Moving in circles – 09-2024

2024

Ahead of the huge RE+ trade show coming to Anaheim this month, we also look to the United States, where court cases in several regions promise to force action on climate change and push faster deployment of solar and other clean energy technologies.
With support from the Inflation Reduction Act, the US is undergoing a solar manufacturing renaissance in 2024, and we look at the role of innovative thin-film technologies in this.
Available land and favorable climate mean that trackers have long been a popular technology in the US solar market. We look at how manufacturers are innovating to make their products suitable for more challenging terrains, as well as resilient against harsh hailstorms and heavy winds.

Other topics in this issue:

  • Standing up for rooftop solar: Companies in Europe are seeing advantage in vertical PV installations, on rooftops and the ground.
  • Longi, ESG and supply chains: We spoke with Longi Green Energy’s chief strategy officer Haimeng Zhang about sustainability and the complexities inherent to navigating global supply chains.
  • Laser focus on degradation: Laser enhanced contact opening, a new process in cell production, promises low cost adoption and improvements in cell performance, meeting requirements for rapid industry adoption.
  • Owning TOPCon: In a crowded PV module market, patent infringement cases are becoming more common. Do they do the industry any good?
  • End of a US solar giant: Charting the fall of SunPower and ongoing challenges in the US residential PV market.
  • Silicon vs. graphite: Group14 is building out a global supply of silicon for battery applications, potentially bypassing the constrained supply of graphite.

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Excerpt from the magazine

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Final thought: Protecting clean energy policy

By Abigail Ross Hopper, president and CEO of the Solar Energy Industries Association (SEIA).
pv magazine
Sep 06, 2024
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Innovation and integration in Vienna

The 41st edition of the European Photovoltaic Solar Energy Conference and Exhibition (EU PVSEC) will take place in Vienna from Sept. 23 to Sept. 27, 2024. The conference program, coordinated by the European Commission’s Joint Research Centre, will highlight advances in photovoltaic technology and feature a business-to-business (B2B) exhibition.
pv magazine
Sep 06, 2024
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End of the line for a US solar giant

SunPower, one of the largest, oldest, and most influential solar businesses in the United States, has closed its doors. Residential solar installers in the United States have struggled as interest rates have risen and cash generation has emerged as an issue.
Ryan Kennedy
Sep 06, 2024
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Battery battle: silicon vs. graphite

Battery-anode material graphite is fraught with significant supply chain risk, as less than 10% of global supply is currently outside China. SCC55, made by Group14, is a stable silicon-carbon composite anode that can partly or wholly replace graphite in lithium battery anodes. pv magazine spoke to Grant Ray, Group14 vice president for global market strategy.
Carrie Hampel
Sep 06, 2024
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PV in the palaces of nature

Above the clouds between the vast walls of the Alps, solar projects are in development. Concerns over insecurity of electricity supply in the winter led the Swiss government to introduce subsidies for Alpine PV projects but while state support bolsters the business case and developers are confident on the technical side, local opposition remains.
Matthew Lynas
Sep 06, 2024
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Solar tussles in Puerto Rico

Lawsuits, an imminent threat to net metering, and questions over commitments to the energy transition in some quarters pose real challenges for solar in Puerto Rico. Despite this, the US territory is still a high flyer in the region when it comes to distributed generation, while larger-scale solar and storage are on course to benefit from a US Department of Energy (DoE) loan guarantee.
William Driscoll
Sep 06, 2024
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The US is building a solar trade wall

Chinese companies with Southeast Asian production lines have taken advantage of the production costs and trade restrictions that make US panels more costly. However, shifting trade disputes are putting price advantages under the spotlight, writes InfoLink analyst Jonathan Chou.
pv magazine
Sep 06, 2024
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Owning TOPCon

Lawyers are doing brisk business as tunnel oxide passivated contact (TOPCon) solar technology moves into the mainstream. A series of patent infringement cases have been launched in the United States and Europe and their impacts are reverberating through the marketplace. How likely is it that winners will emerge?
Jonathan Gifford
Sep 06, 2024
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Directions to de-risk a solar supply chain

