Nyheter som angår REC , del 2

Slettet bruker
RECSI 18.01.2022 kl 18:05 207185

Etter anmodning, opprettes ny lukket tråd for nyheter som angår Rec. Send meg forespørsel hvis du har nyheter som skal deles. Foreløpig er kun the man invitert.

Nyhetstråd fra 28/3-21 - 18/1-22:

https://finansavisen.no/forum/thread/131735/view
Redigert 07.08.2022 kl 19:02 Du må logge inn for å svare
Boldor
02.03.2022 kl 14:28 14362

https://twitter.com/Sen_JoeManchin/status/1499006620981882880?t=Si8cfTUpd1h7QD_jdZcYug&s=19

Manchin på banen igjen og taler for energiuavhenigighet i USA, han kan umulig mene at alt dette skal komme fra fossilt. SEMA bør lett kunne passere tverrpolitisk, de må få den ut av BBB.
DjTao
02.03.2022 kl 15:24 14497

Det ser sånn ut desverre 😞

Manchin har eierinteresser i kull og tjener millioner på og vil tjene enda mer hvis USA ikke banker gjennom SEMA men istedenfor fortsetter med fossilt brensel, deriblant kull….

Manchin on Tuesday evening said now is not the time for the United States to try to cut down dramatically on fossil fuel production when the president and European allies are imposing severe new sanctions on Russia, a major producer of oil and natural gas.

He said that the United States not only has to be energy independent but also has to help make up for the potential loss of Russian energy shipments to Europe and other countries participating in the new sanctions.

"We have to work with our allies to backfill where areas need help around the world," he said.

He reiterated his call for the United States to stop buying 600,000 barrels of oil and petroleum products per day from Russia.
Redigert 02.03.2022 kl 15:25 Du må logge inn for å svare
Bob Macahan
02.03.2022 kl 17:43 14444

SEMA kommer var så säkra på det.

"there were also fresh calls for policies to bolster domestic PV manufacturing so that the country is less reliant on imports."
https://www.pv-tech.org/biden-calls-for-tax-incentives-to-accelerate-solar-deployment/
DjTao
02.03.2022 kl 20:25 14005

Vi håper jo på det, men nå kjenner jeg på en liten tvil ift til Manchin. Det har ikke kostet ham noe politisk så langt å gå mot Biden. Kan det tenkes at han ikke stemmer for SEMA for å sikre sine interesser i kull industrien? Fyren er 74 og har uansett sikkert ikke tenkt til å ha en så lang politisk karriere fremover uansett. Han er muligens mer opptatt av å sikre verdiene i kullselskapet han og familien har eierinteresser.
Vet vi om enkelte republikanere er positive og vil stemme for?

Redigert 02.03.2022 kl 20:59 Du må logge inn for å svare
Slettet bruker
02.03.2022 kl 20:51 13870

Angående republikanerne vet vi ingenting, men om demokratene ikke blir enstemmige, trenger vi plutselig 60 prosent stemmer. Det var inntil nå lite trolig at mange nok republikanere vil stemme ja, men Putin kan jo ha bedret denne oddsen noe.

For REC sin del vil det nok uansett komme nok kunder, fordi verden trenger grønn energi som aldri før. Men det MÅ komme en avgjørelse på Biden-politikken først, da ingen vil tegne kontrakter og dermed miste pressmidlene sine overfor politikerne.
Redigert 02.03.2022 kl 20:53 Du må logge inn for å svare
solfylt
02.03.2022 kl 23:54 13343

I følge han selv, kommer han ikke til å stemme for noe som heter BBB. Det har han vært tydelig og sta på. Det holder ikke med justeringer og tilpasninger, uansett hvor store de er. I denne artikkelen https://thehill.com/homenews/senate/596580-manchin-proposes-dramatically-scaled-down-version-of-build-back-better virker det positivt for deler av klimadelen som han vedgår er viktig (men kostbart), i tillegg til «rettferdig» skattepolitikk og billigere reseptbelagte medisiner.

