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BloombergNEF: Stationary storage installations surge to 170 GWh in 2024

With expanding market opportunities and declining costs stationary battery energy storage installations are surging. Battery makers are awake to the opportunity, reports BloombergNEF, as stationary batteries account for an increasing amount of deployed capacity.

How will PV’s intellectual-property scuffles shake out?

Lawyers are doing brisk business as tunnel oxide passivated contact (TOPCon) solar technology moves into the mainstream. A series of patent infringement cases have been launched in the United States and Europe and their impacts are reverberating through the marketplace. How likely is it that winners will emerge?

Bigger is better as module makers power ahead

Larger wafer and module sizes have had a profound influence on module power output in recent years but standardization appears to have taken hold, with no further increases evident in module data, according to Molly Morgan, a senior research analyst at Exawatt, which is now part of the CRU Group.

pv magazine interview: ‘In the next year, some of these guys are going to be bankrupt’

At Intersolar in Munich, pv magazine spoke with Jenny Chase, solar analyst at BloombergNEF, about the incredibly low polysilicon prices, massive overcapacity, and increasing consolidation. According to Chase, this year there will be enough polysilicon capacity to produce 1.1 TW of solar modules, but global module demand is expected to reach around 585 GW. “That is a pretty huge delta,” she said, noting that the solar industry should also prepare for a series of “negative feedback mechanisms,” such as negative prices and excess of solar power.

Shedding light on tandem perovskite solar cell progress

Perovskite tandem devices are at the front of the queue for commercialization but their characterization presents technical challenges.

Nextracker to use local steel in 480 MW Queensland project

In the Australian leg of its global strategy, US-based tracker supplier Nextracker will use locally produced steel for a major project.

Tesla’s new power play

The first installations featuring the Tesla Powerwall 3 are currently being completed in the United States, with the company promoting a fully integrated solar-plus-storage and electric vehicle (EV) residential system, with big backup power capacity. While the first Powerwall created a new market segment, the latest iteration enters a marketplace in oversupply.

Thin prospects for ingot, wafer and solar cell manufacturing

The production of PV ingots and wafers remains the most highly concentrated of all the production stages in the silicon solar supply chain. Yet efforts to re-establish production in Europe and the United States are not for the faint-hearted.

‘Sustainable’ module prices unlikely to fall further

PV manufacturing analysis is revealing that module prices can not “sustainably” fall significantly in 2024 without producers selling below cost. UK-based analysts Exawatt delivered the development last week, in a trend observed by Australian market participants.

Rollercoaster year for U.S. residential solar segment

The rollercoaster of surging and plunging demand is a familiar feature of many PV marketplaces. Ethan Miller, the chief operating officer of Powur, a residential solar sales and project fulfillment platform, reports that the ‘solar coaster’ has arrived in the United States this year.

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