PV Tech’s COVID-19 tracker: 20 - 26 April

By PV Tech
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Image credit: CDC / Unsplash

This is the latest issue of PV Tech's COVID-19 tracker. See links ahead to browse our archives for all news and developments for January 2020 – 29 March 202030 March 2020- 5 April 2020, 6 April 2020 – 12 April 2020 and 13 April 2020 – 19 April 2020

Over its first few months of existence, the COVID-19 crisis has already wreaked major havoc across the world, and the solar industry has not been immune.

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From hampered flows of raw materials for manufacturers to financing delays for developers, both upstream and downstream PV players have already felt the weight of the pandemic as it continues its global trek, infecting hundreds of thousands and sparking talk of a worldwide recession.

Only time can confirm what the long-term implications will be from what remains a still-maturing crisis. For now, however, PV Tech will keep an eye on reports on the ground and sound out industry players to share here the latest news and developments as they come, starting with the most recent. 

If you have a COVID-19 statement to share or a story on how the pandemic is disrupting a solar business anywhere in the world, do get in touch at [email protected] or [email protected].

Our sister titles Energy.Storage.News and Solar Power Portal have also launched similar trackers to map out COVID-19 impacts on the energy storage sector and the UK solar industry.  

European power prices may not recover until 2025, report claims

23 April 2020: The impact of the pandemic on wholesale power prices has been well documented, with spot prices tumbling in tandem with demand.

While this issue isn’t isolated to Europe, a new report from UK-based Aurora Energy Research suggests that wholesale power prices on the continent may not recover until 2025, potentially spelling doom for those hoping to bring forward solar projects built on a merchant power model.  

Felix Chow-Kambitsch, head of commissioned projects- Western Europe at Aurora Energy Research, said: “The effect of Coronavirus has rippled through European energy markets – significantly reducing demand and prices of gas and electricity.

“European power utilities are likely to experience a significant fall in revenues in 2020, with merchant-exposed renewables schemes significantly affected.”

Our full coverage of the report can be read here.

n-type expansions to benefit from 2020 downturn-driven PV

23 April 2020: Describing COVID-19 as “not simply a short-term blip” for Chinese solar manufacturers, our own head of market research Finlay Colville argues that the global economic slowdown will impact on the guidance and forecasting of solar manufacturers during the coming months.

That much may be obvious, but Colville also suggests the downturn could lead to benefits for n-type production as previously announced p-mono PERC cell and module expansions are put on ice.

Colville writes extensively on the subject in a blog for PV Tech, which can be found here.

Is uncertainty sweeping solar tax equity markets?

23 April 2020: Earlier today US solar and storage developer 8minute Solar Energy announced that not only had it swollen its pipeline in the US to 18GW, but landed new investment from the University of California.

In doing so, 8minute chief Tom Buttgenbach said the company had been fortunate enough to take a long view and continue to grow its pipeline on the back of a strong cash position and balance sheet.

But the same cannot be said of others, with Buttgenbach arguing that financial markets across the board – especially tax equity, which has become a favoured route for solar developers – facing uncertainty as a result of the pandemic.

Renewables reminded over subsidy block during negative pricing periods

22 April 2020: Renewables generators have been reminded that power produced during extended periods of negative pricing cannot receive subsidy payments under European regulations.

The warning has been issued to renewables operators in the Netherlands from the Rijksdienst voor Ondernemend (RvO) – the Netherlands’ Enterprise Agency and party responsible for administering renewables subsidies in the country – after an instance of negative pricing last month.

On 29 March 2020, the day-ahead market electricity price in the Netherlands dipped into the negative for a period longer than six hours, triggering an exception under European Union regulations that means no subsidy can be paid for electricity generated during that time.

See here to read the PV Tech story in full

New UK solar generation record set amidst air pollution collapse

22 April 2020: A new peak solar generation record has been set in the UK, with the industry citing a collapse in air pollution levels linked to the country’s lockdown as having played a pivotal role.

The new record was set just after midday on Monday (20 April 2020), when solar generation was recorded to have peaked at 9.68GW, according to data from the University of Sheffield.

The new 9.68GW figure comes to exceed the previous 9.55GW record of May 2019, when solar was also found to have been providing nearly one-third of total electricity demand in the country.