«He suggested spending on an array of initiatives to fight climate change would likely unify his Democratic colleagues. Half of that money should be dedicated to fighting inflation and reducing the deficit,” he said. “The other half you can pick for a 10-year program, whatever you think is the highest priority and right now it seems to be the environment — and that’s a pretty costly one — would take care of it.”
manman01
03.03.2022 kl 05:59 13106

Germany accelerates renewables due to Russia-Ukraine war; China to hike solar installs
https://www.reutersevents.com/renewables/solar-pv/germany-accelerates-renewables-due-russia-ukraine-war-china-hike-solar-installs
MARCH 2, 2022
Bob Macahan
05.03.2022 kl 07:10 12886

Lagförslaget med skattesubvention till solcellstillverkning i Moses Lake har gått igenom senaten.

PASSED SENATE!
Third reading, passed; yeas, 46; nays, 1; absent, 0; excused, 2

Man kan följa processen här: https://app.leg.wa.gov/billsummary?billnumber=5849&year=2021&initiative=False

Eller i separat tråd. Det har definitivt nyhetsvärde så jag postar här också ☀️

https://finansavisen.no/forum/thread/145919/edit
Redigert 05.03.2022 kl 07:13 Du må logge inn for å svare
solfylt
05.03.2022 kl 10:12 12700

Dette er lovende, Bob 👍 Det blir nok liv i Moses Lake til slutt ☀️
Slettet bruker
06.03.2022 kl 08:06 11770

Denne blir nok rene plankekjøringen å få stemt gjennom i Washington state:

https://ballotpedia.org/Party_control_of_Washington_state_government

Hvis demokratene i DC nå også kan klare å få has på Manchin og Senema, så kan dette bli riktig så bra, men der skal det nok diskuteres og endres meninger frem og tilbake en stund til før BBB kan stemmes på.
manman01
07.03.2022 kl 10:12 10774

Eksperter: Virksomheder må vælge side – enten sælger de til Vesten eller til Rusland og Kina
https://finans.dk/erhverv/ECE13797777/eksperter-virksomheder-maa-vaelge-side-enten-saelger-de-til-vesten-eller-til-rusland-og-kina/
MARCH 6, 2022

..

For virksomhederne betyder det, at man i stigende grad risikerer problemer i den ene lejr, hvis man har store aktiviteter i den anden, lyder vurderingen. Og det kan tvinge virksomhedsledelserne til at vinke farvel til store, årelange satsninger i de "forkerte" lande.

»Erhvervspolitik bliver til sikkerhedspolitik, og tilvalg bliver til fravalg. Hvis du vælger at handle med en given stat eller samarbejdspartner, så risikerer du mere eller mindre automatisk at have foretaget et samtidigt fravalg af andre,« siger Lars Bangert Struwe.

..
Redigert 07.03.2022 kl 10:13 Du må logge inn for å svare
manman01
07.03.2022 kl 18:02 10393

SEMA Coalition says legislation could lead to 30 GW of domestic solar module manufacturing capacity
https://www.solarpowerworldonline.com/2022/03/sema-coalition-says-legislation-could-lead-to-30-gw-of-domestic-solar-module-manufacturing-capacity/
MARCH 7, 2022
"
..
The SEMA Coalition estimates that deployment incentives and manufacturing tax credits could lead to 30 GW of domestic solar module manufacturing capacity by 2025, along with 18,000 direct manufacturing and 60,000 indirect jobs. The group members also have plans to “have an entirely domestic solar manufacturing supply chain capable of exceeding domestic demand with nearly 100% American panels, resulting in approximately a total of 30,000 direct manufacturing jobs and over 100,000 indirect jobs by 2030 throughout the solar supply chain.”

