BloombergNEF says global solar will cross 200 GW mark for first time this year, expects lower panel prices
https://www.pv-magazine.com/2022/02/01/bloombergnef-says-global-solar-will-cross-200-gw-mark-for-first-time-this-year-expects-lower-panel-prices/
FEBRUARY 1, 2022

Union Budget 2022: Energy Transition and Climate Change
https://www.investindia.gov.in/team-india-blogs/union-budget-2022-energy-transition-and-climate-change
FEBRUARY 1, 2022

Union Budget targets domestic production with 40% solar import duty and boost to manufacturing-linked incentive
https://www.pv-magazine-india.com/2022/02/01/union-budget-targets-domestic-production-with-40-solar-import-duty-and-boost-to-manufacturing-linked-incentive/
FEBRUARY 1, 2022

US-China trade relations in 'difficult' stage: Tai
https://news.yahoo.com/us-china-trade-relations-difficult-205532601.html
JANUARY 31, 2022
"
..
Biden recently said he is not yet ready to remove the tariffs his predecessor imposed in 2018 on Chinese products worth $370 billion, citing "unfair" trade practices.

In her comments Monday, Tai also said she is "heartened" by the prospects of reforming the World Trade Organization.

She pointed to a "universal commitment... that the WTO as an institution is important, and deserves our attention."

The Trump administration paralyzed the WTO's dispute resolution body, but Tai pledged the US would take a leadership role in the reform effort.

"We might have different visions about what we would like the WTO to be specifically, but let's engage in that process," she said.
"

https://www.politico.com/news/2022/01/31/manchin-revised-build-back-better-00003761

linkedin.com/company/rec-silicon/

Sjekk siste innlegg, 1hrs ago.
Finner det snodig att REC deler denne dersom de selv ikke er involvert.

Enel Green Power is the latest among a host of solar manufacturers expanding capacity outside of China.

The company plans to reach 3GW capacity at its module factory in Catania, Italy, and CEO Salvatore Bernabei says they are considering a ‘copy and paste’ effort with a facility in the United States.

As the world continues to face supply chain issues that challenge carbon goals, a more diversified and sustainable solar supply will prove imperative to powering the global energy transition.
#solar #manufacturing #supplychains
The factory is expected to begin manufacturing activities by the end of 2023 and to reach full capacity by mid-2024.

Antar det er mye vi ikke vet, og om ikke lenge får vi sannsynligvis mer info om HS ; Wafer,Modules,Cells.
Q4 blir interessant.

US solar module manufacturer nets $5 million investment, 250MW supply deal
https://pv-magazine-usa.com/2022/02/01/us-solar-module-manufacturer-nets-5-million-investment-250mw-supply-deal/
FEBRUARY 1, 2022
"
...
Manufacturing

US and North American solar manufacturing have potential to rise significantly as both Sen. Jon Ossoff’s Solar Energy Manufacturing for America Act and the Biden Administration’s Build Back Better (BBB) Act, which has $550 billion in climate provisions, work their way through the legislature.

An earlier proposal of BBB had significant provisions for US manufacturing. Included in the bill were incentives for the manufacture of thin film PV or crystalline PV cells. The incentive would pay $0.04 per watt DC capacity of the cell. PV wafers would be offered $12 per square meter, and solar-grade polysilicon is offered $3 per kilogram US-made solar modules are offered an incentive of $0.07 per watt.

Senator Joe Manchin (D-VA) shut down the earlier proposal of BBB, and said he intends to start “from scratch,” but it is likely that US manufacturing would continue to receive focus in the Act.
"

Utility scale solar deployments could fall farther behind estimates
https://www.renewableenergyworld.com/solar/utility-scale-solar-deployments-could-fall-farther-behind-estimates/#gref
FEBRUARY 1, 2022
"
..
In January, the Ultra Low-Carbon Solar Alliance told Renewable Energy World that evidence was mounting that supply chains are diversifying away from those conflict regions such as those in Xinjiang.

The shift is being aided in part by growing global demand for solar energy equipment. New sources of supply across the entire solar production supply chain are being added, offering alternatives to solar developers in the U.S. and elsewhere.

