Nyheter som angår Rec

Slettet bruker
RECSI 28.03.2021 kl 18:14 781686

Helgelesning fra pv-magazine:
https://pv-magazine-usa.com/
Redigert 18.01.2022 kl 19:10 Du må logge inn for å svare
Slettet bruker
18.01.2022 kl 19:17 3094

Har etter anmodning fra stabukk, opprettet ny tråd:
https://finansavisen.no/forum/thread/145265/edit

Link til denne tråden ligger først i ny tråd. Denne tråden er nå arkivert uten skrivetilgang.
Stabukk
18.01.2022 kl 17:46 3375

Takk igjen Manman01 for nyttig info, som bør vera godt nytt for Rec og andre som leverer råvarene. Oppgang i oljeprisen er vel heller ingen ulempe?

Kan trådstartar Flyers vurdera «Nyheter som angår Rec 2»
manman01
18.01.2022 kl 17:30 3468

Chinese PV Industry Brief: Longi unexpectedly raises PV wafer prices
https://www.pv-magazine.com/2022/01/18/chinese-pv-industry-brief-longi-unexpectedly-raises-pv-wafer-prices/
JANUARY 18, 2022

Costlier Raw Materials Likely Led to China’s Longi Hiking PV Panel Prices, Analyst Says
https://www.yicaiglobal.com/news/costlier-raw-materials-likely-led-to-china-longi-hiking-pv-panel-prices-analyst-says
JANUARY 18, 2022
manman01
17.01.2022 kl 18:25 4555

TSMC earmarks record $44 billion for chip manufacturing expansion in 2022
https://www.theverge.com/2022/1/13/22881576/tsmc-capital-investment-2022-chip-manufacturer-demand-increase
JANUARY 13, 2022
Slettet bruker
14.01.2022 kl 00:21 5507

Dimon: Growth Will Be Hottest Since Great Depression in '22, With Active Fed

'We’re going to have the best growth we’ve ever had this year, since maybe sometime after the Great Depression,' said JPMorgan's CEO.

https://www.thestreet.com/investing/dimon-growth-will-be-hottest-since-great-depression-in-22-with-active-fed
manman01
13.01.2022 kl 18:03 6036

Reliance Industries commits over US$75 billion for green energy projects in Gujarat
https://www.pv-magazine-india.com/2022/01/13/reliance-industries-commits-over-us75-billion-for-green-energy-projects-in-gujarat/
JANUARY 13, 2022
manman01
13.01.2022 kl 16:54 6256

When it comes to scaling EV manufacturing, automakers are putting the pedal to the metal. Bloomberg Businessweek notes the U.S. market can expect to see EV models more than double in 2022 even from luxury brands like Cadillac, Lincoln Motor Company and Polestar. One thing is clear: it’s up to breakthroughs in battery technologies to help EVs fully compete with ICEs from both a performance and pricing standpoint.⚡

Group14’s patented, drop-in ready Li-silicon battery technology is poised to help EV manufacturers of all flavors create electrified fleets that are cost-competitive with ICEs to enable any driver or fleet owner to make the switch to all-electric today.

Check out some of the newest models hitting the market from Bloomberg’s Kyle Stock and Dorothy Gambrell, and let us know which one you want to see in your garage this year. 😎
https://www.bloomberg.com/news/articles/2022-01-12/america-s-electric-vehicle-market-just-keeps-growing-in-2022?sref=7RiNpMF4
https://www.linkedin.com/company/group14-technologies/posts/?feedView=all
manman01
13.01.2022 kl 16:49 6296

Solar Industry Responds to White House Efforts to Speed Clean Energy Deployment
https://www.seia.org/news/solar-industry-responds-white-house-efforts-speed-clean-energy-deployment
JANUARY 12, 2022

Power and renewables companies face merging headwinds in 2022
https://www.woodmac.com/news/opinion/power-and-renewables-companies-face-merging-headwinds-in-2022--2022-outlook/
JANUARY 12, 2022

CIM Group Leases Entire 276,183-Square-Foot Facility in Goodyear, Arizona to Solar Manufacturer Meyer Burger
https://www.bloomberg.com/press-releases/2022-01-12/cim-group-leases-entire-276-183-square-foot-facility-in-goodyear-arizona-to-solar-manufacturer-meyer-burger
JANUARY 13, 2022

