Eging PV has signed a deal to build a 10 GW TOPCon solar module factory in Anhui province, while Tongwei has revealed plans to build a 25 GW cell factory in Jiangsu. Jolywood, meanwhile, has completed the first 4 GW phase of its 8 GW TOPCon cell factory in Shanxi province.
Poland was the EU’s biggest solar jobs market last year, thanks to a national rooftop incentive program, but Germany’s push to repatriate solar manufacturing will help the bloc’s PV powerhouse back to the number one slot in three years’ time, according to SolarPower Europe.
In other news, a Chinese consortium is planning to build a 10 GW heterojunction (HTJ) module factory in Sichuan and Risen Energy is seeking to raise around $1 billion through a private placement of shares to finance its 5 GW HTJ panel production.
Tongwei has secured a long-term polysilicon supply deal with JinkoSolar, while Chint, JA Solar, and JinkoSolar have agreed to supply their products for a 1 GW solar park now under development in the Sichuan province.
Norwegian Crystals said it has secured all relevant permits for a new manufacturing facility in Norway. Construction is expected to start by the end of this year. The factory will have an initial capacity of 3.6 GW by 2026 but will eventually reach 6 GW at a later stage, according to the company.
Clean Energy Associates says solar wafer pricing will fall by 23% by the end of 2023, while BloombergNEF sees 500 GW of manufacturing capacity online by the end of next year.
Average polysilicon prices hit CNY 312 ($45.47)/kg this week, according to an industry association in China. The nation’s Ministry of Industry and Information Technology, the State Administration for Market Regulation, and the National Energy Administration have also asked regional authorities to take action to deal with the price increase.
The recent Hanwha investment will enable a re-start of the currently idle Moses Lake plant in 2023 and make available high volumes of cost competitive, high quality, and low carbon solar grade polysilicon.
China installed 37.73 GW of solar in the first seven months of this year, according to official estimates. JinkoSolar said it is struggling to cope with power rationing in Sichuan province, while Shunfeng said it expects to record a hefty net loss for the first half.
Meyer Burger has announced that it has concluded a binding supply agreement with Norwegian Crystals for silicon wafers to use in heterojunction cell manufacturing. Hydro facilities primarily power the production of the wafers and their precursor materials in Norway. Combined with the shorter distance they’ll have to travel, this adds up to a low carbon footprint.
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