Renewables and geopolitics: The United States
An accelerated transition to renewables could go either way, regarding the United States’ unique geopolitical strength. According to Indra Overland – head of the Center for Energy Research at the Norwegian Institute for International Affairs – the U.S. could surrender a major advantage if it abandons fossil fuel. The nation could, however, remain dominant in the global energy sector if it continues to lead on innovation and clean energy tech-related intellectual property.
Oct 2, 2019 // Policy, USA, China, Trump, Asia, Israel, Africa, Egypt, North America, Indra Overland, Norwegian Institute for International Affairs
Hanwha Q Cells Dedicates Largest Solar Panel Factory In Western Hemisphere
Hanwha Q Cells officially opened its 300,000 square foot solar panel factory in Dalton, Georgia last week, claiming it is the largest such manufacturing facility in the western hemisphere.
Sep 30, 2019 // Manufacturing News, Tariffs, Policy, USA, Georgia, Jinko Solar, First Solar, Trump, Europe, North America, Hanwha Q Cells, Brian Kemp, Scott Moskowitz, LG
Greece and Hungary pledge to phase out coal
Athens-based policy group The Green Tank labelled Greece’s decision “historic” while Europe Beyond Coal, an alliance of civil society groups working to make Europe coal free by 2030 said Hungary should target a more ambitious 2025 phase-out.
Sep 27, 2019 // Markets & Finance News, Policy, USA, Greece, Hungary, Trump, Europe, North America, coal, George Stassis, The Green Tank, János Áder, Kyriakos Mitsotakis’, Nikos Mantzaris
Jinko: ‘The days of mono will soon be behind us’
A spokeswoman from the Chinese manufacturer of the Swan series of double-sided solar panels says monofacial modules will soon be consigned to residential use as the price gap between them and higher-yielding bifacial products rapidly closes.
Aug 29, 2019 // Manufacturing News, Jinko Solar, China, bifacial, Trump, Asia, LONGi, Dany Qian
Trump ratchets up tariffs on Chinese products – including batteries
While the damage is largely done for cells, modules and inverters, increased tariffs on U.S. module components and 15% measures on lithium-ion batteries are not good news for either sector.
Aug 29, 2019 // Plants, Large-Scale, Commercial, Markets & Finance News, Storage, Inverters, Tariffs, USA, Lithium-ion batteries, TESLA, Sungrow, Trump, Inverters, Huawei, North America, tariffs, PV cells, modules, Enphase, Flex, USTR, Kelly Speakes-Backman
The Chinese solar market is changing shape
Two reports have described how the world’s largest renewable energy market is moving towards maturity. According to the Brookings Institution, the Chinese clean energy market could become more open to Western investors and tech. A report by Fitch claims projects are moving back to inland provinces from coastal regions.
Aug 22, 2019 // Plants, Large-Scale, Commercial, Markets & Finance News, USA, China, Trump, Asia, North America, Jeffrey Ball, China-U.S. trade war
Lithium-ion batteries still set for US tariffs on September 1
The energy storage market is set to be the latest affected by Trump’s trade war as lithium-ion batteries were excluded from the group of Chinese imports for which the U.S. president announced tariffs would be delayed until December 15.
Aug 16, 2019 // Storage, Tariffs, Policy, USA, storage, TESLA, China, Trump, lithium-ion, Energy Storage Association, Nevada Gigafactory
New York leads coalition of 22 US states in lawsuit against Trump’s energy plan
A coalition of 22 US states and seven local governments have sued the Trump Administration's Environmental Protection Agency (EPA) over its “Affordable Clean Energy” (ACE) plan.
Aug 16, 2019 // Solar, USA, New York, Trump, lawsuit, Affordable Clean Energy, Environmental Protection Agency, Letitia James, Clean Power Plan
First Solar’s great ramp forward
First Solar reported a bumper quarter during Q2 by most metrics. The company’s net sales of $585 million were nearly double the previous year, on shipments 1.4 GW of product – the most in its history. Additionally, First Solar booked more than 2.1 GW of orders in July alone, a very positive start to Q3.
Aug 6, 2019 // Manufacturing News, Markets & Finance News, USA, SEIA, China, First Solar, Trump, Mark Widmar, Asia, North America
Third-party solar markets will win from US-China trade war — Fitch
The global power and renewable energy market is expected to remain largely unaffected by the Trump administration’s new wave of tariffs on Chinese goods. Although shipments of Chinese modules into the U.S. market are falling, Chinese manufacturers sent more panels to overseas markets in the first half of this year than they did in the same period of 2018. Analysts from Fitch, meanwhile, claim the U.S. solar market will continue to expand, despite higher project costs.
Aug 5, 2019 // Large-Scale, Tariffs, Policy, Solar, USA, China, Fitch, PV panels, Trump, solar market, Asia, North America
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