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Foreign Ministry Spokesperson Zhao Lijian held a regular press conference on November 11, 2018. Reuters: Reuters reported today that more than 1,000 shipments of solar panels from Xinjiang province, worth hundreds of millions of dollars, have been stockpiled at US ports since June. The move comes after the United States introduced new laws banning imports from China's Xinjiang region over concerns about so-called "forced labor." According to the report, the move could slow down the US government's efforts to decarbonize the power sector to combat climate change. What is the Foreign Ministry's comment? Zhao Lijian: Facts have long proved that the so-called "forced labor" in Xinjiang is a century old lie concocted by a few anti-China elements. Based on lies, the US enacted and implemented the Xinjiang-related evil law, which seriously interferes with the normal trade of photovoltaic products between China and the US, violates market rules and international economic and trade rules, undermines the stability of the global photovoltaic industrial chain and supply chain and the global efforts to address climate change, and will ultimately harm its own interests. The US should immediately stop its unreasonable crackdown on Chinese photovoltaic companies and release the detained solar modules as soon as possible. China will continue to firmly safeguard the legitimate rights and interests of Chinese companies.

According to research by Rystad Energy, the cost of operating gas-fired power stations in Europe will be 10 times higher than the cost of building new solar PV projects in the coming years. High gas prices, market challenges and falling renewable energy costs all point to a shift away from gas as the main source of electricity in Europe in the medium to long term, the research firm said. The study is based on a comparison of the calibrated kilowatt cost (LCOE) of natural gas with solar PV and wind. Natural gas will struggle to remain competitive in the European electricity landscape even if prices fall from their recent extraordinary highs, research suggests. Rystad Energy says high gas prices, market challenges and falling renewable energy costs all suggest that gas will no longer be the main source of electricity in Europe Natural gas prices have increased from an average of 46 euros /MWh ($45.80 /MWh) in 2021 to 134 euros /MWh ($134 /MWh) in 2022, a surge of 189%. Still, natural gas generation was up 4 percent in the first seven months of the year, driven in part by a 100TWh drop in nuclear and hydro generation in 2022. The situation is not expected to improve this winter and natural gas will be needed to keep the lights on until 2023. Next year, however, will see the return of nuclear power plants. EDF hopes to bring 30GW of capacity back on line after it shuts down for maintenance, in addition to more than 50GW of solar PV and wind projects in the pipeline. Gas prices are expected to stabilise, with LCOE of around €150 /MWh for existing power stations and around a third of that for new solar PV projects by 2030, cementing solar's position as the cheapest way to generate electricity in much of the world. Carlos Diaz Torres, head of power at Rystad Energy, said: "Gas will continue to play an important role in Europe's energy mix for some time to come, but unless there is a fundamental change, pure economic performance and climate issues will tip the balance in favour of renewables." European countries have been accelerating renewable energy projects in light of recent price rises and as the market tries to adjust to the loss of Russian gas. In fact, according to projections, there will be a "significant" increase in solar PV development in Europe following Russia's invasion of Ukraine. Rystad forecasts that more than 100GW of renewable capacity could be developed if funds used to sustain gas-fired generation were redirected, and 333GW by 2028 if funds used to sustain gas-fired generation were redirected. That's enough to generate 663TWh of electricity. These projections are based on reusing money originally planned for gas and build on Rystad Energy's projections of more than 2TW of solar and wind installations by 2050, with 520GW of large project batteries. Rystad said gas is still needed to support the intermittent nature of renewable power generation and will remain crucial to Europe's power mix until adequate infrastructure is in place. However, in the face of an uncertain and expensive future for gas, it is important that European power companies develop renewables quickly. Although the European Commission has approved solar manufacturing measures and set energy security policies, economic and market forces can move much faster.

Recently, Qatar 800MW ground power station with all components supplied by Longji was connected to the grid at full capacity, which means that the world's largest photovoltaic power station with tracking system + double-sided modules has been officially put into operation, which opens the curtain for the upcoming 2022 Qatar World Cup. The Qatari Minister of Energy delivered a speech at a launch ceremony in the Qatari capital on October 18, attended by the king and other officials. He described the project as significant, with a capacity to meet more than 10% of Qatar's peak electricity demand, and praised the impact and demonstration of the project in Qatar and around the world. Longi was invited to attend the ceremony as a component supplier for the project. The Khalsa 800.15MW Qatari solar power plant is the first solar power plant in Qatar. The project is located in Kharsaa region, Qatar, and all of it uses Longi Hi-MO 4 double-sided modules. The project is by far the world's third largest single photovoltaic power station, and the world's largest photovoltaic project using tracking system and double-sided modules. It is expected to provide about 1.8 billion KWH of clean electricity for Qatar every year, meet the annual electricity consumption of about 300,000 households, and reduce carbon dioxide emissions by about 900,000 tons per year. The project supports Qatar's commitment to hosting a carbon-neutral World Cup in the run-up to 2022. The project has far-reaching implications for Qatar and the wider Middle East. After the interconnection, the project will provide competitive price to provide power for Qatar support, improve energy efficiency by the diversification of energy sources, can increase the proportion of renewable energy utilization, also conducive to national economic diversification development, is part of the "2030 national vision" of Qatar, have created a new energy photovoltaic power generation in the field of Qatar.