Member companies that signed the letter:

Auxin Solar – crystalline silicon solar panel manufacturer (California)
Caelux – perovskite R&D company
CubicPV – perovskite R&D company
First Solar – thin-film solar panel manufacturer (Ohio)
Hanwha Q CELLS North America – crystalline silicon solar panel manufacturer (Georgia)
Heliene – crystalline silicon solar panel manufacturer (Minnesota, Florida)
Hemlock Semiconductor Operations – silicon manufacturer (Michigan)
Leading Edge Equipment Technologies – silicon wafer technology company
Maxeon Solar Technologies – crystalline silicon solar cell and panel manufacturer
Meyer Burger Americas – crystalline silicon solar cell and panel manufacturer (Arizona)
Mission Solar Energy – crystalline silicon solar panel manufacturer (Texas)
REC Silicon – silicon manufacturer (Washington, Montana)
Sunnova Energy International – solar system installer
Swift Solar – perovskite R&D company
Silfab Solar – crystalline silicon solar panel manufacturer (Washington)
Wacker Polysilicon North America – silicon manufacturer (Tennessee)
..
"
manman01
07.03.2022 kl 19:48 10213

Fantastisk, tak Bob

https://www.linkedin.com/posts/cubicpv-inc_sema-coalition-bbb-jobs-created-letterfinal-activity-6906627906018369536-8uts
Michael Parr
Executive Director at The Ultra Low Carbon Solar Alliance
2t
Passing SEMA would turbocharge the expansion in manufacturing across the solar supply chain that is already underway in the US and help to ensure that we have access to adequate supplied of sustainably produced solar modules to meet carbon and energy goals.
manman01
10.03.2022 kl 10:34 9287

Market report estimates 11-GW decrease in near-term solar installations
https://www.solarpowerworldonline.com/2022/03/market-report-estimates-11-gw-decrease-in-near-term-solar-installations/
MARCH 10, 2022
"
..
New 10-year forecasts from Wood Mackenzie show that passing a long-term extension of the solar ITC, new manufacturing tax credits and other clean energy incentives would increase solar installations by 66% over the next decade compared to baseline projections. In addition, if the manufacturing tax credits move forward, the industry could have nearly 20 GW of new domestic solar manufacturing capacity.
..
"

U.S. Solar Market Insight
https://www.seia.org/us-solar-market-insight
MARCH 10, 2022

Solar Market Insight Report 2021 Year in Review
https://www.seia.org/research-resources/solar-market-insight-report-2021-year-review
MARCH 10, 2022

US solar hits some bumps in the road
https://www.woodmac.com/news/opinion/us-solar-hits-some-bumps-in-the-road/
MARCH 10, 2022
Redigert 10.03.2022 kl 10:34 Du må logge inn for å svare
manman01
10.03.2022 kl 22:54 9016

Invest in Clean Energy to Strengthen America’s National Security
https://www.seia.org/blog/invest-clean-energy-strengthen-americas-national-security
MARCH 10, 2022
"
..
According to Solar Market Insight 2021 Year in Review report, utility-scale solar prices increased by 18% in 2021 due to continued supply chain disruptions, unfair trade actions, and federal policy uncertainty. As a result, 13% of utility-scale solar projects that were slated for completion in 2022 are now delayed by at least a year or cancelled outright.

Passing clean energy manufacturing incentives can dramatically reduce shipping and import costs, helping the solar industry meet demand with U.S.-made products. In addition, having more American-made products will help protect the industry from global disruptions and ensure every piece of technology that goes into a solar energy system, including cyber-secure power electronics, has American interests at heart.

Today, America’s solar manufacturing sector consists of 7.7 gigawatts (GW) of module capacity. This is only a small fraction of what the market needs, but it also demonstrates an incredible opportunity for growth. For perspective, the U.S. installed 23 GW of new solar capacity in 2021, but we’ll need to install over 100 GW annually to hit President Biden’s climate goals. Companies are ready to invest in states like West Virginia, Michigan, and Arizona, and with federal policy certainty, the United States can make real progress toward SEIA’s target of 50 GW of manufacturing capacity across the entire solar supply chain.
....
"
manman01
10.03.2022 kl 22:56 9097

Module prices to remain elevated for 18 months at least as global demand skyrockets
https://www.pv-tech.org/module-prices-to-remain-elevated-for-18-months-at-least-as-global-demand-skyrockets/
MARCH 10, 2022
"
Module prices are to remain elevated for the next 18 months at least, with any additional manufacturing capacity set to be quickly swallowed by soaring demand and capacity addition outside of China considered risky, Finlay Colville, head of market research at Solar Media, has said.

