PV Tech’s analysis of ‘Solar Module Super League’ (SMSL) member JA Solar’s capacity expansion announcements in the first nine months of 2020 have revealed the company has already announced a total of over 104GW of combined plans, including ingot/wafer, solar cell and module assembly.
China’s newly announced ambition to reach carbon neutrality by 2060 and peak carbon emissions before 2030 looks set to spur on investment in solar and battery storage technology, as the country diversifies its power mix away from coal.
Leading ‘Solar Module Super League’ (SMSL) member JinkoSolar has made a major revision to its PV module assembly capacity expansion plans for 2020, intending to nearly double its nameplate assembly capacity to a new goal of 30GW by the end of 2020.
Supply deals from major state-owned power groups in China and growing demand for component replacements look set to send inverter demand to new highs, PV Tech analysis has shown.
Trina Solar has taken full control of Spanish tracker system manufacturer Nclave, acquiring the remaining 49% stake in the company it did not already own.
Major polysilicon and merchant cell producer, Tongwei has secured a monocrystalline wafer supply deal from LONGi Green Energy (LONGi Group) that increases its wafer needs by 1 billion wafers to 2.6 billion as the cell producer plans to have more than 40GW of solar cell capacity in 2021.
In the first of a two-part feature Joseph C. Johnson, technology and quality senior analyst at Clean Energy Associates, explores recent polysilicon price volatility and its impact on the upstream solar sector.
As China enters its usually frantic solar build-out season, a shadow is being cast by module price hikes and supply bottlenecks. PV Tech’s Carrie Xiao gets the inside scoop on how solar deployment in China risks being pushed into next year.
