L R AS Published on Monday 10 July 2023 - n° 453 - Categories:News of the Month
Highlights of the week to 9 July
Highlight: the development of distributed installations, a worldwide phenomenon.
Almost everywhere in the world, distributed photovoltaic installations are larger in volume than centralised installations! This trend is set to continue, even if the developers of large-scale power plants are temporarily able to obtain supplies of equipment, thereby boosting the number of installations. The development and multiplicity of these micro-generators of energy is causing a change in the organisation of the electricity network. This creates a new challenge for the organisation of energy, but above all for the organisation of society.
AS Published on Monday 10 July 2023 - n° 453 - Categories:PV Watch
A look at the development of distributed photovoltaic installations
Almost everywhere in the world, distributed photovoltaic installations are larger in volume than centralised installations! This trend is set to continue, even if the developers of large-scale power plants are temporarily able to obtain supplies of material, thereby boosting the number of installations. The development and multiplicity of these micro-generators of energy is causing a change in the organisation of the electricity network. This creates a new challenge for the organisation of energy, but above all for the organisation of society.
L R AS Published on Monday 3 July 2023 - n° 452 - Categories:News of the Month
What to remember this week to 2 July 2023
Highlight Examples of the "will" of the Brussels authorities.
Last week, we were astonished that Europe was imposing so many decisions that seemed ill-conceived, ill-advised and badly put together. We presented them in the form of a will to act, a general attitude to establishing a European 'Union'. This week, we provide some justification for what may have appeared to be a bias. Above all, we want to emphasise that a large number of European decisions are either based on specific statistics, or project very presumptuously into the future. However, it is the people of Europe who will suffer as a result of this desire to legislate, as governments have rarely been seen to back down.
AS Published on Monday 3 July 2023 - n° 452 - Categories:PV Watch
A look at wanting (continued)
Last week, we were surprised that Europe was imposing so many decisions that seemed ill-conceived, ill-advised and badly put together. We presented them in the form of a desire to act, a general attitude towards establishing a European 'Union'. This week, we provide some justification for what may have appeared to be a bias. Above all, we want to emphasise that a large number of European decisions are either based on specific statistics, or project very presumptuously into the future. However, it is the people of Europe who will suffer as a result of this desire to legislate, as governments have rarely been seen to back down.
L R AS Published on Tuesday 27 June 2023 - n° 451 - Categories:News of the Month
What to remember this week to 25 June 2023
The point in evidence Willingness and power combine to create directives, obligations and coercion. They create controls and red tape. To comply with the rules, they waste time that is not used for production and dynamism. They make life more rigid.
The European world is characterised by objectives and decisions, in other words by an expression of will. The will believes it has all the power if it is combined with authority. Those who combine the two by virtue of their position know that they can; they know that their wishes will be carried out. The result is often excesses, idiotic, absurd decisions devoid of common sense or practical sense. Recent decisions by the European Commission on photovoltaics are a good illustration of this.
A look at the will
1st important point Is this the boost to European production that everyone was waiting for?
Local authorities can now choose French or European panels
2nd secondary point Compound interest will increase annual global demand by 5 times between now and 2035.
Trina Solar expects LT demand to grow by 15% a year
3rd point (subsidiary) What role should the climate play in politics and everyday life? s.
Appeal to the Conseil d'Etat for climate negligence!
Other interesting points s.
A new PV organisation is asking the Commission for help. It's going about it the wrong way
A new European directive requires renewable installations to double by 2030
AS Published on Monday 26 June 2023 - n° 451 - Categories:PV Watch
A look at wanting
The European world is characterised by objectives and decisions, in other words by an expression of will. The latter believes it has all the power if it is combined with authority. Those who combine the two by virtue of their duties know that they can; they know that their wishes will be carried out. The result is often excesses, idiotic, absurd decisions devoid of common sense or practical sense. Recent decisions by the European Commission on photovoltaics are a good illustration of this.
L R AS Published on Tuesday 20 June 2023 - n° 450 - Categories:News of the Month
This week's news for 18 June 2023
Highlight The French government's energy vision.
The news is full of nuclear energy, renewable energies and sometimes multi-annual energy plans. Each time, there is a debate, conflicting opinions, meetings and then summaries. Then the government does what it wants. Too much information means that we forget the stages and even the decisions.
It is rare to have access to a summary document from a body reporting to the Prime Minister. It presents France's prospective energy situation. Better than any speech, it sets out how senior civil servants see energy ten years ahead.
A look at the French energy outlook 2023-2030
AS Published on Tuesday 20 June 2023 - n° 450 - Categories:PV Watch
French energy outlook 2023-2030
The news is all about nuclear power, renewable energies and sometimes multi-annual energy plans. Each time, there's a debate, conflicting opinions, meetings, then summaries. Then the government does what it wants. Too much information means that we forget the stages and even the decisions.
It is rare to have access to a summary document from a body reporting to the Prime Minister. It presents France's prospective energy situation. It shows better than any speech how senior civil servants see energy ten years ahead.
L R AS Published on Tuesday 13 June 2023 - n° 449 - Categories:News of the Month
What to remember this week to 11 June 2023
Highlight This week's news
Life is generally made up of weeks that look the same and seem to make everyday life unchanging. Sometimes new things happen, or rather new facts that seem incongruous in the course of known elements. But if we know how to spot them, we have the clue to a coming change, even a mutation.
