Asia

The American business is looking for module manufacturing partners as it plans to bring its ‘direct wafer’ production technique to India. The company uses molten silicon to form wafers rather than sawing ingots, thus eliminating dust waste and speeding up the process.

Investments in solar and wind in the Asia Pacific could double over the next decade compared to 2011 – 2020, hitting AU$1.7 trillion, according to new analysis by Wood Mackenzie.

Perth-based TNG Limited has signed an agreement with Malaysian green hydrogen company AGV Energy which will see its vanadium redox flow batteries integrated into the HySustain project to store solar energy for green hydrogen production.

The two solar manufacturers will get priority access to polysilicon produced at the planned fab in Inner Mongolia, which developer Xinte Energy has said will be fully operational by June 2023.

In a white paper, the three Chinese module manufacturers have reiterated the well-known refrain “bigger is not always better.” Experts from the three companies compared the BoS costs of 182mm-wafer-based modules and 210mm products, and found that the former have a slight advantage in racking, foundation, and land costs.

Wood MacKenzie’s energy transition modelling is predicting a primacy in the future low-carbon hydrogen economy for Australia. Thanks to the country’s solar irradiance and renewable energy expertise, as well as its relative proximity to major off-taker markets, Australia could be looking at export revenues of up to US$90 billion by 2050.

Such a decision, which industry body the CPIA is adamant has already been announced, could make all the difference to investors struggling with a surge in equipment costs fuelled by the polysilicon shortage. The all-important National Energy Administration, however, has yet to confirm whether the CPIA’s interpretation is correct.

Since July 2020, the PV industry has been experiencing price rises, which have affected almost all the components in a solar system. As these price increases spill out into higher installation costs, we see end user prices for solar rising for the first time in 10 years, threatening the competitiveness of PV in certain markets. Vincent Shaw reports from Shanghai on solar manufacturing’s supply chain crisis.

With the solar industry already seeing prices rise because of a shortage of panel raw material polysilicon, an explosion yesterday at the factory of a silicon metal producer in Xinjiang could have further repercussions on supply. No casualties have been reported.

Commodity trader Trafigura and Oslo-based ammonia leader Yara International ASA have signed a Memorandum of Understanding that will see supply of clean ammonia as well as joint R&D projects as the two companies look to promote clean ammonia as a shipping fuel and develop its value chain and infrastructure.