Manufacturing

Clean Energy Associates says solar wafer pricing will fall by 23% by the end of 2023, while BloombergNEF sees 500 GW of manufacturing capacity online by the end of next year.

The US International Trade Commission has launched a new investigation into SolarEdge, following a lawsuit from power electronics specialist Ampt.

Reliance Industries says that production will begin at its 10 GW factory for solar cells and modules by 2024. It plans to double the facility’s capacity to 20 GW by 2026 and is aiming for 50 GWh of annual cell-to-pack battery capacity by 2027.

Germany has launched the world’s first operational hydrogen trains and US researchers have presented a novel design for a tubular PEM fuel cell. ABB and Hydrogen Optimized, meanwhile, have expanded their strategic ties and Slovakia has moved forward with a major gas-blending pilot project.

Average polysilicon prices hit CNY 312 (AU$65.8)/kg this week, according to an industry association in China. The nation’s Ministry of Industry and Information Technology, the State Administration for Market Regulation, and the National Energy Administration have also asked regional authorities to take action to deal with the price increase.

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.

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

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.

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.”

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.