TSMC plays down chip oversupply concerns, predicts strong 2022 demand following fourth-quarter growth
https://www.scmp.com/tech/big-tech/article/3163266/tsmc-plays-down-chip-oversupply-concerns-predicts-strong-2022-demand
JANUARY 13, 2022

Korean EV Battery Makers Increasing Presence in the U.S.
http://www.businesskorea.co.kr/news/articleView.html?idxno=85954
JANUARY 13, 2022
Nsxnsx
13.01.2022 kl 08:41 6912

For en liten by som Moses Lake vil oppstart av fabrikken bety enormt. 450 arbeidsplasser tilsvarer jo tilnærmet en hjørnesteinsbedrift i en sånn liten by.

Får vi i tillegg en nystartet fabrikk på nabotomten av HS så vil det bringe mye nye midler inn i kommunekassen på sikt.

Klart det kommer støtte for oppstart og drift. Er ikke noe å lure på en gang.

P.S. Dette innlegget kom vel på feil tråd så bare si om jeg skal slette.l
Redigert 13.01.2022 kl 08:58 Du må logge inn for å svare
Slettet bruker
13.01.2022 kl 07:28 7286

Takk for deling, Scotus.
Jay Inslee har jo tidligere uttalt at 26 stater står klar med sin egen plan B om Biden ikke får gjennom BBB.

I denne artikkelen virker det som disse tiltakene som er listet opp kommer uavhengig av BBB, eller tar jeg feil?
Jeg tenker da i den banen om BBB ikke går gjennom, så vil det komme lokale tiltak som støtter REC sitt kjerneområde, i tillegg til denne støtten til solar fabrikk i artikkelen (som forhåpentligvis er til HS som vil starte solarfabrikk tvers over gaten til REC)?

Spennende:)
Intravenøsiu
12.01.2022 kl 22:49 7828

"The Department of Commerce also determined that countervailable subsidies were provided to the companies under review during the period of the review, meaning that the products under review were subsidized by the Chinese government, in order to circumvent the negative impact of American tariffs on the products.

Included in the 48 companies to have their review rescinded are: Chint Solar (Hong Kong and Jiuquan), GCL System Integration Technology Co., Jinko Solar International Limited, JinkoSolar Technology, ReneSola, Talesun Energy, Talesun Solar, and Yingli Green Energy.

Outside of Trina Solar and its related companies, Canadian Solar, Jinko Solar Co., LONGi Solar Technology Co., and Suntech Power Co. all remain on the “Non-Selected Companies Under Review’ list.”

https://pv-magazine-usa.com/2022/01/11/feds-to-rescind-review-of-48-chinese-crystalline-silicon-companies/
Slettet bruker
12.01.2022 kl 21:42 8163

WA Legislators Prepare For Long List Of Climate Change Bills
By John StangJanuary 11, 2022

https://www.invw.org/2022/01/11/wa-legislators-prepare-for-long-list-of-climate-change-bills/


- A state grant to help build a solar panel manufacturing plant in Grant County in Central Washington.
manman01
12.01.2022 kl 20:40 8434

FACT SHEET: Biden-⁠Harris Administration Races to Deploy Clean Energy that Creates Jobs and Lowers Costs
https://www.whitehouse.gov/briefing-room/statements-releases/2022/01/12/fact-sheet-biden-harris-administration-races-to-deploy-clean-energy-that-creates-jobs-and-lowers-costs/
JANUARY 12, 2022
"
..
Today’s announcements build on a year of unprecedented progress on clean energy deployment. Before President Biden took office, projects were stalled and agencies were hollowed out. But during his first week, the President issued an Executive Order on Tackling the Climate Crisis at Home and Abroad, which mobilized the entire federal government to activate and deploy clean energy so that Americans can reap the immense climate and economic benefits of the clean energy future.