Speaking at the Solar Finance and Investment Europe (SFIE) event in London, organised by PV Tech publisher Solar Media, Colville said the demand for solar modules has increased beyond recognition in the past year and particularly since the COP26 climate conference in Glasgow in November.

“I’ve never seen such a big change in a 12-month period,” said Colville, adding that everywhere was now fighting to get access to a limited supply of modules.

He said demand for modules is about 25-30% higher than what the industry can supply and that roughly 30% of modules produced today never leave China, meaning the rest of the world is vying for the remaining 70%.

Polysilicon production remains an obvious bottleneck. For the past 18 months, as demand for modules and in turn polysilicon surged, producers were not able to sufficiently increase production capacity to meet that demand. This was compounded by natural events and energy constraints curtailing production in China.
..
"
Redigert 10.03.2022 kl 22:56 Du må logge inn for å svare
manman01
10.03.2022 kl 23:00 9060

https://www.linkedin.com/posts/ultra-low-carbon-solar-alliance_calendar-of-upcoming-meetings-and-events-activity-6907755653465792512-GT74
The Alliance will join the Clean Energy Buyers Association (CEBA) and the National Renewable Energy Laboratory at a Minnesota Public Utilities Commission panel next week on improving the solar supply chain. Join Michael Parr, Jennifer Snook and Garvin Heath as they discuss:

- Trends in solar manufacturing
- How solar buyers can use their purchasing power to help create a more sustainable and resilient solar supply
- Recent expansions in domestic solar manufacturing

This live webcast is open to the public and will be recorded.
manman01
15.03.2022 kl 11:02 8347

The Xinjiang issue, supply chain transparency and answering the question of who makes what in the PV industry today
https://www.pv-tech.org/the-xinjiang-issue-supply-chain-transparency-and-answering-the-question-of-who-makes-what-in-the-pv-industry-today/
MARCH 15, 2022
manman01
15.03.2022 kl 11:10 8312

Solar companies submit strategy comments on Uyghur Forced Labor Prevention Act
https://www.solarpowerworldonline.com/2022/03/solar-companies-submit-strategy-comments-on-uyghur-forced-labor-prevention-act/
MARCH 14, 2022
manman01
15.03.2022 kl 11:50 8200

Bennet, Hickenlooper Join Bipartisan, Bicameral Call For Semiconductor Funding To Address Supply Chain Shortage
https://www.bennet.senate.gov/public/index.cfm/press-releases?ContentRecord_id=9AB3B9B1-7638-480B-8F09-9DB8D37498D8
MARCH 14, 2022
manman01
16.03.2022 kl 10:30 8050

2022 semiconductor industry outlook
https://www2.deloitte.com/us/en/pages/technology-media-and-telecommunications/articles/semiconductor-industry-outlook.html
MARCH 16, 2022
"
Entering a period of robust growth
In 2022, the global semiconductor chip industry is expected to reach about US$600 billion. But while it’s still dwarfed by farming, oil, and gas—industries that are worth an annual US$10 trillion and US$5 trillion in revenue respectively—80% of the world’s food or fuel doesn’t come from a handful of manufacturers concentrated in a just a few countries.

Across multiple end markets, the absence of a single critical chip, often costing less than a dollar, can prevent the sale of a device worth tens of thousands of dollars. Based on our analysis, the chip shortage of the past two years resulted in revenue misses of more than US$500 billion worldwide between the semiconductor and its customer industries, with lost auto sales of more than US$210 billion in 2021 alone.

