Opinion & Analysis

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.

It turns out that you can have too much of a good thing, says Mark Byrne of Australia’s Total Environment Centre. Or rather, it’s possible that there is too much rooftop PV at some times in some places. As a result, a range of critical reforms – including the introduction of export tariffs to pay for upgrades of the electricity distribution network – are necessary to allow for the uninhibited growth of solar in the future, he argues.

With a rising chorus of voices calling for more solar industry recruits to perform the energy transition, Nigeria already has a skilled base of PV engineers and, with a little help filling the few gaps they have in their knowledge, the nation can step into the breach immediately, as Testimony Gabe-Oji, chief technology officer for Abuja-based installer Green Energy Spectrum, explains.

China is the largest residential PV market in the world, and this trend is only expected to strengthen in the next few years. By July 2021, China’s cumulative installed residential PV capacity had reached more than 30 GW, with a total of 1.864 million residential units hosting solar PV systems. IHS Markit’s Holly Hu looks behind these impressive numbers.

The long-distance transportation of hydrogen is a major challenge. However, the total decarbonization of green hydrogen transportation may possible by envisioning hydrogen-filled rigid or frameless airships (blimps) which work on the buoyancy of hydrogen to lift and transport.

The temporary measures enacted by the Spanish government in mid-September to reduce the price of electricity affect many owners of wind and solar power plants on the Spanish mainland to varying degrees.

As the solar market enters the busy season in September and October, module utilization rates are reaching 70% to 85%. However, structural shortages remain in the supply chain, with polysilicon supply running short in the face of high demand, writes PV InfoLink analyst Amy Fang. Prices, which were expected to stabilize, rose again in the second half. High module prices will cast a shadow on demand in the fourth quarter, prompting module manufacturers to postpone delivery for some orders from the second half into next year.

In the last of the series, solar pioneer Philip Wolfe looks at areas where solar generating stations are clustered together, without the coordination of organised solar parks.