L R AS Published on Monday 20 April 2020 - n° 318 - Categories:Thread of the Week

Le Fil de la Semaine n°318 of April 20th

THIS WEEK'S NEWS HIGHLIGHTS

If there were only five texts to read this week :

THE SUBSIDIARY

* Negative electricity prices are multiplying

* Containment and pandemic are drying up order books

THE WORLD


* The European battery plan? A barrel of danaïdes?

* European green policy to get out of the crisis ?

MISCELLANEOUS

* Disinfect your hands using solar panels

Other interesting articles :

FRANCE

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Is it worth installing 41 GW or 54 GW in 2030 in France?
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THE SUBSIDIARY

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What is the lifespan of a solar power plant?
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THE WORLD

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Poor prospects for PV installations in Germany this year

* Next panel installation at 2,100 m above sea level
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THE PRODUCTS

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A light and flexible solar cell

* A new electrolyte would avoid any risk of heating and explosion.

* A new type of flow batteries that would be promising

* Developing inverters impervious to cyber attacks

* A heat storage system
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THE COMPANIES

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LONGi would have tripled its net profit in 2019 over 2018

* Estimated results of JA Solar for the 1st quarter
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THE DEVELOPMENT OF THESETITLES

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FRANCE

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Is it worth installing 41 GW or 54 GW in 2030 in France?

Researchers have tried to calculate what the 12.5 GW gap foreseen as an objective in the Multiannual Energy Programme for 2030 corresponds to.

The latter foresees a low option (41.5 GW) and a high option (54 GW) in French PV installations.

According to France Territoire Solaire (FTS), this difference in installed power makes it possible to produce an additional 14.2 TWh. This additional production replaces half of nuclear production (6.88 TWh), i.e. less than 2% of French nuclear production, and half (7.4 TWh) of thermal production, both in France (11%) and in Europe (89%).

"Therefore, if the high option of the EPP is reached, the production of decarbonated energy is increased by 7.4 TWh compared to the low option", FTS underlines. "The production of carbon-free electricity could be further increased (up to 14.2 TWh) if the increase in capacity is achieved.s PV capacity was accompanied by the deployment of additional flexibilities, such as electricity storage or conversion to hydrogen. Decarbonised energy production would increase if there was a change in consumption and if new mobility, industrial production or construction uses in the building sector were used beyond the targets given by the EPP or by readjusting the maintenance plan of nuclear power plants. »

Analysts say: the reduction in CO2 emissions amounts to "238 g of CO2 per kWh. This is the result of the 270 g of CO2 / kWh reduction in emissions avoided by the additional photovoltaic production on the one hand, and on the other hand the use of 32 g of CO2 / kWh required to manufacture and install the PV systems. »

Thus, by increasing the installed solar capacity in France by 12.5 GW which produces 14.2 TWh annually, a saving of nearly 3.4 million tonnes of CO2 per year in Europe by 2030 could be made.

The increase in solar production therefore plays an effective role in decarbonising the electricity mix.

PV Magazine of 15 April

NDLR By dint of wanting to prove everything, we only follow its logic, that of CO2without specifying how much it costs and how to really achieve it. In the end, a figure of 3.4 million tons of CO2 avoided is given, without relating this figure to France's annual production, which would allow us to put the proposal into perspective or to see the interest of the proposal;

If we start from FTS's assertion of a saving of 238 g of CO2 per kWh,this would mean that one GWh would make a saving of 238 kg; and that one TWh would make a saving of 238 tonnes. If there is 14.2 TWh, this would be 14.2 x 238 tonnes, i.e. 3,380 tonnes instead of 3.4 million tonnes.

This is not the first time that people have tried to mislead with figures.
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THE FILE

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How long does a solar power plant last?

The problem arose during a legal challenge by some plant owners when Spain retroactively reduced its feed-in tariffs.

State lawyers argued that the plants had a life span of thirty years. The ICSID accepted expert testimony that the plaintiff's solar power plants "could have continued to operate for at least 35 years".

The solar industry already assumes that its plants will last well over 25 years. If the inverters are replaced, the life of the plants can be extended by five, 10 or 15 years. The U.S. NREL estimates the life expectancy to be between 25 and 40 years. In Europe, analysts believe that developers have been able to win tenders at ultra-low prices because the plants will continue to supply electricity on a commercial basis for many years after the initial contracts for difference or power purchase agreements (PPAs) expire.

An increase in lifetime of ten or twenty years reduces the average cost of the electricity produced.

