Also on the rise: Local zoning ordinances play important role in predicting solar output. Sheffield Hallam University updates info on alleged forced labor in solar industry. And more.
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%.
Wood Mackenzie expects 270 GW of new global PV capacity in 2023, up 33% year on year. However, the annual growth rate is anticipated to fall to 1% in 2024 and to increase again by 5% in 2025.
Energy Vault has begun commissioning a 25 MW / 100 MWh energy storage tower adjacent to a wind power facility outside of Shanghai.
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.
Also on the rise: New York Green Bank provides $25 million credit debt facility for energy storage. Federal agencies urged to tap 25 GW potential of solar on canals. And more.
Rystad Energy says that about $7.8 billion of solar panels are now being stored in Europe, but European developers continued to buy solar modules from China throughout the first half of this year.
The central tension at the heart of the IRA – limiting dependence on competitors like China while undergoing an energy transition that we cannot accomplish without them – will inform, and even dictate, so much of U.S. policy going forward.
Longi solar modules made of Tongwei polysilicon have been excluded from entry to the U.S.
The labs assessed the technical potential for floating PV and underlined its co-benefits in environmental protection and food security.
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