Opinion & Analysis

There’s a famous saying: “Never let a crisis go to waste.” The current energy crisis has had a terrible impact on many consumers, but it has also given the energy sector a golden opportunity to get in shape for the energy transition. Jon Slowe, the director of Delta-EE, examines the impacts and opportunities of the energy crisis currently playing out in Europe and what it could mean for the renewables sector.

While the adoption of large-format wafers has driven a wave of capacity expansion for PERC, existing manufacturers and new entrants continue to evaluate TOPCon and HJT. An increasing number of HJT pilot lines and gigawatt-scale capacity expansion projects are appearing, as manufacturers see the advantages of fewer process steps, higher efficiency ratings, and better yield rates. The localization of equipment is also a driving factor. PV InfoLink’s Derek Zhao offers an update on the latest developments and process routes for HJT.

Next year will set new records for the U.S. solar market, with 30.4 GW of installations expected. The utility-scale PV pipeline in 2022 is nearly 50% greater than 2021 and 2023, due to the combined effects of pandemic-related supply chain impacts, the solar Investment Tax Credit schedule, and other module procurement challenges. Over the next two years, solar installations will be concentrated in Texas, California, Ohio, Indiana, and Nevada, with large portions of the pipeline being developed by a few key players in each state. IHS Markit’s Eric Wright takes a closer look.

As solar energy experiences record growth, investors, customers, and regulators are increasingly asking for more disclosure and transparency on how solar supply chains are managed throughout product life cycles.

As the continent struggles through this latest seasonal electricity price crisis, the power of solar has been brought to the fore. Households and industry alike have been affected by the challenges in electricity costs in recent weeks, as global economic recovery and supply chain issues have driven high gas prices. Consumers at every level are searching for energy alternatives.

Africa has 40 % of the world’s solar potential but only 1 % of the world’s solar panels.

The past 12 months have proved profitable for polysilicon manufacturers, as selling prices have soared to levels not seen since 2011. However, with major new capacity expansions on the horizon from most of the leading manufacturers, and new players planning to enter the scene, the market balance looks set to shift. Exawatt’s Alex Barrows rounds up where the industry stands and what might happen next.

Factories suffering from rationed grid electricity could help drive a boom in on-site solar systems, and recent moves to mandate the retrofitting of PV on existing buildings could also lift the market, as analyst Frank Haugwitz explains.

The urgency to decarbonize the building sector has caught global attention in the lead-up to the COP26 summit, commencing on Oct. 31. Wood Mackenzie’s Ben Hertz-Shargel says that success will require a two-pronged strategy of massively electrifying building heat over the coming decade, while also investing in technologies that can pick up future heating demand if the grid cannot handle it.

Industrial shutdowns and reduced factory production capacity levels indicate the companies producing the raw materials used by solar manufacturers are being afflicted by electricity consumption measures just as other sectors are. It is not clear whether the solar industry will be afforded any favors by Beijing, as analyst Frank Haugwitz explains.