L R AS Published on Monday 6 April 2020 - n° 316 - Categories:the prices
Prices in the sector on 1 April
Prices from 1st April :
The trend according to EnergyTrend There was no publication this week.
The trend according to PV InfoLink The low demand downstream has repercussions on the upstream part of the sector.
Silicon :
According to PV InfoLink : Prices for mono and multi silicon have remained unchanged. Large orders
L R AS Published on Monday 6 April 2020 - n° 316 - Categories:the prices
Table of producer prices in the sector as of 1 April 2020
L R AS Published on Monday 6 April 2020 - n° 316 - Categories:forecasts;
IHS Markit expects slow solar recovery after covid 19
China could install 45 GW in 2020 (against 30 GW in 2019) thanks to the support of the Chinese government, but the whole world
L R AS Published on Sunday 5 April 2020 - n° 316 - Categories:the manufacturers
Asian Development Bank wants more geographical diversity of manufacturers
The world's dependence on China has become clear with this epidemic.
The Asian Development Bank believes that developing countries in Asia and the Pacific should consider developing their own solar industry supply chains,
L R AS Published on Sunday 5 April 2020 - n° 316 - Categories:forecasts;
Unreliable solar installation forecasts
The most contradictory studies are published on the consequences of the global epidemic.
Analysts at BloombergNEF, PV InfoLink and IHS Markit believe that a significant contraction in demand is likely this year. However, some companies in the sector have recorded record sales, as consumers, apparently in panic, have rushed to buy solar and storage equipment to prepare for uncertain times.
The analysis of Norwegian consultant Rystad Energy
New solar and wind projects would stop in 2020, creating a ripple effect in the years to come as currencies around the world continue to slide against the US dollar: currency fluctuations make purchases of photovoltaic products made in dollars more expensive. As a result, solar and wind power projects will be delayed in 2020, with a further decline of 10% in 2021. Installations currently in the procurement phase could face capital cost increases of up to 36% due to the rapid depreciation of local currencies.
This analyst expects macroeconomic impacts to affect facilities in 2021 and beyond. The most affected countries in the sector would come from the emerging markets of Asia, the Middle East, India and Latin America, where most solar growth was previously expected. In Australia, the 17% decline in the local currency appears to have already slowed orders that were otherwise imminent. Projects seeking financial close will surely come to a halt, reducing the likelihood that the country will reach its target of 1.8 GW of solar photovoltaic electricity by 2021. Approved renewable energy projects planned for 2022 (1.5 GW) will also experience delays.
In Europe, the target of 20 GW in 2020 has been dropped. If parity were to deteriorate further, the weakness of the euro against the dollar could create difficulties for the sector.
China and the United States will be the least affected by currency fluctuations. The number of solar installations in these two countries will remain fairly stable.
PV Magazine of1 April
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IHS Markit estimates a 16% decline in global installations by 2020
Global installations in 2020 will be only 105 GW, down 16% on 2019 due to the slowdown in installations in the 2nd and 3rd quarters. The major solar markets in Europe, India and Asia, apart from China and India, are expected to be the hardest hit. China will exceed its previous forecasts thanks to a government stimulus, reaching 45 GW. It is only from 2021 onwards that the previous trend will be reversed.
Wood Mackenzie projects a return to normal in 2021.
Installation difficulties in the first half of 2020 will affect annual installations. Storage facilities are expected to shrink by 20% this year compared to previous projections. Sales of electric vehicles are expected to decline by 57%.
In India, containment could affect the demand for solar energy. Projects are expected to be postponed until the second half of 2020.
In Italy, the Italia Solar organisation reports that 74% of the photovoltaic companies surveyed this month reported a drop in orders ranging from 10% to 80%. Over the next four months, the organisation added, two out of five solar companies expect orders to fall by more than half before the summer, due to government-imposed movement restrictions as the country struggles with Covid-19.
On Sunday, the Spanish government presented a royal decree that will halt the construction of solar and wind project sites for 15 days, as well as stopping the manufacture of solar panels and wind turbines during this period.
PV Magazine of 31 March
Editor's note We are in the middle of the epidemic. No one knows when containment will be completed; what measures (and to what extent) will be taken to revive the economy. In the midst of this uncertainty, "experts" are launching into numerical forecasts! It's like dreaming.
L R AS Published on Sunday 5 April 2020 - n° 316 - Categories:various sectors
New method for recycling panels
The Italian consortium Mia Energia has reportedly developed a technique to recycle 99% of PV panels. This technique would only take
L R AS Published on Saturday 4 April 2020 - n° 316 - Categories:various sectors
How to classify the different PV technologies?
