Adani, Reliance to set up solar gigafabs in India
Adani, Reliance New Energy, Jindal India Solar and Shirdi Sai Electricals have been put on a shortlist for India’s production-linked incentive scheme for high-efficiency PV module manufacturing. The list includes 14 other companies vying for the incentives.
Solar dried up in North Africa during 2020
Politicians across the continent will have to decide between their heavily-indebted state utilities or embracing the energy transition, according to one energy analyst.
Chinese PV Industry Brief: Another big polysilicon deal and rising wafer prices
Risen will sell 50,000 metric tons of poly to Shangji Automation and Zhonghuan Semiconductor has raised the prices of all its wafer products.
Guggenheim Solar Index: PV industry facing headwinds
The solar industry faced headwinds in March, writes Jesse Pichel of Roth Capital Partners, thanks to rising interest rates and, in California, concerns over increasing grid access fees. Despite this, the recent earnings season reveals strong fundamentals and a healthy outlook for most players.
Guggenheim Solar Index: Headwinds, or a healthy correction?
In the month of February, the solar industry witnessed a decline, writes Jesse Pichel of ROTH Capital Partners. Increasing prices throughout the supply chain and forced labor concerns from China spelled headwinds for the solar industry, but the decline can also be viewed as a healthy correction, following historic highs in January.
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.
Chinese PV Industry Brief: More wafer and polysilicon capacity and new suppy deals
Wuxi Autowell has begun construction on its 50 GW wafer factory in Guangdong province and Longi and Wuxi Shangji Automation have announced new supply deals. GCL-Poly has announced it will raise the production capacity of its factory in Jiangsu from 6,000 to 10,000 metric tons – despite the company suffering a cross-default at the weekend.
Chinese PV Industry Brief: Another huge glass order and new profit forecasts
Module maker Risen has agreed to buy 34 GW of solar glass from Flat Glass Group (FGG). Both Trina and Goodwee announced strong profit growth for 2020.
Chinese PV Industry Brief: New planned IPO and more solar glass deals
Huawei has strengthened its technology partnership with Chint, while TBEA is planning an IPO for its polysilicon unit Xinte Energy. Furthermore, glass manufacturers keep acting to overcome current bottleneck.
Manufacturers call for module size standardization
Trina Solar is spearheading an effort to standardize 210mm silicon wafers and modules, aiming to improve production efficiency, supply chain optimization and innovation.