Over the long run, semiconductor revenues are likely to oscillate around a trend line. Still, that trend line looks steeper than ever before as we enter a period of robust secular growth.
..
"
Slettet bruker
16.03.2022 kl 10:39 8082

The Coretec Group Applauds Passage of U.S. Federal Spending Bill and Impact on Electric Vehicles

ANN ARBOR, Mich. — The Coretec Group, Inc., (OTCQB: CRTG), developers of engineered silicon, a lithium-ion battery with a silicon-anode, and 3D volumetric displays, applauds the passage of the U.S. 2022 federal spending bill.

The Coretec Group is pleased to see the inclusion of programs to expand on energy efficiency, improve transportation infrastructure, and advance the science necessary to achieve goals in the transition to clean energy and transportation. In particular, the bill provides funding for research and development to improve battery technology for electric vehicles.

...

https://financialpost.com/pmn/press-releases-pmn/business-wire-news-releases-pmn/the-coretec-group-applauds-passage-of-u-s-federal-spending-bill-and-impact-on-electric-vehicles
manman01
16.03.2022 kl 16:56 7939

U.S. solar tariffs bolster growing dominance of bifacial panels
https://www.reutersevents.com/renewables/solar-pv/us-solar-tariffs-bolster-growing-dominance-bifacial-panels
MARCH 16, 2022

..
As the U.S. ramps up solar installations, the ability of domestic manufacturers to scale up production of lower cost bifacial panels could prove key.

U.S. companies face higher labour costs and overheads than Southeast Asian suppliers but energy prices are relatively low and supply chain issues are continuing to push up the cost of imports.

The scaling up of U.S. manufacturing could help reduce costs, while tax credits and incentives proposed in President Biden's Build Back Better act and other smaller bills could also help domestic manufacturers, Motyka said.
..
Redigert 16.03.2022 kl 16:58 Du må logge inn for å svare
Slettet bruker
16.03.2022 kl 16:57 8100

Global Semiconductor Materials Market Revenue Tops $64 Billion in 2021 to Set New Record, SEMI Reports

MILPITAS, Calif., March 16, 2022 /CNW/ -- The global semiconductor materials market grew 15.9% to $64.3 billion in revenue in 2021, surpassing the previous market high of $55.5 billion set in 2020, SEMI, the global industry association representing the electronics manufacturing and design supply chain, reported today in its Materials Market Data Subscription (MMDS).

https://www.newswire.ca/news-releases/global-semiconductor-materials-market-revenue-tops-64-billion-in-2021-to-set-new-record-semi-reports-801900353.html
manman01
16.03.2022 kl 17:24 8239

European Commission and U.S. Department of Energy support collaboration between the European Battery Alliance and U.S. Li-Bridge Alliance to strengthen supply chain
https://ec.europa.eu/growth/news/european-commission-and-us-department-energy-support-collaboration-between-european-battery-alliance-2022-03-14_en
MARCH 14, 2022
"
Batteries are critical to a clean energy economy. They help decarbonise the transport and energy sectors, by electrifying vehicles and providing stationary storage for the renewable-powered grid. Advancing the battery supply chain therefore requires an all-hands-on-deck, global approach.

On 14 March 2022, the Commission and the U.S. Department of Energy (DOE) announced support for a collaboration between the European Battery Alliance and the U.S. Li-Bridge alliance to accelerate development of robust supply chains for lithium-ion and next generation batteries, including the critical raw materials segments.

Bolstering the clean energy economy and strengthening the battery value chain is a top priority for the European Union and the United States. This is in step with their commitment to address the climate crisis and accelerate the transition to clean energy, through renewables, energy efficiency and necessary technologies like batteries.

