Liam Stoker reflects on the worsening crisis affecting solar module manufacturing and supply, with five of the industry's largest manufacturers calling for industry-wide collaborative efforts to resolve it.
Five of the solar industry’s leading module manufacturers have issued a joint statement warning of an impending “crisis” regarding module supplies, imploring developers to consider delaying projects and calling for greater collaboration between upstream and downstream players.
Polysilicon prices have risen by 8.6% to RMB230/kg (US$35.3/kg) this week following a power crisis in China that has seen the government order silicon metal producers to curb their operations.
US Senator Jon Ossoff’s proposed Solar Energy Manufacturing for America Act (SEMA) has gathered strong political support as the country’s solar market braces for a potentially seismic decision from the US Department of Commerce (DOC).
Solar Module Super League’ (SMSL) member JinkoSolar is investing US$500 million to set up a monocrystalline ingot and wafer manufacturing facility in Vietnam that will supply its cell and module plants in the US and Malaysia.
A new support scheme from India’s government to boost the domestic manufacture of PV modules has seen 18 bidders submit 54.8GW of applications, according to consultancy JMK Research & Analytics.
The US solar policy landscape is shifting at breakneck speed, with new incentives and trade tariffs promising to alter the shape of the industry for the coming decade. Luckily Andy Colthorpe and Liam Stoker are here to decipher the changes in the September 2021 episode of the Solar Media Podcast.
Leading ‘Solar Module Super League’ manufacturer JinkoSolar has said it is addressing the reliability of shipments to the US market, while also upgrading its module capacity forecast for this year and teasing an expansion of n-type cell capacity.
Following the release of the US Department’s Solar Futures Study, Liam Stoker assesses the downstream and upstream trends that must be realised for US solar to fulfil its potential.
