The addition of 521 MW between April to June was India’s highest ever rooftop solar capacity installed in a single quarter.
Polysilicon capacity is unable to catch up with rapid capacity expansion in the mid and downstream segments, writes Corrine Lin, chief analyst for PV InfoLink. New polysilicon capacity requires big capex investment and a lead time of more than two years to complete construction and reach full operation. With unbalanced capacity between the upstream and downstream segments, polysilicon prices have been rising since the second half of 2020, with prices for mono-grade polysilicon surpassing CNY 200/kg (US$27.40) in June 2021, up more than 250% year on year.
Everything you ever wanted to know about the way we will ultimately derive all our power from renewable sources, and how quickly it will be achieved.
Australia is currently staring down a suite of reforms which could stifle our rapid and sensible transition to clean energy.
The European Union’s proposed carbon border tax on imports of energy-intensive goods could push up prices of steel, aluminium and raw materials, which could add costs to the supply chain for solar PV installations. In the longer run, however, the border tax could also offer solar PV manufacturers new opportunities to source materials with a lower carbon footprint.
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