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SPOTLIGHT

Polysilicon prices rise as buyers stock up ahead of Lunar New Year

With no polysilicon left for sale, demand likely to remain strong until the Lunar New Year.

* Solar
January 20, 2021

Large format module prices reaching 166mm level amid active promotional campaigns

Manufacturers are actively advocating M10 and G12 cells, bringing down the average prices of M10 cells to RMB 0.9-0.92/W and G12 cells to RMB 0.93/W this week.

* Solar
January 13, 2021

Price gap of M6 cells widen between Tier-1 and Tier-2 manufacturers

The trading price for M6 cells has plunged by RMB 0.03–0.07/W to RMB 0.84–0.93/W. The price gap between Tier-1 and Tier-2 producers has therefore widened again.

* Solar
January 6, 2021

Demand analysis of emerging PV markets: Kenya

For Kenya, PV and wind power installations have just begun to grow.

* Solar
January 4, 2021

U.S. extends solar Investment Tax Credit

The U.S. Congress passed on Dec. 22 a two-year extension on the ITC for solar.

* Solar
December 24, 2020

Taiwanese PV market set to rebound in 2021

InfoLink expects new solar capacity additions to grow to 1.5–1.7 GW in 2021.

* Solar
December 22, 2020

Demand analysis of emerging PV markets: Cambodia

Cambodia may witness module imports in 2020–2021 stay consistent with their 2019 level.

* Solar
December 22, 2020

Renewables FITs for 2021 could hinder ground-mounted PV development

In the draft FIT for renewable energy and calculation formula for 2021, Taiwan’s Bureau of Energy, Ministry of Economic Affairs suggests reducing the FIT rate by 4.56% in 2021, a deeper drop compared with the rate reduction of 2.6% in 2020.

* Solar
November 30, 2020

Surplus cell, module supplies to trigger price war in 2021

Additional cell capacity is nearly 100 GW. Top six and top 10 will together account for 97%.

* Solar
November 19, 2020

Wafer surplus to cause new round of price war in 2021

In the upcoming year, new polysilicon production lines will come online in modest numbers and more mono-Si wafers than needed will be produced due to widespread capacity expansion.

* Solar
November 16, 2020

Green energy stocks set to run higher as Biden wins presidency

PV InfoLink projects that the annual module demand will maintain at more than 20 GW in the U.S. from 2021 to 2025.

* Solar
November 13, 2020

Global PV demand set to hit 143.7 GW in 2021

In a post-COVID-19 world, all signs indicate that the future of solar energy is bright. InfoLink predicts that the global module demand will grow to 143.7 GW in 2021, up 15% compared with this year.

* Solar
November 10, 2020

Demand analysis of emerging PV markets: Togo

Togo strives to achieve around 200 MW of installed PV capacity by 2030.

* Solar
October 29, 2020

2H20 module trends from a perspective of China exports

InfoLink projected that global module demand this year is 124.7 GW.

* Solar
October 8, 2020

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.

* Solar
September 18, 2020

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.

* Solar
September 14, 2020

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.

* Solar
September 3, 2020

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.

* Solar
August 20, 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.

* Solar
August 17, 2020

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.

* Wind
August 10, 2020

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.

* Solar
August 4, 2020

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. 

* Wind
July 30, 2020

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

* Wind
July 23, 2020

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

* Wind
July 22, 2020

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.

* Wind
July 6, 2020
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