Asia

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.

The new product has an efficiency of 98.8% and a European efficiency of up to 98.5%. It features 10 independent maximum power point tracking (MPPT) inputs, with MPPT voltage ranging from 180-1000 V.

Private sector fossil fuel spending on exploration is drying up just as modest rises in clean energy investments are being observed. With stock market investors increasingly embracing renewables, the IEA has observed positive signals in its latest energy investment report, but warned we are still doing far too little to keep global heating at bay.

Scientists in China developed a new kesterite solar cell they say could be suitable for indoor or outdoor applications. The bifacial solar cell reached 9.3% frontside efficiency, and also achieved a 9.0% on the backside.

The Chinese module manufacturer said the 0.35% improvement in efficiency was obtained through material upgrades integrated into the cell process and fabrication. The result was confirmed by China’s National Institute of Metrology.

The pursuit of higher conversion efficiencies is an eternal theme in the PV industry. Among all the links in the chain, cell technology is the most fundamental and decisive element. As we look beyond the established PERC technology, whether heterojunction or TOPCon will become the dominant “next-gen” solar cell among China’s manufacturing giants is emerging as a balancing act between incumbent and upstart, reports Vincent Shaw from Shanghai.