L R AS Published on Sunday 3 May 2020 - n° 320 - Categories:various sectors
Falling demand for electricity is a historic shock, according to the IEA
The pandemic is leading to a historic drop in the demand for electricity. It is a historic shock to the global energy system, says the International Energy Agency. While solar and wind power are doing rather well
L R AS Published on Saturday 2 May 2020 - n° 320 - Categories:the prices
Table of producer prices in the sector from 29 April 2020
Price table of April 29th
L R AS Published on Saturday 2 May 2020 - n° 320 - Categories:evolution-stat
Even solar energy is affected by the pandemic
A year ago, the world of PV installers in Europe welcomed the success of electricity without subsidies, and affirmed the primacy of the wholesale market, especially in Spain and Italy. Professionals were not blind to the challenges, to the domination of the big players, to the difficulties of absorption by the grid, but commercial solar (sold on the wholesale market) seemed to be set to remain in Europe for the long term.
L R AS Published on Saturday 2 May 2020 - n° 320 - Categories:evolution-stat
BloombergNEF sees spectacular gains on solar and storage
Recent "dramatic" gains have brought the cost of solar electricity down to less than $30/MWh. New onshore solar and wind power has become the cheapest option for two-thirds of the world's population. RE is becoming a "risk" for fossil fuel-based electricity generators.
L R AS Published on Saturday 2 May 2020 - n° 320 - Categories:auctions
The EDF-Jinko Solar consortium would be the cheapest for the Al Dhafra project
A consortium comprising EDF and JinkoSolar would be the cheapest bidder in the Abu Dhabi solar bidding process. The bid price would be set at
L R AS Published on Monday 27 April 2020 - n° 319 - Categories:forecasts;, various sectors
The emergence of the N-type as a result of the 2020 overproduction crisis
Numerous recently announced PERC P mono production capacity expansions will be put on hold until 2021, and then probably cancelled at a later date. Manufacturers' announcements in the first two months of 2020 will be reviewed
L R AS Published on Monday 27 April 2020 - n° 319 - Categories:forecasts;
Wholesale electricity prices in Europe would only rise in 2022
According to the British company Aurora Energy Research, after their fall, wholesale electricity prices in Europe may only start to rise again from 2022 onwards. They would not fully recover before 2025,
L R AS Published on Sunday 26 April 2020 - n° 319 - Categories:the prices
Table of producer prices in the sector from 22 April 2020
Producer prices
L R AS Published on Sunday 26 April 2020 - n° 319 - Categories:various sectors, Europe
What if the energy transition and the Green Plan lacked raw materials?
The European Commission has commissioned a study on the raw material requirements to achieve the energy transition with two key dates, 2030 and 2050. The answer is clear:
L R AS Published on Sunday 26 April 2020 - n° 319 - Categories:on request
Lower electricity consumption in some European countries
The strictness of the containment measures is correlated with reductions in consumption:
L R AS Published on Saturday 25 April 2020 - n° 319 - Categories:the prices
The photovoltaic commentary of pvXchange
Should a parallel be drawn between coronavirus and climate change? The only fundamental difference is the way they are treated. To contain the pandemic, political authorities are imposing measures that are becoming more and more drastic by the day. For the climate crisis, only spontaneous change is advocated, the main thing is to keep the economy going and not to make any serious changes!
Because of the confinement, the population has noticed a change in their living conditions: less traffic on the roads and in the air, more holidays in their own country, recourse to local products for daily consumption. The population appreciates this less stressful life.
Thus, the coronavirus has changed society in a way that a youth movement "Friday for the Future" had failed to do.
Will we learn from the current crisis and take the right measures? It should be noted that restrictive measures may have been imposed and seemed unthinkable before. Yet the consequences of climate change and air and water pollution are already far more deadly than a viral infection will ever be. Only the big difference is that it happens far away and goes almost unnoticed. A large part of the population in the rich industrialised countries does not seem to be affected.
We are witnessing a demonstration of the fragility of our economic system and how quickly it can be disrupted by an unexpected event. This provokes an irrational reaction from people and markets. Nobody seemed prepared for such a crisis. Panic and chaos are understandable; after all, our jobs, our consumption, our social contacts - in short, our very freedom and prosperity - are probably at stake!
Hopefully, the world will make a real new start after the pandemic and we will not completely revert to old behaviour and our resource-destroying way of life. To restore stability to our system, we need to make even greater adjustments - we are now facing the challenge of radically transforming our economic system. Resilience also applies to ecosystems. It describes the ability to overcome disturbances and difficult life situations without lasting damage. It is something that is clearly lacking in our system.
At the moment, there still does not seem to be the political will to enforce what is right and necessary, but only what meets with broad consensus. Once this crisis is over, many restrictions should of course be lifted. What should remain, however, is an awareness of the imminent threat of climate change.
The pandemic has a much greater positive impact on global CO2 emissions than a whole year's worth of Friday demonstrations and the political work of the environmental movement combined - let's make the most of it!
pvXchange of 18 April
Editor's note This is a political commentary, more than an analysis of the photovoltaic market. It makes no reference to reality. The latter is imagined and even fantasised in favour of an ideal, but without any connection with the real capacities of the economy with the characteristics of the production tools.
L R AS Published on Saturday 25 April 2020 - n° 319 - Categories:the prices
The coronavirus is slowing down the demand for panels. Prices are tending to fall.
The coronavirus is slowing down the demand for panels. Prices are tending to fall. Small manufacturers face an uncertain future.
Now that the United States is affected by the pandemic, demand for new solar equipment has slowed down. Now, price cuts are continuing.
L R AS Published on Saturday 25 April 2020 - n° 319 - Categories:various sectors
Pandemic improves the atmosphere and increases solar production
The health crisis in Europe is reducing air pollution as vehicles, planes and factories are virtually shut down. This creates clean air, clear skies and increased solar production in Europe. Spain, for example,
L R AS Published on Monday 20 April 2020 - n° 318 - Categories:various sectors, other France
Does the crisis threaten the financing of electricity RE?
Under the title "Does the crisis threaten the financing of electric RE", GreenUnivers reports the words of the Minister of Ecological and Solidarity Transition, who indicates that she wants to
L R AS Published on Monday 20 April 2020 - n° 318 - Categories:various sectors, France, other France
Negative electricity prices are on the rise
The episodes of negative spot prices for electricity on the wholesale market are already as numerous in mid-April as in the whole of 2019. There are already 28.