Solar springs eternal – 09-2023

2023

In this edition we also look to India, where huge manufacturing plans are being realized, while local players also look to the US for further opportunities. Europe, meanwhile, is trying to maintain some technology leadership, but it is still lagging other regions, with reports that some are even diverting machinery originally ordered for European factories to the United States.

In China, which is still expected to host the lion’s share of PV manufacturing capacity for the foreseeable future, we focus on the startups that are bringing perovskite technologies to the factory floor. We also look at the industry leaders trying to reestablish a standard for module dimensions, making things simpler for both buyers and components suppliers.

Downstream from manufacturers, we cover contrasting markets in Latin America, where Brazil is enjoying a large-scale boom, just as Mexico embraces distributed PV on its rooftops. We also examine the growing importance of environmental, social and governance standards for successful PV projects, and on the battery side, we look at how the economics are slowly falling into place for residential PV coupled with EV charging.

Other topics in this issue:

  • Power price rollercoaster: Examining Europe’s energy price fluctuations and the structural reforms needed to limit them
  • Chernobyl solar spared: Russian occupiers left a solar array untouched at Ukraine’s nuclear disaster site, and more PV is being planned for the surrounding exclusion zone.
  • Outperforming the weather: Proper wind testing for trackers makes reaching financial targets achievable, whatever the weather.
  • Testing times for PV: The market for electrical testing equipment is opening up, as major players get in on the act with PV-specific product offerings.
  • The path to 1.5 TW: Longi CEO Li Zhenguo discusses the path ahead for the Chinese PV behemoth.
  • Cool under pressure: Getting around the unsuitability of high temperatures for HJT and other promising PV technologies
  • US vs. China is failing the world: Precarious supply chains for battery materials require a more collaborative environment.
  • Cleaning up the statute books: Lawmakers in Poland are backing a buoyant PV market, with new regulations on land use and shared grid connections.

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Excerpt from the magazine

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Europe’s power price rollercoaster

Almost every weekend since Easter, European generators have been paid to power down plants but some Northern European nations are experiencing record electricity prices. An energy system set up for fossil fuels is in urgent need of reform, according to Gerard Reid, co-founder and partner of Alexa Capital.
pv magazine
Sep 07, 2023
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Manufacturing everywhere

Large parts of the history of the modern solar industry have been written by China’s manufacturers. Key developments such as the achievement of vast scale in production; the lock-step development of material, equipment suppliers, and manufacturers; and the adoption of technology such as bifacial cells and modules, took place in China and have changed the […]
Jonathan Gifford
Sep 07, 2023
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IRA springs into action

One year after the introduction of the US Inflation Reduction Act (IRA), its funding opportunities are coming to fruition and the community benefits are real, write pv magazine USA’s Anne Fischer and Ryan Kennedy.
Anne Fischer, Ryan Kennedy
Sep 07, 2023
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Encapsulating Euro solar

Switzerland’s Meyer Burger has started manufacturing solar cells and modules at gigawatt scale at its three German sites, with plans for further expansion. Ypsator machines from Germany-based Robert Bürkle laminate the products, explains Matthias Fischer.
pv magazine
Sep 07, 2023
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The dawn of perovskites in China

Chinese PV giant Longi announced a 33.5%-efficient perovskite-silicon tandem solar cell on a commercial-grade CZ (Czochralski-method) wafer in June, certified by the European Solar Test Installation. Vincent Shaw takes a look at China’s pursuit of perovskites.
Max Hall
Sep 07, 2023
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Final thought: Distributed energy’s shining moment

By Amy Heart, vice president of public policy at US residential solar company Sunrun.
pv magazine
Sep 07, 2023
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The case for batteries Down Under

Australian residential power prices have surged up to 25% this year. With solar rooftops booming as a result, Nikhil Jayaraj, managing director of Regen Power, looks at whether home batteries will keep pace.
pv magazine
Sep 07, 2023
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Time for an upgrade?