With each passing year, the growing urgency of the climate crisis demands swifter action, smarter solutions, and more comprehensive collaboration. The European Battery Alliance and U.S. Li-Bridge Alliance are collectively assuring the resilience of battery supply chains by

- developing sustainable industry capacity that can satisfy a growing demand for batteries in transportation and energy systems

- researching next generation, high performing and sustainable battery technologies

- ensuring sustainable and ethical sourcing of critical raw materials

- accelerating battery recycling and reuse, including recovering critical raw materials

- investing in the battery workforce

- prioritising the environmental justice when supporting the broader transition to a clean energy economy

In the months ahead, EIT InnoEnergy and Argonne National Laboratory (ANL) will lead efforts between the two alliances to build bridges across the battery ecosystems and conduct forums to carry out specific collaborative efforts to ensure resilient battery value chains.
"
manman01
16.03.2022 kl 17:27 8432

US, EU to tackle battery supply chain risks together
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/us-eu-to-tackle-battery-supply-chain-risks-together-69363103
MARCH 14, 2022

Bridging the Gap: Advancing America's Battery Manufacturing and Supply Chain
https://www.energy.gov/energy-storage-grand-challenge/events/bridging-gap-advancing-americas-battery-manufacturing-and
"
March 16, 2022 to March 17, 2022
Learn more and register.
Over the course of two days, Li-Bridge will facilitate the sharing of perspectives from battery industry stakeholders on opportunities and challenges across the supply chain and how to promote increased collaboration towards the vision and goals of the National Blueprint for domestic manufacturing. Li-Bridge is a public-private alliance committed to accelerating the development of a domestic battery supply chain.
"
manman01
17.03.2022 kl 10:01 7648

SIA Endorses FABS Act Introduced in House
https://www.semiconductors.org/sia-endorses-fabs-act-introduced-in-house/
MARCH 16, 2022
"
WASHINGTON—March 16, 2022—The Semiconductor Industry Association (SIA) today applauded introduction in the House of Representatives of the Facilitating American-Built Semiconductors (FABS) Act, bipartisan legislation that would establish an investment tax credit to incentivize semiconductor manufacturing, design, and research in the United States. The bill was introduced today by Reps. McCaul (R-Texas) and Matsui (D-Calif.). Original co-sponsors include Reps. Mike Kelly (R-Pa.), DelBene (D-Wash.), Stefanik (R-N.Y.), Kildee (D-Mich.), Katko (R-N.Y.), Slotkin (D-Mich.), and Meijer (R-Mich.). Similar legislation (S. 2107) was introduced in the Senate by Finance Committee Chair Wyden (D-Oreg.), Ranking Member Crapo (R-Idaho), and other bipartisan co-sponsors.

“Semiconductors form the nerve center of America’s economy and national security, and incentivizing domestic chip research, design, and manufacturing is a national priority,” said John Neuffer, SIA president and CEO. “The FABS Act introduced today would incentivize semiconductor companies to manufacture and design more of the chips our country needs on U.S. shores, spurring private investments and creating American jobs. We strongly support enactment of the House bill and appreciate its inclusion of a credit for both manufacturing and design to help bolster the chip ecosystem in the United States. Coupled with funding the CHIPS Act, enactment of a tax credit for semiconductor manufacturing and design as set forth in the House’s FABS Act are parts of a complementary, holistic strategy, and both are needed to produce robust, predictable, and durable incentives to restore U.S. semiconductor leadership. We applaud all the bill co-sponsors for their leadership on this issue and urge leaders in Congress to swiftly enact the bill and fund the semiconductor manufacturing incentives and research provisions in the CHIPS Act.”

The bill is another indication Congress is prioritizing incentives to strengthen the semiconductor industry in the U.S. A similar bipartisan investment tax credit bill was introduced in the Senate on June 17, 2021. Additionally, on Feb. 4, 2022, the House passed critical CHIPS Act investments totaling $52 billion to strengthen domestic semiconductor manufacturing and research as part of competitiveness legislation, the America COMPETES Act of 2022. The Senate passed the same level of funding for the CHIPS Act as part of its version of competitiveness legislation, the United States Competition and Innovation Act (USICA), in June 2021. House and Senate leaders must now work on reconciling differences in the bills and passing bipartisan legislation to be signed by the president. A semiconductor investment tax credit, as called for by the FABS Act, is an important complement to the manufacturing incentives and research investments in USICA and America COMPETES.

