"Nytt materiale gir mer solcelle-energi
Solceller vil nok være det første produktet basert på halide perovskitter vi ser på markedet. Men materialene har vist seg lovende også for andre bruksområder."

"Men et av perovskittenes viktigste bidrag til solenergiindustrien skjer i kombinasjon med eksisterende teknologi. Ved å legge perovskittcellen oppå silisiumscellen og lage såkalte tandemceller, kan man oppnå en vesentlig bedre utnyttelse av sollyset enn man kan med noen av cellene alene. "

https://www.tu.no/artikler/nytt-materiale-gir-mer-solcelle-energi/511808?fbclid=IwAR1Ma1eK-IMssBQbq1LFFt_X6DLD-lmx059FLz7vduIoe6A6vD-oEqC4KW8

Kan gjøre solenergi enda mer hot i fremtiden altså :)

G14 LinkedIn :
Our scientists didn’t begin with knowing how to advance #energystorage — they valued the process of inventing a #battery technology, SCC55™, to help power an all-electric world.
https://www.linkedin.com/posts/group14-technologies_were-powering-the-electrification-of-everything-activity-6818603356345528320-RZv9
JULY 7, 2021

Can The U.S. Keep Clean Energy Jobs Within Its Borders?
https://finance.yahoo.com/news/u-keep-clean-energy-jobs-190000474.html
JULY 7, 2021

Digging deeper: How US sanctions on Chinese PV may impact the market
https://www.renewableenergyworld.com/policy-regulation/digging-deeper-how-us-sanctions-on-chinese-pv-may-impact-the-market/#gref
JULY 7, 2021

Opinion: Congress must help U.S. industry compete with China — even if it means a break with precedent
https://www.washingtonpost.com/opinions/2021/07/07/semiconductor-china-us-competition-congress/
JULY 7, 2021
Alternativt: https://pastebin.com/mgvxm6i2

China dominates the solar energy industry. Can the U.S. catch up?
https://www.marketplace.org/2021/07/07/china-dominates-solar-energy-industry-can-us-catch-up/
JULY 7, 2021

Når Freyr Battery registrerer seg på New York-børsen, så hvorfor ikke REC?
https://www.nrk.no/nordland/freyr-battery-pa-bors-i-new-york-_-skal-bygge-fem-batterifabrikker-i-mo-i-rana-1.15566071

Absolutt. Hadde kanskje gitt mening mtp satsningen de vil og burde ha i USA. Uten å ha tenkt for mye, kan det være de har store ting på gang som også kan utløse den 20% emisjonsfullmakten? Og at de vil bli ferdig med de transaksjonene, avklare AKH sitt eierskap og evt rundt Yulin? Når det er i boks, kanskje allerede i år. Så kan de gå på børs i USA uten å starte med så mye styr, men alt er liksom avklart.

Bare noen kjappe tanker.

Lidt læsning som jeg syntes var interessant (:

Biden Bolsters the Federal Green Car Loan Program
https://www.autoweek.com/news/amp36955772/biden-administration-revives-doe-green-car-loan-program/
JULY 8, 2021

S.Korea's Samsung SDI considers building battery cell plant in U.S.
https://mobile.reuters.com/article/amp/idUSKCN2EE0FD
JULY 8, 2021

https://www.linkedin.com/posts/group14-technologies_supply-from-europe-us-battery-makers-likely-activity-6813218004009066497-plzZ

The U.S. is set to add more Chinese companies to blacklist over Xinjiang: Reuters, citing sources
https://www.cnbc.com/2021/07/09/us-is-set-to-add-more-chinese-companies-to-blacklist-over-xinjiang.html
JULY 8, 2021
"
The Biden administration is set as early as Friday to add more than 10 Chinese companies to its economic blacklist over alleged human rights abuses and high-tech surveillance in Xinjiang, two sources told Reuters.

The identities of the companies being added were not immediately known. Some companies from other countries are also set to be added to the department’s blacklist as soon as Friday.