While people rush to embrace every new generation of smartphones, we are often content to rely on aging solar projects to carry the energy transition. Tomaso Charlemont, product manager for PV repowering and revamping at German developer BayWa re, asks why.
pv magazine
Sep 07, 2023
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The virtuous circle of DG solar in Mexico

While large-scale PV in Mexico has largely ground to a halt, the country’s distributed-generation (DG) solar segment is likely to see significant growth this year. pv magazine Mexico’s Jorge Zarco examines the policy support that set this market segment in motion.
Jorge Zarco
Sep 07, 2023
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Has PV demand already peaked?

Solar module prices have fallen significantly again, with no end in sight. Prices dipped by 3% to 8% on a monthly basis in July, depending on efficiency and quality. Year on year, prices have fallen an average of 35%. The last time such a sharp decline was seen was in 2018, says pvXchange’s Martin Schachinger.
pv magazine
Sep 07, 2023
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Rising stars of film

pv magazine’s Valerie Thompson checks in with industry insiders in India, China, Europe, and the United States to get insight on current trends for crystalline silicon solar encapsulants.
Valerie Thompson
Sep 07, 2023
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Reality check

Europe’s dependence on China for solar manufacturing is a concern for the EU. Finding the right policies to incentivize investment will be crucial to scaling up domestic production as the continent is unable to compete on price, reports Andreas Walstad.
pv magazine
Sep 07, 2023
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Residential revision

Ahead of the RE+ renewable energy trade show in Las Vegas, solar investors and the industry are looking for signs of stability in a residential market which has experienced many bumps in the road. Residential stocks substantially under-performed utility-scale solar shares, and the broader market, in July 2023, says Jesse Pichel of Roth Capital Partners.
pv magazine
Sep 07, 2023
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pv magazine test: July 2023 results

George Touloupas, senior director of technology and quality at testing and assurance company Clean Energy Associates (CEA), looks at the latest energy yield results from our outdoor test field in Xi’an, China.
pv magazine
Sep 07, 2023
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ESG and making the locals love large solar projects

New environmental, social, and corporate governance (ESG) reporting guidelines will go into force in Europe and are being drafted in the United States and elsewhere. Sustainability requirements and reporting will affect many elements of big solar development, reports pv magazine’s Carrie Hampel.
Carrie Hampel
Sep 07, 2023
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More than ‘an alternative’

Sodium-ion batteries could diversify the battery supply chain and take the weight off the shoulders of ubiquitous lithium-ion technology. pv magazine sits down with Florian Kogler, head of safety and user experience at Austrian sodium-ion battery business Kite Rise, to discuss the technology’s potential and the company’s development plans for batteries made in Europe.
Marija Maisch
Sep 07, 2023
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Outperforming the weather

Extreme weather is increasingly becoming the norm for solar developers. Wind testing plays a critical role in discerning how wind speeds, turbulence, and shifting direction can affect the design and production of solar trackers. Chase Anderson, director of product development at Terrasmart, explains the need for proper wind testing.
pv magazine
Sep 07, 2023
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Cleaning up the statute book

Polish lawmakers are backing a buoyant PV market with a simpler solar permitting regime and plans to legislate the sharing of grid connections. At the same time, regulators are easing the establishment of off-grid, direct-to-consumer power lines, writes Rödl and Partner’s Piotr Mrowiec.
pv magazine
Sep 07, 2023
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A survival guide for solar SMEs

As solar manufacturing moves toward technological convergence, and rampant production capacity expansion continues, standing out from the crowd is just one of the strategies small- and medium-sized enterprises (SMEs) will have to use to survive, according to InfoLink’s Amy Fang.
pv magazine
Sep 07, 2023
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How local is local?

With more than 50 GW of module manufacturing announcements made in the United States, annual production capacity will exceed demand by 2025, says S&P Global’s Alex Kaplan.
pv magazine
Sep 07, 2023
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Is a standard solar module spec within reach?