“We are seeing a supply chain realignment,” said Michael Parr, executive director of the U.S.-based Ultra Low-Carbon Solar Alliance (ULCSA). “The pace has been faster than expected.”
..
"

Developing a Strategic Action Plan for the solar PV industry in Europe
https://www.solarpowereurope.org/wp-content/uploads/2022/01/Offtakers-letter_vfinal-1.pdf
JANUARY 26, 2022
"
..
An industry can develop sustainably only if it has a comprehensive vision of its supply chain. Europe has divested from the most strategic steps of the solar PV value chain, and most of the EU project developers rely on a limited number of suppliers, with significant concentration in a limited number of countries outside Europe. The European solar industry has flourished in the past years thanks to a fruitful cooperation with these global partners, and there is no sign that such a cooperation will stop tomorrow.

Nevertheless, in the medium term, this raises questions about the impact on the EU solar industry. Future disturbances in the supply chain, such as the current increase of shipping costs, the 400% increase of polysilicon costs or the expected shortage of solar PV modules supply in 2022, could cause temporary yet costly stress and delays in module procurement and project development. This is detrimental to the speed of European decarbonisation. Allowing access to a diversified supply of components in the medium term is necessary to ensure a healthy competition among manufacturers, sustain a continuous innovation cycle, improve the sustainability of the supply chain and strengthen the resilience of the industry in case of future shocks.
..
"

U.S. trade official says China failed to meet 'Phase 1' commitments
https://www.reuters.com/world/us/us-trade-official-says-china-failed-meet-phase-1-commitments-2022-02-01/
FEBRUARY 2, 2022

Is the EV battery crisis the next ‘semiconductor chip shortage’?
https://techhq.com/2022/02/is-the-ev-battery-crisis-the-next-semiconductor-chip-shortage/
FEBRUARY 2, 2022

Battery innovation enhances EV technology, generates worldwide patent boom
https://www.autofinancenews.net/allposts/auto-finance-excellence/compliance/battery-innovation-enhances-ev-technology-generates-worldwide-patent-boom/
JANUARY 28, 2022

Ford to make new investment of up to $20 billion in EV push- Bloomberg News
https://www.reuters.com/technology/ford-invest-up-20-billion-ev-push-bloomberg-news-2022-02-01/
FEBRUARY 2, 2022

Da blir det nok ingen avstemning over SEMA/BBB før etter 1 mars.

Demokratene er nødt til å ha alle stemmer i senatet for å få det gjennom. På den positive siden så får de litt mer tid på å dele opp BBB i en form som etterhvert forhåpentligvis også Manchin kan støtte.

Sen. Ben Ray Luján (D-N.M.) is expected to return to the Senate within four to six weeks, barring complications, after suffering a stroke, aides confirmed to The Hill.

In a 50-50 Senate, his time away also threatens to leave Democrats’ agenda in limbo until he returns.

https://thehill.com/homenews/senate/592543-lujan-out-for-next-4-6-weeks

Spørsmålet er om REC/Hanwha skal vente på dette. Har de tid til å bare tvinne tommeltotter?

Kan være at Bidens avgjørelse knyttet til forlengelse av toll og innføring av toll på bifacial panels er viktigere for Hanwa sin beslutning om å etablere en komplett verdikjede i USA eller ikke.
Det skal besluttes innen 7 februar.

Ikke bare Manchin som er en propp for å få på plass BBB.
Kan se ut som det er Kirsten Synema som tilslutt ødelegger for demokratene med tanke på å få BBB igjennom senatet.

https://www.yahoo.com/news/joe-manchin-gave-fresh-hint-194822354.html

OPINION
Guest column: U.S. must develop raw materials for electric vehicles, solar panels
https://www.pottsmerc.com/2022/02/03/guest-column-u-s-must-develop-raw-materials-for-electric-vehicles-solar-panels/
FEBRUARY 3, 2022

Polysilicon woes will end within 18 months, says Rethink
https://rethinkresearch.biz/articles/polysilicon-woes-will-end-within-18-months-says-rethink/
FEBRUARY 2, 2022

Stor dag idag!

Section 201 ble forlenget med 4 år med noen modifikasjoner.

Itilleg : Da er america competes act 2022 igjennom house of representatives.


