L R AS Published on Monday 31 January 2022 - n° 391 - Categories:the prices

The pvXchange commentary from the end of January

For pvXchange, the urgent need at the start of this year is to develop renewable energies, because recent growth has led to massive social distortions, the radical exploitation of the planet and the destruction of living habitats.

The situation is now urgent. The German Minister for the Economy and Climate Protection recently presented realistic expansion targets. But we are still in the midst of the pandemic, which is causing staff absences in production and transport. And the Chinese attempt to control the virus is not working. So we have to conclude what this means for the supply of goods to the rest of the world. In Europe, the timely flow of goods is currently hampered by a shortage of lorry drivers.

Demand for photovoltaic components has yet to really take off this year. In terms of prices, not much is happening at the moment, as many manufacturers are still taking stock.

If the political course is indeed set as quickly as some ambitious statements suggest, we could see an unprecedented boom in demand. In Germany, measures such as an increase in the feed-in tariff, significantly higher tender volumes, a solar construction mandate for non-residential buildings, tax relief and a general reduction in red tape for construction projects are just some of the options on the table.

There are also numerous initiatives on the international stage aimed at increasing the annual expansion of photovoltaic systems, energy storage systems and charging infrastructure.

The Minister advocated an increase in PV expansion of around 50% per year. This means we need more raw materials, more production capacity, more national and international transport, and more skilled workers in planning, installation and service. But where will all this come from?

Unfortunately, we don't have enough of everything to cope with the coming boom, except perhaps bureaucratic obstacles, sceptics and naysayers. But of course, we have far too little time. What we need now is to roll up our sleeves and get started! Let's be faster and more efficient. Let's optimise and digitise our processes. Let's say goodbye to redundant structures and paralysing regulatory obstacles.

Let's re-establish production in Europe and increase local value creation. Reduce distances and saveCO2. Let's improvise where necessary and say goodbye to doubt. There is no time for defeatism; we must seize the opportunity!

https://www.pvxchange.com/Market-Analysis-January-2022-Scarcity-is-the-new-normal

pvXchange of 27 January 2022

NDLR pvXchange is torn between realism and voluntarism: the constraints on returning to a normal situation are strong and not always controllable (international transport, Chinese production, pandemic, insufficient raw materials, etc.). However, the ambitions remain high, including "rolling up our sleeves" and "increasing European production".

This ambition to act, this desire to remove obstacles to PV installations, this economic reorganisation are all necessary.is convincing the public of the need to change habits, adopt new processes and even reduce administrative obstacles. If these obstacles have become entrenched and persist, it is because the mentality is not sufficiently receptive to progress, novelty and the introduction of new processes. This happens if the political authorities are in tune with public opinion. This is currently the case in China, where the population spontaneously embraces novelty. This was the case in Europe in the 19th century. It is no longer the case today. This explains the calls for the battery Airbus five years ago, for the production of PV components today, for solar installations...

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