS WEEK'S NEWS (le Fil de l'Actu n°219 du 29 janvier)
Items marked with a star are free of charge.
FRANCE
* Akuo to build 50 MW in Mali *
* Engie acquires EPS *
* Cape Verde Energie is going to build 33 MW in Chile *
* Tenergie wants to become a pole of attraction *
* What size of solar power plants do we want in France? *
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THE FILE
* Prices on January24, 2018: sharp drop in prices
* The world's top ten panelmanufacturers
*Evolution of maintenance towards more technicality
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THE WORLD
* Chinese production in 2017
* Chinese exports of PVproducts in 2017
* The introduction ofcustoms duties in the United States
* What effectswill customs dutieshave on American PV installations?
* Effect of tariffs according to EnergyTrend *
Reactions to tariffs
*Can the US industrybe boosted by tariffs ?
* US cellimports in 2016
* Reaction of a Chinese industrialist to the US tariffsAmericancustoms duties
* Introduction of virtual net invoicing in Flanders
* Turkey, no. 1 in PV installations in Europe
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THE PRODUCTS
* Solarpanels that can be installed by anyone! *
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THE COMPANIES
* SMA's provisional2017 results
* LONGi's impressive ambitions
* Doublingthe life of lithium-ion batteries with graphene *
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MISCELLANEOUS
* Railway sleepers covered with PV panels
L R AS Published on Tuesday 23 January 2018 - n° 218 - Categories:PV Watch
A look at the PV of 23-1-18: the fall in the price of the kilowatt-hour, a disruptive habit!
Contents
Making savings by relying on decentralised energy producers
Eliminate net invoicing in favour of a network contribution
This leads to a monetary differentiation between the locations of the distributed facilities.
Gas-fired power stations are no longer welcome!
As a consequence of the low price of electricity, the development of self-consumption
Objectives of RE installations
Storage facilities
Energy management of buildings
NOTES
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L R AS Published on Monday 22 January 2018 - n° 218 - Categories:Thread of the Week
Le Fil de l'Actu n°218 of January 22, 2018
THE IMPORTANT POINTS OF THIS WEEK'S NEWS (le Fil de l'Actu n°218 du 22 janvier)
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FRANCE
* Raising the European target to 35% RE by 2030?
* The government is preparing for the post-closure of the Fessenheim power plant
* Photowatt wants to position itself upstream of the PV sector
* The role ofthe photovoltaic industry in the energy sector is being completed.of small and large companies
* Self-consumption should be free of charge according to the European Parliament
* 30 MW solar farm in Senegal built by Solairedirect .
THE FILE
* Prices as of 17 January 2018
* Bloomberg NEF comments on its forecasts for 2018:
* RE and solarinvestments in 2017
* Evolution of the demand for diamond wire
* Valuing the location rather than the quantity of RE supplied
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THE WORLD
* US micro-grids could double by 2022
* Taiwan's renewable energy situation :
* Saudi Arabia will launch a tender in 2018 to build 3.3 GW
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THE PRODUCTS
* the lithium-metal battery
* Centralised management of the trackers is to be preferred to decentralised management
* Nissan launches a home energy solution in the UK
* Lockheed Martin Energy launches flow battery in late 2018
* DZS (SunPower) introduces 400Wshingle panel
* More and more appliances responding to the voice
* New zinc flux battery
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THE COMPANIES
* Meyer Burger in 2017
* Toyota acquires 15% of Orocobre for nearly US$240 million
* Tongwei's production capacityincreases sharply
* Shell's new investment in photovoltaics
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Le Fil de l'Actu n°218 of 22 January 2018
L R AS Published on Tuesday 16 January 2018 - n° 217 - Categories:PV Watch
A look at Minutes No. 217 of 16 January
Contents
THE MINISTER OF ENERGY TRANSITION TAKES ACTION. IN A DIFFERENT WAY FROM HIS PREDECESSORS
N. Hulot's three main axes
What is new:
its language,
how to rely on intermediate bodies,
offer contracts for the future,
The meeting of a man and a moment
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NOTES
L R AS Published on Monday 15 January 2018 - n° 217 - Categories:Thread of the Week
Le Fil de l'Actu n°217 of 15 January 2018
THE IMPORTANT POINTS OF THIS WEEK'S NEWS (Le Fil de l'Actu n°217 of 15 January)
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FRANCE
* Result of the call for tenders on buildings from 100 kWp to 8 MWp *
The Minister wants to accelerate the energy transition
* The main axes to accelerate the de ployment of renewable energies
* Details of the forthcoming "ecological transition contracts" * Project
to extend Photowatt's industrial capacity
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THE FILE
* What is the influence of RE on the frequency of the network?
* Should we expect a global overproduction of wafers in 2018?
* Twelve points that marked 2017
* Chemical etching (MCCE) is graduallygaining ground
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THE WORLD
* China's photovoltaic energyproduction increased by 72% between 2016 and 2017 *
500 MW of large battery storage,installed in the United States in 2015-2017
* How did residential solar installations in the United States evolve in 2017?
* India wants its solar industry
* In Germany in 2017, RE reached a record level with 36.1% ofthe total electricity consumption in the country.
* The government agreement in Germany foresees an increase in RE installations * A
first in Germany : only RE served consumption for a few hours
* Slight increase in requests for subsidies to KfW in Germany
* Completion rate of the third Germancall for tenders: 90%
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THE PRODUCTS
* Producing solar energy from a tower
* Evolution of batteries to reduce the weight of cobalt * The price of cobalt
has more than doubled in 2017
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THE COMPANIES
* Panasonic starts production of cells and panels in the USA
* Jolywood to produce n IBC panels
* More new projects at Tesla, but vehiclesales are not keeping up
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MISCELLANEOUS
* Perovskite
Le Fil de l'Actu n°217 of January 15, 2018
L R AS Published on Tuesday 9 January 2018 - n° 216 - Categories:PV Watch
A look at Minutes No. 216 of 9 January
Happy New Year to all our readers. Many family and professional satisfactions.
the contents :
THE WORLD SEEMS TO WANT TO REACT AGAINST CHINESE POLICY
Europe is developing a regulatory framework that may be able to protect domestic production.
To curb imports, US policy would need to be much stronger
Taiwan has started to react against its Chinese neighbour
India wants to make a place for itself in the global photovoltaic industry
How is China evolving in this context?
What is the effect on the availability of panels and what will be the orientation of prices in 2018?
PLEASE NOTE
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