Kilder: Sirbalo/News media

As evidenced by WACKER's recent announcement, there is a growing market demand for sustainable, low-carbon solar, driving activity across the solar supply chain.
 
Diversifying solar manufacturing through expansion in low-carbon economies will help secure a more resilient, sustainable global solar supply chain that is able to reliably supply growing solar demand.  

The future of solar is ultra low-carbon. 

#AllSolarIsGoodNotAllSolarIsEqual
https://www.linkedin.com/posts/ultra-low-carbon-solar-alliance_wacker-chemie-almost-doubles-polysilicon-activity-6895392098628059136-1fSw

Europe’s energy security and EU-US cooperation
https://eeas.europa.eu/headquarters/headquarters-homepage/110574/europe’s-energy-security-and-eu-us-cooperation-%C2%A0_en
FEBRUARY 6, 2022

PRESS RELEASE:
Worldwide Silicon Wafer Shipments and Revenue Set New Records in 2021, SEMI Reports

MILPITAS, Calif. — February 8, 2022 — Worldwide silicon wafer area shipments in 2021 increased 14% while wafer revenue rose 13% compared to 2020, topping $12 billion, to reach new all-time highs, the SEMI Silicon Manufacturers Group (SMG) reported in its year-end analysis of the silicon wafer industry.

Silicon shipments totaled 14,165 million square inches (MSI) compared to 12,407 MSI shipped in 2020 to meet surging broad-based demand for semiconductor devices and a wide variety of applications. 300mm, 200mm and 150mm wafer sizes all saw strong demand. Wafer revenue reached $12,617 million, surpassing the previous record of $12,129 million set in 2007.

“The robust year-over-year growth in silicon wafer area shipments and revenue reflects the heavy dependence of the modern economy on silicon wafers,” said Neil Weaver, outgoing chairman SEMI SMG 2018-2021 and vice president, Product Development and Applications Engineering at Shin Etsu Handotai America. “Wafers are the engine of digital transformation and new technologies that are reshaping how we live and work.”

Kilde: e-post fra SEMI.org

FACT SHEET: Biden-⁠Harris Administration Ensuring Future is Made in America
https://www.whitehouse.gov/briefing-room/statements-releases/2022/02/08/fact-sheet-biden-harris-administration-ensuring-future-is-made-in-america/
FEBRUARY 8, 2022

GoodWe: Global solar installations could exceed 240GW in 2022
https://www.pv-magazine.com/2022/02/08/goodwe-global-solar-installations-could-exceed-240gw-in-2022/
FEBRUARY 8, 2022

U.S. community solar market growth is already exceeding expectations
https://www.solarpowerworldonline.com/2022/02/u-s-community-solar-market-growth-is-already-exceeding-expectations/
FEBRUARY 8, 2022

Digital sovereignty: Commission proposes Chips Act to confront semiconductor shortages and strengthen Europe's technological leadership
https://ec.europa.eu/commission/presscorner/detail/en/ip_22_729
FEBRUARY 8, 2022

US-China tech war: Shanghai company at heart of Beijing’s semiconductor self-sufficiency drive red-flagged by Washington
https://www.scmp.com/tech/tech-war/article/3166285/us-china-tech-war-shanghai-company-heart-beijings-semiconductor-self
FEBRUARY 8, 2022
"
..
A prominent company at the heart of China’s semiconductor self-sufficiency drive has been red-flagged by the US, signalling that rivalry between the world’s two-largest economies over strategic technology is intensifying.

Shanghai Microelectronics (SMEE), which is perhaps Beijing’s best current hope to produce machines that can manufacture advanced chips, was one of 33 Chinese entities added to an export watch list by the US Commerce Department on Monday, a move that could restrict the company’s imports of US technologies and products.
"

Noe demokratene og republikanerne ser ut til å kunne enes om som vil kunne påvirke etableringen av komplette verdikjeder innen solar i USA. Store selskaper som importerer solpaneler fra Asia vil måtte forsikre seg om at f.eks polysil i panelene ikke stammer fra Xinjian provinsen i Kina.

