Markets

“Australia’s critical minerals are at the centre of an important moment in history which could dictate the shape of the world that we will live in for the next century,” federal resources minister Madeleine King told the Rare Earth Conference in Canberra. With the strategy to grow critical mineral supply chains between Australia and the US gaining momentum, this concept of “friendshoring” was in the spotlight at All Energy 2022.

In an unexpected move, the government of Thailand has introduced a feed-in-tariff (FIT) of $0.090 (THB 2.1679)/kWh over 25 years for solar and a 25-year FIT of THB $0.075 (THB 2.8331)/kWh for solar plus storage.

“Integration” was the war cry at this year’s All Energy conference in Melbourne, with an unmistakable push, especially among ‘premium’ brands, toward vertically stacked product suites bundling solar, batteries, energy management platforms, virtual power plants and electric vehicle chargers into one super solution. How big is the market for such a proposition in Australia though? And does streamlining stymie flexibility? pv magazine Australia spoke to a number of brands on the promise, and limits, of the full stack strategy.

Set to land on Australian shores in Dec. 2022, German solar panel manufacturer AE Solar has modified a panel to meet the continent’s particular stress factors, including our far higher temperatures, UV doses and humidity. “Since we think it’s a kind of localised, or environmentally adapted module, we think it can be a selling factor for this particular line,” AE Solar’s Head of R&D, Dr Hamed Hanifi, told pv magazine Australia during Melbourne’s All Energy conference last week.

The Malaysian authorities have revealed that they will extend power purchase agreements from the fourth LSS4 tender for large-scale PV from 21 to 25 years.

The International Energy Agency (IEA) has published its “World Energy Outlook 2022” report. It expects the energy crisis triggered by Russia’s invasion of Ukraine to accelerate the global energy transition.

A new study has calculated that the globalised PV module supply chain has saved billions for PV installers in Germany, the US and China. It also found that if strong nationalistic policies that limit the free flow of talent and capital were implemented going forward, solar panel costs would be 20-25% higher by 2030.

The Vietnamese government has been working on a scheme to allow bilateral power purchase agreements (PPAs) since 2020. The start of the pilot scheme has been delayed and is now expected for the first quarter of 2023. The official program would launch in 2025.

A looming energy storage shortfall has promoted renewed calls from the renewable energy industry for a national renewable energy storage scheme. The scheme would consist of a series of large-scale project tenders designed to unleash desperately needed investment.

The Asia Europe Clean Energy (Solar) Advisory revealed that most of the planned new solar cell production capacity relates to high-efficiency n-type cell technologies such as TOPCon and HJT.