supply chain disruption

As solar module prices continue to drop to record lows, amid global oversupply, questions are being asked about how much inventory is sitting in European warehouses and when normal levels will return. With numerous estimates and assumptions swirling, EUPD Research’s Markus A.W. Hoehner and Ali Arfa have looked closely at the numbers in an attempt to provide a transparent view of the issue.

America’s booming solar industry has hit a major speed bump due to supply-chain disruption and the inflationary pressures driven by Covid, war in Ukraine, and trade restrictions with China. As a result, utility scale solar deployment dipped 40%, year-on-year, in 2022.

A report from Australia’s Future Battery Industries Cooperative Research Centre which analysed the development of battery hubs in the U.S., Germany and Japan, has found that co-location and cooperation between industry and government were key to their success. For Australia to play the same game, it will have to leverage its wealth of resources, and clean up its act along the way.

Having bagged large orders in the U.S. and Australia, Indian multinational engineering, procurement and construction (EPC) services provider Sterling and Wilson Solar is bidding for tenders in new regions, Europe among them. Kannan Krishnan, S&W’s chief operations officer for solar in India and the South Asian Association for Regional Cooperation area, speaks to pv magazine about the impact of Covid-19 on the solar EPC business and the company’s expansion plans.

pv magazine’s Amjad Khashman has spoken to Chinese solar developer Jinko Power about negotiating the world record low price tariff agreed for electricity generated at the Al Dhafra solar project in Abu Dhabi.

Industry body the VDMA said business fell 55% from the final three months of last year to the first quarter of this year for the worst retreat since 2012. The nature of the order book and sales figures can both be explained by the global progress of Covid-19, according to the organization.

Vaibhav Pratap Singh, senior analyst from South Asian thinktank the Council on Energy, Environment and Water, tells pv magazine about the impact of the coronavirus pandemic on the Indian solar sector, green finance and other investment prospects.

Analysts appear divided on the effects the public health crisis will have on the EV market even as sales of petrol-engined SUVs soar in China. And Portugal is plowing on with its Covid-delayed national solar tender, an exercise which may help establish whether clean energy thinktank Ieefa is right to predict PV prices will continue to fall.

Module price falls driven by the energy demand slump and Chinese oversupply may reverse at the end of the year, Germany appears immune to the Covid rooftop curse and emergency funding has been offered up to EU businesses affected by the crisis.

Plus, Australia’s Greens want renewables front and center of the post Covid-19 economy and Mexican plant owners are overturning a politically-motivated ban on clean energy, however, Indian developer Acme solar says pandemic delays warrant it reneging on the terms of the record-low solar price agreement it signed.