STAFFORD, VIRGINIA - Who said there is nothing new under the sun? One of the hottest innovations for the non-polluting generation of electricity is floating photovoltaics, or FPV, which involves anchoring solar panels in bodies of water, especially lakes, reservoirs and seas. Some projects in Asia incorporate thousands of panels to generate hundreds of megawatts. FPV got a head start in Asia and Europe where it makes a lot of economic sense with open land highly valued for agriculture. The first modest systems were installed in Japan and at a California winery in 2007 and 2008. On land, a one-megawatt projects requires between one and 1.6 hectares. Floating solar projects are even more attractive when they can be built on bodies of water adjacent to hydropower plants with existing transmission lines. Most of the largest such projects are in China and India. There also are large-scale facilities in Brazil, Portugal and Singapore. A proposed 2.1 gigawatt floating solar farm on a tidal flat on the coast of the Yellow Sea in South Korea, which would contain five million solar modules over an area covering 30 square kilometers with a $4 billion price tag, is facing an uncertain future with a new government in Seoul. President Yoon Suk-yeol has indicated he prefers to boost nuclear over solar power. Other gigawatt-scale projects are moving off the drawing board in India and Laos, as well as the North Sea, off the Dutch coast. The technology has also excited planners in sub-Saharan Africa with the lowest electricity access rate in the world and an abundance of sunshine. In countries that depend on a lot of hydropower, [there's concerns around what does power generation look like during droughts, for example, and with climate change, we expect that we'll see more extreme weather events. When we're thinking about droughts, there is the opportunity to then have FPV as another renewable energy option in your toolkit essentially," explained Sika Gadzanku, a researcher at the U.S. Department of Energy`s National Renewable Energy Laboratory in Colorado. [So instead of depending so much on hydro, now you can use more FPV and reduce your dependence on hydro, during very dry seasons, to use your floating solar photovoltaics." A one percent coverage of hydropower reservoirs with floating solar panels could provide an increase of 50 percent of the annual production of existing hydroelectric plants in Africa, according to a study funded by the European Commission. FILE - Solar panels are installed at a floating photovoltaic plant on a lake in Haltern, Germany, April 1, 2022. Challenges There are potential floatovoltaic hazards, however. A plant caught fire in Chiba prefecture in Japan in 2019. Officials blamed a typhoon for shifting panels one atop another, generating intense heat and possibly sparking the fire at the 18-hectare facility containing more than 50,000 floating solar panels at the Yamakura Dam. The most significant barrier to wider adoption of the technology, at present, is the price. It is more expensive to construct a floating array than a similarly sized installation on land. But with the higher costs there are additional benefits: Due to passive cooling of water bodies, the floating panels can function more effectively than conventional solar panels. They also reduce light exposure and lower the water temperature, minimizing harmful algae growth. That all sounded promising to officials in the town of Windsor in northern California`s wine country. Nearly 5,000 solar panels, each generating 360 watts of electricity, are now floating on one of Windsor`s wastewater ponds. [They're all interlinked. Each panel gets its own float. And they actually move quite well with wave action and wind action," . You'd be surprised how they can kind of just suck up the waves and ride them out without breaking or coming apart," said Garrett Broughton, the senior civil engineer for Windsor`s public works department. The floating panels are easy on the environment and Windsor`s budget, in which the wastewater plant`s electric bill was the town government`s largest Town Council member Debora Fudge pushed for the 1.78-megawatt project over an alternative of putting solar panels atop carports. [They offset 350 metric tons of carbon dioxide yearly. And they also provide 90 percent of the power that we need for all of the operations for treating wastewater, for all the operations of our corporation yard and also for pumping our wastewater to the geysers, which, is a geothermal field, about 40 miles (64 kilometers) north," Fudge told VOA. The town leases the floating panels from the company that installed them, which gives it a set price for electricity on a long-term contract, meaning Windsor is paying about 30% of what it previously spent for the same amount of power. [It`s not like we've invested in something where we`re not going to get a payback. We're getting a payback as we speak. And we'll get a payback for 25 years," said Windsor`s mayor, Sam Salmon. The floating systems are not intended to fully blanket bodies of water, allowing for other activities to continue, such as boating and fishing. [We do not assume the floating structure will cover the whole water body, it's often a very small percentage of that water body," NREL`s Gadzanku told VOA. [Even just from a visual perspective you don't want to maybe see PV panels covering an entire reservoir." NREL has identified 24,419 man-made bodies of water in the United States as suitable for FPV placement. Floating panels covering little more than one-fourth the area of each these sites would potentially generate nearly 10 percent of America`s energy needs, according to the lab. Among the sites is the 119-hectare Smith Lake, a man-made reservoir managed by Stafford County in Virginia to produce drinking water. It is also a site for recreational fishing adjacent to the U.S. Marine Corps` Quantico base. [Many of these eligible bodies of water are in water-stressed areas with high land acquisition costs and high electricity prices, suggesting multiple benefits of FP technologies," wrote the study`s authors. [It really is an option with a lot of proven technology behind it," said Gadzanku.