US industrial policy has supported an uptick in annual solar module production capacity while trade policy has ramped up the cost of cell and module imports. Andy Klump, the founder of Clean Energy Associates (CEA), offers some tips to help solar developers plan a route to success.
pv magazine
Sep 06, 2024
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Dialing in to distributed energy storage

The Åland Islands, a picturesque locale in the Baltic Sea between Finland and Sweden, face unique energy challenges. The windswept terrain and overhead power lines make the region susceptible to power outages from falling trees, especially in fall and winter, while summer thunderstorms can also disrupt supply. Snorre Solvang of telecom operator Elisa discusses how distributed energy storage (DES) helps bolster communications infrastructure against these vulnerabilities.
pv magazine
Sep 06, 2024
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Low prices, decarbonization, and a segmented supply chain

Shifting requirements for supply chain traceability and carbon footprint disclosure, along with solar oversupply and unsustainably low module prices, have made 2024 a challenging year for PV manufacturers. Despite these obstacles, the industry remains committed to its crucial role in the global energy transition. pv magazine recently spoke with Haimeng Zhang, chief strategy and environmental, social, and corporate governance (ESG) officer at Longi Green Energy, about how the sector is preparing to meet these challenges.
Mark Hutchins
Sep 06, 2024
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UP: Raw materials and black mass

Batteries are increasingly vital for energy storage, transport, and consumer goods. The need for steady supplies of critical raw materials has led to a growing emphasis on recycling in many countries. pv magazine explores the global landscape of battery recycling and the flow of an increasingly crucial intermediate from battery recycling, known as “black mass.”
Carrie Hampel
Sep 06, 2024
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Laser focus on degradation and efficiency

Technological change can occur quickly in solar manufacturing. This has been the case with the laser-enhanced contact opening (LECO) process, which is well-suited to tunnel oxide passivated contact (TOPCon) solar production. With its application occurring at a breakneck pace, however, there are signs there may be trouble ahead.
Jonathan Gifford
Sep 06, 2024
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pv magazine awards 2024 logo

pv magazine Awards

The balance of system (BOS) category of the pv magazine Awards takes in all the components that support the core system of PV modules, inverters, and batteries. Trends among the first batch of 2024 entries revealed tracker and racking system manufacturers are looking to move onto rougher terrain and into regions with stronger winds. Developers of residential PV solutions also appear to be looking to attract customers who may not have suitable rooftop space for installations. Here we highlight some of the entries received so far. The winners will be announced at the end of 2024 and we will accept entries up until Sept. 27, 2024. Scan the code below or head to pv-magazine.com to share your latest innovations with us.
pv magazine
Sep 06, 2024
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Getting renewables sites buzzin’

As renewable energy grows and installations occupy more space, continual reassessment of potential unintended consequences is necessary. Harriet Parker, director of environmental, corporate, and social governance (ESG) and sustainability at renewables investor Low Carbon, discusses how large-scale projects in the United Kingdom can minimize their impact on the landscape.
pv magazine
Sep 06, 2024
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The significance of state-of-charge

Everoze Partner Nithin Rajavelu considers the crucial importance of properly measuring and managing state-of-charge (SoC) for the efficiency, longevity, and safety of battery energy storage system (BESS) projects, especially in lithium ferro-phosphate (LFP) batteries, which are widely used for large-scale storage.
pv magazine
Sep 06, 2024
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Solar school: Shaping the workforce of the future

How can the solar industry maximize its attractiveness to jobseekers and those mulling a career change? Oana Penu, the director of the EU-funded EIT InnoEnergy Skills Institute, tells pv magazine about the recently launched European Solar Academy and how it plans to reskill and upskill thousands of workers within two years.
Blathnaid O’Dea
Sep 06, 2024
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Diagnosis: Unstable

The PV market is in flux. The summer 2024 slump is subsiding but reports of bankruptcies and insolvency are coming in. While installation figures have been promising, not least in Germany, the market is in trouble and manufacturers are concerned by low prices.
pv magazine
Sep 06, 2024
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The shift factor

For renewable energy developers, finding a site in Texas can feel like searching for a needle in a haystack due to grid constraints, environmental concerns, and other factors. Help is now available, as Sultan Ennab, of Electric Power Engineers (EPE), explains, with reference to the Energy Reliability Council of Texas (ERCOT) grid.
pv magazine
Sep 06, 2024
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Shipping panels is freighted with risk

