The COVID-19 outbreak has disrupted the global PV supply chain. China, the largest manufacturing hub for solar products, has postponed factory openings in many regions, as it has been hit by logistical hiccups, staff shortages, and delivery delays. Manufacturers in some Chinese provinces are running under capacity, while those overseas are facing the same situation.
Many solar factories in China are starting to resume production, suggesting that concerns about supplies of PV components could soon begin to ease. Nevertheless, the temporary standstill will have an impact on the global solar market, as the implementation of some projects will probably be postponed until next year.
Chinese PV heavyweight Canadian Solar has announced an offtake deal for its Gunnedah solar project in New South Wales signed with e-commerce giant Amazon.
Sydney’s City of Canterbury-Bankstown has opened an expression of interest period as it seeks the development of a single contract urban solar farm to boost its growing solar uptake.
A massive solar+storage project nearby Uralla in the New England region of New South Wales has been given the tick of approval from the Independent Planning Commission. Project developer UPC/AC Renewables Australia says construction is likely to commence towards the middle of the year.
Despite a sizable pipeline of big PV projects, many EPCs have found it difficult to escape the pitfalls of Australia’s notoriously competitive market. The turmoil in the solar construction sector became evident with the collapse of the nation’s leading contractor RCR Tomlinson. It was further emphasized by Tempo Australia’s problems and last month’s withdrawal of Sydney-based contractor Downer Group. As the survival of the fittest continues, Mumbai-based EPC juggernaut Sterling and Wilson Solar (SWSL) is confident it has found a way to adapt and thrive.
UK-based infrastructure investor John Laing will make no further investments in standalone solar and wind, following the write-downs taken on its European and Australian projects.
The developer has confirmed a nearly $30 million write-down on its troubled Kennedy Energy Park and entered into a binding agreement on a $1 a share takeover bid from a consortium that includes Andrew ‘Twiggy’ Forrest’s Squadron Energy.
With a Commonwealth MoU in hand and a ‘flexible’ attitude to the regulatory processes governing transmission build in Australia’s National Electricity Market, the NSW Department of Planning and Environment is revving up its plans to develop a demonstrator Renewable Energy Zone.
South Australia is seeing a surge of small-scale utility solar as the niche, particularly around the 5MW mark, can fly under the radar of much of the electricity network’s congestion woes. The newly completed Mannum Solar Farm Project is one such example.
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