China dismisses accusations of genocide and forced labor in Xinjiang and says its policies are necessary.
"

https://vimeo.com/event/1123733/embed/9ce65b9e8b

US government extends solar import ban to more companies
https://www.pv-tech.org/us-government-extends-solar-import-ban-to-more-companies/
JULY 9, 2021
"
The US government has added a host of new China-based solar companies to its Entity List, effectively banning imports of their products into the country.

A statement issued by the Department of Commerce confirmed that its Bureau of Industry and Security (BIS) had added 34 new entities to the country’s Entity List, prohibiting the import of their products. It said 14 of these entities are based in China and had “enabled Beijing’s campaign of repression, mass detention, and high-technology surveillance” of minority groups in Xinjiang.

“The Department of Commerce remains firmly committed to taking strong, decisive action to target entities that are enabling human rights abuses in Xinjiang or that use U.S. technology to fuel China’s destabilising military modernisation efforts,” Gina Raimondo, the secretary of commerce, said.

The commerce department’s statement does not, however, provide any clarity on which companies have been added to the Entity List and at the time of publication, the BIS Export Administration Regulations (EAR) register had yet to be updated.

BIS had yet to respond to requests for comment at the time of publication.

The addition of new companies to the Entity List comes weeks after the US first confirmed that a withhold release order (WRO) had been launched to prohibit the import of solar products with alleged links to forced labour in Xinjiang, specifically targeting metallurgical silicon provider Hoshine.

It was suggested at the time that while US Customs and Border Protection – the body charged with leading and enforcing the investigation – would be extending the reach of its enforcement action, the US will not publish the details of specific companies or products at risk of detainment.

Reports of new solar companies being added to the Entity List first emerged late yesterday, with Reuters citing two sources familiar with the matter as stating that at least 10 solar companies – some of which based outside of mainland China – were to be added to the list as early as today.
"

Ah, tusen takk min venn. Prøvde å lete etter en oppdatering på denne saken for 2 timer siden uten hell.

Dette er jo gode nyheter. Håper USA med sin politikk nå også får opp farten på solar supply chain i USA og utenfor Kina. Så Rec vil få litt fart i seilene.

Det er logisk at når de sier A, så må B følge etter. Og det må da skje snart...

9. Juli

https://www.capitalthinkingblog.com/2021/07/state-of-us-infrastructure/#more-21212

"as early as July 19"

Also this week, as the Senate drafts the legislative text for both the bipartisan infrastructure framework and a budget resolution, the White House states the process for floor consideration could begin as early as in the next two weeks.

What we are hearing: The bipartisan group of Senators have divided into a series of “working groups” to flesh out the legislative infrastructure framework. These groups include: public transit, low-carbon buses, airports, port infrastructure, infrastructure financing authority, resiliency, water infrastructure, broadband, power infrastructure, permitting, superfund and brownfields, and payfors.

What the White House is saying:

Promoting infrastructure agenda in Illinois
Floor consideration could be as early as July 19
Deferring to Committee chairs on earmarks
BIF (bipartisan infrastructure framework) creates economic opportunities for rural America
What Members are saying:

Schumer prepares Senators for long nights
Budget Committees drafting budget resolution
Problem Solvers Caucus endorses bipartisan framework
Conservative groups challenge BIF
Garcia demands immigration reform in reconciliation package
Wyden drafting alternate plan to offset infrastructure deal
Coalition of more than 300 trade groups backs BIF
Key dates:

End of summer. The House and Senate surface transportation and reauthorization bills may go to conference by the end of summer.
August 7. Tentative start date for Congressional August recess.
September 30. FY21 government funding and other significant programs expire, including surface transportation authorization (FAST Act), National Flood Insurance Program, Transportation Security Administration, and Temporary Assistance for Needy Families.

Glad for at kunne hjælpe (:

G14 LinkedIn:

https://www.linkedin.com/company/group14-technologies
“
2021 is looking like a golden age for electric vehicles with dozens of models for sale in the U.S. right now. In the next several years, we’ll continue to see an onslaught of new designs from major automakers like Volkswagen AG, General Motors and Stellantis as they spend billions to electrify their lineups, and as battery technology continues to advance.

From Porsche Cars North America’s electric station wagon to GMC’s Hummer EV, the options aren’t only growing, but they’re also getting a lot cooler. 😎 Which one would you choose as your next car?

