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Modules & Upstream Manufacturing

Weekend read: Strong case for energy storage, despite rising costs

Unprecedented volatility in global commodity markets, disruption to logistics and supply chains, and unrelenting growth has driven up the cost of Li-ion batteries since the middle of 2021. Sam Wilkinson and Oliver Forsyth of IHS Markit expect to see rapid manufacturing expansion that will still struggle to keep up with demand, and ultimately lead to the establishment of a smaller group of battery-makers specialized in supplying stationary energy storage systems.

Polysilicon-to-solar module gigafab in planning for India

State-owned NHPC and Bharat Electronics Ltd will leverage their complementary strengths to set up a gigawatt-scale vertically integrated solar manufacturing unit.

Chinese power rationing affects solar module production

China installed 37.73 GW of solar in the first seven months of this year, according to official estimates. JinkoSolar said it is struggling to cope with power rationing in Sichuan province, while Shunfeng said it expects to record a hefty net loss for the first half.

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SA’s Whyalla steelworks hits green steel milestone with first batch of premium magnetite

South Australia’s Whyalla, the site of the state’s government-backed hydrogen hub, has begun producing a vital component used to make green steel: magnetite concentrate. The steelworks is owned by billionaire steel tycoon Sanjeev Gupta through his global company GFG Alliance. Gupta has described magnetite concentrate as “a critical enabler of our global green steel strategy.”

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Qcells Australia reports 194% jump in battery sales in July

South Korean solar and battery manufacturer Qcells says its Australian arm has seen 194% growth in energy storage system (ESS) sales in July 2022 compared to the first quarter of the calendar year.

Tindo unveils Australian-made 410 W solar panel with 20.6% efficiency

Australian module manufacturer Tindo Solar has unveiled a new solar panel based on M10 wafers for residential and business rooftop systems. The new addition to the company’s Karra range has a rated power of 410 W at 20.6% module efficiency and 23.1% cell efficiency.

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Research team unveils high-efficiency coloured BIPV panels

Researchers in China have reported a colourisation strategy for solar based on photonic glass. They created solar panels that took on blue, green, and purple hues, while only dropping the efficiency of power generation from 22.6% to 21.5%.

The growing demand for off-grid leads to compact, pre-wired systems

With headlines dominated by spiking electricity prices and energy security, the demand for off grid solutions in Australia is booming. “It’s starting to make financial sense, that’s significant,” Matt Miller, the marketing manager for Victorian company Commodore tells pv magazine Australia.

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More than 3 GW of solar panels held by US customs under forced labor law

ROTH Capital Partners reports 3 GW have been seized under enforcement of the Uyghur Forced Labor Prevention Act.

Shell pulls back from Port Kembla hydrogen hub

Less than a year after agreeing to work with Australian steel company BlueScope, Shell is now stepping back from the plan develop a pilot-scale 10 MW green hydrogen electrolyser at the Port Kembla Steelworks and further the vision for a hydrogen hub in the Illawarra.

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