See here to read the PV Tech story in full

The new record was set just after midday on Monday (20 April 2020), when solar generation was recorded to have peaked at 9.68GW. Image: The University of Sheffield/Sheffield Solar.

South African energy watchdog asks for patience with IPP applications

22 April 2020: The National Energy Regulator of South Africa (NERSA) has sought to justify its slower processing of project applications following the country’s descent into lockdown.

In a statement this week, NERSA said it “understands” the concerns it has received from energy IPPs over its delays with decision making and “fully appreciates the gravity of the country’s electricity supply constraints.”

However, NERSA added South African laws require it to be “procedurally fair” and give affected persons enough time to comment on project proposals. Otherwise, application decisions could end up being challenged before the country’s High Court, the regulator said.

See here to read NERSA’s statement in full

India’s SECI postpones pre-bid meets for 2GW solar auction

22 April 2020: Government agency the Solar Energy Corporation of India (SECI) will be delaying pre-bid meetings for auctions for solar (2GW), wind (2GW) and thermal power (5GW).

In a recent statement, the SECI said the sessions are being postponed “until further notice”, with plans to send participants a revised schedule by email.

See here to read SECI’s statement and here for PV Tech’s latest coverage of India’s campaign to protect its renewable industry from the COVID-19 crisis

Pandemic sparks delay for off-grid solar push in the Philippines

22 April 2020: The National Electrification Administration (NEA) of the Philippines has said a programme to roll out off-grid solar across 5,000 households is being delayed by the COVID-19 crisis.

On Tuesday, the state-run agency said the so-called PV mainstreaming scheme has completed the competitive bidding process and the awarding of contracts to bidders. The REA said it is now “just awaiting delivery” of solar panels from China.

Impacts from the COVID-19 crisis were felt across Filipino solar early on. As reported by PV Tech, the outbreak disrupted a 135MW solar duo by Philippines utility Meralco, with Chinese components and engineers struggling to reach the projects.

See here to read the NEA’s statement in full

Solar Media events go digital to keep industry debate alive in uncertain times

Solar Media’s new Digital Summits series has been launched to provide critical market insights, intelligence and networking opportunities to maintain our industries’ momentum. Running throughout May and June, the Digital Summits will deliver the full live event experience to your own home.

1. Energy Storage Digital Series: 11-15 May. See here for more information on how to take part.

2. Large Scale Solar Digital Series: 18-22 May. See here for more information on how to take part.

3. Solar & Storage Finance Digital Series: 1-5 June. See here for more information on how to take part.

4. EnTech Digital Series: 15-19 June. See here for more information on how to take part.

5. Everything EV Digital Series: 6-10 July. See here for more information on how to take part.

Vattenfall halves dividends as it monitors ‘weak’ Nordic power market

22 April 2020: Swedish energy group Vattenfall is to slash its dividends from SEK7.2 billion (US$715 million) to SEK3.6 billion (US$357.8 million) as it keeps an eye on COVID-19 impacts.

Earlier this week, the Stockholm-headquartered group said the halving of profit payments was a “precautionary measure” given the “current uncertainties around the economic effects of the Covid-19 pandemic and the continuing weak market for electricity in the Nordics.”

See here to read Vattenfall’s statement in full

ENGIE’s Tractebel helps deliver ‘smart’ ventilator prototype

22 April 2020: Energy advisory and engineering firm Tractebel and others part of the ENGIE group have joined forces in recent weeks to perfect a prototype for smart ventilators.

This week, the firm said the ENGIE group has assisted Belgian brother researchers Jan and Stijn Herregodts as they together designed and built three ventilator prototypes, equipped with “intelligent” electronics and software. The devices are now set to undergo testing.

See here to read Tractebel’s statement and here for PV Tech’s coverage of COVID-19’s impacts on ENGIE work so far.

German solar confidence in ‘free fall’ due to subsidy cap, not COVID-19

22 April 2020: German solar representatives have urged the government to make good on its plans to lift a subsidy cap, claiming inaction is affecting the sector more than the COVID-19 pandemic.

Earlier this week, national solar body BSW said confidence in its solar business index has halved within three months. It linked the “free fall” to the country’s failure so far to scrap – despite its promise to do so last year – a PV subsidy freeze that will kick in once the market reaches 52GW.

