Pressure is mounting on the policymakers in the US to push through incentives to stimulate domestic clean energy manufacturing in the country after a turbulent week for US solar.
Solar manufacturer Tongwei is forecasting for a six-fold increase in net profit for Q1 2022, highlighting the impact pricing spikes are having on upstream manufacturer fortunes.
Solar manufacturer LONGi has revised the price of its G1 and M6 p-type wafers in its fifth price revision so far this year, taking prices to a near five-month high.
JinkoSolar has confirmed an acceleration to its manufacturing capacity expansion plan on the back of higher than expected demand, despite supply chain constraints continuing to apply pressure on margins.
Aker Horizons ASA has agreed to sell its remaining shares in Norwegian polysilicon REC Silicon to South Korean chemical company Hanwha Solutions Corporation in what Aker has said is a “major step in rebuilding the US solar supply chain”.
Chinese module manufacturer Jolywood Solar has signed an agreement with the government of Taiyuan City, Shanxi Province to construct a high-purity, solar-grade polysilicon factory as it attempts to offset surging raw material costs and push for greater vertical integration.
Canadian Solar said it expects margin pressure at its manufacturing division to ease throughout 2022, with demand returning in China from Q2 and pricing strategies used to offset soaring material and logistics costs.
Following on from recent blogs exploring PV module pricing and the future of industry supply chains, Finlay Colville, head of market research at PV Tech, explores why – and how – Tongwei Solar could become the industry’s first vertically-integrated, leading global module supplier by the middle of this de
Finlay Colville, head of market research at PV Tech, provides a detailed look at solar’s value chain, assesses the key motivators for supply chain scrutiny today and begs the question, just who makes what – and where – in today’s solar sector?