The rising cost of solar and battery manufacturing and record high electricity prices in Europe are hampering Europe's renewable energy supply chain and its decarbonisation process. Research by Energy research firm Rystad Energy suggests that plans for 350 gigawatts of solar photovoltaic capacity and more than 2,000 gigawatt hours of battery capacity could be shelved if normal electricity prices are not restored soon. Some operators of energy-intensive industries may temporarily close or abandon production facilities due to increased operating costs. Without a timely fall in electricity prices, Europe will struggle to reduce its reliance on imported fossil fuels by increasing renewable power generation capacity and the use of electric vehicles. Audun Martinsen, head of Energy services research at Rystad Energy, said high electricity prices would not only affect Europe's decarbonisation process, but could also increase its reliance on overseas manufacturing. European governments are trying to get around this. Establishing credible domestic low-carbon supply chains is essential if European countries are to continue decarbonisation and the REPowerEU programme, but as things stand, this is in jeopardy. Unexpected shutdowns at nuclear and hydroelectric plants, soaring demand in a sweltering summer and reduced gas supplies from Russia have pushed European electricity prices to record highs in recent weeks. Germany, which leads Europe in solar and battery manufacturing capacity, now has an average daily spot electricity price of more than 600 euros/MWH, compared with more than 700 euros/MWH in France. European electricity prices have soared to €1,500 per megawatt hour during peak hours, a price that consumers, including the industrial sector, will not be able to afford for long. Although prices have fallen sharply from their August peak, they are still at €300-400 per megawatt hour, well above the pre-crisis norm. In recent years Europeans have enjoyed a steady and cheap supply of electricity. Local low-carbon power producers put electricity into production at a stable price of around €50 / MWH. However, European manufacturers are becoming less competitive as power producers in regions such as Asia enjoy lower tariff prices for electricity. Europe's solar capacity is not dominant globally, accounting for only 2% of total solar capacity, but if any solar project is closed or abandoned, Europe will suffer serious long-term negative impacts. The European Union plans to have 20 gigawatts of solar capacity by 2025. A total of 3,500 gigawatts of capacity is planned, but many of these projects have yet to be funded and could go bust if electricity prices remain high. The cost of electricity in Norway has risen sixfold, and solar panel manufacturing is so demanding that it could be shut down. With gas shortages expected to last for years and European electricity prices expected to remain high, financing and investing in solar plants could prove challenging. Battery manufacturing, which is crucial to the supply chain for electric vehicles and battery storage, uses far more energy than solar manufacturing, and Europe is the world's leading supplier of batteries. The European Union currently has about 550 megawatt hours of battery capacity, accounting for 27% of global operating capacity. European Union countries are ramping up development of battery projects to increase their total capacity to 2.7 terawatt hours, making the EU a global leader in batteries. However, these projects are now at risk, as European-made batteries may struggle to find their way into car manufacturing and energy storage batteries. British battery startup Britishvolt's landmark gigabit battery plant at the British port of Blyth, which will add 30 megawatt-hours of battery capacity to Europe, has been delayed until mid-2025 due to increasing energy costs and the need for plant financing. European power producers may find it difficult to scale up their production quickly because Chinese producers have much lower energy costs. If European electricity prices continue to rise, the adoption of electric cars in Europe will be hampered.

On September 27th, Tongwei Solar released the latest quotation of single crystal solar cell: The latest price of single crystal PERC 166 solar cell is 1.31 yuan /W, up 0.02 yuan /W; The latest price of single crystal PERC 182 solar cell is 1.33 yuan /W, up 0.02 yuan /W; The latest price of single crystal PERC 210 solar cell is 1.33 yuan /W, up 0.03 yuan /W.

On September 21, the National Energy Administration released statistics on the country's power industry from January to August. Major power generation enterprises nationwide invested 320.9 billion yuan in power supply projects, up 18.7 percent year on year. Among them, the fastest and largest investment is photovoltaic power generation, reaching 102.5 billion yuan, a year-on-year growth of 323.8%. Investment in thermal power plants grew the next fastest, by 60.1%, to 48 billion yuan. Under the "double carbon" target, photovoltaic maintains a high development momentum. By the end of August, photovoltaic has become the second largest power source in China, second only to thermal power, with the installed power generation capacity of about 350 million kW, up 27.2% year on year, accounting for 14.2%; The cumulative total exceeded 340 million kW of wind power installed capacity, accounting for 13.8%, up 16.6% year on year.

On September 13, China Three Gorges Corporation announced the bidding results of the first batch of 3.8GW photovoltaic modules in 2022, with One Hand, Longji and Jinko winning the bidding. According to the winning result, the lowest bid price is 1.928 yuan/watt, the highest Longji is 1.972 yuan/watt. It should be noted that the framework of the collection started in May this year, after nearly four months, the winning result was only publicized. According to the previous bid opening results (" single and double surface 540W+ comprehensive average price of 1.951 yuan/watt, the Three Gorges 3.8GW component collection bid "), the lowest price at that time is 1.84 yuan/watt, the comprehensive price is 1.951 yuan/watt. Since this year, Three Gorges has launched several PV module bidding, including three Gorges power 1GW, three Gorges equipment 0.547GW, Three Gorges wisdom 0.8GW, Three Gorges Group 1.3GW, Three Gorges Fuyang Yingshang Phase 0.4GW, Three Gorges Group 0.682GW, the total size of more than 8.5GW. According to the bidding time, the average bidding price of component enterprises rose from 1.86 yuan/watt to 1.95 yuan/watt, and the increase remained above 0.1 yuan/watt. Three Gorges Energy, a listed enterprise under the Three Gorges Group, also made it clear in the recently released 2022 half-year performance presentation and investment institution research activity records that the bidding price of photovoltaic modules under construction is 1.9 yuan /W-2 yuan /W, which is in line with the current market public bidding price, and the price of photovoltaic modules is not locked by volume. Carry out component bidding timely according to project progress. Faced with the risk of rising component prices and price fluctuations, Three Gorges Energy said that it would adopt optimized design schemes, cluster bidding and other ways to minimize the adverse impact of rising component prices, accelerate the construction of the project in an orderly manner, and promote the project to be connected to the grid as soon as possible.