See here to read BSW’s statement and here for PV Tech’s coverage of COVID-19’s impacts on German solar so far

Recent surveys show the business confidence of German solar operators has halved within three months, BSW said. Image credit: Bundesverbandes Solarwirtschaft (BSW)

Spain grants loan reprieve for renewable heating projects

22 April 2020: Renewable heating and building renovation schemes in Spain will be given more time to repay government loans to account for COVID-19 impacts, the government has announced.

Earlier this week, Spain’s Environment Ministry said it had authorised energy state agency IDEA to extend deadlines for loans due to mature in March, April, May and June 2020, to boost liquidity as the country continues to battle the virus outbreak.

See here to read the Spanish government’s statement in full

Section 201 solar tariffs excluded from Trump’s new COVID-19 reprieve for importers

21 April 2020: The Trump administration has staged its latest move against solar imports, preserving PV tariffs even as it temporarily scrapped them for other importers.

In recent days, the US president signed an executive order allowing the US Treasury to suspend for about three months the duties, taxes, and fees applied to US importers, a segment the government believes has faced “significant financial hardship” as COVID-19 cases spiralled nationwide.

In changes presented alongside the federal agency for customs and border protection (CBP), the US Treasury explained the 90-day deferment period will not extend to goods covered by Section 201 (solar tariffs), Section 232, Section 301 and antidumping and countervailing duties (AD/CVD).

See here to read the PV Tech story in full

India rekindles solar manufacturing push as crisis exposes import reliance

21 April 2020: India has staged the launch of a new campaign to foster its domestic renewable manufacturing scene, in a bid to curb the dependency on imports the COVID-19 crisis had laid bare once more.

Letters sent by the Ministry of New and Renewable Energy (MNRE) in recent days asked state and port authorities to set aside land sites of 50 to 500 acres for new factories of renewable equipment, from solar cells and modules to silicon ingots and wafers, steel frames, inverters and batteries.

India’s campaign emerges as the COVID-19 outbreak exposes its reliance on Chinese solar makers. The country, which prior to the crisis had already acted to set duties on PV imports, estimates 85% of solar cells and modules used nationwide come from abroad. 

See here to read the PV Tech story in full

India has witnessed a flurry of capacity announcements in recent years but attempts to embed a domestic upstream component into auctions have seen repeated delays. Image credit: Solar Media

GCL-SI predicts Q1 2020 net losses will be similar to last year’s figure

21 April 2020: GCL System Integration Technology (GCL-SI) expects continued quarterly losses in Q1 2020, due to the COVID-19 related issues impacting its business operations in the reporting period.

The ‘Solar Module Super League’ (SMSL) member has now guided net losses in the year's first quarter to be in the range of RMB 120 million to RMB 150 million (US$16.9 million to US$21.2 million), compared to the US$18.6 million in net losses posted for the first quarter of 2019.

See here to read the PV Tech story in full

Vivint Solar donates 1,500 sanitary masks to Utah hospital

21 April 2020: US residential installer Vivint Solar has handed out 1,500 of the so-called N95 masks to the University of Utah Hospital in Salt Lake City.

“The doctors and staff at the U of U were really grateful for the donation and it was an amazing experience to help out in a small way during this pandemic,” Vivint said as it spread the news of the masks being delivered on social media.

See here to find out more about Vivint Solar’s mask donation

African leaders enlist renewables to build future of energy resilience

21 April 2020: Global renewable experts will steer the roll-out of large volumes of solar and others in Africa, in a bid to help the continent tap into its vast green energy resources to power its response to COVID-19.

Renewables will be enlisted to energise African hospitals, medical gear, water pumping and other critical anti-pandemic functions, under a partnership between the African Union Commission (AUC) and global green energy body IRENA.

See here to read the PV Tech story in full

“The COVID-19 pandemic has shown that energy is critical for all spheres of life and is now proving to be a matter of survival … It is time to use Africa’s enormous renewable energy resources for the benefit of the African people in response to the coronavirus pandemic”—H.E. Dr. Amani Abou-Zeid, Commissioner for Infrastructure and Energy at the African Union Commission.

Zhongli Group guides loss for Q1 amid fundraise for 1GW heterojunction plant

21 April 2020: Jiangsu Zhongli Group, the technology and science group including integrated PV manufacturer Talesun, has guided Q1 2020 net loss due to COVID-19 impacts even as it approved plans for a US$222 million raise.

