Competition, oversupply to reduce n-type solar module prices
Global solar demand will continue to grow in 2024, with module demand likely to reach 492 GW to 538 GW. Amy Fang, a senior analyst at InfoLink, looks at module demand and supply chain inventories in a market still affected by oversupply.
Weekend Read: Famine to feast – China’s solar market in 2023
China’s solar industry rebounded in 2023 after years of pandemic-related sluggishness. As the year draws to a close, pv magazine looks back at key highlights of 2023 and considers the prospects for 2024.
Weekend Read: China’s solar century
From zero to hero in 20 years, China’s PV industry has undergone an extraordinary journey. Vincent Shaw considers the reasons for the nation’s solar success and the challenges ahead.
Chinese PV Industry Brief: Canadian Solar resumes IPO plans
Canadian Solar has resumed plans for an initial public offering in Shanghai, and JA Solar has reported that it shipped 27.1 GW of PV modules in the first nine months of this year. Daqo, meanwhile, has signed a $17.9 billion, long-term polysilicon supply deal with an undisclosed customer.
Chinese Industry Brief: Surging solar exports, wafer supply deals
PV module exports surged in the first quarter, according to research firm PV InfoLink. Risen Energy, meanwhile, has just signed a $2.16 billion, long-term wafer supply deal with Shuangliang Eco-Energy.
Wacker falls to fourth in global polysilicon ranking
The German company’s decision to cede market share to Chinese companies producing the material for solar panels, in order to focus on semiconductor-ready, electronic grade product, has seen it slip behind its rivals in terms of production scale.
Polysilicon giant planning more production capacity
Newly rebranded GCL Technology is laying plans to invest more than $1 billion into its output capability, as its latest set of quarterly figures again spelled out just how profitable the business is at the moment.
Chinese poly maker says its granular silicon will be in demand when EU puts up carbon border
GCL-Poly, in its annual results statement for 2021, has pointed to certification of its product’s low-carbon claims by French government body the Agence de l’Environnement et de la Maîtrise de l’Energie.
GCL’s solar project business spells out how it slashed debts in 2021
The developer last year sold off 2.9GW of solar generation capacity to state-owned entities to reduce its debt pile by $1.76 billion and has another 298MW up for sale as it repeated its intent to switch to blue, and later, green hydrogen.
GCL shifts emphasis to green hydrogen as gas supply deal falls through
Previously announced plans by the solar developer to pay a deposit to secure gas from a connected business expired on Friday and the company has now said it will focus on a form of the energy carrier powered by renewables.