The 35-year lifetime is far from proven. There is little long-term operational data on projects with current technology. Moreover, the increasingly reduced thickness of silicon, which has allowed part of the cost reduction, makes this material fragile. Its degradation is unknown.

Are we too optimistic with a 35-year term? And then what will be the revenues of these plants in the long term? The overproduction of wind energy in Germany is already putting the grid under tension and leading to negative prices. Owners will probably have to invest in storage in order to retain income or reduce the operating costs of their plants. Some believe that IT costs, which are currently expensive to integrate and do not always work well together, can be reduced.

https://www.greentechmedia.com/articles/read/europes-solar-market-grapples-with-35-year-plant-lifespans

GreenTech Media of 17 April


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Negative electricity prices multiply

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.

The average price falls below zero: -12.24 €/MWh, compared to -5.63 €/MWh last year and -10.06 €/MWh in 2018. Easter Monday hit a low of -75.82/MWh, at the end of a series of 13 hours.

This is the result of generous sunshine and strong winds over Western Europe boosting energy production and the 20% decrease in demand due to the containment

GreenUniverses of 13 April

See our article from last week: Negative prices on electricity in France these last four Sundays

and this week's : Strong rise in the share of solar energy in March demand worldwide


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Containment and the pandemic are drying up order books

A survey of the order book of residential installers was carried out in Australia. It revealed that half of the responding companies experienced a 25-50% drop in orders in the four weeks prior to the survey, compared to the average over the last six to 12 months. 30% of the businesses indicated that they have orders for the near future. 20% of them indicate that they have not received any orders in the last four weeks.

Most Australian installers expect the market to collapse as current order books are filled.

EnergyTrend of 14 April

Editor's note It must be the same all over the world.
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THE WORLD

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The European battery plan? A barrel of danaïdes?

Europe has launched a plan worth several tens of billions of euros for the design and manufacture of car batteries.

As part of its Horizon 2020 global competitiveness programme, which had a total budget of €80 billion from 2014 to 2020, Europe has added half a billion euros.

Last December, the European Commission approved €3.2 billion in public funding under its rules for "major projects of common European interest" (IPCEI). The investment will support battery research and innovation in Belgium, Finland, France, Germany, Italy, Poland and Sweden.

The project is expected to run until 2031 and is expected to unlock an additional €5bn of private investment. The French oil company Total and the German car manufacturer Opel will receive €1.3 billion of public funding under IPCEI conditions for a major manufacturing programme. It could see up to 48 gigawatt hours of added capacity at sites in France and Germany.

Ultimately, it is impossible to calculate how much money is being swallowed up in this battery programme, according to the head of communications and events at the European Energy Storage Association. For his part, Bloomberg said last July that the total investment in the battery supply chain by European governments, manufacturers, development banks and commercial lenders could exceed 100 billion euros.

The amount invested in the US is considerably less. The 2020 budget has earmarked $158 million for an advanced energy storage initiative within the Department of Energy (DOE). In addition, there are some 40 million dollars for various missions.

The Americans are questioning the relevance of this massive programme, while the Asians have several decades of research and also of battery manufacturing. They are investing in huge factories in Europe (CATL inaugurated a 14 GWh factory in Thuringia-Germany in October; LG Chem is building a 35 GWh factory).

Europe wants to cover the entire value chain, from raw materials to advanced manufacturing, applications and recycling. One initiative even aims to innovate the innovation process itself. The idea is to create a software tool that mimics cellular behaviour and can be used instead of physical experiments.

Wood Mackenzie does not believe in this European policy because Asian manufacturers already have resources linked to battery sales, which makes it easier for them to invest in R&D. Developing the next generation of products will take about ten years. Then it will take another twenty years to reach the market.

GreenTech Media of 15 April

Editor's note If the figure of 80 billion euros is indeed correct, what has been achieved? To the reluctance of industrialists to create battery production units apart from Total and PSA-Opel, and Northvolt.

Politicians are in the midst of demagoguery, as are the people of Europe. They believe that with money you can do anything. They dream of having a battery industry. They haven't seen that the slightest Chinese frown makes them abandon their opinion. This incites industrialists not to launch out if they are not supported by political decisions. As for the ageing European population, apart from France, it is not looking for adventure or success, but to live as well as possible. There is no longer any flame, energy or ambition!