The asia-pacific Sri Lanka launches tender for 100MW solar park The Ceylon Power Board (CEB), Sri Lanka's largest power supplier, has launched a tender for the development and construction of a 100MW solar power plant in Siabalandua, Uva Province. The selected developer will build the project on a build-Own-operate (BOO) basis in addition to installing a new 132 kV transmission line. The facility will sell electricity to CEB under a 20-year power purchase agreement. According to a recent joint study by the United Nations Development Programme (UNDP) and the Asian Development Bank, Sri Lanka has the potential to deploy 16GW of solar energy. Sterling and Wilson won 1.57GW of solar capacity NTPC Renewable Energy LTD has emerged as the first bidder for the System Balancing (BOS) package in the NTPC Renewable Energy LTD 1.57GW DC solar capacity auction process. Including NTPC's proposed solar power plant in 4 blocks of Khavda RE Power Park in Rann of Kutch, Gujarat. In a stock exchange announcement, the company said the total tender value including operation and maintenance (O&M) for three years would be INR 22 billion (US $275.6 million). Reliance Industries' 10GW solar cell and module plant is expected to start production in 2024 Reliance Industries' 10GW solar cell and module plant in Jamnagar, Gujarat, to come on stream in 2024; The group will expand its annual capacity to 20GW by 2026 and aims to achieve 50GWh of battery pack cell capacity per year by 2027. Reliance Industries said it will use REC Solar's Solar manufacturing technology at its Jamnagar plant. REIL seeks tender for 100MW solar pv module production line Rajasthan Electronics & Instruments Ltd (REIL) is seeking interested bidders to build a 100MW automatic solar PV module production line, The production line is expected to produce solar cells in sizes of 156.75mm x 156.75mm or 158.75mm x 158.75mm with a power output of 5.67W per cell. The annual production capacity is 110MW. REIL has a state-of-the-art solar PV module manufacturing facility with an installed capacity of 19 MW, including a 12 MW automatic module production line. Now it wants to expand capacity by 100MW to further differentiate itself in the sector and achieve targets in line with government targets to make domestic manufacturers competitive with international manufacturers. Maharashtra Utilities launches tender for 600MW solar energy Maharashtra Power Generation Corporation (MAHAGENCO) has issued a tender for 600MW solar power capacity in six districts under Mukhyamantri Saur Krishi Vahini Yojna (MSKVY) to supply electricity to agricultural consumers during daylight hours. It will allocate 100MW to each of the six districts, namely Nagpur, Amrawati, Aurangabad, Konkan, Nashik and Pune, and the capacity of individual solar projects needs to be between 2MW and 10MW, depending on the availability of substation connections. IRCON launches 600MW solar power tender in India Ircon International Limited (Ircon), a public sector infrastructure builder in India, is inviting tenders from interested EPC service providers for a 500MW AC /600MW DC grid-connected solar PV capacity in Pavagada, Karnataka. It wants to install double-sided solar panels with an average output of 540W. The modules provided need to meet the Domestic Category Requirements (DCR). Bangladesh completes 30MW solar project On 25 August, the Bangladesh Electricity Development Board (BPDB) revealed that a 30MW Solar project owned by Intraco Solar Power Ltd. (ISPL) has started operation in northern Bangladesh. BPDB will buy electricity from power plants for 20 years at $0.16 / KWH. Bangladesh currently has about 910MW of renewable energy generation, and the government wants 40% of the country's energy to come from renewable sources by 2040. Australia's "renewable energy zone" has attracted proposals for 17GW projects The Illawarra Renewable Energy Zone (REZ) south of Sydney has attracted A $43 billion (US $29.4 billion) in potential investment in response to a call for expressions of interest for large-scale energy projects including wind, solar, storage, pumped storage and green hydrogen production with a total capacity of 17GW, the New South Wales state government said. There are five large solar projects, 16 energy storage projects and four pumped storage projects, while investors have also proposed two onshore wind projects and eight offshore facilities, as well as three new "load projects" including green steel manufacturing. The European Hybrid small-scale wind and solar systems in the Swiss Alps The Swiss Centre for Purchasing, Technology and Real Estate Competence (Armasuisse Immobilien) is seeking approval to build a small wind-wind complementary system, Switzerland's first, as a test facility in the country's alpine region to test its suitability for the region. Armasuisse, in collaboration with the Federal Ministry of Defence, Civil Defence and Sport (DDPS), submitted a planning application for the facility to be built in the area of La Stadera in the Swiss district of Surselva, above the city of Medel in the Canton of Graubunden. The area was selected for its wind and solar potential, and preparations for installation are planned for autumn 2022, while the actual test system in a mixed configuration will be installed and start commissioning in autumn 2023. Through this pilot, the government hopes to review the implementation of renewable energy for its future use. Q ENERGY 66MW floating solar ENERGY approved Q ENERGY has received approval to build a 66MW floating solar farm in France, and the Les Ilots Blandin Floating solar Farm has been fully licensed and secured tariffs for construction to begin in the first half of 2023. The capacity will be spread over several islands on the 127-hectare former gravel pit site, which has been unused since 2020. The buoy components will be fixed to the bank or bottom of the flooded pit. The project is scheduled to begin production in mid-2024. Ilmatar Energy