Check out some of the most unique EVs hitting the market this year from Tim Levin via Business Insider: https://bit.ly/3hqTuBs
“

https://finansavisen.no/motor/nyheter/2021/07/10/7697727/bilprodusentene-vil-fremsta-mest-mulig-gronne

Ja, de henger etter. Særlig sammenlignet med Tesla, men det blir nesten en urettferdig sammenligning. Tesla ligger 5-8 år foran selv de mest frempå av "legacy auto" selskapene. Likevel, det er helt tydelig at batteri i EV sektoren blir enormt. Også andre sektorer som vil stå for like mye, kanskje mer vekst. Også kommer solar til å eksplodere i årene som kommer.

Rec blir som gutta boys som solgte spader og utstyr under gullrushet.

Implementing Supply Chain Resiliency
https://www.commerce.senate.gov/2021/7/implementing-supply-chain-resiliency
JULY 10, 2021
“

WASHINGTON, D.C. — U.S. Senator Maria Cantwell (D-WA), Chair of the Senate Committee on Commerce, Science, and Transportation, will convene a hearing titled, “Implementing Supply Chain Resiliency” at 10:30 a.m. on Thursday, July 15, 2021.
The Department of Commerce (DOC) has an increasingly important role in ensuring the resiliency of the nation’s critical supply chains. These responsibilities stem from directives found in the FY21 National Defense Authorization Act, Biden Executive Order 14017 and its 100-day supply chain review, and potentially from the United States Innovation and Competition Act. The hearing will inform Committee oversight as DOC executes these responsibilities, highlighting critical supply chains such as in the aerospace and semiconductor sectors.

Witnesses:

Dr. Gary Gereffi, Founding Director of the Duke Global Value Chains Center

Dr. James Lewis, Senior Vice President and Director, Strategic Technologies Program, Center for Strategic and International Studies

Dr. Dario Gil, Senior Vice President and Director, IBM Research

Mr. William “Lex” Taylor III, Chairman of the Board and Chief Executive Officer, Taylor Group

Mr. Richard Aboulafia, Vice President of Analysis, Teal Group

Mr. John Miller, Senior Vice President of Policy and General Counsel, Information Technology Industry Council


Hearing Details:



Thursday, July 15, 2021

10:30 a.m. EDT

Full Committee (Hybrid)

SR-253


“

Blinken meets Uyghur ex-detainees; US warns of new sanctions
https://apnews.com/article/government-and-politics-edafd32b6e73500cb67868de4c42cf47
JULY 6, 2021

Mismatch mellom solcellepanel produksjon og produksjon av høyden silisium på verdensbasis, langt raskere å starte produksjon av solcellepaneler.

https://www.pv-magazine-australia.com/2021/07/11/sunday-read-firm-foundations-on-shifting-sands/

"Module capacities exceed all other stages, and even if all polysilicon capacity is fully utilised, there is almost 90 GW, or 35% more, module production than polysilicon production once thin-film technologies are removed from module production outlooks. On the demand side there are similar conditions where module supply exceeds even optimistic estimates for 2021 installations by nearly 100 GW.”

Når jeg ser på de grafene og tar høyde for veksten som er forventet innen installasjon av sol fremover, så må polykapasitet øke hvert år fremover. Foreløpig er det god kapasitet på wafer, modulproduksjob osv?

Edit: Etter å ha lest litt mer ser det ut til at kineserne har stålgrep og ny kapasitet kommer. Bernreuter Research snakker om priser under $10 for poly ila 2022.

Virker som solar energisatsning vil vokse mye, men kan også se ut som at det for de neste 2 årene ikke vil bli noen fest for Rec. Kanskje like greit da det ikke ser ut til at ML skal levere noe til den sektoren neste 2 årene uansett.

Rec satser vel mer på å levere til batteriprodusenter enn solcelleprodukusenter ?

Litt usikker på det, men virker som det satses begge veier. Jeg tror de ville foretrukket batterier da det virker å være enda mer vekst og fortjeneste der. Likevel tenker jeg at det ikke skader å han mulighet i solar, desto flere bein å stå på jo bedre.

