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?
As polysilicon prices rise once again, Liam Stoker explores the potential for polysilicon facilities to start in new geographies, the issues surrounding equipment and a skilled workforce and what else is vital to more regionalised PV manufacturing.
The solar PV industry produced more than 190GW of modules during 2021, as the industry went through its first major production-led supply cycle, Finlay Colville reveals in exclusive analysis for PV Tech.
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.
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.
Finlay Colville, head of market research at PV Tech Research, explores how solar PV has become dependent on low-cost manufacturing, facilitating a dominance by China-based players, and how the industry could engage with current scrutiny of solar’s supply chain.
Solar wafer and cell manufacturers in China have hiked their prices once again this month after a jump in spot prices for polysilicon in the country, while earthquakes have also disrupted upstream production.
A consortium of solar module, cell and wafer manufacturers have proposed to standardise 210mm product sizes in a bid to achieve the “best possible scale” for the solar industry.
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.
