supply chain

“Every year, we see more attention from our customers, for whom this is becoming more at the top of their minds. Usually in PV, it’s been volume price and spec of the product. But now it's also how do we make that product, besides pure performance,” says Cemil Seber, VP of global marketing at REC Solar.

US solar manufacturer CubicPV has signed a long-term supply agreement with South Korean-owned polysilicon producer OCIM to support its planned solar wafer manufacturing facility.

Countries beyond China will need to invest US$700 billion to develop their renewables production capacity, according to Rystad Energy.

A shortage of US-made cells and other materials means ongoing reliance on imports to match domestic module capacity, according to CEA.

Solar manufacturer GCL SI is among the companies that will be present at COP28 and with whom PV Tech was able to speak with Zhang Kun, executive president of GCL SI about what it expects from COP28, the pledge to treble renewable generation capacity and what the solar industry can bring to the conversation in Dubai.

“Cut-throat” competition in the polysilicon production industry in 2024 could push many Chinese producers out of business, according to analysis from industry research firm Bernreuter Research.

China is on track to install a record 230GW of new solar and wind capacity this year, according to a report from Wood Mackenzie.

According to reports from Norwegian media outlets, the price of electricity in Norway, alongside worldwide overproduction of polysilicon, made REC’s operations untenable in comparison with its Chinese competitors.

A “toxic inventory” of modules has been building up in Europe because market growth has been slower than expected, according to S&P Global.

PV Tech spoke to Isabel Rodriguez, managing director at Glennmont Partners, about the challenges for the European solar supply chain.