Unpredictable shipping costs in the years before 2024 have broken the long-established link between factory gate prices in China and the price tag once products arrive at their destination.
pv magazine
Sep 06, 2024
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Standing up for rooftop solar

Updated energy performance regulations should lead to a significant increase in rooftop solar deployment across the European Union but traditional roof-mounted systems will not work for all buildings. As research into the benefits of vertically oriented PV continues, startups across the continent are getting ready to flip rooftop solar on its head.
Matthew Lynas
Sep 06, 2024
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pv magazine test: July 2024 results

George Touloupas, senior director of technology and quality at Clean Energy Associates (CEA), analyzes the July 2024 results from the pv magazine test outdoor installation in Xi’an, China.
pv magazine
Sep 06, 2024
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All or nothing

Stanford University professor Mark Z. Jacobson spoke to pv magazine about testifying in support of young US climate activists and revealed which technologies he thinks will be most useful for the energy transition.
Blathnaid O’Dea
Sep 06, 2024
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Closer to a closed loop

It’s often said that the global PV market moves in circles and reading the collected words of the many respected market observers who are kind enough to share their expertise in our September 2024 edition, it’s easy to feel like we’ve been here before. Oversupply, falling prices, trade cases, protectionism, and high-profile bankruptcies are all […]
Mark Hutchins
Sep 06, 2024
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Thin-film tandems: a US snapshot

Tandem solar-cell technology featuring silicon has been widely researched but materials such as perovskites, paired with established thin-film solar or with other perovskite cells, are pointing to a new development path.
Valerie Thompson
Sep 06, 2024
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All hail weatherproof solar

As extreme weather becomes more frequent, renewable energy installations in many regions are at heightened risk of damage. Nick Price, senior director of global sales engineering for Nextracker, outlines six steps to manage insurance costs while ensuring that solar projects continue to generate energy.
pv magazine
Sep 06, 2024
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Varying fortunes for US solar stocks

There have been percentage gains for US solar stocks across all market segments despite the collapse of industry stalwart SunPower. A likely interest rate cut gives the residential sector grounds for optimism but there could be more pain to come for the utility-scale solar market.
pv magazine
Sep 06, 2024
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UP: Solar recycling needs transparency

European industry association PV Cycle estimates a 10 MW solar site will eventually produce 700 tons of waste material. It is becoming increasingly clear that PV modules need end-of-life protocols – for the technology and material processing, and the regulatory environment.
Mark Hutchins
Sep 06, 2024
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The shifting sands of PV module supply

Chinese solar manufacturing capacity faces a downturn that is unlikely to translate into growth in other regions, writes S&P’s Edurne Zoco.
pv magazine
Sep 06, 2024
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UP: Rip it up and start again…

The practical matter of taking a dead PV system apart and moving its components to their next destination has received less attention than recycling and second-life applications. In the United States, Decom Solar is offering decommissioning for commercial and industrial (C&I) solar projects. pv magazine spoke to Decom Solar co-founder Stephen Burns for an update.
Mark Hutchins
Sep 06, 2024
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Sunshine on residential rooftops

Policy support, exemptions from local-content requirements, and tumbling solar panel prices are increasingly making home solar an affordable option in India.
pv magazine
Sep 06, 2024
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The only way is up

Maximizing a solar plant’s total energy generation can result in a supply and demand mismatch in regions with high PV penetration. Adding east- and west-facing vertically oriented panels to solar farms can improve a site’s energy production curve, explains Sunstall’s Philipp Kauls.
pv magazine
Sep 06, 2024
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UP: Saving the US module recycling market

Emilie O’Leary specializes in an often-overlooked aspect of the US solar industry – recycling. From her base in Atlanta, Georgia, she told pv magazine why she decided to try and tackle the obscene quantities of waste the industry generates.
Blathnaid O’Dea
Sep 06, 2024
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Trackers tread lighter

Solar trackers remain essential for many projects, especially in the United States where the higher cost of modules justifies the added expense. More trackers from more companies can now navigate hilly terrain without earthworks, leading to significant savings. This also helps projects comply with environmental regulations.
Tristan Rayner
Sep 06, 2024

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