will build a 450MW solar farm in Sweden Ilmatar Solar AB, a subsidiary of Finland's independent renewable Energy generator (IPP) Ilmatar Energy, plans to build a 450MW Solar park in Sweden, and the Tonnersjo project will be located in Tonnersjo in Halland County, outside the city of Halmstad. The company has signed a land lease agreement with Silvestica Green Forest Sverige AB to locate the facility in one of the company's forests. The americas GAF Energy begins construction on solar rooftop plant in US A groundbreaking ceremony was held for GAF Energy's roofing Products Manufacturing center in Georgetown, Texas, which will be GAF Energy's second manufacturing facility in the U.S. GAF Energy makes Timberline Solar, a nailable Solar shingle, The roof system, which integrates solar energy technology directly into traditional roofing processes and materials, is expected to be completed by summer 2023 and fully operational by the end of 2023. Timberline Solar is now manufactured at GAF Energy's SAN Jose, California, facility, which was built last year after the company moved production out of South Korea, and at the time the facility was expected to be able to produce 50MW Amp Energy completes financing of solar and storage portfolio Renewable Energy developer Amp Energy has completed financing for its 61MW of solarof Solar panels per year. Energy, with a 6.5WMH storage portfolio valued at $155 million. The 13 projects are located in Massachusetts and New York, and most facilities are scheduled to come online in 2022 and remain in use through the second quarter of 2023. Alliant Energy 50 MW solar project comes online Power company Alliant Energy has completed its first 50MW capacity utility-scale solar project in Wisconsin. The 50MW bear creek solar farm, located in richland county, is part of the utility's goal to build more than 1GW of utility-scale solar at 12 locations in the state. Bear Creek is the first of the projects to become operational, with three more expected later this year. The solar projects are part of the utility's goal to achieve coal-free power generation by 2040 and net zero generation by 2050 under its Clean Energy blueprint. SPI Energy plans to build 1.5 GW of wafer manufacturing capacity in the United States by 2023 SPI Energy recently announced that it has signed a letter of Intent to secure solar wafer manufacturing facilities. The company aims to deliver and produce solar wafer in the United States by 2023, with an initial capacity of 1.5GW of silicon wafer per year. SPI Energy hopes to increase its wafer capacity to 3GW by 2024, which would be the first new wafer plant to open in the U.S. in nearly a decade. First Solar plans to build a new 3.5GW component plant in the southeastern United States Thin-film Solar maker First Solar will spend up to $1.2 billion to expand its manufacturing operations in the United States, including building a vertically integrated plant in the Southeast with a capacity of 3.5GW per year. The U.S.-based company plans to invest $1 billion in the new plant, its fourth in the country, which is expected to be operational by 2025. First Solar will also invest $185 million to upgrade and expand its manufacturing base in Ohio. First Solar has two shipping plants in Ohio and is racing to build a third. These new investments are expected to increase First Solar's U.S. component capacity to more than 10GW by 2025. First Solar also has plants in Vietnam and Malaysia. It has also opened a 3.3GW plant in India, scheduled to open in the second half of 2023. After completing its expansion plans in the US and India, First Solar expects to have a global annual capacity of more than 20GW by 2025. Fuyao Glass expands production capacity in the United States Fuyao Glass announced plans to invest US $350 million in its US subsidiary Fuyao USA to expand projects such as float glass and solar backboard production lines to meet the growing demand for solar-backed glass. Proceeds will be used by Fuyao USA specifically to help Fuyao Illinois build one kiln and two float glass production lines and four solar back glass production lines. Fuyao Illinois currently has 2 float glass production lines. Backed by government-backed policies to promote clean energy in the United States, the investment is considering meeting the growing demand for solar-backed glass. The impetus also came from the U.S. government's liquidation of the largest climate investment bill in the country's history in the form of the American Inflation Reduction Act (IRA). tafiti Egypt plans to build 3.6GW green hydrogen energy project Globeleq, an independent power producer in Africa (IPP), has signed a memorandum of understanding with local authorities in Egypt to build a 3.6GW green hydrogen project in Egypt's Suez Canal Economic Zone, powered by about 9GW of solar PV and wind power. The project is planned to be completed in three phases. In the first phase, a 100MW green hydrogen pilot project will be built and power purchase agreements will be signed with local enterprises or international companies. Eksfin is providing a NOK 1.2 billion guarantee to support Scatec in South Africa Scatec ASA, a provider of renewable energy solutions, has secured NOK 1.2 billion (US $102 million) in financial risk reduction funding from state-backed export credit agency Eksfin for downscaling a joint solar/cell plant project in the Northern Cape Province. Scatec plans to build three power plants in the South African province with a total installed capacity of 540MW and a battery capacity of 225MW. Policy The cabinet of the German state of Brandenburg has approved the 2040 energy strategy, which aims to install 33GW of solar energy projects The cabinet of the state of Brandenburg in Germany has adopted its energy strategy to 2040, thereby setting the goal of increasing the installed solar pv capacity from about 4.5GW in 2021 to 18GW in 2030 and further to 33GW by 2040. In addition to ground-mounted solar