R AS Published on Tuesday 24 October 2017 - n° 208 - Categories:Regard sur le PV
Regard sur le PV du 24 octobre
Les titres
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LES CENTRALES EN ALLEMAGNE ET AU ROYAUME UNI N’ONT PLUS BESOIN DE SUBVENTIONS
Une nouvelle ère commence donc en Europe,
Quelques effets des énergies renouvelables
Le recours au lithium parait définitif
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QUE SE PASSE-T-IL SUR LE MARCHE DU COBALT ?
Alors où se trouve le blocage ?
A NOTER :
AS Published on Monday 23 October 2017 - n° 208 - Categories:les articles de la semaine
Le Fil de l'Actu n° 208 du 23 octobre
LES POINTS IMPORTANTS DE L'ACTU DE CETTE SEMAINE (le Fil de l'Actu n°208 du 23 octobre)
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FRANCE
* Engie va acquérir l'américain Fenix International
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LE MONDE
* Nouveau record de l'enchère en Allemagne
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LES PRODUITS
* 25 % des batteries mondiales sont fabriquées en Chine
R AS Published on Tuesday 17 October 2017 - n° 207 - Categories:Regard sur le PV
Regard sur le PV n° 207 du 17 octobre
Les titres du Regard sur le Photovoltaïque n° 207 :
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L’ENERGIE SOLAIRE A GAGNE LA BATAILLE DE LA COMPETITIVITE
L’amélioration du rendement des cellules est à la base de ce succès
Il y a le transfert des efforts de recherche vers l’intégration du photovoltaïque dans la vie quotidienne
Le lithium devrait vite être dépassé pour que le stockage puisse se généraliser
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A NOTER
AS Published on Monday 16 October 2017 - n° 207 - Categories:Thread of the Week
Le Fil de l'Actu n° 207 of October 16
THE IMPORTANT POINTS OF THIS WEEK'S NEWS (le Fil de l'Actu n°207 du 16 octobre)
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FRANCE
* Energy has three characteristics: production, storage and mobility.
* European proposal for a strategic plan in batteries
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THE SUBSIDIARY
* Global photovoltaic power generationcapacity surpasses coal for the first time
* Presentation of the half-format cells
* Influence of technological innovations on the cost of PV systems
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THE WORLD
* New fraud discovered in Germany. The damage is estimated at several hundred million euros.
* Overview of silicon production capacity in China
* Wallonia publishes new incentives for the Qualiwatt programme in 2018
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THE PRODUCTS
* Is the future of followers on commercial rooftops?
* 2 millimetre thicktempered solar glass
* Interest presented by the new 2 mm glass from the Indian Borosil
* Another system for collecting losses on panels
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THE COMPANIES
* German Sonnen achieves commercial breakthrough in the USA
* Sales trends of six Taiwanese cell manufacturers
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MISCELLANEOUS
* Grid parity in six major cities does not depend on sunshine
* Introducing a short and long term storage battery at an extremely low cost
* 4th country where solar panels are sold over the counter in IKEA shops
* Arenoise barriers equipped with two-sided solar panels effective?
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R AS Published on Tuesday 10 October 2017 - n° 206 - Categories:Regard sur le PV
Regard sur le PV n° 206 du 10 octobre
Les titres du Regard sur le Photovoltaïque n° 206 :
LE MONDE, LA FRANCE, LE PUBLIC
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Un prix issu des enchères à 0,0178 $/kWh
La péninsule arabique devient une zone de développement et de faibles prix
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La Finance ? Ah la Finance ! On ne peut jamais la négliger !
La recherche de financement
Le paysage économique et financier du photovoltaïque français est en train d’évoluer à grande vitesse
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Total va distribuer de l’énergie. La secousse sur le marché sera considérable
Pendant quelques trimestres, la guerre commerciale va faire rage
Le perdant devrait être EDF
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A NOTER
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AS Published on Monday 9 October 2017 - n° 206 - Categories:Thread of the Week
Le Fil de l'Actu n° 206 of October 9th
THE IMPORTANT POINTS OF THIS WEEK'S NEWS (le Fil de l'Actu n°206 of 9 October 2017)
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FRANCE
* Total offers a tariff 10% cheaper than EDF's, with incalculable consequences
* Electrical erasing is not a popular method in France.