This week, with this experiment in new agrivoltaics, with the next overproduction of panels after that of silicon, with the switch from fossil fuels to renewable energies or even the production of solar energy in space, changes are appearing. For the moment, they are almost marginal, or rather they are a fledgling development, so modest, so fragile, and so full of promise that they need to be examined because they will change our future in just a few half-years' time.
1st important point In May, the high level of renewable energy production reduced the share of fossil fuels.
Renewable energies produced more electricity in the EU than fossil fuels.
2nd secondary point The Inflation Reduction Act sent shockwaves through the US photovoltaic industry.
Strong growth in US installations in Q1
Survey of US installers: high level of confidence
3rd point (subsidiary) What are we to make of the dazzling figures from the Chinese photovoltaic industry association, when the statistics bureau presents much lower figures?
Quarterly production figures for China, which vary depending on the source!
Other interesting points s s.
The French government creates "Mon Accompagnateur Rénov'" (My Renovation Accompanist)
AS Published on Monday 12 June 2023 - n° 449 - Categories:PV Watch
Looking to the future
Life is generally made up of weeks that look the same and seem to make everyday life unchanging. Sometimes new things happen, or rather new facts that seem incongruous in the course of known elements. But if we know how to spot them, we have the clue to a coming change, even a mutation.
This week, with this experiment in new agrivoltaics, with the next overproduction of panels after that of silicon, with the switch from fossil fuels to renewable energies or even the production of solar energy in space, changes are appearing. For the moment, they are almost marginal, or rather they are a fledgling development that is so modest, so fragile and so full of promise that we need to take a close look at them, because they will change our future in just a few half-years' time.
L R AS Published on Tuesday 6 June 2023 - n° 448 - Categories:News of the Month
Things to remember from the week to 4 June 2023
The key point Lower prices in the industry are changing the behaviour of manufacturers and buyers (developers)
The overproduction of silicon from the fourth quarter of 2022 has reversed the trend in prices in the photovoltaic industry. Many manufacturers did not anticipate this phenomenon and continued to produce as before. However, when prices fall due to overproduction, buyer behaviour changes considerably. They avoid buying or they postpone their purchases because they know they will be able to obtain goods on better terms at a later date. This contributes to creating stocks and losses for manufacturers.
A look at falling prices in the PV sector
L R AS Published on Monday 5 June 2023 - n° 448 - Categories:PV Watch
A look at falling prices in the PV sector
The oversupply of silicon from the fourth quarter of 2022 onwards has reversed the trend in photovoltaic prices. Many manufacturers did not anticipate this phenomenon and continued to produce as before. However, when prices fall due to overproduction, buyer behaviour changes considerably. They avoid buying or they postpone their purchases because they know they will be able to obtain goods on better terms at a later date. This contributes to building up stocks and creating losses for manufacturers.
L R AS Published on Tuesday 30 May 2023 - n° 447 - Categories:News of the Month
This week's news for 28 May 2023
Highlights How far have prices in the photovoltaic sector fallen after five months?
There's been a lot of talk about falling prices since the start of the year! We looked at how and where this decline was taking place. We compared the averages published by the three research consultancies that publish weekly prices for silicon, wafers, cells and panels between 14 December 2022 and 24 May 2023. Comparisons between these three different sources did not reveal any major discrepancies. Above all, one trend becomes clear: the sharp fall in silicon prices over these five months eases the closer we get to the final panel.
See on the decline in PV prices in 2023
AS Published on Tuesday 30 May 2023 - n° 447 - Categories:PV Watch
A look at the decline in PV prices in 2023
There's been a lot of talk about the fall in prices since the start of the year! We wanted to find out how and where this decline was taking place. We compared the averages published by the three research consultancies that publish weekly prices for silicon, wafers, cells and panels between 14 December 2022 and 24 May 2023. Comparisons between these three different sources did not reveal any major discrepancies. Above all, a trend is emerging: the sharp fall in silicon prices over these five months is easing as we get closer to the final panel.
L R AS Published on Tuesday 23 May 2023 - n° 446 - Categories:News of the Month
What to remember this week to 21 May 2023
The main point The two photovoltaic plant projects highlight the weaknesses of the French approach
Listening to the reactions to the remarks made by the President of the Republic on the occasion of the relaunch of the industrialisation of France, one wonders what kind of world we are living in. Or rather, the content of the PV projects presented is intriguing. It seems that words are more important than action, that speeches avoid organising daily life, that the presentation of projects is more important than their realisation. We look at the words, but not at the people who say them. No attempt is made to determine whether the professional quality is sufficient to achieve the objective, the project, the mission. They don't want to judge relevance, but rely solely on the eloquence of the speaker. And we want to save money? 284
A look at the two photovoltaic plant projects
1st important point The article describes the differences in irradiation and wind conditions between European countries. They are not subject to the same climatic conditions! 337
Differences in production and prices in Europe in May 2023
2nd secondary point A study considers two different photovoltaic installations installed in the same location 16 years ago. It examines how the panels have aged ? 319
The deterioration of PV systems over 15 years old
3rd point (subsidiary) The speed at which prices have fallen in the industry is impressive. Is this the result of silicon overproduction? 2027
Price cuts are spreading throughout the industry.
Other interesting points :
What are we to make of McKinsey's opinion: Will there be enough land in Europe to install PV power stations? 212
Can we reduce or eliminate intermittency by increasing our knowledge of it? New tools are needed to counterbalance intermittency