InfoLink Consulting Co., Ltd.

Prices hold steady, glass prices rise further as peak season arrives

Demand analysis of emerging PV markets: South Africa

2030 target 27.6 GW of cumulative installed renewable capacity, with PV to comprise 8.2 GW of the total.

Stable upstream costs to push down Chinese module prices

Mono PERC M6 modules stay at RMB 1.58–1.6/W for a short period of time, but it shows signs of decreasing.

Explosions-induced supply chain price spikes: Review and outlook

In wake of explosions, PV InfoLink examines the supply and demand relationship and prices in the supply chain, offering views on the market outlook for the end of 2020 to the beginning of 2021.

Demand grows toward Q4, slowing cell price decreases

Some module makers expect to raise utilization rates in mid-September, price decreases in cells will slow on the strength of growing demand.

Increases in prices across supply chain send PV demand lower

PV InfoLink has revised down its forecast for global module demand from 121.5 GW to 117.1 GW.

1H20 cell shipment rankings: Tongwei maintains dominance as top supplier

Tongwei and Aiko Solar secured first and second places for solar cell shipment in the first half of 2020.

1H20 module shipment rankings: Jinko secures top spot

Jinko has retained the top spot in the first half of 2020. Longi grabbed over 7 GW of module shipment.

Analysis of Asia-Pacific offshore wind market: Vietnam

Fossil fuels hold the lion’s share of Vietnam’s energy mix. They account for around 52% of the nation’s installed energy generation capacity in 2020—a figure that is higher than the official target.

2H20 polysilicon and cell price trends

PV InfoLink senior analyst Cooper Chen shares his views on the causes and potential effects of the recent polysilicon shortage caused by explosions at Xinjiang-based polysilicon facilities.

Asia Pacific offshore wind market analysis: Japan

Announcing to auction 1 GW offshore wind capacity a year from 2020 onwards, Japan’s policy direction for the offshore wind market has become certain toward the second half of 2020. And the policy clarity is expected to boost the wind supply chain. 

CIP signs MoU with Vietnam for 3.5 GW offshore wind project

Offshore wind developer Copenhagen Infrastructure Partners (CIP) has signed a Memorandum of Understanding (MoU) with Binh Thuan People’s Committee to develop an offshore wind project off Binh Thuan province. The 3.5 GW La Gan project, with an estimated wo

Vestas, Siemens Gamesa won turbine orders for intertidal wind farms in Vietnam

Vestas was awarded the contract supplying the largest intertidal wind farm in Vietnam to date. In mid-July, Siemens Gamesa won an order for 75 MW Tan Thuan intertidal wind farm located in Cà Mau province

Vietnam gives green light to 7 GW of new wind projects

Vietnam’s offshore wind market prospect becomes clearer as the government approved 91 wind projects with a combined capacity of around 7 GW on June 25, most of the projects are offshore or intertidal wind farms.