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Modules & Upstream Manufacturing

Startup begins producing 40%-efficient thermophotovoltaic cells

Antora Energy says its new 2 MW factory will make thermophotovoltaic cells for thermal storage applications. The cells are based on III-V semiconductors and reportedly have a heat-to-electricity conversion efficiency of more than 40%.

Sunrise brief: IRA to drive $114 billion in U.S. renewable energy investments by 2031

Also on the rise: Is NEM 3.0 based on flawed modeling? Virginia governor kills Ford-CATL battery plant, calling it a “front for the Chinese Communist Party”. And more.

IRA to drive $114 billion in U.S. renewable energy investments by 2031, report says

The advanced manufacturing production (AMPC) credit and domestic content requirement (DCR) are key to spurring a more rapid U.S. renewable energy economy, Wood Mackenzie notes.

U.S. Patent Trial and Appeal Board rules in favor of Q Cells in patent dispute with REC

The Board issued a favorable decision for Hanwha Q Cells over REC Solar’s patent claims. The court has ruled that the contested claims of REC’s U.S. patent were not patentable. The decision is similar to those in courts in China and Europe, according to Q Cells.

Sunrise brief: Crafting a California community solar market 

Also on the rise: Department of Defense maintains strong commitment to renewable energy. Longroad Energy begins construction of its largest solar-plus-storage project. And more.

Longi plans new 100 GW wafer plant, 50 GW solar cell factory in China

Longi Solar said it will invest approximately $6.6 billion in 100 GW of wafer capacity and 50 GW of solar cell capacity in Shaanxi province, China.

Sunrise brief: Duke Energy carbon plan sells ratepayers short 

Also on the rise: Mexico could reach its goal of 35% clean electricity by 2024. Trina Solar’s new 6.5 GW Vietnam wafer plant to exclusively supply U.S. market. And more.

Trina Solar’s new 6.5 GW Vietnam wafer plant to exclusively supply U.S. market

Trina Solar said it will start operating a new 6.5 GW solar wafer factory in Vietnam from mid-2023 to exclusively supply the utility, commercial and industrial (C&I) segments in the United States, as well as the US residential solar market.

Sunrise brief: Qcells announces $2.5 billion investment in U.S. solar supply chain

Also on the rise: JA solar to manufacture modules in Arizona. A stop in Texas on the pv magazine 50 states of solar incentives series. And more.

It will take about a year to birth a 2 GW solar module assembly facility

The world’s fourth largest solar manufacturer joins a plethora of U.S. solar manufacturing announcements that have amounted to greater than 40 GW since the signing of the Inflation Reduction Act.

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