The Administration continues to use every tool available to deploy clean energy at a record pace. But to fully seize the opportunities of a clean energy economy, President Biden is pressing forward on passing the Build Back Better Act. The historic legislation will amount to the nation’s largest investment in combatting climate change, lowering energy costs for working families, and building a clean energy future. It will support domestic manufacturing of wind turbines, solar panels, and other clean technologies; invest in workforce development programs to launch careers in these growing industries; and provide a historic set of clean energy tax credits that are more powerful and accessible. With these investments, the U.S. will lead the world on innovative climate solutions and save the average American family hundreds of dollars each year in energy costs.
..
"
manman01
12.01.2022 kl 15:56 8765

Top 3 største trusler

1: Climate Action failure
2: Extreme Weather
3: Biodiversity loss
(fortsætter videre til 10)

Global Risks Report 2022: What you need to know
https://www.weforum.org/agenda/2022/01/global-risks-report-climate-change-covid19/
JANUARY 11, 2022
manman01
12.01.2022 kl 15:49 8882

US Xinjiang bill demands full supply chain visibility
https://www.maplecroft.com/insights/analysis/us-xinjiang-bill-demands-full-supply-chain-visibility/
JANUARY 12, 2022
"
..
Is this the end for Xinjiang sourcing?
The UFLPA is certainly the most sweeping measure to date taken against Xinjiang. The complex nature of global supply chains will make it immensely difficult for affected companies to confidently guarantee that they are in no way, shape or form sourcing from the region. Their compliance pathway must extend beyond ensuring that their Tier 1 suppliers are not located in Xinjiang. The ability to fully map out supply chains to include the suppliers of intermediaries, is key to having a more accurate picture of a company’s exposure to forced labour in Xinjiang. Without this, Xinjiang products – namely cotton, agricultural commodities and polysilicon – will continue to find their way into international supply chains, meaning companies may continue to inadvertently profit from Uyghur forced labour.
"
Småplukker
12.01.2022 kl 15:16 9101

Det samme kan ikke sies om demokratene nei. Nok av valgte personer med bindinger til donorer og bidrag fra storindustri, men direkte antidemokratiske er de ikke.
Men det holder lenge at ett parti har gått fra konseptene, meget skummelt i verdens eldste demokrati neste 2-3 årene.
Håpet vårt får være at de klarer meisle ut et forslag der BBB skjærer ned på noen av de sosiale lovnadene, det er nok et must for å få Manchin med. (Om et par stordonorer hvisket Manchin i øret at det ventet noen større satsinger industriellt i west virginia dersom han følger partilinjen, så kan kanskje det også hjelpe)
manman01
12.01.2022 kl 14:28 9353

Jep helt rigtigt. Det havde været smartere kun at trænge 50 stemmer til BBB, end 60 til SEMA. Det er en uheldig realitet vi lever i :)
Slettet bruker
12.01.2022 kl 14:06 9499

Det er jo en forandring av "Fillibusterordningen" som Biden i disse dager prøver å forandre. Det er ifølge pressen to demokrater som er imot noen forandringer- de to samme som er mot BBB.
Slettet bruker
12.01.2022 kl 14:02 9555

Sant det, Småplukker.
Det verste er vel at republikanerne vil egentlig ha gjennom SEMA for å ta rotta på Kina, men slik ståa er i USA i dag, med en viss person som styrer republikanerne som alt annet enn et demokratisk parti (kan sikkert si det samme om Demokratene:)), så henger politiske seire høyere enn hva som faktisk er best for USA...

Ref, Metallica :"Sad, but true!"
Opportunist1
12.01.2022 kl 13:59 9581

Er det riktig? Hvis jeg har forstått det riktig er 60 stemmer nødvendig for å avvike vanlig prosedyre som inneholder det de kaller fillibuster - som i prinsippet betyr at avstemningen ikke skjer før alle i senatet har sagt det de har å si. Det er ingen begrensning på tid en senator kan prate. Dette kan utsette avstemningen i lang tid hvis man vil destruere. Men i selve avstemningen holder det med 50 stemmer + visepresidentens dobbeltstemme for å vedta et lovforslag.
Småplukker
12.01.2022 kl 13:36 9746

