The International Energy Agency Photovoltaic Power Systems Programme (IEA-PVPS) recently published a report on trends in PV applications for the 2021-22 period. Prices for polysilicon, wafers, cells and modules rose, while production capacity expanded in China and beyond.
Clean Energy Associates said in a new report that it expects polysilicon production capacity to exceed PV installations next year.
The Chinese government has started talks with major companies about polysilicon costs and supplies. Datang has revealed the results of its latest 5.5 GW solar panel procurement tender, while Tongwei has announced its third-quarter financial results.
Allup Silica aims to target the booming solar PV panel industry after independent tests confirmed the presence of premium silica sands – a key component of high-end glass manufacturing – at its Sparkler project in Western Australia.
India’s Adani Solar will expand its PV cell and module manufacturing capacity to 10 GW per year by 2025, with backward integration up to the polysilicon stage.
Trina Solar plans to build a module factory in Huaian, Anhui province, while polysilicon manufacturer GCL Energy has announced plans to build a manufacturing base in Wuhai, Inner Mongolia.
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.
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