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Markets & Policy

Sunday read: A decisive movement in module prices

The sky is the limit. Fortunately, this expression does not apply to current prices for PV panels, which have recently declined, following a continuous rise since the beginning of the year. Whether this situation holds, or whether prices drop further in the coming months is hard to say at the moment, writes Martin Schachinger of pvXchange. Polysilicon prices and thus wafer and cell prices could be in for a slight decline. However, a decisive movement in module prices in general is unlikely before the fourth quarter.

Saturday read: Battery recycling and material uncertainty

Lithium-ion batteries remain the front-runner to power EVs, but without clearer recycling plans from the European Union and the United States, the balance isn’t yet tipped away from heavy mining of new materials to focus on supplying industry needs, writes Ian Morse.

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New England REZ ‘swamped’ with 34 GW of clean energy projects

AUSTRALIA’S largest planned Renewable Energy Zone has been ‘swamped’ by investors with the New South Wales government revealing that more than 80 new solar, wind and energy storage projects, totalling a massive 34 GW, had been proposed for the New England region.

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Australia grid delays affect Dutch developer’s figures

Photon Energy reported raised revenue from sales of electricity in the second quarter of the year, compared with 12 months earlier, but said grid hold-ups at 14.6 MW of solar projects Down Under had affected performance.

CEC concerned ESB reforms will erode investor confidence

The Energy Security Board’s newly revealed market reforms have sparked widespread scrutiny with the Clean Energy Council declaring that among the recommendations are proposals that risk further undermining confidence in future investments in clean energy generation.

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Solar industry pioneer pushes for National Transmission Network

A parliamentary inquiry has been told Australia’s ageing transmission network “urgently” needs upgrading to deliver new solar PV and wind power to cities as the nation’s transition to renewable energy generation continues to accelerate.

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Secrecy and high level splits: ‘coal-keeper’ uproar but expert says politics won’t stop the inevitable

The Energy Security Board’s market reforms have come under fresh scrutiny after ministers met last week under a veil of secrecy, apparently stirring deep rifts between federal and state ministers and other stakeholders. While it remains unclear what the Board’s proposed capacity market, dubbed by some as ‘coal-keeper’, might look like, Dan Cass, who leads energy policy at the Australia Institute, told pv magazine Australia as long as Angus Taylor isn’t steering, he’s optimistic that state governments and the ESB could work towards a reasonable outcome.

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Spark accepts $5.2bn takeover bid from American consortium

Australian electricity network owner Spark Infrastructure has accepted a $5.2 billion takeover bid from a North American consortium led by private equity giant Kohlberg Kravis Roberts & Co.

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Two new hydrogen platforms launch to couple industry with customers

Two hydrogen platforms have launched in Australia to connect hydrogen producers with consumers, ultimately trying to catalyse projects and the industry more broadly. The first, NERA’s HyCapability, maps hydrogen capability across Australia, while the other focuses on New South Wales and the developments of its hydrogen hubs.

Energy storage appears to be fully charged for exponential growth

Lithium-based energy storage volumes in the U.S. are expected to grow by multiple orders of magnitude in the coming years, with a 1000% capacity increase by 2023.

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