The share of modern semiconductor manufacturing capacity located in the U.S. has decreased from 37% in 1990 to 12% today. This decline is largely due to substantial manufacturing incentives offered by the governments of our global competitors, placing the U.S. at a competitive disadvantage in attracting new construction of semiconductor manufacturing facilities, or “fabs.” Additionally, federal investment in semiconductor research has been flat as a share of GDP, while other governments have invested substantially in research initiatives to strengthen their own semiconductor capabilities, and existing U.S. tax incentives for R&D lag those of other countries. Furthermore, global semiconductor supply chain vulnerabilities have emerged in recent years that must be addressed through government investments in chip manufacturing and research, according to an SIA-BCG study.

A combination of grants, tax credits, and research investments is needed to turbocharge U.S. semiconductor production and innovation. Enacting a strengthened FABS Act and funding the CHIPS Act are essential components of this holistic, complementary approach to strengthening America’s semiconductor capabilities over the long term.
"
manman01
17.03.2022 kl 10:02 7915

Intel, Micron CEOs to testify before Senate panel next week
https://www.marketwatch.com/amp/story/intel-micron-ceos-to-testify-before-senate-panel-next-week-11647487493
MARCH 16, 2022
"
The chief executives of Intel Corp. and Micron Technology Inc. will testify before a Senate committee next week to push for legislation to bolster the U.S. semiconductor industry.

In February, the House narrowly passed a bill designed to massively boost semiconductor production in the U.S., including $52 billion in grants and subsidies, and $45 billion to strengthen technology supply chains. In his State of the Union address earlier this month, President Joe Biden urged passage of the bill, saying America must “level the playing field with China and other competitors.”

On Wednesday, Sen. Maria Cantwell, D-Wash., chair of the Senate Committee on Commerce, Science and Transportation, announced the hearing will be held at 10 a.m. Eastern on March 23.
..
"
Bob Macahan
18.03.2022 kl 09:19 7542

LONGi planerar stor expansion.
Det som är bestämt ska ligga i Kina men bolaget talar öppet om att expandera i Indien, USA, etc.

"with possible locations being India, Saudi Arabia and the US as it is expensive to ship its China made products to the US owing to the import tariffs."

LONGi är världens största tillverkare av Wafers. Jag är rätt säker på att de följer utvecklingen i Amerikansk politik väldigt nära.

https://taiyangnews.info/business/longi-plans-capacity-expansion-in-china/

Back in November 2021, Reuters reported LONGi’s monocrystalline silicon wafer production capacity as 85 GW and solar module production capacity as 50 GW. It quoted LONGi Green’s President Li Zhenguo as saying that the firm is actively studying the market to build manufacturing plants beyond China, with possible locations being India, Saudi Arabia and the US as it is expensive to ship its China made products to the US owing to the import tariffs.
manman01
18.03.2022 kl 23:18 7196

Hanwha Q-Cells says injunction against Longi was extended
https://www.pv-magazine.com/2022/03/18/hanwha-q-cells-says-injunction-against-longi-was-extended/
MARCH 18, 2022


South Korea-based solar module manufacturer Hanwha Q-Cells announced that the Dutch Court of Appeal in The Hague has upheld the cross-border injunction against Longi Netherlands Trading B.V. that was previously imposed in early October by the District Court of Rotterdam. According to the preliminary decision of the Court of Appeal, the list of countries in which Longi is not allowed to sell the solar modules affected by the patent infringement proceedings has been expanded from nine to eleven.