Har du en link til den Bernreuter analysen?

Hei. Denne: http://taiyangnews.info/business/future-bright-for-polysilicon-industry-claims-research/

Ser ut som man må betale for å se hele. Likevel var det en del informasjon her som var tilgjengelig. Jeg tror politikk etc vil pushe solenergi over forventningene for vekst i årene som kommer.

Takk, jeg leste denne i desember, det har skjedd en del i ettertid.

"Analysts say high polysilicon prices could persist into 2022, even with new production capacity plans, as the latter could take up to two years to complete.”

https://www.nasdaq.com/articles/china-solar-power-sector-hit-by-surge-in-polysilicon-prices-amid-supply-squeeze-2021-03-30


Jeg tror vi vil ha to forskjellige markeder, et i vesten, der polysilicon fra Xinjiang er eksludert, og et Market for de landene som ikke går med på disse etisk begrunnede handelsprinsippene, da hovedsaklig fremvoksende økonomier.


skal jeg tippe litt og skyte med saltbøsse i mørket, så kan man regne med et tillegg i pris på 2-4 dollar pr kg i det vestlige markedet.

Godt mulig at polysilicon prisen (bruker engelsk utrykk, da det er enklere) vil variere mellom 7-25$ de neste fem årene, og ca 10-28$ i markedet som
ikke kjøper polysilicon fra Xin jiang

Jeg mener å huske at REC Silicon har produksjonskostnad på 8 dollar pr kg polysilicon, så det er enormt mye potensial innen sol energi, i tillegg til batteri delen for Moses Lake.

Man skal ikke se bort fra at Røkke systemet er istand til å senke produksjonsprisen ytterligere dersom man styrer hver eneste aktuator på fabrikken med software fra Cognite eller lignende.

Kina vil trolig installere 100GW i 2022, dette tilsvarer like mye som det ble installert i hele verden i 2018, utviklingen har gått overraskende raskt under Covid.

PV-WIND MONTHLY MARKET UPDATE
PV and Wind Produce a Record
17.5% of U.S. Electricity in April
http://www.solarplan.org/documents/PV-Wind%20Monthly%20Market%20Update_1%20July-21.pdf
July 2021

Gode betraktninger. Spennende info om Kina sin satsning på solenergi i 2022.

Jeg har sett flere infokilder om hvor konkurransedyktig solenergi vil bli fremover. Helt enormt og de har redusert prisen og dette vil fortsette fremover ser det ut som.

Ja, det kan godt være du får rett i dette. Jeg håper det. Som forbruker selv, så ville hvertfall jeg vært villig til å betale litt mer for panelene mine. Gjør forsåvidt det for kjøtt og andre ting allerede. Ikke økonomisk smart, men jeg sover litt bedre om natten.

Å skape synergieffekter via Cognite ville vært helt fantastisk. Mange bedrifter tenker slik, om de har mulighet til det. Jeg tror det at vi er inne i AKH er til stor fordel for oss aksjonærer.

Edit: Etter å ha lest linken din. Ser jo ut som Kina skyter seg selv i foten her? Med å holde Rec utenfor. De har jo store deler av verdikjeden og de struper produksjon pga høye kostnader. Skulle tro at om ML kunne oppgradere og pumpe ut litt poly så ville det vært bra slik markedet er nå.

The Great Semiconductor Shortage
https://www.aier.org/article/the-great-semiconductor-shortage/amp/
JULY 10, 2021

REC Silicon - Invitation to second quarter 2021 results
https://newsweb.oslobors.no/message/537919
JULY 12, 2021

REC Silicon ASA (REC Silicon) will release its Q2 2021 results on Thursday, July
22, 2021 at 7:00 a.m. CEST.

The same day at 8:00 a.m. CEST, the company will host an audiocast to present
the results. Following the presentation, it will be opened for questions from
the audience

The presentation will be in English.

To join the audiocast, use the following link.
https://channel.royalcast.com/landingpage/hegnarmedia/20210722_1/

Audiocast participants need to register to post questions.