«A bipartisan pair of senators on Monday introduced a bill that would require large companies to undergo an audit that seeks to detect forced labor being used in companies’ supply chains.»


https://thehill.com/homenews/senate/593268-bipartisan-bill-would-require-audits-to-detect-forced-labor-in-companies

PolySilicon Weekly Spot Price
Item High Low Avg AChg AChg%
PolySilicon 36.300 21.600 32.700 0 0%
Unit: USD Last Update: 2022-02-09

“There are a number of bills that are ready to move,” he said, .......

Coons also highlighted negotiations on an omnibus spending package and legislation to improve U.S. competitiveness and bolster the domestic semiconductor manufacturing industry as top near-term priorities.

https://thehill.com/homenews/senate/593423-senate-democrats-shift-strategy-after-progressive-agenda-falters

PolySilicon Weekly Spot Price
Item High Low Avg AChg AChg%
PolySilicon 36.300 21.600 32.700 0 0%
Unit: USD Last Update: 2022-02-09

Environmental and Circular Economy Implications of Solar Energy in a Decarbonized U.S. Grid
https://www.nrel.gov/docs/fy22osti/80818.pdf
FEBRUARY 10, 2022

En forlængelse til Solar Futures Study, som blev udgivet tilbage i september

Link til tråd om Solar Futures Study
https://finansavisen.no/forum/thread/139781/view

"
The Solar Futures Study and Supporting Reports
The Solar Futures Study, initiated by the U.S. Department of Energy (DOE) Solar Energy
Technologies Office and led by the National Renewable Energy Laboratory (NREL), envisions
how, over the next few decades, solar could come to power 40% or more of U.S. electricity
demand, dramatically accelerating the decarbonization of buildings, transportation, and industry.
Through state-of-the-art modeling, the Solar Futures Study is the most comprehensive review to
date of the potential role of solar in decarbonizing the U.S. electric grid and broader energy
system. However, not all the detailed analysis that informed the Solar Futures Study could be
included within its pages. This further analysis is collected in additional NREL reports, each
dedicated to a different technology or socioeconomic concern.
This report, Environmental and Circular Economy Implications of Solar Energy in a
Decarbonized U.S. Grid, focuses on a particular set of environmental, economic, and social
considerations related to the decarbonization of the U.S. energy system.
The Solar Futures Study Reports
• Solar Futures Study (main report published by DOE)
• Research and Development Priorities to Advance Solar Photovoltaic Lifecycle Costs and
Performance
• The Role of Concentrating Solar-Thermal Technologies in a Decarbonized U.S. Grid
• The Demand-Side Opportunity: The Roles of Distributed Solar and Building Energy
Systems in a Decarbonized Grid
• Maximizing Solar and Transportation Synergies
• The Potential for Electrons to Molecules Using Solar Energy
• Affordable and Accessible Solar for All: Barriers, Solutions, and On-Site Adoption
Potential
• Environmental and Circular Economy Implications of Solar Energy in a Decarbonized
U.S. Grid
You can learn more about the project and reports on
"

Korea Seriously Dependent on Chinese Solar Power Generation Components
http://www.businesskorea.co.kr/news/articleView.html?idxno=87336
FEBRUARY 10, 2022

STATEMENT BY US SECRETARY OF LABOR WALSH ON INTERNATIONAL LABOUR ORGANIZATION REPORT CITING SERIOUS SITUATION IN XINJIANG
https://www.dol.gov/newsroom/releases/osec/osec20220211
FEBRUARY 11, 2022
"
STATEMENT BY US SECRETARY OF LABOR WALSH ON INTERNATIONAL LABOUR ORGANIZATION REPORT CITING SERIOUS SITUATION IN XINJIANG
WASHINGTON – U.S. Secretary of Labor Marty Walsh issued the following statement on the International Labour Organization’s Committee of Experts on the Application of Conventions and Recommendations report:

“The International Labour Organization on Wednesday shined a spotlight on the serious situation and human rights abuses taking place in Xinjiang, China. The ILO’s Committee of Experts on the Application of Conventions and Recommendations, in its annual report on countries’ compliance with international labor standards, expressed “deep concern” regarding the People’s Republic of China’s policies towards the Uyghur and other mostly Muslim minorities in Chinas far western Xinjiang Uyghur Autonomous Region.

