Fitch Solutions: Utility-scale growth favoured by competitive bidding will see provinces including Gansu and Xinjiang recoup top role they lost to coastal areas in 2016-2018 period.
Recent WTO meeting marks deepening of row with major Asian nations over US state-level PV incentives and safeguard measures including duty rates and trade quotas.
China-based polysilicon producer Daqo New Energy Corp has been impacted by weaker than expected financial results for the second quarter of 2019, due to the lack of demand in China and record low polysilicon prices.
C&I systems can already hit grid parity without need for government money across all major urban centres but profitability is mixed on a region-by-region basis, researchers say.
Fitch: China’s upstream and US’ downstream solar will overcome fallout from trade war as conflict shifts flow of cheaper panels beyond North America.
Major polysilicon producer Wacker Chemie remains steadfastly impacted by weak demand, notably in China that continues to record polysilicon price declines that are below manufacturing costs.
Firm says clean energies will catch up with fossil fuels by 2027 and race ahead by 2030, with Indian solar already cheaper and Aussie solar set to follow next year.
WoodMac: Worldwide installations will grow 17.5% this year to hit new high of 114.5GW, paving way for arrival of 12 countries to group of 1-to-5GW-a-year installers.
Beijing uses WTO meeting to slam tariffs Washington DC set last January for crystalline silicon PV imports, potentially paving way for fresh formal trade dispute.
In recently released first half 2019 financial guidance, three China-based PV inverter manufacturers, Sungrow, Ginlong and Kehua have mainly guided weaker profits than reported for the prior-year period.
The drive by China-based PV panel manufacturers to shift sales overseas after the impact of China's 531 New Deal in 2018 is starting to make a positive impact on companies starting to guide first half year financial results.
Trump administration in fresh solar trade setback as appellate body maintains country failed to prove Beijing was subsidising specific firms before import duties were adopted.
Sungrow, Jinko and Tongwei among the names to be awarded hundreds of MWs of project capacity.
Leading monocrystalline wafer producer, LONGi Green Energy has signed a long-term supply deal with Vietnam-based PV manufacturer Vina Solar valued at approximately US$540 million.
Polysilicon producer REC Silicon is reducing its workforce at its plant in Moses Lake, Washington, US by approximately 100 employees as the trade war with China continues.