Realism is no longer the dominant character of the population. Facts are neglected. Programmes designed by civil servants no longer make sense or have a perception of reality (e.g. the lack of preparedness for the epidemic; or the joke of the masked affair). Without benchmarks, projects are launched in spite of common sense. The battery project will have swallowed up a fortune because the foundations for success will not have been laid.


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European green policy to get out of the crisis?

The European institutions seem ready to propose a way out of the health and economic crisis through the establishment of a green policy.

Some 13 ministers from EU member countries, who are charged by their constituents with fighting climate change and protecting the environment, have signed an open letter to the European Commission.enne calling for the European "Green contract" announced as the Covid-19 wave swept through Europe to be the cornerstone of the budgetary response to the health crisis.

Today, 79 Members of the European Parliament, the CEOs of 37 European companies and representatives of industry and NGOs have issued their own demands for a "Green Relaunch".

Pascal Canfin, calls for "a global alliance of policy makers, business and finance leaders, trade unions, NGOs, think tanks and stakeholders to support and implement the establishment of Green Recovery and Biodiversity Investment Packages that will serve as accelerators for the transition to climate neutrality and healthy ecosystems.

"We must resist the temptations of short-term solutions in response to the current crisis that risk locking the EU into a fossil fuel economy for decades to come," the ministers say. "In this context, we are pleased that the Commission is on track to present, by September 2020, an impact-assessed plan to raise the EU's ambitions for 2030 and reduce greenhouse gas emissions by 50-55% compared to 1990 levels. »

PV Magazine of 15 April

Editor's note The ecologists make so much noise, so much demagogy, agitate the risks for the planet so much that one would almost adopt their theses without thinking. But what is behind this as a concrete element for everyday life? How do we go about it? What are the costs? How do they want to do away with polluting industries? Can they claim that competitiveness will be strengthened and not weakened in comparison with countries that do not make this change?

What is striking is the gap between the ideas and daily behaviour of each individual and the environmental representatives. Business leaders are well aware of the dangers of the climate, but cannot change the economic environment. Otherwise, other behaviours would be adopted. The lack of change in habits raises questions about the possibility and willingness to change.

In a way, idealism dominates.


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Poor prospects for PV installations in Germany this year

In Germany, after satisfactory solar installations in the first quarter, the outlook for the coming months is poor.

The issue is not the epidemic, but the difficulty for the government coalition to agree on the removal of the 52 GW limit that sets the benefits of photovoltaics.

EuPD Research estimates that small systems up to 10 kW will still be in high demand, but that over the course of the year, commercial installations will fall by 31% and large power plants by 53%.

PV Magazine of 17 April

* Next installation of panels at an altitude of 2,100 m

Switzerland's EWZ has just been granted permission to build a 410 kW plant on the Albigna dam in Bergell, Switzerland, at an altitude of 2,100 m. The project is part of the EWZ's "EWZ" project. 1,200 panels will be installed in July, producing 500 MWh per year.

EWZ has found that energy production is higher at this altitude than at lower altitudes. It found that winter production is almost identical to summer production due to the reverberation of snow and intense sunshine in the mountains. The panels are installed more vertically than usual.

Switzerland's Axpo recently announced that it has obtained the necessary permits to install a 2 MW power plant on the Muttsee dam (Test of almost vertical installation of panels at altitude).

PV Magazine of 15 April

Editor's note The fact that the panels are produced significantly in winter is particularly interesting because it is in winter that we need the most electricity. That's why the mountains are covered with panels, ...
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THE PRODUCTS

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A light and flexible solar cell

Researchers at Monash University in Australia have succeeded in developing a solar cell so light and flexible that it could revolutionise the future of portable technology. They have developed an ultra-flexible organic solar cell that is ten times thinner than a hair and the size of a nickel.

The cell, made from mechanically robust, photo-absorbent materials, achieves a conversion efficiency of 13% (130 watts per square metre), a retained efficiency of 97% after 1,000 bending cycles, and an efficiency maintained at 90% after 1,000 stretching cycles. The service life has been estimated at 11.5 years. The solar cell is so light that it can be supported by a flower petal, while generating nearly 10 watts of power per gram.

This makes it a very promising candidate as a power source for portable electronics. This cell could perform long-term monitoring of various physiological signals, such as heart and respiratory rates.

Researchers are now commercializing this cell, which is relatively inexpensive and can be reproduced on a large scale with continuous printing technology.

https://www.pv-magazine.com/2020/04/16/ultrathin-flexible-solar-cell-with-13-efficiency/

PV Magazine of 16 April


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A new electrolyte would avoid any risk of heating and explosion.