PV manufacturers, developers, and component suppliers have spent years negotiating a bewildering array of wafer and panel formats but recent developments in China hold the promise of long-awaited standardization, as Vincent Shaw reports.
Vincent Shaw
Sep 07, 2023
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Pump it up

Heat pump sales are rapidly increasing, with new data showing that annual market growth could exceed 9% through 2035, writes Ranjana Jain, from Indian market research business Research Nester.
pv magazine
Sep 07, 2023
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Cool under pressure

High-temperature “firing” processes used in passivated emitter rear contact (PERC) and tunnel oxide passivated contact (TOPCon) solar cell production are unsuitable for perovskite and heterojunction (HJT) devices. Mark Hutchins explores how next-generation manufacturers are getting around the problem.
Mark Hutchins
Sep 07, 2023
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Getting to the bottom of TOPCon degradation

Should the industry be alarmed at the potential degradation susceptibility of tunnel oxide passivated contact (TOPCon) solar cells? Or are the problems easily addressed and more a reflection of rushed-to-market products? pv magazine contributor and consultant Götz Fischbeck reports.
pv magazine
Sep 07, 2023
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The revolution will be sanitized

A clean energy revolution is at hand, with analyst BloombergNEF expecting more than 500 GW of new renewables generation capacity per year as early as 2025. But how clean is the transition? Tristan Rayner previews our fourth-quarter UP Initiative coverage.
Tristan Rayner
Sep 07, 2023
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Testing times for PV

The market for solar installation testing equipment is booming, reports Matthew Lynas.
Matthew Lynas
Sep 07, 2023
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Unraveling the IRA’s domestic content rules

Clean Energy Associates (CEA) made a presentation in a recent pv magazine webinar about domestic content bonuses available under the US Inflation Reduction Act (IRA). CEA Senior Policy Analyst Christian Roselund provides some takeaways.
pv magazine
Sep 07, 2023
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Why US v China is failing the world

While the energy transition has become another front on the geopolitical rivalry between the great powers, the rapid construction of supply chains needed to bring emissions-reduction to the whole world is a precarious business, as Ian Morse reports.
pv magazine
Sep 07, 2023
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Excluded from Russian vandalism

Built as a symbol of hope amid disaster, the decision to construct a solar site at Chornobyl may have saved it from the destruction that other power generation facilities suffered during early Russian advances in Ukraine, as Ian Skarytovsky explains.
pv magazine
Sep 07, 2023
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Brazil’s free market holds the key to big solar

A proposal to open up Brazil’s free energy market could have a significant impact on its booming large-scale solar scene but, as pv magazine Brazil’s Livia Neves reports, that would require more new transmission capacity.
Lívia Neves
Sep 07, 2023
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Indian PV goes global

Buoyed by a boost in exports and attractive regional manufacturing incentives, Indian solar manufacturers are looking to build production bases in countries where demand is high, especially in the United States. Uma Gupta considers the key drivers and challenges.
Uma Gupta
Sep 07, 2023
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The solar-battery-EV dream

For those who combine solar, batteries, and electric vehicles (EVs) at home, driving on sunshine is a realistic goal. However, there are many factors to consider when analyzing the economic payoffs, as well as the technical possibilities and limitations of such systems, reports Marija Maisch.
Marija Maisch
Sep 07, 2023
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Recipe for expansion

After years of debate, the Indian government made domestic manufacturing a central feature of renewables policy in 2021. The pivot came as the government sought economic growth and self-sufficiency following a border conflict with China. Vinay Rustagi, managing director for Bridge to India, says that trade barriers, subsidies, lower taxes, and demand growth have created the perfect recipe for expansion.
pv magazine
Sep 07, 2023
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Sponsored content: Shaping the future of PV

The European Photovoltaic Solar Energy Conference and Exhibition (abbreviated to EU PVSEC) is a prestigious annual event that brings together researchers, engineers, industry professionals, and policymakers to discuss the latest advances and trends in the field of photovoltaics. EU PVSEC will be held in Lisbon this year, from Sept. 18 to Sept. 22.
pv magazine
Sep 07, 2023
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The path to 1.5 TW

Chinese monocrystalline PV giant Longi has played a transformational role in the global solar market over the past decade. The company now expects a 1.5 TW annual global solar market by 2030, and beyond. With China’s pandemic restrictions now a thing of the past, Longi President Li Zhenguo speaks with pv magazine about the road ahead.
Jonathan Gifford
Sep 07, 2023

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