The injunction provides that Longi Solar's Dutch subsidiary may not encourage customers to infringe the EP ‘689 patent in countries where Hanwha Solutions Corporation is the registered owner. Longi is not allowed to offer for sale, sell or distribute the affected solar modules in Belgium, Bulgaria, Germany, France, Hungary, Liechtenstein, Austria, Portugal, Spain, the United Kingdom and Switzerland. In addition, Longi is to send a list of its customers in these countries to Hanwha Q-Cells.

manman01
19.03.2022 kl 09:32 6760

U.S. raises concerns about China aligning with Russia at meeting it calls 'intense'
https://www.reuters.com/world/us-warn-china-perils-aiding-russia-rome-meet-2022-03-14/
MARCH 14, 2022

..
"We have deep concerns about China's alignment with Russia at this time, and the national security adviser was direct about those concerns and the potential implications and consequences of certain actions," a senior administration official told reporters.

Sullivan described to Yang "the unity of the United States and its allies and partners ... in bringing costs on Russia for its actions," this official added.
..

Officials of the United States and other countries have sought to emphasize in recent weeks that siding with Russia could carry consequences for trade flows, development of new technologies and expose China to secondary sanctions. read more

Chinese companies defying U.S. restrictions on exports to Russia may be cut off from American equipment and software they need to make their products, U.S. Commerce Secretary Gina Raimondo said last week. read more
..
manman01
19.03.2022 kl 12:48 6510

UItra Low-Carbon Solar Alliance
577 følgere
17t • 17 timer siden

This announcement, while quite ambitious, is one of many solar manufacturing expansions we've seen in the US and EU. They raise an interesting counterpoint to the argument about the supposed higher prices of Western solar products.

Once it was true that Western solar manufacturers struggled to compete with China's low prices, but that has changed over time. All of the solar industry is now leveraging manufacturing scale and automation to reduce manufacturing costs and be price competitive. This is why we have seen the cost of PV-generated power drop by 90% since 2009; most of that has been driven by lower module costs, which now comprise less than half of the cost of a solar system.

Today, we are seeing dramatic expansion of PV manufacturing capacity across the supply chain outside of China. These companies would not spend hundreds of millions of dollars to build new plants if they could not be competitive.
https://www.pv-magazine.com/2022/03/04/french-start-up-aims-to-set-up-5-gw-pv-module-factory/

https://www.linkedin.com/posts/ultra-low-carbon-solar-alliance_french-start-up-aims-to-set-up-5gw-pv-module-activity-6910647721385172992-Y0rO?utm_source=linkedin_share&utm_medium=member_desktop_web
Slettet bruker
19.03.2022 kl 14:05 6404

Nå trøkkes det på, også for å få SEMA godkjent for seg selv. Ultra Low Carbon Alliance har nå sendt brev til Bidrn.

Hvis Jay Inslee signerer til uka, og SEMA begynner å røre på seg, så kan det bli hyggelig frem mot sommeren.

Nyt sola i dag, snart skal den genere kronasje også.

https://tinyurl.com/37wxrt6y
omac
19.03.2022 kl 19:10 5989

Nå resirkuleres det så mye at vi allerede i Mars kan utpeke årets beste innsats for miljøet.....
manman01
21.03.2022 kl 21:25 5150

Longi wants to challenge recent ruling in patent dispute with Hanwha Q-Cells in the Netherlands
https://www.pv-magazine.com/2022/03/21/longi-wants-to-challenge-recent-ruling-in-patent-dispute-with-hanwha-q-cells-in-the-netherlands/
MARCH 21, 2022

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Chinese module manufacturer Longi announced its intention to challenge the recent decision with which the court of appeal in The Hague, the Netherlands, has decided to extend the preliminary cross-border injunction against its Dutch subsidiary Longi (Netherlands) Trading B.V. in the patent dispute with South Korea-based panel maker Hanwha Q Cells.

“Longi is very disappointed about this judgement and starts preparation of appeal to The Supreme Court of the Netherlands and the European Court,” the company said in a statement, adding it considers this judgment of a pre-litigation relief measures are incorrect in the application of law in various aspects. “The Company firmly believes that the related products are not infringing any of Hanwha's rights in the 11 countries.”
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