Vel, skulle gjerne vært enig med deg, men dersom SEMA skal gå gjennom for seg selv, så vil pakken måtte stemmes gjennom som et vanlig lovforslag som trenger 60 stemmer i senatet. Det betyr 10 republikanske senatorer. Slik frontene står mot hverandre i USA nå, kan jeg ikke se hvordan republikanerne vil la demokratene få en slik "seier" som det vil regnes som. Det var tøft nok å få 12 senatorer med på infrastrukturpakken, og mange av dem angrer nok etter all hetsen de fikk fra velgerne og pro-trumpgrupper. Alle som en får utfordrere i neste senatsvalg som er mer konservative enn dem selv.
Slettet bruker
12.01.2022 kl 12:08 10191

Den er vel en del av BBB, og skulle denne bli trukket ut og blitt stemt på separat, så vil den sannsynligvis bankes gjennom. Problemet til demokratene er vel at de da vil ha problem med å få gjennomslag for resten av det som ligger i BBB om SEMA kjøres separat. Av den grunn vil de nok forhandle BBB ned til en pakke som kan gå gjennom i sin helhet, og det kan ta tid.
solfylt
12.01.2022 kl 11:40 10378

manman01 skrev Sort på hvidt.
Utrolig fedt! MEN hvordan ligger det egentlig an med SEMAA? Syntes det virker stadig usikkert..
Slettet bruker
12.01.2022 kl 11:38 10414

manman01 skrev Sort på hvidt.
Herlig <3
manman01
12.01.2022 kl 11:29 10583

Hanwha Solutions: PV Business, Industry Conditions Look Optimistic
http://www.businesskorea.co.kr/news/articleView.html?idxno=85827
JANUARY 12, 2022

..

We expect the U.S. to pass the Solar Energy for Manufacturing of America act in 1H22. The act should provide a KRW142.8bn boost to pretax profit per year from Hanwha Solutions’ U.S. module plant (1.7GWh capacity) alone. If REC Silicon’s polysilicon plant (18,000 tonne capacity; acquired in late 2021) is converted into a photovoltaic module plant, the annual tax benefits from SEMA should be around KRW1.5tn. We believe a monumental change is imminent for the company’s U.S. photovoltaics business, making Hanwha Solutions the most deserving of attention in 2022.
..
manman01
12.01.2022 kl 11:27 10535

Polysilicon Market Scope and overview, Market Scope and overview, Growth Study, Future Trends, Demands, and Top Players Data by Forecast to 2030
https://www.marketwatch.com/press-release/polysilicon-market-scope-and-overview-market-scope-and-overview-growth-study-future-trends-demands-and-top-players-data-by-forecast-to-2030-2022-01-11?tesla=y
JANUARY 11, 2022
Sa2ri
12.01.2022 kl 10:13 10837

"We’re not fortune-tellers, but it’s clear that 2022 is going to be the year of the battery.⚡🔋 Looking for a way to get involved to help electrify our world and keep it sustainable for generations to come?

Group14 is rapidly growing our mission-driven team to keep up with global demand for our lithium-silicon battery technology. From product analysts to accountants to data engineers – and everything in between – don’t miss your chance to be part of the electrification of everything.

Take a peek at our open positions and apply here to join a team pushing the boundaries of battery innovation and manufacturing 👉🏽 https://lnkd.in/ga7JRd27"

https://www.linkedin.com/company/group14-technologies/jobs/
manman01
11.01.2022 kl 22:12 11465

Refundability: The key to a clean energy revolution
https://www.solarpowerworldonline.com/2022/01/refundability-the-key-to-a-clean-energy-revolution/
JANUARY 11, 2022
"
..
However, the substantial gains from this tax incentive have largely escaped the most historically disadvantaged of homeowners. Today, families that aim to install solar can claim a 26% ITC on installation costs, but this would only be payable as a tax credit. This means that households that are less likely to owe sufficient federal taxes will be unable to utilize the full value of the credit. In other words, white, wealthier families are able to reap the benefits of self-generated clean power, monthly bill savings and increased home values while communities of color are left out of the equation.

It’s a serious problem. According to RMI, as the tax law is currently written, seven out of 10 households cannot receive the entire ITC benefit because they do not have enough tax liability to fully benefit from it, while 4 out of 10 households cannot receive any of it. Although the current ITC 25D does have a “carryforward” provision — allowing taxpayers to harness the benefit for future years — it has mostly gone unrecognized. And, at the risk of stating the obvious, those most vulnerable cannot wait to receive the full benefit; they need the financial relief now.