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THE FILE
* The solarkilowatt-hour is at the lowest level in the world in the Saudi Arabian bidding process.
* The transition to diamondcutting in China would be slower to envisage
* The introduction of smartmeters opens up the analysis market for power companies (and perhaps consumers).
* The benefits of blacksilicon
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THE WORLD
* Uncertainty about the volume of PV installations in China at year end
* The Middle East, a new area for the global development of solarenergy
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THE PRODUCTS
* A bricksolar tile: a step forward
* The spread of electric vehicles will pose new problems!
* A new generation of battery at Toshiba that will present considerable advances
* New polyolefin-based (POE) panelback sheeting
* A new concentrated solarpower system at much lower cost
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MISCELLANEOUS
* Perovskite would be formed from primary components
* The blockchain put into practice: first transaction!
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R AS Published on Tuesday 3 October 2017 - n° 205 - Categories:Regard sur le PV
Regard sur le PV n° 205 du 3 octobre
Les titres du Regard sur le Photovoltaïque du 3 octobre…
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LE DEBAT AMERICAIN SUR L’AVENIR DU PHOTOVOLTAÏQUE AUX ETATS-UNIS
Faut-il des droits de douane ?
Faut-il prendre le problème à l’envers et se demander : faut-il une industrie photovoltaïque ?
Si « oui », quels remèdes ?
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PREMIERE CENTRALE SOLAIRE SANS SUBVENTION AU ROYAUME UNI
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UNE DICHOTOMIE VERTIGINEUSE ENTRE LA CAPACITE TECHNOLOGIQUE ET LES BESOINS DU PUBLIC
Ceux qui se lancent les premiers ne sont généralement pas les gagnants
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A NOTER :
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AS Published on Sunday 1 October 2017 - n° 205 - Categories:Thread of the Week
Le Fil de l'Actu n° 205 of October 2
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FRANCE
* Five-year French investment in renewable energies
* Obtain the " self-consumption with surplus sale"premium
* CEA-INES and EDF presented Solight, an innovative new panel
* Engie will carry out comparative tests of storage systems
* Solarwatt is now eligible for CRE tenders.
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THE FILE
* German equipment salesexpected to grow by 17% in 2017
* Sharp futureincrease in Chinese wafer production capacity
* pvXchange notes an increase in the price of panels in Europe
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THE WORLD
* In the United Kingdom, wind, solar and nuclear provided 53% of energy needs between June and September.
* First solarpower station in the UK built without subsidy --
* Observation of the deterioration of the photovoltaic industrial fabric in the United States
* Why should American solarmanufacturing be encouraged? (2) Six reconstruction proposals
* Taiwanese wafermanufacturers need to modernise
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THE PRODUCTS
* Study on non-lithium batteries
* The residential demand-responsemarket
* German study on the installation of CIGS thin-film panels on building facades
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LES COMPANIES
* ABB acquires its Industrial Solutions Divisionfrom GE --
* Swiss company ABB to collaborate in the construction of the Northvolt battery plant in Sweden
* SolarWorld Americas is best placed to benefit from US protectionist measures
* Resumption of activity at SolarWorld Industries
* China's ReneSola abandons photovoltaic manufacturing
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MISCELLANEOUS
* Gaëtan Masson denounces "the blindness of the European administration to photovoltaic technology".
* Multi-crystalline solar cells with a conversion rate of 22.3% by Fraunhofer ISE
* Increased stability of a perovskite cell
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R AS Published on Monday 25 September 2017 - n° 204 - Categories:Regard sur le PV
Regard sur le PV n° 204 du 26 septembre
LES IMPORTATIONS CHINOISES ONT FAIT SUBIR DES PREJUDICES AUX FABRICANTS AMERICAINS
L’affaire Suniva a redonné le pouvoir d’initiative aux Etats-Unis
Et l’Europe dans tout cela ?
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L'ECLECTISME DE TOTAL DANS LES ENERGIES RENOUVELABLES...
