Polysilicon’s upward price ride is not over, analyst says
Polysilicon prices could top $41/kg through 2021 and stabilize in the second quarter as springtime temperatures ease power demand constraints across China.
SEG Solar expands its Cambodia-based module production
The California-based company said its expects that production in Cambodia will result in savings of 1 to 2 cents per watt at the system level.
Maxeon to set up 2.6 GW module hub in Mexico for U.S. market
Output will be shipped to the U.S. and the company is considering a U.S.-based manufacturing presence.
Sunrise brief: Module maker taps Georgia for new manufacturing plant
Also on the rise: Using AI to detect faults in residential solar systems, Georgia Power gets an OK for a BESS, and China’s power woes are affecting U.S. solar markets.
China’s electric power woes cast clouds on U.S. solar’s near-term future
The solar manufacturing supply chain is among the Chinese industries hit by a combination of soaring power demand, coal shortages for power generation, and carbon emission reduction measures.
Sunrise brief: Westbridge Energy enters the U.S. market with a Texas solar acquisition
Also on the rise: Energy shortages in China could disrupt or halt deliveries, a Tier 1 manufacturer warns; Arevon acquires a solar+storage peaker project; and researchers explain how large-scale solar can cool nearby areas.
Solar manufacturer warns of delivery delays or stoppages due to China’s power crisis
A memo sent to customers said that the company may delay or stop equipment delivery or seek to renegotiate contracts to pass through price increases.
Sunrise brief: SunPower weighs options for its C&I business as it focuses on residential solar
Also on the rise: Massachusetts considers SMART program changes, EV demand could tighten li-ion battery supplies for utility energy storage, and Greenbacker adds to its Colorado solar portfolio.
Commerce asks antidumping group for more info, keeping solar tariff issue alive and unsettled
The Department asked that the group of unnamed companies reveal themselves and provide details on whether or not they have sales or production interests in three Asian countries.
How much glass is needed for terawatt-scale solar PV?
German scientists have assessed demand for resources such as glass and silver until 2100 and have found that current tech learning rates could be sufficient to avoid supply concerns.