Lawmakers have taken note. President Biden’s Build Back Better legislation would increase the ITC to 30% and make the 25D residential renewable energy tax credit refundable — a change that RMI estimates could benefit as many as 40 million households. This means that families investing in solar — for projects starting in 2023 — will be refunded regardless of their tax liability. Although the language change for a refundable tax credit may seem minor, it has the ability to spur a more equitable and more just energy revolution.
..
"
Bob Macahan
11.01.2022 kl 22:00 11584

Kanske redan delat om inte så kan vi läsa att Manchin pressas från sin egen delstat
https://thehill.com/blogs/congress-blog/economy-budget/589192-west-virginia-needs-the-build-back-better-act-to-recover?amp
manman01
11.01.2022 kl 21:58 11622

Stort tak, Omac. Jeg prøver mit bedste, og håber det er nok til at hamle op med vores andre kundskabrige medaktionærer (:

I sidste ende kommer vi alle til at nyde durum og dyr champagne!!🥂🥂(man må godt tyvstarte på durum d 21 når jeg har 1. års forum fødselsdag haha🥳)
omac
11.01.2022 kl 21:09 11832

Jeg leser ikke alt du graver opp manman, men jeg er trygg på at ingenting unnslipper deg så jeg følger med og leser det meste. Du jobber hardt og godt, må det bære frukter for deg og alle andre.
manman01
11.01.2022 kl 20:22 12079

Deler med glæde, det er en stor fornøjelse at i vil læse med :)

Hvis min konto bliver slettet, er det ikke mig der har gjort det :)) Ser ingen grund til at forlade dette fantastiske forum, på trods af det kan være turbulent til tider. Jeg hygger mig alt for meget, og det kan jeg takke jer alle for. Uchi og Falco oplevede nærmest daglige angreb for deres bidrag, dette møder jeg ikke (endnu ahaha). Det er trættende i længden og fuldt forståeligt at tage afstand fra det. Vælger dog stadig at bevare mit håb om de vil kigge forbi igen en dag når vi er på toppen, det havde været cool!

(og et lille link så i ikke føler jer snydt!)

Ensuring The Implementation Of The Uyghur Forced Labor Prevention Act
https://www.forbes.com/sites/oliviaenos/2022/01/11/ensuring-the-implementation-of-the-uyghur-forced-labor-prevention-act/
JANUARY 11, 2022
Redigert 11.01.2022 kl 20:37 Du må logge inn for å svare
Småplukker
11.01.2022 kl 18:16 12389

Takk for god research nok engang, Manman! (Får håpe ikke du går lei og sletter kontoen din også, det vil være et stort tap)
manman01
11.01.2022 kl 18:10 12452

Exclusive: U.S. voters concerned about solar panel forced labor
https://www.axios.com/solar-panel-china-forced-labor-poll-voter-e90c8c53-cae6-4ce3-9bd0-69bd18a59ff6.html
JANUARY 11, 2022
"
..
83% of respondents said it was very important or somewhat important that U.S. lawmakers ensure federal tax dollars aren't used to buy solar panels from China that are made with inputs from forced labor.

80% of respondents strongly agreed or somewhat agreed the U.S. should rely on solar panels made domestically through methods that produce lower carbon emissions than factories in China, some of which are coal powered.

79% said they were very concerned or somewhat concerned about forced labor in Chinese-made solar panels.

The bottom line: U.S. voters want an ethical transition to green energy.
"
Redigert 11.01.2022 kl 18:13 Du må logge inn for å svare
manman01
11.01.2022 kl 16:41 12744

Solar supply chain trouble to ease this year, according to analyst
https://www.focustechnica.com/solar-supply-chain-trouble-to-ease-this-year-according-to-analyst/
JANUARY 11, 2022
manman01
11.01.2022 kl 16:38 12780

Biden Wants To Phase Out Fossil Fuels, Yet His Trade Restrictions Run Counter To That Goal
https://www.forbes.com/sites/patrickgleason/2022/01/11/biden-wants-to-phase-out-fossil-fuels-yet-his-trade-restrictions-run-counter-to-that-goal/
JANUARY 11, 2022