The development of PV technology over the past decades should be seen as an evolutionary process, rather than the constant emergence of new generations of equipment, according to Dutchman Win C. Sinke. He states
L R AS Published on Saturday 4 April 2020 - n° 316 - Categories:auctions
Latest list for 1.47 GW construction tender
The tender for the construction of 1.47 GW in Saudi Arabia has produced a final list of developers
L R AS Published on Monday 30 March 2020 - n° 315 - Categories:various sectors, France, other France
Indelicate the sun care providers, according to Que Choisir?
In terms of energy renovation, UFC-Que Choisir received 4,000 disputes between individuals and companies in 2019. Consumers have complained about the practices of certain companies. Some service providers are causing ten times as many complaints
L R AS Published on Monday 30 March 2020 - n° 315 - Categories:various sectors
What will happen after the coronavirus, according to Wood Mackensie
The next decade is expected to be characterized by cheap power in North American electricity markets. Competition among renewable energy developers will be fierce; cheap capital will be plentiful. Developers, financiers, power companies or buyers should be wary :
L R AS Published on Monday 30 March 2020 - n° 315 - Categories:the prices
The virus and climate change according to pvXchange
The author draws a parallel between the virus on the one hand and the evolution of climate change on the other. The only difference is the way they are treated: To contain the epidemic, heads of state are imposing increasingly drastic measures. To fight the climate crisis, it is hoped that something will prevent or reverse the pre-crisis situation!
Containment has already changed the perception of the environment. The population has already started to limit its movements, to stay in its region. Slightly higher prices are strengthening the local economy. On the whole, people appreciate the friendly interaction in the office or on the streets and the emission-free fresh air.
This would not be a utopia if one can draw conclusions from the current crisis. The epidemic would thus be more effective than a youth movement and the climate would encourage!
It is now possible to implement measures that would have been impossible before. We realise that the consequences of climate change and water and air pollution are causing people to die more silently than the virus!
The current situation seems to be a foretaste of what we could cope with if the climate crisis were to worsen; a kind of dress rehearsal, if you like. Our civilisation has been caught off guard by the coronavirus epidemic. The scale and scope of the response needed has long been underestimated. The countermeasures came suddenly and inevitably led to chaotic conditions. We are witnessing a demonstration of the fragility of our economic system and how quickly it can be disrupted by an unexpected event, provoking an irrational response from people and markets. Nobody seemed prepared for such a crisis; the initial panic and chaos is understandable; after all, our jobs, consumption, social contacts - in short, our very freedom and prosperity - are probably at stake!
Now, I hope that we will learn a lesson, that we will make a real new start after the pandemic and that we will not completely revert to old behaviours and our resource-destroying way of life. We can learn a lot from the current crisis; all we need is the courage to do the right thing and let something new, more resilient and sustainable emerge from it.
pvXchange of 18 March
L R AS Published on Monday 30 March 2020 - n° 315 - Categories:various sectors, France, other France
The President of GMPV-FFB presents his perception of the economic situation
Franc Raffalli, president of the Groupement des Métiers du Photovoltaïque de la Fédération Française du Bâtiment (GMPV-FFB) spoke to PV Magazine about the impact of the coronavirus on the industry.
"Today, all our building sites are at a standstill. Even if we wanted to continue, we couldn't: the industry is hindered for several reasons,
L R AS Published on Monday 30 March 2020 - n° 315 - Categories:various sectors, French companies
RGreen Invest's point of view on the current crisis
PV Magazine interviewed Nicolas Rochon, the chairman of the investment company RGreen Invest
RGreen Invest's activity consists in financing or investing in green electricity production projects. A large majority of the projects have fixed price conditions and guaranteed volumes, even in the event of a drop in market electricity prices.
L R AS Published on Sunday 29 March 2020 - n° 315 - Categories:the manufacturers, various sectors
Reducing demand would be a great threat to producers
Falls in demand, rather than supply problems, could be the biggest threat to the solar and energy storage industries, according to IHS Markit.
L R AS Published on Sunday 29 March 2020 - n° 315 - Categories:other France, various sectors
Germany and France are changing their solar offerings because of the epidemic
Germany and France are changing their solar offerings because of the epidemic
The governments of both countries are responding to the demands of the solar industry. They are adjusting their tendering programmes; they are considering measures to