While the U.S. has the financial capacity, technology and human capital, the question is whether government policy will allow for the clean energy infrastructure to be built out fast enough to achieve clean energy dominance.
The British university reports that the share of polysilicon manufactured in China’s Xinjiang Uyghur Autonomous Region and used in solar module production has dropped from 45% in 2020 to 35% in 2022. The research alsom found that polysilicon produced in interior China increased from 30% in 2020 to 50% in 2022, with the share of international markets dropping, somewhat surprisingly, from 25% to 11%.
Also on the rise: Stiff competition is predicted for USDA $9.7 billion focused on renewables, and solar-plus-battery projects take shape in the Northeast.
Canadian-based Heliene plans a new factory in Minnesota that will begin producing modules in 2024 and cells in 2025.
The microinverter provider is slipping in share price as revenues dip. It announced a $1 billion stock buyback program.
The $1.1 billion factory is expected to add 3.5 GW of annual production capacity.
Also on the rise: California utility announces launch of distributed energy management system. Replacing coal plant with largest energy storage project in Indiana. And more.
Solar modules are evaluated in the Renewable Energy Test Center annual PV Module Index.
Also on the rise: The potential of pumped storage hydropower in Alaska. NY State provides additional $29 million for EV infrastructure and rebates. And more.
Thornova announced that it has 1.5 GW of solar modules available for the U.S. market. The company also plans to open a U.S. manufacturing site in 2024 where it will produce both solar cells and modules that it says will qualify for domestic content adders.
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