systems, Brandenburg will also focus on rooftop solar systems, carsheds, and floating and agricultural photovoltaic power generation. It will help meet Germany's latest government coalition's cumulative target of 400GW by 2040. The state is also working on a climate law that aims to be climate-neutral by 2045, with a rollout in spring 2023. Eneco cut net metering tariffs, and the Dutch consumer association demanded a minimum threshold Dutch energy provider Eneco plans to reduce the net metered electricity price it pays owners of rooftop photovoltaic systems from 0.56 euros ($0.56) to 0.09 euros per kilowatt hour, consumer association Consumentenbond revealed. In contrast, Sweden's Vattenfall, which also operates in the country, has decided to increase its electricity price from €0.07 to €0.168 per KWH, in addition to the new rules that set new minimum standards, but the law will not come into force until 2025. A recent study by the association also showed that half of energy suppliers were offering too low rates for excess solar power, with five paying less than 15 per cent of the base price. Korea has lowered the size limit of the PPA market to 300 kW The Ministry of Trade, Industry and Energy (MOTIE) has announced that it will fully implement regulations that allow domestic electricity consumers to purchase electricity from renewable energy producers through power purchase agreements (PPA). First announced in January 2021, the South Korean government said it will now allow projects larger than 300kW to enter the PPA market to encourage building renewable energy trading, up from a previously stipulated minimum of 1MW. Under the so-called K-RE100 scheme, the state-owned Korea Electric Power Corporation (Kepco) would act as an intermediary between buyers and sellers, and before the scheme was introduced, consumers could buy power exclusively from the national utility. France has issued 17 new specifications for renewable energy tenders The French energy regulator Commission de Regulation de L 'Energie (CRE) has published updated versions of all specifications for the "CRE4" and "PPE2" renewable energy tenders. The new specifications including government regulatory changes announced earlier this summer, they will promote the rapid deployment of renewable energy facilities across the country, in general, these changes involve different 17 specification of renewable energy, of which 13 items involving French or areas not connected solar tender, these changes apply to the ground and the roof project, And self-consumption arrays and storage-free devices, containing approximately 6.1GW of renewable energy capacity in various stages of development and operation, including 3.4GW of wind power and 2.7GW of solar power. The winner of the tender will be able to take advantage of these arrangements by applying to the French Ministry of Ecology, Energy, Sustainable Development and Spatial Planning from 1 September. Market analysis Germany installed 535MW of new photovoltaic power in July According to the latest data from the Federal Network Agency (Bundesnetzagentur), 535MW of new photovoltaic capacity was installed in Germany in July, and the cumulative installed capacity was also more than 60GW. About 470.7MW of new photovoltaic installations per month were built under the country's renewable energy incentive program. The rest of the capacity comes from photovoltaic systems built outside such incentive schemes. Italy added more than 1GW of solar power in the first half of 2022 According to local solar association Italia Solare, Italy's annual solar installations rose nearly 150% to 1.012GW in the first half of 2022, compared with 407MW installed in the previous year, bringing the country's cumulative deployed capacity to 23.577GW, According to data released by transmission system operator Terna, the industrial and commercial (C&I) sector contributed 12.92GW, followed by the residential sector at 5.486GW and the utility scale sector at 5.17GW. Despite the growth in data, both PV and storage systems show significant delays compared to the development projections set by Italy. The European PPA index exceeded 100 euros/MWH for the first time In a recent report on renewable electricity purchase (PPA) deals in Europe, Swiss energy consultancy Pexapark found that prices fell 9.3% in July and PPA activity remained at a relatively low level, despite an upturn in July in terms of both the number of deals (+50%) and contracted capacity (+57%), Particularly in the Spain, Germany, Italy and Greece regions, the strong upward trend is on the back of a rebound in underlying forward prices, which has allowed the PPA index to reach levels above €100 / MWH for the first time. In July, about 596 megawatts of capacity was built in Europe, involving 15 deals. In the first six months of this year, power-purchase agreements were down about 15%, Pexapark said. European PPA prices fell 11 percent in June, following a roughly 44 percent reduction in new capacity compared to the first half of 2021, which was the strongest period to date. Switzerland seeks rapid solar expansion to boost winter power supply Switzerland is preparing measures to support the spread of solar power, including solar roof requirements for new buildings, to avoid looming power supply bottlenecks in winter. The Energy Committee of the Federal State Council has decided to create a legal basis for the expansion of PV capacity across the country as soon as possible to ensure that the additional capacity needed to meet winter demand comes from renewable sources. To facilitate the deployment of solar power capacity, the Commission plans legal reforms to enable the rapid implementation of ground-installed solar projects, especially in the Alps. The regulations will apply to solar systems that produce more than 20 GWh a year and will exempt such projects from planning and environmental impact assessments. The projects will also receive investment subsidies from the state.