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L’EMERGENCE DE L’INDE SUR LA SCENE INTERNATIONALE
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A NOTER
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AS Published on Monday 25 September 2017 - n° 204 - Categories:Thread of the Week
Le Fil de l'Actu n° 204 of September 25th
THE IMPORTANT POINTS OF THIS WEEK'S NEWS (le Fil de l'Actu n°204 du 25 septembre)
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FRANCE
* Result of the CRE4call for tenders on building, 2nd tranche
* Hespul has published a contribution to the CRE workshops on self-consumption
* No CSPE on self-consumption by small electricity producers
* The choice to switch to electric vehicles in France creates problems
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THE SUBSIDIARY
* The EuropeanCommission has published its decision on the Minimum Import Price (MIP) for PV products.
* Shanghai Electric and ACWA to build concentrated solar power in Dubai
* Problems related to lithium production
* The Suniva complaint (1): the timetable for decisions
* The Suniva complaint (2): strategies studied by manufacturers
* The Suniva complaint (3): reactions of American professionals .
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THE WORLD
* Indian photovoltaiccompanies are increasingly looking at foreign markets
* The Indian GFG Alliance moves to Australia
* First Indian manufacturer to fall victim to the influx of Chinese photovoltaic panels!
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THE PRODUCTS
* New product that withstands temperatures from 550° to 750°C
* Covering of a cell with an elastomer that provides flexibility and resistance
* EDF Renewable Energy has signed a contract for the supply of "virtual" electricity.
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THE COMPANIES
* Total acquires 23% of Eren RE (1)
* Total acquires 23% of Eren RE (2): to learn more
* Total acquires 23% of Eren RE (3): what next?
* Total acquires GreenFlex
* 110 Americancompanies have decided to be fully renewable energy users by 2020.
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MISCELLANEOUS
* The upperlimit of the yield of a perovskite cell is determined
R AS Published on Tuesday 19 September 2017 - n° 203 - Categories:Regard sur le PV
Regard sur le PV n° 203 du 19 septembre
L’AUTOCONSOMMATION EST AU CENTRE DE GRANDES DISPUTES : ELLE CRISTALLISE LA RUPTURE ENTRE LA TRADITION FRANCAISE ET LA MODERNITE
L’autoconsommation émerge au milieu de la centralisation de la France
Comment se pose le problème de l’autoconsommation ?
Pourquoi l’autoconsommateur ne paierait pas pour le réseau et la garantie qu’il offre ?
Le débat est donc entre la vision de deux France
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ANALYSE DES COMPTES SEMESTRIELS
Evolution des chiffres d’affaires
Evolution des livraisons
Evolution de la marge brute
Evolution de la marge opérationnelle
Evolution de la marge nette
Conclusion :
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A NOTER
AS Published on Monday 18 September 2017 - n° 203 - Categories:Thread of the Week
Le Fil de l'Actu n° 203 of September 18
THE IMPORTANT POINTS OF THIS WEEK'S NEWS (le Fil de l'Actu n°203 du 18 septembre)
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FRANCE
* Launch of the consultation to determine a tariff for self-consumption
* Enerplan proposes a "solar self-sufficientplan".
* No taxation on self-consumption is currently planned.
* Mr. Lamotte, CEO of Comwatt, gives his opinion on the upcoming consultation on self-consumption pricing.
* Agreements between electricity suppliers and consumers will develop in France
* The EuropeanCommission has approved the replacement of the minimum import price (MIP)
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THE FILE
* Does the European Commission know the price of a sign?
* 100 GW installed worldwide in 2017 ?
* German equipmentmanufacturers are benefiting from a very good economic climate.
* Suniva and SolarWorld receive two additional supports :
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LE WORLD
* China is creating a silver paste industry
* In the first half of the year, solar installations in the United States reached 2.4 GW
* Sharp drop in constructioncosts of US solar installations in 12 months
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LES PRODUCTS
* Contract on an unprecedented scale in heterojunction
* The American NEXTracker has sold 10 GW of solar trackers since its inception and 7 GW in 14 months
* Interview with SunPower's CEO : expanding the panel range
* The quality of perovskite can be improved by light and humidity.
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THE COMPANIES
* Slight improvement of Meyer Burger in the first half of the year.