For further information, please contact:
Nils O. Kjerstad, IR Contact
Phone: +47 9135 6659
Email: nils.kjerstad@crux.no

About REC Silicon:
REC Silicon is a leading producer of advanced silicon materials, delivering
high-purity polysilicon and silicon gas to the solar and electronics industries
worldwide. We combine over 30 years of experience and proprietary technology
with the needs of our customers, and annual production capacity of more than
20,000 MT of polysilicon from our two US-based manufacturing plants. Listed on
the Oslo Stock Exchange (ticker: RECSI), the company is headquartered in
Lysaker, Norway.

For more information, go to: www.recsilicon.com

This information is subject to the disclosure requirements pursuant to section
5-12 of the Norwegian Securities Trading Act.

Intel Plans A $20bn Fab Factory In Europe As EU Aims To Produce 20% Of World’s Semiconductors by 2030
https://in.news.yahoo.com/intel-plans-20bn-fab-factory-051742143.html
JULY 12, 2021

US sanctions on China will continue but Beijing ‘unlikely to escalate’ amid decoupling fears
https://www.scmp.com/economy/global-economy/article/3140815/us-sanctions-china-will-continue-beijing-unlikely-escalate
JULY 12, 2021

ANALYSIS: BP world energy review highlights the need for solar to pick up the pace
https://www.pv-tech.org/analysis-bp-world-energy-review-highlights-the-need-for-solar-to-pick-up-the-pace/
JULY 12, 2021

Jeg tror grunnen til at Kina frykter decoupling, der verdensregionene blir mer selvforsynte, er kortsiktig mindre handel og lavere velferd for sin befolkning.

Men langsiktig kan faktisk en decoupling kreve at Kinas myndigheter må løsne litt på grepene de har på sin befolkning. Slik det er nå kan Kina 'eksportere fritenkning' med både de negative og positive følger dette har til Vesten og selektivt importere goder fra feks innovasjon tilbake. I en decoublet fremtid vil de måtte huse og pleie egne fritenkere hos seg.

Guggenheim Solar Index: Underperforming solar stocks and significant challenges
https://www.pv-magazine.com/2021/07/13/guggenheim-solar-index-underperforming-solar-stocks-and-significant-challenges/
JULY 13, 2021
“

The industry still faces many challenges: Rising equipment costs, supply and labor shortages, and constraints on the supply of Chinese polysilicon products. But demand remains strong and is expected to continue through H2 2021, provided federal and solar tax credits persist. Installation companies are experiencing 30-35% YoY growth; but as an unnamed industry executive puts it, “the question is how much can be delivered given the industry wide supply chain and labor challenges.”

Prices for racking and modules have increased ~8%. The residential market is expected to feel less impact given its higher margins compared to utility scale; the total price change may only be $0.05/W. Contractors may have greater ability to absorb increases in supply costs.

Polysilicon prices are expected to increase to around CNY 225/kg (US$35) in Q3 before coming back down to CNY 175/kg (US$27) at year’s end due to the slow purchase volume from module manufacturers in H1 2021.
“

IFE stillingsannonse:

"The Department of Battery Technology at IFE has a vacant researcher position. We are increasing our activity in research and development of energy materials where we collaborate closely with Norwegian and foreign industry partners as well as with internationally recognized research organizations.”

"...in particular silicon and silicon alloys from silan pyrolysis”

https://arbeidsplassen.nav.no/stillinger/stilling/998cd6c3-ab2f-4f5a-b7bc-02ce08df3884

Meget meget meget interessant!!👀

Tak for at dele (:

Skader ikke å sove godt om natten :)

Jeg tror mange har bommet i beregningene av hvor raskt markedet ville vokse under covid, man trodde 2021 ville bli et tungt år i bransjen:

https://reglobal.co/it-would-take-until-2022-to-get-back-on-track-says-solar-power-europe/

https://www.defensenews.com/land/2021/07/12/is-the-army-warming-up-to-electric-vehicles-in-its-fleet/

Så G14 la ut den der, må jo skje noe snart, alle stopper jo produksjon pga mangelvare, mens bestillingene går i taket.. tusen takk for deling :)