The company noted that it had only been able to restart production across its business divisions in the last four weeks. This was compounded by supply chain issues, notably for various raw materials, and higher production costs as a result. Sales operations were also hampered due to the spread of the pandemic overseas.

See here to read the PV Tech story in full

Peru mobilises solar-powered tablets for home schooling

21 April 2020: Peru is to tap into solar to support the transition of millions of students towards home schooling, following the shutdown of education centres in March.

In statements reported by ATV+ Noticias, president Martín Vizcarra said the tablets set to be distributed to students will come with solar-powered chargers, to ensure families lacking access to the grid do not miss out on online schooling programmes.

See here to read the ATV+ Noticias story in full

Spanish solar presses ahead with campaign for new government auctions

21 April 2020: Spanish solar body UNEF has ramped up calls for the government to arrange new auctions able to relaunch green energy growth, threatened by COVID-19 lockdown measures.

Earlier this week, the association said Spain could help protect the 60,000 people employed in the national PV sector by legislating for renewable tenders, easier permitting and interconnection processes and specific measures to support self-consumption.

Donoso had already issued similar calls at a SolarPower Europe webinar two weeks ago, saying: “We’re asking the government to organise auctions as soon as possible. We need auctions with real prices to give confidence to investors so that we can continue the transition.”

See here for UNEF’s statement and follow the links ahead to read PV Tech’s coverage of the SolarPower Europe webinar and Spain’s outlook after the lifting of the temporary construction ban

Light for Humanity: Solar lamps to help Amazon families through pandemic

21 April 2020: A new campaign has launched to crowdfund the delivery of solar lamps to over 5,000 people from isolated communities by the Amazon.

The ‘Light for Humanity‘ campaign has already raised €5,000 of its €28,000 target for the next 20 days. The solar devices it funds will, organisers said, replace the kerosene lamps that remain widespread among Amazonian families and can exacerbate respiratory problems from COVID-19.

See here to learn more about the ‘Light for Humanity’ campaign

ACWA Power to support Egypt’s pandemic response with ventilators, test kits

21 April 2020: Saudi energy player ACWA Power will donate EGP 5.5 million (US$349,000) to Egypt’s COVID-19 efforts, with plans to sponsor the acquisition of ventilators and RT-PCR detection kits

The announcement follows news two weeks ago of ACWA’s shortlisting for the Jeddah PV IPP (300 MW), Rabigh PV IPP (300 MW) and Qurrayat PV IPP (200 MW) solar projects, all part of the 1.47GW second round of Saudi Arabia’s renewable tender.

See here to read ACWA’s statement and here for PV Tech’s coverage of bidders and tariffs for the Saudi Arabia’s round-two 1.47GW tender

Solar water heaters added to COVID-19 hospital in Mexico

21 April 2020: A hospital meant to treat COVID-19 patients has opened in Mexico with built-in solar systems to help with water heating.

The solar installations at the health centre in the city of Puerto Vallarta will allow to pump a daily 9,000 litres of warm water, Modulo Solar CEO Daniel García said on social media.

See here to learn more about the new solar water heaters in Mexico

IRENA: Green energy boom could be world’s ticket out of pandemic-driven recession

20 April 2020: The world could unlock a hundred-trillion-dollar boost to global GDP and millions of new jobs by 2050 if it makes renewables the centrepiece of the COVID-19 recovery, the IRENA has said.

A boom of solar, energy storage and other technologies would “pay for itself” and help the world turn the page from the severe recession economists are forecasting as the pandemic squeezes the global economy, the agency argued in a new report.

According to the agency, funding green energy, energy efficiency, electrification and other areas at the levels it is proposing would boost global economies by 2.4% by 2050 compared to status-quo policies, adding a whopping US$98 trillion to worldwide GDP by mid-century.