* Good orientation of SolarEdge
* Enphase Energy hadanother difficult second quarter
* Panasonic closes its Otsu (Japan) plant in May 2018
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MISCELLANEOUS
* Australians are said to have developed a solar paint
* Development of an ultra-fast charging station (in 10 minutes) for electric vehicles
* Recreating greenspaces in the Sahara
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R AS Published on Tuesday 12 September 2017 - n° 202 - Categories:Regard sur le PV
Regard sur le PV n° 202 du 12 septembre
LE PHOTOVOLTAÏQUE, UN MONDE EN MUTATION RAPIDE --
La rapidité des mutations entraine une tension forte sur les entreprises
On doit suivre la cadence, sinon on sort du jeu
L’industrie photovoltaïque impose l’existence d’un environnement économique, industriel et politique
Il faut être présent là où sont les ténors industriels
Il est difficile d’exporter sans une base nationale forte.
Et être présent au centre du jeu
Le centre du jeu se crée à base de protectionnisme et de défense de l’industrie nationale
Le dilemme des Etats-Unis
Que reste-t-il aux Occidentaux ?
Une rapidité d’évolution qui remettra à son tour en cause la domination chinoise
Une insuffisante prise en compte de la compétition mondiale
Une capacité d’inventivité
Le vieillissement de la population chinoise
Veut-on manifester de la volonté, de la persévérance et de la stratégie pour remonter la pente ?
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A NOTER
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AS Published on Monday 11 September 2017 - n° 202 - Categories:Thread of the Week
Le Fil de l'Actu n° 202 of September 11th
THE IMPORTANT POINTS OF THIS WEEK'S NEWS (le Fil de l'Actu n°202 du 11 septembre)
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FRANCE
* Further reduction in installations in France in the first half of the year
* EDF Energies Nouvelles acquires 80% of the third tranche of the Pirapora project in Brazil (92.5 MW) from Canadian Solar
* Colas has installed 100 m2 of solar road in the rue du Vieux-Pont-de-Sèvres in Boulogne Billancourt.
* Langa is preparing a capital increase to accelerate its growth
* Exosun has been placed in receivership since 30 June 2017.
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THE FILE
* September6, 2017prices : demand for panels slows down; prices in Chinese currency remain stable
* Sharp rise in the price of silicon in China
* Taiwanese cellmanufacturers return to full activity.
* Solar concentratorsexpected to triple
* Storage will make more changes than solar energy hasdone
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THE WORLD
* 50 MW of storage installed in the United States in the 2nd quarter
* 16,800 storagesystems were installed in Germany in the first half of 2017.
* Maas - ABN Amro launches major solar roof investment plan in the UK
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THE PRODUCTS
* Indium-aluminiumsolder strips to replace silver paste
* Tesla begins production of cells and panels in the Buffalo plant.
* New anti-foulingcoating of the panels
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THE COMPANIES
* Comparative table of 1st half year accounts for companies in the photovoltaic sector
* Strong improvement in LONGi's profitability in the first half of 2017 over 2016
* JA Solar's first-half 2016 salesare up sharply in the first half of theyear
* Good management of Wacker Chemie Silicium in the first half of theyear
* Hanwha Q Cells reduces its debt thanks to good profitability.
* By relying on monosilicon, Solargiga increases its profitability
* SMA believes it can raise its 2017 forecasts,... which are still below the 2016 results !
* SFCE-Shunfeng has financial expenses of 14% of sales
* Daqo New Energy suffers from a drop in wafer prices in Q2
* GCL Poly in the 1st half of 2017
* 49%increase in JinkoSolar deliveries in the 1st half of the year in one year
* Canadian Solar's profitability improved in Q2.
* SunPower loses money on large power plantsin the first half of the year
* At First Solar , the transition from Series 4 to Series 6 is complete.
* Defensive alliance between DuPont and Dow Chemical to survive
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MISCELLANEOUS
* The EuropeanCommission publishes a set of time series of solar production per hour
R AS Published on Tuesday 5 September 2017 - n° 201 - Categories:Regard sur le PV
Regard sur le PV n° 201 du 5 septembre
LES CHIFFRES CHINOIS D’INSTALLATION ET DE PRODUCTION SONT INSTRUCTIFS
Les installations : Installations en Chine au 1er semestre 2017; Le PV en Chine au 1er semestre 2017 : installations, production
Le solaire acquiert une place considérable en Chine
La production : Statistiques de production chinoise au 1er semestre 2017
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DE NOMBREUSES PARUTIONS DE TRAVAUX SCIENTIFIQUES CET ETE
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A NOTER
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