Chinese PV Industry Brief: More inverter, battery and solar cell capacity
Solar cell manufacturer Jiangsu Luneng Energy is planning to deploy more production capacity for both heterojunction and TOPCon products. Battery company CATL and inverter maker Kstar have completed construction of a 1 GW factory in Xiapu economic development zone, in Fujian.
Chinese PV Industry Brief: Increasing polysilicon prices and new supply deals
PV Infolink reported a considerable increase in prices for polysilicon and wafer prices for last week. Both products saw their average price increase by over 9% compared to the previous week.
Creating an alternative PV supply chain in the US is no cakewalk
The US Solar Energy Industry Association in late 2020 launched a campaign against forced labor and said it was “strongly encouraging” member companies to adjust their supply chains by June. Here is what will likely happen.
Solar modules prices rose by up to 15% in China, Jinko’s vice president says
According to JinkoSolar vice president Dany Qian, PV panel prices rose significantly since the second quarter of last year due to an increasing shortage of polysilicon, glass, silver, and module frames. She also stated that rushing demand cannot stop prices from rising for at least the next six months or longer, until sufficient capacity ramps up.
Chinese PV Industry Brief: Plans to increase glass, polysilicon and wafer capacity move forward
Daqo has secured another big supply deal, Xinte is pushing to build a new factory in Inner Mongolia and the board of JA Solar has approved a proposal to deploy 20 GW of wafer production capacity in the autonomous region.
BloombergNEF expects up to 209 GW of new solar for this year
A new report from the U.S.-based analyst predicts that new PV additions for 2021 may range from 163 to 221 GW next year and from 179 to 240 GW in 2023. According to BloombergNEF, the current supply bottlenecks for glass and polysilicon will unlikely halt the global PV market.
China’s cheap electricity crowds out foreign polysilicon
Imports from South Korea and the U.S. dwindled, year-on-year, ensuring Germany’s Wacker and the Malysian unit of Korean company OCI will supply the bulk of the world’s non-Chinese solar polysilicon this year.
India eyes 10 GW of ingot-to-module manufacturing capacity within two years
Under a production-linked incentive scheme, the government will reward manufacturers for building vertically integrated PV production lines. The scheme aims to attract 10 GW of production capacity by April 2023.
Chinese PV Industry Brief: Increasing wafer prices and new glass and polysilicon orders
Zhonghuan and Longi raised the prices of their wafers before the Chinese New Year holiday. Longi also secured more polysilicon and glass through two different orders, with OCI Group and Flat Glass, respectively.
Chinese PV Industry Brief: China could add 65 GW of solar this year as Longi order gives GCL-Poly a much-needed lift
State-owned power company SPIC is all set to contribute to the figures after announcing it wants to add 15 GW of renewables capacity during 2021 and China Glass, fresh from rebuffing Xinyi Glass’ takeover offer, is on the hunt for more manufacturing facilities.