See here to read the PV Tech story in full

Renewables, solar, storage: Where the world is heading, where it needs to be

Technology Figures for 2018/2019 Predictions for 2050 (under status-quo policies) Predictions for 2050 (under IRENA’s ‘transformation’ scenario)
Global generation share of renewables 26% (2018) 55% 86%
Global installed solar capacity 582GW (2019 estimate) 4,474GW 8,820GW
Global installed wind capacity 624GW (2019 estimate) 2,434GW 6,044GW
Global capacity for stationary storage 30GWh (2019 estimate) 3,400GWh 9,000GWh
Global capacity for EV storage 200GWh (2019 estimate) 7,546GWh 14,145GWh
Source: IRENA

SunPower idles all solar cell and module assembly plants

20 April 2020: High-performance PV manufacturer SunPower has idled all of its manufacturing plants located in the US, Mexico, France, Malaysia and the Philippines to restrict the financial and operational impacts of the COVID-19 pandemic.

SunPower did not say when the manufacturing facilities had been idled, only stating that its expected manufacturing operations would “come back online in the coming weeks”.

See here to read the PV Tech story in full

Behind-the-meter energy storage ‘resilient’ despite expectations of heavy hit

20 April 2020: The outlook for energy storage remains strong despite the challenges presented by COVID-19, Julian Jansen of market research group IHS Markit has said in a post he penned for PV Tech’s sister title Energy-Storage.News.

See here to read Jansen’s post in full on Energy-Storage.News

Analysts: Currency swings to delay up to 3GWac of renewables in Australia          

20 April 2020: Various analyses have tried to shed light on how the COVID-19 crisis will hinder Australian renewables, with talk of financial fallout mixing with claims that larger projects will stay afloat.

According to Rystad Energy, only 530MWac of the 1-2GWac of solar it expected to hit financial close this year has done so at this stage and can be expected to start construction. The remainder, the firm believes, may struggle to line up finance as currency swings hurt project economics.

Meanwhile, RepuTex consultants said the low power prices currently seen in Australia “will not kill off renewable energy investment, particularly at the largest scale”. “Mega projects” such as Acciona’s 1GW MacIntyre Wind Farm can weather prices below AU$50/MWh, they argued.

See here to read the PV Tech story in full

According to Rystad, only 530MWac of the 1-2GWac of solar it expected to hit financial close this year has done so at this stage and can be expected to start construction. Chart credit: Rystad Energy

LONGi spells out COVID-19 response as profit trebling guided for Q1 2020

20 April 2020: Leading monocrystalline wafer producer and ‘Solar Module Super League’ (SMSL) member LONGi Green Energy Technology (LONGi Group) has guided for a trebling of net profit increase for the first quarter of 2020, up 210% compared to the prior year period.

LONGi Group said it had negated most of the impact from COVID-19 so far through prevention and control measures. The company had recently noted that it had recorded zero virus cases while running operations at high utilisation rates in Q1 2020.

See here to read the PV Tech story in full

Q&A: Solarcentury’s Chris Banks on how COVID-19 is affecting solar

20 April 2020: PV Tech’s sister title Solar Power Portal recently caught up with Solarcentury UK business development manager Chris Banks, to quiz him over the pandemic’s impacts so far on the firm’s operations.

In the interview, Banks laid out Solarcentury’s efforts to navigate dynamics including the definition of key workers under the UK’s lockdown measures. The firm, Banks said, hasn’t had “any problems” so far with supply chain disruption.

See here to read the full interview on Solar Power Portal

#ForEveryChild: Solar to strengthen water supply for thousands in Afghanistan

20 April 2020: UNICEF Afghanistan has enlisted solar to sustain water supply for vulnerable communities in the Asian state, where the onset of COVID-19 mixes with scars from decades of armed conflict.

Over 3,000 people in the eastern city of Jalalabad will consume water brought through solar-powered piping, a scheme part of UNICEF’s For Every Child campaign.

See here to find out more about the solar-powered water piping system in Afghanistan

The new PV-powered water pipes will bring water to over 3,000 vulnerable people in the eastern city of Jalalabad. Image credit: UNICEF Afghanistan on Twitter

Brazilian solar worries over impacts as quarterly installs hit 644MW

20 April 2020: Brazilian solar representatives have flagged the delays the COVID-19 crisis is piling on the sector following a quarter when installs reached 644MW nationwide.

In comments reported by outlet Estadão, national solar body ABSOLAR said it is working to ensure the sector’s “continuity” as social isolation measures start hampering projects, both on the utility-scale and the distributed generation end.

ABSOLAR’s talk of impacts came as it reported that Brazil’s cumulative solar installs grew from 4.47GW at the end of 2019 to 5.11GW at the end of Q1 2020. According to the organisation, the onset of COVID-19 has “changed everything” for the industry, including growth forecasts for 2020.

