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AECEA

No let-up in sight for polysilicon price hikes

A prominent analyst in China expects the price of the solar panel raw material to pass CNY 300 ($44.70) per kg soon and says the sky-high prices will continue at least through September.

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EVA the next supply chain pinch point for solar

With polysilicon production capacity having been rapidly rolled out after last year’s shortages, China analyst Frank Haugwitz has suggested global manufacturing capability for the ethylene vinyl acetate used on PV panels could struggle to keep pace with what is expected to be another record year of demand for solar.

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China’s path to 100 GW of solar

China is once again the focus of attention across the global solar PV industry. The country’s manufacturers have had a turbulent 2021, but domestic demand remains strong, particularly from the booming residential rooftop segment. Despite the supply challenges, China will likely reach 50 GW this year and possibly even 100 GW next year. Given the dynamic market and policy landscape, pv magazine publisher Eckhart K. Gouras recently caught up with long-time China solar expert Frank Haugwitz, the founder of the Asia Europe Clean Energy (Solar) Advisory (AECEA).

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China solar PV demand could surpass 100 GW in 2022; ‘massive’ production overcapacity predicted

According to Asia Europe Clean Energy (Solar) Advisory Co. Ltd, demand for solar PV in China could “effortlessly” surpass 100 GW in 2022, following a year of “flat” demand in 2021. It adds that a “massive overcapacity” situation in the production sector is looming. Meanwhile, the distributed solar PV market is on track for huge growth, with potential for annual demand to reach upwards of 20 GW+ from next year.

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New applications, surging demand

China’s project development segment is dynamic, to say the least. Having undergone significant changes toward a “subsidy-free” footing, developers are now facing requirements to integrate storage, deploy hybrid arrays, and pursue self consumption through BIPV and agrivoltaics applications, writes Frank Haugwitz, the director of the Asia Europe Clean Energy (Solar) Advisory (AECEA).

Beijing: China installed 48.2 GW of solar in 2020

With the nation almost doubling its new generation capacity figure for the year last month, the National Energy Administration is reportedly considering a joint solar and wind capacity target of 120 GW for this year.

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Consultant plays down Chinese solar fever

The nation is set to have added 40 GW of solar in 2020 and that figure will rise again this year, to 45-50 GW, according to one of the year’s first industry predictions.

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China could add 48 GW of solar next year – AECEA

The in-country analyst has revised up its expectation for this year and says a healthy unsubsidized project pipeline will keep the numbers ticking over in 2021. The spending plans necessary to ramp up renewables targets in the next five-year plan, though, could put the nation on a collision course with the EU.

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China could be preparing to settle unpaid subsidies mountain

In-country analyst the AECEA has speculated the authorities could be ready to wipe the slate clean for the start of the nation’s 14th five-year plan on January 1. The analyst has raised its solar expectations for the year but noted the sky-high price of polysilicon remains a concern for developers.

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Analyst expects ‘unprecedented’ consolidation of Chinese solar industry

PV manufacturers unable to live with proposed new quality guidelines and project developers alike are set to be squeezed out by the state in the world’s biggest solar market, according to Frank Haugwitz, who has compiled a market update as preparations for the next five-year plan gather pace.

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