This week, the price range of domestic single crystal re-feeding was 305-310,000 yuan/ton, and the average transaction price was 307,200 yuan/ton, up 0.39% week on week; The price range of single crystal compact material is 303,000 yuan to 308,000 yuan/ton, and the average transaction price is 305,100 yuan/ton, with a weekly month-on-month increase of 0.43%. Domestic polysilicon prices rose slightly this week, including single crystal compound feed, single crystal dense material, single crystal cauliflower material transaction average price increase are about 0.4%. By convention, the silicon material enterprises long period generally focus on single signed or at the beginning of the end of this week but so far only two enterprises gradually began to sign a long list in September, the main reason is that companies are WuYuLiang can sign: on the one hand is part of the enterprise is more than previous order signed to September, it is in the execution, the negative inventory status continue; On the other hand, there were already 5 silicon material enterprises in maintenance in August, in addition to the temporary power supply in Sichuan, Jiangsu, Hubei and other places, which led to the increasing shortage of silicon material supply. Therefore, the signing period of long order price concentration was slightly delayed due to the unlimited amount of silicon material enterprises to sign this week. This week, the silicon market continues to overhaul, power rationing and other effects, the degree of supply shortage has not been alleviated, supporting silicon prices to maintain a slight rise trend. Up to now, 14 domestic polysilicon production enterprises, a total of 5 enterprises in August, 3 of which have begun to recover this week, the remaining 2 are expected to resume normal operation in September and October. Three silicon companies, which were forced to cut production due to power rationing in August, began to gradually restore power supply this week and are expected to climb to full capacity in early September. According to statistics, the domestic polysilicon output in August was about 61,700 tons, a slight increase of 5.5% month-on-month. The output of the top four enterprises totaled 51,900 tons, accounting for 84.1% of the total domestic output. The increase in August was mainly reflected in the resumption of production through overhaul and the release of new production capacity, including Xinjiang GCL, Baotou Xinte, Inner Mongolia Tongwei, Qinghai Lihao, etc., totaling 11021 tons. The output of August was about 6.5% lower than expected, mainly due to the temporary power supply restriction in various places. The reduction mainly included Jiangsu Zhongneng, Leshan GCL, Sichuan Yongxiang, Yongxiang New Energy, Yichang Southern Glass, etc., totaling 7,764 tons. In September due to various maintenance enterprise basic will resume normal operation, power rationing effect also basically eliminated, domestic polysilicon production is expected to increase by about 20%, the increment is mainly concentrated in the golden concord technology (xuzhou + leshan), new energy, wing cheung shares (leshan), east hope, qinghai li hao maintenance companies such as capacity recovery and new capacity to release a quantity to climb. The increase of domestic polysilicon supply in September will alleviate the current shortage of supply to a certain extent, but compared with the demand corresponding to the operating rate plan of silicon wafer enterprises, there is still a small gap. The supply and demand relationship of silicon material market will still support the price to maintain a relatively stable operation trend in the short term. However, the supply increase in the fourth quarter and the downstream cost pressure may put pressure on the intermediate links of the industrial chain to a certain extent, which will be gradually reflected in the price, inventory and operating rate. Finally, the price of silicon materials will fluctuate and adjust with the change of the downstream operating rate.

This week, the price range of single crystal re-feeding in China was 300,000-310,000 yuan/ton, and the average transaction price was 305,300 yuan/ton, up 0.36% week on week; The price range of single crystal compact material is 298-308,000 yuan/ton, and the average transaction price is 303,200 yuan/ton, with a weekly month-on-month increase of 0.33%. This week the domestic polysilicon price continued to rise slightly, including single crystal compound feed, single crystal dense material, single crystal cauliflower material transaction average price increase are about 0.3%. Silicon material market clinch a deal this week and last week, due to the silicon material industry is already finished basic sign orders will be in early in the month, at the end of the concentrated before signing the long single next month, mostly by executive order, sign, and a small amount of scattered single super is given priority to, this week is no exception, a small amount of scattered single clinch a deal, price range is concentrated in the 30.5-310000 yuan/ton. This week, the price continued to rise slightly. On the one hand, because most silicon enterprises have no order surplus and the negative inventory status continues, the shortage of silicon materials is still not reduced. Sichuan province on August 15, on the other hand, the release of expanding the scope of the industrial enterprises make electricity in the people's urgent notice, request industrial enterprise production time from August 15-20, local industrial silicon, polycrystalline silicon, monocrystalline silicon production enterprise expectations slashed brownouts to affect output, including polysilicon production enterprises from production to return to work from the load down to full capacity, The time to affect the output will last at least 10-15 days. Compared with the silicon demand reduced by silicon chip load reduction, the impact of silicon supply is slightly larger, so the current situation of supply and demand market continues to support the silicon price to maintain the current trend. As OF THIS WEEK, THERE ARE 14 domestic polysilicon production enterprises, and a total of 5 enterprises are still in the state of maintenance, of which one enterprise has gradually restored the production line, and another 3 enterprises will gradually end the maintenance at the end of the month. Leshan GCL and Yongxiang's Leshan plants, two of the polysilicon makers affected by the Sichuan power cuts this week, are gradually implementing the suspension and reduction requirements. Due to the outbreak of the epidemic this week, polysilicon enterprises whose logistics and transportation are slightly affected are concentrated in Xinjiang. All enterprises are shipping normally, but the logistics transportation vehicles and transportation time guarantee are affected to varying degrees. Around August by sichuan power brownouts, unexpected events, such as epidemic, on the one hand, the domestic silicon material supply will be significantly lower than expected, preliminary estimate domestic polysilicon production will be lower than expected 8% in August, the transport slightly up on the other hand, silicon material in transit time stretched, and considering the partial silicon material enterprises order has super sign to September, led to increasing demand degree in August at the same time, The adjustment of market supply and demand in all links of the industrial chain will also be delayed in September. Therefore, it is expected that the short - term silicon market will continue to maintain the current running trend of a small rise.

