Political and regulatory disruption often get the most attention as the likely brakes on solar’s future growth. But a more pressing concern is the availability of crucial materials, says Chris Berry.
Last week Germany’s E.ON announced its divestment from fossil fuels and a focus on renewable energy. First Solar’s Christopher Burghardt explains why solar is becoming an increasingly sound bet for investors.
Europe so far looks to be the laggard in the PV capacity expansion drive now gathering a head of steam. But all the ingredients are there for Southeastern European countries to establish themselves as manufacturing hubs, says Matthias Grossman.
Earlier this week German utility E.ON announced surprise plans to divest from fossil fuels and focus on renewable energy. Tobias Engelmeier explores what utilities in India could learn from its move.
Demand for thin-film PV is still growing, but what about supply? NPD Solarbuzz’s Finlay Colville looks at what is around the corner for thin-film PV as a technology offering to the solar industry.
Modules based on p-type multi c-Si technologies are set to dominate the PV industry over the next five years, according to analysis in the new NPD Solarbuzz PV Technology Roadmap report.
The EU agreed its 2030 climate and energy package last week with the end product leaving many underwhelmed. Frauke Thies, policy director at the European Photovoltaic Industry Association, explains how even this modest victory could be a first step toward a more stable policy future for solar in Europe.
In the beginning, there was nothing. At least there was no dielectric passivation applied to the silicon solar cells from the early production lines of the 1980s, an era when PV production companies were still thinking in terms of MWp rather than GWp factories.
How far can existing PV capacity go, in terms of keeping up with end-market growth? This is one of the key issues in terms of capital expenditures and tool suppliers waiting for an uptick in bookings. It is also essential to understand in terms of forecasting end-market demand in 2015, at a time when trade uncertainty and the preference for project financing is keeping new ‘greenfield’ fab build at a minimum.
In late 2011, Mission Solar Energy made the first of several bold decisions: build a silicon-based PV manufacturing plant in the US, a market long dominated by thin-film technologies. An even more unusual decision followed to locate the company in San Antonio, Texas, rather than California or Arizona where US solar markets are well established. Then, Mission Solar made the gutsy move to push forward with the development of an n-type monocrystaline silicon based product when the market was being dominated by p-type multicrystaline silicon modules coming out of Asia.
It appears the waiting is over during September 2014 for Chinese suppliers (and all other suppliers of modules to Europe), regarding the minimum import price (MIP) for the 3-month period October to December 2014 (Q4’14).
To sustain growth, the solar cell industry must constantly find better and cheaper technologies. Imec’s Philip Pieters explains how in the quest to innovate manufacturers can benefit from working together.
Previously confined to the R&D labs and academic solar PV roadmaps, PERC based c-Si cell capacity upgrades are starting to have a tangible impact on the PV industry. Finlay Colville investigates the drivers, myths, opportunities and the impact of PERC on PV capex and module performance.
Google is offering a prize for prototype inverter that’s smaller than a laptop. Cormac Gilligan of IHS explains why a successful proposal could pose a threat to existing suppliers.
Silver is a key raw material in PV manufacturing. But as Chris Berry writes, a deficit in global silver supply and the prospect of future price increases are both sources of concern for the solar industry.
Ahead of a free webinar from IHS Technology and PV Tech on 29 July 2014, IHS analyst Sam Wilkinson discusses some of key trends shaping the global inverter market.
Driven mainly by expectations of strong end-market demand growth this year, polysilicon spot prices increased significantly in Q1’14, up 15% Q/Q and 28% Y/Y. In Q2’14, spot prices are expected to remain relatively flat – or to decline moderately – as more polysilicon makers ramp-up production, in an effort to take advantage of the current price environment.
The UK is set to become the largest market for solar PV in Europe during 2014, confirming its status as the hottest market across the region.
During the past couple of weeks, two of the leading custodians of thin-film solar PV technology have restated or amended long-term industry plans. Finlay Colville assesses the future for thin-film PV technology
The uptick in solar end-market demand at the end of 2013 has been followed by new wave of PV cell and module capex. The missing part of the equation is spending on new wafer capacity, writes Finlay Colville.
Consolidation has been one of the most heavily used words in the PV industry over the past couple of years. But as Finlay Colville writes, whether it has actually happened or not is open to debate.
Following the latest round of downstream channel checks and project pipeline activity in the UK, NPD Solarbuzz is now further upgrading its forecast for the UK PV market in 2014.
The compromised solution agreed between Brussels and Beijing for the supply of Chinese solar PV components to Europe is approaching its anniversary. Finlay Colville looks at how the deal has panned out.
The recent announcement by US manufacturer REC Silicon that it would establish a new polysilicon plant has highlighted an upcoming trend in the polysilicon industry: the rise of fluidised bed reactor (FBR) technology. Will it live up to expectation, asks Johannes Bernreuter.
The news today that HelioVolt – one of the few remaining custodians of US based PV manufacturing – will cease operations is terrible news for the 100-plus employees that have been working hard at HelioVolt to advance PV manufacturing in the US.