See here to read the full story on Estadão

Panama hospital receives UN-funded solar heater

20 April 2020: A medical centre in Panama is already tapping into solar for water heating purposes, a system funded and delivered with help from the UN’s Environment Programme (UNEP).

According to news outlet TVN Noticias, the solar array donated by UNEP will help generate a daily 1,200 litres of warm water for the hospital in capital Panama City.

See here to read the TVN Noticias story in full

UK: COVID-19 causes 'extraordinary' 35% drop in coal generation

20 April 2020: Coal generation in the UK has fallen by 35% in the last month due to COVID-19, PV Tech’s sister title Current± reports.  

New analysis from technology group Wärtsilä found coal power dropped 35% and gas 24% between 10 March and 10 April 2020 compared with the same period in 2019. Renewables held a 43% share of the UK’s generation, up 10% compared to 2019.

See here to read the Current± story in full

PV Tech’s resource library

PV Tech has a wealth of in-depth articles and resources to keep you engaged in the solar sector throughout any period of isolation. Every volume of PV Tech Power, our downstream solar PV-focused journal, can be downloaded entirely for free here. We also have a collection of webinars conducted over the last four years which can be viewed on demand here, and an exhaustive list of technical papers from both our own in-house editorial team and esteemed industry professionals, which can be accessed here.

LONGi: Pandemic to intensify ‘survival of the fittest’ within solar ranks

20 April 2020: The global COVID-19 emergency is to magnify the competition within the PV sector and accelerate the shift to digital processes, LONGi Green Energy Technology has said.

Li Wenxue, vice president of the solar manufacturer, was quoted in a recent blog post as arguing that the pandemic will exacerbate the “survival of the fittest” trend already underway in the solar sector. It will, he said, force firms to ramp up risk mitigation, boosting the overall health of the industry.

See here to read LONGi’s post in full

Scheme to upcycle solar cells as light-powered disinfecting agent wins hackathon

20 April 2020: Hand sanitisers sustained by decommissioned solar components have won an online event to crowdsource new ideas against the COVID-19 crisis.

The hackathon sponsored by the European Space Agency (ESA) recently awarded the top spot to a scheme, the work of German start-up SunCrafter, to use upcycled solar cells to generate ultraviolet light to disinfect people’s hands.

The project, granted a €20,000 reward by the hackathon’s organisers, is “working with partners to identify how to manufacture significant numbers of the units in the coming weeks and months.”, SunCrafter founder and chief executive Lisa Wendzich said.

See here to read ESA’s statement in full

Endesa distributes 100 ventilators and 300,000 sanitary masks

20 April 2020: Spanish utility giant Endesa has donated anti-COVID medical equipment to Spain’s three most populous regions, a move part of a broader public responsibility plan.

The firm recently distributed 100 General Electric Healthcare-made ventilators to the regions of Madrid, Catalonia and Andalusia, and is ramping up preparations to start delivering the first 300,000 sanitary masks it has received of the 2 million total it recently purchased from China.

See here to read Endesa’s statement and here for PV Tech’s coverage of Endesa’s performance on the renewable front

Australia’s Victoria keeps solar incentives as industry outlines construction safety how-to

20 April 2020: Solar and storage developers in Australia’s Victoria state will continue to be able to apply for installation incentives until the end of the year, the government has confirmed.

The so-called rebate scheme – the centre of much controversy last year, as documented by PV Tech – will be kept until December 2020 and beyond, with payments ranging from AU$1,850 per solar system installed to AU$4,000 for battery system installed.

Even as it hailed Victoria state's move, Australia’s Clean Energy Council (CEC) outlined new guidelines for renewable developers to ensure the safety and wellbeing of project construction workers. The measures, the CEC said, will be updated as government advice changes.

See here for CEC’s statement on Victoria rebates, here for the guidelines and here for PV Tech’s recent coverage of COVID-19 challenges for Australian solar

26 November 2024
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Understanding PV module supply to the European market in 2025. PV ModuleTech Europe 2024 is a two-day conference that tackles these challenges directly, with an agenda that addresses all aspects of module supplier selection; product availability, technology offerings, traceability of supply-chain, factory auditing, module testing and reliability, and company bankability.

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