In a somewhat turbulent, but always interesting year for solar PV, we’ve seen supply chain volatility and subsequent pricing concerns, a burgeoning technology arms race and a new regime in the US shake off the shackles of the four years prior.
Here, PV Tech runs down its top ten stories of the past 12 months.
15 March 2021: During the past few years, the PV industry has shifted almost exclusively to p-mono PERC modules (mono-facial and bifacial). During 2021, more than 90% of shipped modules will be based on the same technology (mono PERC), setting up the industry to finally make the move from p-type to n-type from 2023 onwards. Finlay Colville writes.
11 October 2021: Before and after China’s National Day holiday in October, two things that have affected the PV module supply chain continued to bubble up. One was the rising price of raw and auxiliary materials caused by upstream power rationing, and the other is the fact that some downstream installers and local channel merchants have now simply given up resisting price increases and began to stockpile. Carrie Xiao reports.
20 May 2021: Leading US residential solar and storage provider Sunrun has partnered with automaker Ford as the installer of home charging systems for its F-150 Lightning truck.
18 February 2021: The generational winter storm which affected large parts of the US, but most prominently Texas, has drawn attention to power supply, grid operator ERCOT and the role renewables has, or evidently has not, played in causing widespread blackouts. Liam Stoker reports.
13 September 2021: The US House of Representatives has finally unveiled proposals which would extend the Solar Investment Tax Credit (ITC) for 10 years at 30%, but only for projects meeting certain labour conditions.
19 April 2021: Solar manufacturing material shortages are nearing a crisis point with the price of polysilicon continuing to rise, JinkoSolar’s Dany Qian has said. The price of polysilicon has risen steadily over the course of the last year, prices rising initially due to factory shutdowns as a result of the COVID-19 pandemic but latterly due to a surge in demand.
30 September 2021: Five of the solar industry’s leading module manufacturers have issued a joint statement warning of an impending “crisis” regarding module supplies, imploring developers to consider delaying projects and calling for greater collaboration between upstream and downstream players.
4 March 2021: The US will need “hundreds of gigawatts” of carbon-free energy installed within the next four years to meet its climate targets, new Energy secretary Jennifer Granholm has said.
26 May 2021: A total of 117 modules from 26 manufacturers have received ‘Top Performer’ status within PV Evolution Labs’ (PVEL) 2021 Module Reliability Scorecard, however the report has also highlighted an increase in failure rates within the industry.
8 June 2021: Solar asset underperformance continues to worsen, with projects “chronically underperforming” P99 estimates and modules degrading faster than previously anticipated, risk management firm kWh Analytics has found.