Chinese PV Industry Brief: Solar manufacturers report strong financial performances
JA Solar, TCL Zhonghuan, GCL Tech, and Ganfeng Lithium all announced increasing profits and revenue. Meanwhile, JinkoSolar expands its hydrogen business and Xinte Energy secures another big polysilicon supply deal.
Lack of European solar manufacturing could cripple RePower EU bid
Wood Mackenzie says Europe would need to dramatically raise its PV production capability to ensure the 420 GW-plus of new solar it wants this decade does not arrive in the form of Asian panels.
Chinese PV Industry Brief: Longi, Zhonghuan raise wafer prices
A Chinese industry group has reported rising polysilicon prices and supply chain problems ahead, but GCL Technology said this week that strong polysilicon and wafer prices were the reason its business performed strongly in 2021.
Chinese PV Industry Brief: Polysilicon prices keep rising
The cost of solar panel raw material polysilicon topped $40/kg this week, according to the China Nonferrous Metals Association, continuing a three-month upward trend.
The weekend read: Plans for a fully fledged European PV supply chain
While Europe was previously a leader in the manufacturing of solar cells and modules, the plans falling into place this year already represent a scale never before seen on the continent. And they’ll need that scale if Europe is to meet expected demand for new solar over the coming decades, without relying heavily on imported products and components. Many of the technologies at the center of these plans are brand new as well; pv magazine looks at a few of the innovators planning to scale up alongside more mainstream players, and how these fit into plans for a fully fledged European PV supply chain.
Chinese PV Industry Brief: Jolywood, Jinko expand polysilicon capacity
In other news, Canadian Solar revealed it shipped 14.5 GW of solar modules in 2021 and China Power said it installed 1.22 GW more solar generation capacity last year.
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.
Chinese PV Industry Brief: Xinte wants to add another 200,000 tons of polysilicon capacity
Xinte’s new manufacturing facility is planned to be located in Changji county, in the Xinjiang Uygur autonomous region. Moreover, Longi is planning to build another factory in Erdos City, Inner Mongolia.
‘The major solar players will shift from PERC to TOPCon’
US analyst Clean Energy Associates made some notable predictions in its Q4 survey of the world solar manufacturing market, including echoing predictions made elsewhere that the new polysilicon production capacity coming online now will help arrest the spike in solar panel prices.
EU leading PV technology innovation, plans for 100GW solar manufacturing capacity by 2030
Plans to reestablish a thriving European solar manufacturing base are underway. As part of the UP Initiative’s upcoming Q2 2022 theme on the topic, pv magazine spoke to Johan Lindahl, secretary general of the European Solar Manufacturing Council to understand the challenges and opportunities for domestic manufacturers, and to discover how they could reach the target of forming a full 100GW solar value chain by 2030.