Issuance of Updated Xinjiang Supply Chain Business Advisory
https://www.state.gov/issuance-of-updated-xinjiang-supply-chain-business-advisory/
https://www.state.gov/wp-content/uploads/2021/07/Xinjiang-Business-Advisory-13July2021.pdf
JULY 13, 2021

"
.....
Annex 4: Solar Supply Chain

As of 2020, China controlled an estimated 70 percent of the global supply for solar-grade polysilicon and China also dominated manufacturing in other downstream solar photovoltaic (PV) components including ingots, wafers, and cells that are assembled into solar modules. Around 95 percent of solar PV modules rely on solar-grade polysilicon. In 2020, five of the top six solar-grade polysilicon companies, by capacity, were headquartered in China, with 45 percent of the world’s supply of solar-grade polysilicon coming from four producers with operations in Xinjiang.

Creating a solar panel involves the transformation of raw silicon material to solar-grade polysilicon, ingots, wafers, cells, and final assembly into solar modules. Quartz is mined then crushed and heated to create metallurgical grade silicon (MGS). The MGS is refined into polysilicon, which is then further processed and melted into ingots. Since Xinjiang polysilicon is blended with polysilicon made in other regions of China, separating and tracing the amount and exact origin of any polysilicon from China can be difficult. At each stage in the solar supply chain, there is evidence of enterprises with links to the labor transfer programs that engage in coercive labor practices and to the Xinjiang Production and Construction Corps (XPCC).

The XPCC, which has been sanctioned by the U.S. government in connection with serious human rights abuse, is closely connected with polysilicon production in Xinjiang. As of June 2021, the U.S. Department of Labor’s List of Goods Produced by Child Labor or Forced Labor includes polysilicon produced in China, given evidence of the production of polysilicon for solar panels by forced labor connected to Xinjiang in particular.

Additionally, the XPCC and XPCC Public Security Bureau have been implicated in human rights abuses and violations in Xinjiang and are on the Department of Commerce’s Entity List. The XPCC operates many of the industrial parks where polysilicon manufacturers are located and provides them with various benefits (e.g., reduced rent and utilities, support with logistics, warehousing, and the transportation of finished goods). The solar industry has been granted tax and financial incentives for expanding in Xinjiang, such as free office space from the XPCC.

Alongside this expansion, the solar industry companies have participated in forced labor. Between 2016 and 2018, many polysilicon manufacturers used a government-sponsored corporate incentive to employ “surplus labor transfers.” Reporting indicates that within these companies there are indicators of forced labor, including restricting workers from quitting, traveling or participating in religious services, paying less than minimum wage, applying harsh or unsafe work conditions, and threatening detention. Subsidized electricity, electricity from coal-fired power plants, low environmental standards, and domestic initiatives – including subsidized labor and rents – allow factories in Xinjiang to produce polysilicon and other solar components at a lower price compared to other regions in China. Central and provincial initiatives designate the solar PV industry as a strategic sector for investment to support and develop Xinjiang’s market. Local government programs provide land and low-interest loans to companies that relocate to the province, buttressed by lines of credit from state-owned banks.

The pervasiveness of forced labor programs in Xinjiang and co-mingling of solar-grade polysilicon supplies by downstream manufacturers raise concerns throughout the entire solar supply chain, and it is likely that absent more robust supply chain safeguards, reliable, enhanced auditing procedures, and continued midstream supply chain chokepoints that the majority of global solar products may continue to have a connection to forced labor and the XPCC.

The Department of Commerce’s Bureau of Industry and Security has added multiple Chinese commercial companies that manufacture inputs in the solar supply chain to the Entity List for participating in the practice of, accepting, or utilizing forced labor in Xinjiang. The Department of Homeland Security’s Customs and Border Protection has issued a Withhold Release Order against the silica-based products made by a Chinese commercial company and its subsidiaries based on information reasonably indicating that it uses forced labor to manufacture silica-based products. See Annex 1 for U.S. government actions.
...
"

https://www.dn.no/teknologi/nordic-semiconductor/schibsted/har-bygget-norsk-tek-eventyr-til-48-milliarder-er-bare-i-begynnelsen/2-1-1038865