Sunrise brief: U.S. Customs solar exclusions may be “de facto ban on Chinese polysilicon”
Also on the rise: Turning EV charging centers into islanding solar microgrids. Indiana utility activates first 465 MW solar projects. And more.
U.S. Customs solar exclusions may be “de facto ban on Chinese polysilicon”
Longi solar modules made of Tongwei polysilicon have been excluded from entry to the U.S.
Solar glass provider to expand production by 6 GW to meet demand
Canadian Premium Sand will expand production to provide its solar panel glass to Qcells, Meyer Burger, and Heliene, each of which signed large supply agreements.
Longi posts 60% annual revenue increase despite polysilicon pricing sensitivity
Longi shipped 46.8 GW of silicon modules, representing three years of sequential growth from 24.5 GW shipped in 2020.
Sunrise brief: Tesla announces Megapack stationary battery factory, eyes 2.3 TWh production in master plan
Also on the rise: Solar-powered cannabis cultivation. U.S. costs are too high for new Chinese solar polysilicon factory. And more.
U.S. costs are too high for new Chinese solar polysilicon factory
GCL Technology Holdings, a global leader in polysilicon, said it is looking to expand its operations outside China, but the United States doesn’t appear to be a viable location, reports Bloomberg.
Silicon cost per watt down 96% over last two decades
Since 2004, the volume of polysilicon per watt is down by 87%, and the inflation adjusted price for polysilicon is also down by 76%.
The price of polysilicon has fallen by 54% since August
A slowdown in purchasing in China, along with a massive ramp up of supply, has led to anticipated price declines for polysilicon.
REC Silicon Q3 report reveals 24.7% dip in polysilicon sales
The company reports that disappointing earnings are the result of ongoing supply chain constraints affecting global shipments and order timing, indicating that it will pursue an additional price increase in 2023.
China’s solar cell production capacity may reach 600 GW by year-end
The Asia Europe Clean Energy (Solar) Advisory revealed that most of the planned new solar cell production capacity relates to high-efficiency n-type cell technologies such as TOPCon and HJT.