“The Committee of Experts on the Application of Conventions and Recommendations requested that the PRC’s government take steps to promote equal employment opportunity and treatment without discrimination based on race, national extraction, religion or political opinion; and revise national and regional polices that use vocational training and rehabilitation centers for political re-education based on administrative detention.

“The Department of Labor calls on the PRC to take the steps requested by the Committee of Experts, and to end its abuses of the predominantly Muslim Uyghurs and members of other ethnic and religious minority groups in Xinjiang, as well as its use of these groups for forced labor in Xinjiang and beyond.

“The Department of Labor is committed to empowering workers at home and abroad, including by uncovering and combating forced labor in all its forms. Our reporting on forced labor identified ten products made with forced labor in Xinjiang, including cotton, textiles, tomatoes, hair products and polysilicon. Many trusted sources confirm that the People’s Republic has arbitrarily detained more than one million Uyghurs and other mostly Muslim minorities in Xinjiang. An estimated 100,000 Uyghurs and other ethnic minority ex-detainees in China may be working in conditions of forced labor following detention in re-education camps.”
"

Biden Administration, DOE to Invest $3 Billion to Strengthen U.S. Supply Chain for Advanced Batteries for Vehicles and Energy Storage
https://www.energy.gov/articles/biden-administration-doe-invest-3-billion-strengthen-us-supply-chain-advanced-batteries
FEBRUARY 11, 2022
"
WASHINGTON, D.C. — The U.S. Department of Energy (DOE) today issued two notices of intent to provide $2.91 billion to boost production of the advanced batteries that are critical to rapidly growing clean energy industries of the future, including electric vehicles and energy storage, as directed by the Bipartisan Infrastructure Law. The Department intends to fund battery materials refining and production plants, battery cell and pack manufacturing facilities, and recycling facilities that create good-paying clean energy jobs. The funding is expected to be made available in the coming months and will ensure that the United States can produce batteries, as well as the materials that go into them, to increase economic competitiveness, energy independence, and national security.

...
"

9. "Commercial-scale domestic next generation silicon anode active materials and electrodes. The objective of this area of interest is to build new manufacturing plants or to retool, retrofit, or expand existing manufacturing plant(s) in the United States that can produce silicon anode active material or silicon containing electrodes. The silicon material or electrode should be used in advanced battery cells capable of being integrated into a module, pack, or system that can be used in electric vehicles and/or electric grid energy storage applications."

https://www.greencarcongress.com/2022/02/20220212-doefoa.html

Hehehehehehehehe

fantastisk fund grabein!!! Tak for at dele :)))

Kanskje vi ser noe fra Sila Nanotech og g14 nå i nærmeste fremtid, det er jo de selskapene som fort får en god slakt penger her fra den amerikanske stat. Penger som kan brukes til å for eksempel kjøpe fabrikken på andre siden av Ml fabrikken til rec. Det ville egentlig ikke forundret meg om den faktisk ikke er til wafers men til anode fabrikantene.

Tanken min med dette er at rec ser på en tomt nord for fabrikken som kanskje fort kunne blitt en ny bygning med wafer produksjon, en liten jv med hanwah. Hadde faen meg smelt ass

Helt sikkert feil tråd men men

Delt af Zenzor på ASMACC tråden:)
(Flyers, vil du ikke give Zenzor adgang til at poste i nyhedstråd 2 også? :) )

"The U.S. Army commits to using 100% clean electricity by 2030
“The Army will lead by example” says the United States Army Climate Strategy, and by 2040 aims to add enough renewables and storage to self-sustain critical missions."

...

"By 2030, the Army is “committed” to using “100% carbon-pollution-free electricity” at its installations, by building new renewable energy projects and purchasing clean electricity. "
...

"To preserve its acquisition capabilities, by 2025 the Army aims to analyze all its supply chain Tier 1 sources and contracts for climate change risks and vulnerabilities. By 2028, the Army aims to develop plans, policies, and contracts to ensure supply chain resilience."

https://pv-magazine-usa.com/2022/02/10/the-u-s-army-commits-to-using-100-clean-electricity-by-2030/
FEBRUARY 10, 2022