The production of PV ingots and wafers remains the most highly concentrated of all the production stages in the silicon solar supply chain. Yet efforts to re-establish production in Europe and the United States are not for the faint-hearted.
The accelerating deployment of large-scale energy storage is one factor behind the tailwinds forming for large-scale solar in Australia. Rystad Energy Senior Analyst David Dixon said that with gigawatts of big batteries under construction, the flexible load will create demand for solar during peak PV production periods.
PV manufacturing analysis is revealing that module prices can not “sustainably” fall significantly in 2024 without producers selling below cost. UK-based analysts Exawatt delivered the development last week, in a trend observed by Australian market participants.
South Korean solar module maker Qcells told its local team this week that its Australian subsidiary will be closed. The decision underscores the highly competitive nature of the Australian solar marketplace and the company’s strategic decision to focus on its home market, the United States, and Europe.
As rooftop solar racks up records in Australia, price cannibalization has resulted in a “struggling” large-scale market segment. Bruce Mountain, head of the University of Victoria’s Energy Policy Centre, says that increasingly depressed wholesale electricity prices during the day are squeezing out big PV.
The application of busbarless cell interconnection approaches could unlock the potential of heterojunction (HJT) technology, primarily by reducing the historically high silver usage of negatively-doped, “n-type” cell technology. As HJT manufacturing increases, a wave of applications may very well be on the horizon.
At this year’s Intersolar Europe conference in Munich, pv magazine caught up with Gregory Lukens, the new Director Utility Europe for Solis, a brand of Ginlong Technologies. He discussed his background in solar, and how the company is looking to build its footprint in the European utility scale segment.
At Intersolar in Munich, pv magazine spoke with Jenny Chase, solar analyst at BloombergNEF, about falling solar module prices, oversupply, bottlenecks in the European markets, and labor issues. According to Chase, lower panel prices won’t instantly create demand, and manufacturers should prepare to deal with very low margins. She also said we can expect to see more consolidation in the industry, and bankruptcies for uncompetitive producers may be unavoidable.
A new generation of flexible, lightweight modules is entering the market. With back contact technology offering its own form of design flexibility and robustness, the new products could crack a hard-to-address market segment.
A combination of protectionist measures, attractive profit margins, and domestic content incentives has revitalized Turkey’s solar manufacturing industry. Jonathan Gifford asks whether the resurgent sector can become a player on the world stage.
This website uses cookies to anonymously count visitor numbers. View our privacy policy.
The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.