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Prices surge in upstream whilst module prices stabilize for the time being
The Lunar New Year looms. Upstream sectors experienced upheavals; polysilicon prices ceased dropping and markedly rebounded.
Solar
Cell prices set to rise as upstream prices rally
Given marginal, earthquake-inducing wafer price hikes and increased demand from the cell sector, prices for M6, M10, and G12 cells are poised to rise, expectedly by RMB 0.01-0.02/W. Still, prices showed no changes by far.
Solar
Wafer prices rebound whilst cell demand picks up
Wafer prices fluctuated this week, as bolstered by downstream demand, temporarily concentrated demand for wafers, and faster inventory depletion across the supply chain.
Solar
InfoLink to launch 2H21 Solar-plus-storage Global Market Report, helping businesses gain insights
InfoLink introduces Solar-Plus-Storage Global Market Report, which features analysis and forecast for major front-the-meter and behind-the-meter C&I storage, behind-the-meter residential markets in China, the U.S., Europe, Japan, and Australia, the assess
Storage
Polysilicon prices could fall faster 2022
Driven by installation rush in China and abroad, demand for mono-Si wafers was strong at the end of 2022, resulting in short supply. Meanwhile, massive capacity held by Longi, Zhonghuan, Jinko and JA Solar put wafer manufacturers under pressure amid rapid
Solar
Floating wind turbine II: Floating structure technology and market trends
Floating wind turbines replace fixed underwater foundations with floating foundations. Different floating foundations go with different mooring systems. In the following paragraphs, InfoLink introduces two types of mooring systems, their components, and t
Wind
Offshore wind market analysis: Vietnam to raise share of renewables with PDP8
In Vietnam, power generation relies mostly on coal burning, which accounted for 53% of electricity generation in 2020. Large-scale hydropower is another major contributor, providing 26% of electricity.
Wind
Polysilicon outlook for 2022
This year, polysilicon prices have stayed on an upward trend, as short supply persists due to mismatched production capacities in up and downstream and long construction time that new polysilicon production capacities take.
Solar
Offshore wind market analysis: South Korea raises capacity target to 18-20 GW For 2030
The Framework Act on Low Carbon, Green Growth, which was passed in August 2021. The act mandates the South Korean government reduce carbon emission from the 2018 levels by at least 35%, which was later revised to 40% by President Moon Jae-in in October. A
Wind
Market analysis: Japan to reach 10 GW offshore wind capacity by 2030
To realize carbon neutrality, the Japanese government released a new energy plan this year aiming to raise the share of renewable energy to 36-38% in the electricity generation mix by 2030, and increase the ratio of non-fossil energy sources (renewables,
Wind
Solar cell and module: The big picture outlook for prices and demand
In 2021, PV supply chain see dramatic price fluctuations. Polysilicon shortages crippled production output across the supply chain, whilst energy intensity and consumption control and power rationing imposed since September affected overall raw material s
Solar
China takes big stride towards its carbon peak goal
Foreign media last month reported China’s plan to construct a 400-GW utility-scale wind and solar project in the deserts of western China.
Solar
PV manufacturers call to action amid challenges brought by China’s power rationing
China’s power rationing is widening. So far, the power cuts have expanded to 20 provinces and autonomous regions, including major polysilicon and wafer manufacturing hubs Yunnan, as well as Jiangsu and Zhejiang, where most cell, module, and BOM material m
Solar
Province-wide solar promotion policy could send China demand to another peak
On June 20, 2021, the National Energy Administration (NEA) published a notice on the “Pilot Scheme of Province-Wide Distributed Rooftop Project.”
Solar
China’s dual-control on energy intensity target to hit PV supply chain in Q4
China’s National Development and Reform Commission (NDRC) published a notice on “Dual-Control Policy of Energy Consumption and Intensity” recently, specifying the energy intensity target set for the country, and directs each province (including autonomous
Solar
InfoLink launches DataFactory, a database system of real-time information for PV businesses
To ensure that businesses hold access to the most instantaneous industry statistics and insights into the ever-changing market trends, InfoLink Consulting unveiled an all-inclusive visualized data system, DataFactory.
Solar
Silicon metal shortage to intensify as Yunnan cut production
Yunnan provincial government will enforce silicon metal production control, ensuring the average monthly production of silicon metal manufacturers in September to December does not exceed 10% of the production in August.
Solar