On August 4, the National Energy Administration released the annual analysis report on power business qualification management (2022). The report mentioned that the structure and scale of market players have their own characteristics. New energy has become the main force of the growth of power generation installation, and the comprehensive capacity of enterprises carrying (repairing and testing) power facilities has been steadily improved. The total installed capacity of licensed power generation enterprises is 20,67237MW, among which enterprises with more than 1000MW account for 4% of the total number of licensed power generation enterprises, and the installed capacity accounts for 49% of the total installed capacity, which is similar to that in 2020. The newly installed capacity of wind power and solar power was 74,803MW, exceeding that of thermal power (57,023MW), accounting for nearly 50% of the total newly installed capacity of licensed enterprises in the whole year. Licensing management effectively promoted the continuous transformation and upgrading of the power generation industry. From the perspective of the distribution of license levels of enterprises carrying (repairing and testing) electric power facilities, the fourth-level enterprises account for the largest proportion, up to 60%. The business correlation among the three licensing categories of installation, repair and trial is strong, and the proportion of enterprises holding the three categories of licenses at the same time reaches 86%, and the proportion is further increased. By the end of 2021, a total of 3,1806MW of overdue service units, including 15,627MW of thermal power, 15,631MW of hydropower, 350MW of nuclear power and 198MW of new energy. Among them, thermal power and hydropower account for 49.13% and 49.14% of the total capacity of overdue service units, while the overdue service capacity of new energy units is small, accounting for only 0.6%. In 2021, a total of 177 units with a capacity of 1601.72MW (including 37 thermal power units of 1414.5MW, 135 hydropower units of 154.22MW, and 5 other types of units of 33MW) were cancelled by the National Energy Administration. After safety assessment, 150 units were allowed to continue operation, involving a capacity of 8191.3MW (including 38 thermal power units of 7312MW, 46 hydropower units of 478.7MW, 29 wind power units of 39.6MW, 1 nuclear power unit of 350MW, and 36 other types of units of 11MW).

This week, the price range of domestic single crystal re-feeding was 288-310,000 yuan/ton, and the average transaction price was 297,600 yuan/ton, which was stable month-on-month. The price range of single crystal compact material is 286,000-308,000 yuan/ton, and the average transaction price remains unchanged at 295,500 yuan/ton. Domestic polysilicon prices rose this week, mainly due to the silicon material enterprises in the first week in July has long single sign during the month, or even super sign part order in August, then for two weeks only a small amount of scattered single clinch a deal, and by this week, there is no any allowance can be signed, so the market this week not clinch a deal, silicon material price so on stabilized. The stability of silicon prices this week is due to the lack of market transactions, not a change in the supply and demand situation, on the contrary, in July, due to the first decline in silicon production this year, the degree of demand is only increasing. According to past practices, the silicon material enterprise long single sign period generally concentrated at the end of the month or early, but so far has not yet started a long list in August, is mainly due to the silicon part of July a line of giant overhaul production, in the full production run of silicon material production enterprises shall sign, the downstream demand is super to ensure its normal capacity, so a lot of the orders will be executed to enterprises in mid-august, even in early August Therefore, unlimited signability leads to a slight delay in the signing period of long order price concentration. As of this week, there are still three domestic polysilicon manufacturers in maintenance, one of which is expected to gradually resume some production lines before the end of the month, and the other two will finish maintenance and resume normal operation in August and September respectively. According to statistics, domestic polysilicon production in July was 58,500 tons, a month-on-month decrease of 5%, basically consistent with expectations. The output of the top four enterprises totaled 48,700 tons, accounting for 83.2 percent of the total domestic output. In July, the reduction mainly came from Xinjiang GCL, Xinjiang Daqo, Oriental Hope, Tianhong Ruike, Poly Silicon, Luoyang Zhongsi, etc., with a total of 6,772 tons. The enterprises with a month-on-month increase included Yongxiang Stock, Baotou Xinte, Asia Silicon, etc., with a total of 3,670 tons of expanded production release. In August due to some enterprises overhaul production line recovery, domestic polysilicon production is expected to slightly higher than expected, incremental mainly in xinjiang xin and east hope production increment and leshan association xin, phase ii of baotou originality, Inner Mongolia tong wei, li hao in qinghai, Inner Mongolia east expansion has instant release quantity, increment of about 11000 tons, in the same period in August will add 1 to 2 companies overhaul, Month-on-month production reduction totaled about 2,600 tons. As a result, price growth is expected to be relatively flat as long orders for August begin to be signed next week, based on an increase of around 13% month-over-month in domestic production in August, which will help alleviate the current supply crunch.