Researchers at Deakin University in Australia claim that the electrolyte they have developed eliminates any risk of uncontrolled thermal reactions and

any rise in temperature. Their battery is an alternative to rechargeable lithium ion batteries. They use an ionic liquid that is non-volatile and fire resistant. In fact, this battery works better when it heats up.

https://www.pv-magazine.com/2020/04/15/a-non-flammable-lithium-metal-battery/

EnergyTrend of 15 April


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A new type of flow batteries that would be promising

Scientists at the University of Southern California (UCS) have developed a new type of redox battery from cheap and abundant materials. They used iron sulphate, which is a waste product from the mining industry, and AQDS (or anthraquinone disulphonic acid), which is used in redox flow batteries because of its high stability, solubility and energy storage capacity.

They found that these two abundant and inexpensive materials can work in tandem with great effect. They have a major capacity to store energy on a large scale. In addition, the new redox flow batteries do not degrade even after hundreds of charging cycles.

Using these two components, they estimate that the cost of electricity will be $66 per kWh, less than half the cost of vanadium batteries and almost three times less than lithium-ion batteries ($156/kWh).

EnergyTrend of 17 April

NDLR We are given the composition, the price, but not the defects of the process (stability, speed and size of the load, ...). As if to confirm, there is no indication of the time required for production and marketing.


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Developing inverters impervious to cyber attacks

An American research group is developing new inverters to protect solar installations from cyber attacks. The aim is to achieve new cybersecurity standards.

Inverters are the weak point of a solar power plant. Following a cyber-attack, they can make the grid unstable, overload the batteries, cause a fire...

https://www.pv-magazine.com/2020/04/17/solar-inverters-vs-cyberattacks/

PV Magazine of 17 April


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A heat storage system

The Argonne National Laboratory (USA) has developed a technology to capture waste heat from industrial facilities (TESS).

Many processes that produce electricity also produce heat, a powerful energy resource that is usually untapped in factories, vehicles, power plants, ... In a combustion process, about 60% of the energy is wasted as heat.

These scientists have developed a system to capture and store excess heat from the installations. It is also suitable for a variety of commercial applications, including desalination plants, combined heat and power (CHP) systems, industrial processes, trucks, ...

The ability to recover and use waste heat increases efficiency and reduces costs by extracting energy from the same amount of fuel.

In a sense, it is a thermal version of a battery. It charges and discharges heat rather than electricity. The process is a form of latent heat storage, where the energy is contained in a phase change material such as molten salt.

The technology is modular, so there is no need for a huge storage structure. It operates at temperatures above 700°C (1,292°F). Its high energy density makes it smaller and more flexible than commonly used sensible heat storage systems, which depend on the rise and fall of a material's temperature.

Researchers are already offering to license or partner in the use of this technology (partners@anl.gov).

EnergyTrend of 16 April
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THE COMPANIES

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LONGi would have tripled its net profit in 2019 over 2018

In thefirst quarter, according to provisional information, LONGi tripled its net profit. It is expected to reach between RMB 1.65 billion and RMB 1.95 billion (RMB 233 to 276 million, compared with RMB 86 million last year). This tripling would be linked to the expansion of production capacity, increased demand for large mono wafers, and increased production and demand for its high-efficiency PV panels.

PV Tech of 16 April


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Estimated results of JA Solar for the 1st quarter

JA Solar in turn gives a range of net income for the first quarter: it will be between RMB 250m and RMB 350m ($34m to $42m). This compares with RMB 550 million in profit in the fourth quarter of 2019 and some RMB 90 million a year ago. The company explains this situation by the presence of the New Year and the containment as it has four major manufacturing operations in the Hebei province where the city of Wuhan is located.

PV Tech of 14 April

Editor's note It is becoming fashionable for Chinese manufacturers to draw attention twice: once by presenting a range of results; a second time with the final figures. If you add press releases on every new installation, project, event, it gives an impression of continuity and occupancy of media space.
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MISCELLANEOUS

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Disinfecting your hands using solar panels

A young German company came up with the idea of using end-of-life PV panels to power ultraviolet lamps. They produce light at wavelengths that kill germs, including coronavirus. The inventors state that the light is safe for contact with skin and eyes.

https://www.pv-magazine.com/2020/04/17/pv-powered-hand-sanitizer-wins-covid-19-hackathon/

PV Magazine of 17 April

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