Highlights

Back in June, the Office of the U.S. Trade Representative (USTR) granted Section 201 tariff exemptions to bifacial cells and modules, but reversed the decision on Oct. 28. Two weeks after the reversal, the U.S. Court of International Trade issued a temporary order against the withdrawal of the bifacial exemption. An investigation is now underway, with the first hearing taking place on Dec. 5.

Even when taken in the context of the growing pessimism that has gripped China’s PV industry regarding 2019 demand since the middle of the year, the latest figures from the China Photovoltaic Industry Association (CPIA) are astonishing. More optimistic forecasts from earlier in the year have been downwardly revised, with installations headed for a “cliff edge” decline that could see demand fall by as much as 50% year on year. So, what exactly has taken place?

By the end of 2018, China was home to around one third of global cumulative PV capacity, with around 175 GW of operational PV systems. In the context of China’s power sector, writes Frank Haugwitz of Asia Europe Clean Energy Advisory, the cumulative installed capacity makes up 9% of the total existing power generation capacity and contributed approximately 2.7% to total electricity generation.

After an extensive process and a raft of documents, the European Commission has laid the groundwork for legal measures aimed at a more sustainable solar industry. Don’t expect a revolution.

As part of pv magazine’s UP initiative, we asked our readers how they felt about sustainability in solar, whether they or their customers were willing to do something about it, and how they saw the conflicting goal of profitability.

The outlook for growth in Vietnam’s renewables sector is positive, writes Daine Loh, research analyst at Fitch Solutions. And the solar segment is one of the key drivers of this impressive growth. Vietnam still has substantial untapped solar power potential. Coupled with an increasingly supportive regulatory environment, and an expected surge in electricity consumption over the next decade, the country’s renewables sector is poised for a new dawn. And this will bring substantial opportunities for investors.

With demand for lithium-ion battery cells picking up, largely driven by EVs but also from the fast-growing stationary storage segment, production capacities in China are ramping up quickly. But safety and quality must remain centrally important in the face of the need to scale, even more so after the numerous battery fires that shocked buyers globally and brought the South Korean market to a standstill. Clean Energy Associates (CEA) has launched the 2019 BESS Supplier Market Intelligence Program report, covering 40 suppliers, in an effort to support buyers navigating this novel supplier landscape. George Touloupas, CEA’s director of technology and quality for solar and storage, shares the company’s key findings on the supply chain and tells us what can have an impact on Li-ion safety and reliability.

On Oct. 29, China’s National Energy Administration (NEA) released cumulative connection data for the first nine months of 2019, when China installed just under 16 GW. This breaks down as 52% distributed generation projects and 48% ground-mount installations. The figure represents a decrease of 54% for the first three quarters compared to 2018. Numbers for the third quarter of 2019 were lower than anticipated in China, confirming what the IHS Markit PV Market Trend Survey for China announced in September. It indicated that a large part of third-quarter PV demand had been postponed to the fourth quarter. Participants still expect a large increase in demand in the fourth quarter, but are increasingly pessimistic about the size of the Chinese market this year.

Dec. 3rd, 2019, Shanghai, Bloomberg New Energy Finance (BNEF) holds its annual conference, the BNEF Summit Shanghai 2019, in Ritz-Carlton Pudong. More than 300 experts of renewable energy industry from China and other countries of the world joined the meeting.

PV Magazine had an interview with Mr. Rongfang Yin, executive vice president of Trina Solar, about Trina’s business and view.

Huanghe Hydropower Development has started work on the first phase of a huge renewable energy project which will eventually feature 10 GW of solar generation capacity along with 5 GW of wind and 1 GW of concentrating solar power. Trina will supply 600 MW of modules to the first phase of the facility.