🇺🇸🇨🇳#solar #renewable #us #china
US imports of solar panels are finally picking up after months of gridlock stemming
#TrinaSolar #LongiGreenEnergy #JKS #DQ
US imports of solar panels are finally picking up after months of gridlock stemming
#TrinaSolar #LongiGreenEnergy #JKS #DQ
🇨🇳🇪🇺#europe #china #energy #macro
having dealt with the finishing of its dependence on Russia's oil and gas, EU now wants to end its dependence on Chinese supplies of minerals such as lithium, cobalt and etc. — FT
#metals #renewable #polysilicon
having dealt with the finishing of its dependence on Russia's oil and gas, EU now wants to end its dependence on Chinese supplies of minerals such as lithium, cobalt and etc. — FT
#metals #renewable #polysilicon
🌎#renewable #world #macro
Ember: wind, solar generate record 12% of global electricity in 2022
we are entering the clean power era — CNBC
Ember: wind, solar generate record 12% of global electricity in 2022
we are entering the clean power era — CNBC
❗️🌎#ai #world #macro #forecast
AI technology may eliminate 26M jobs over next 5 years — JPMorgan
over the next 5 years, nearly a quarter of all jobs will change as a result of AI — WEF
Green transition will provide opportunies for job creation #renewable
AI technology may eliminate 26M jobs over next 5 years — JPMorgan
over the next 5 years, nearly a quarter of all jobs will change as a result of AI — WEF
Green transition will provide opportunies for job creation #renewable
🪙#platinum #forecast
platinum market expected to hit record deficit this year — FT
WPIC believes that industrial demand in 2023 will be the strongest ever for platinum
analysts argue that platinum’s outlook is the brightest due to its use as a catalyst for hydrogen fuel cells and electrolysers #renewable #hydrogen
platinum market expected to hit record deficit this year — FT
WPIC believes that industrial demand in 2023 will be the strongest ever for platinum
analysts argue that platinum’s outlook is the brightest due to its use as a catalyst for hydrogen fuel cells and electrolysers #renewable #hydrogen
🌎#renewable #solar #capex #macro
global investments in solar energy for 2023 have the potential to exceed $380B, marking the first time they surpass investments in oil production — IEA report
global investments in solar energy for 2023 have the potential to exceed $380B, marking the first time they surpass investments in oil production — IEA report
🌎#renewable #solar #polysilicon
Bernreuter Research: the global polysilicon (the main component of solar panels) price average has collapsed under the weight of oversupply — research
#DQ
Bernreuter Research: the global polysilicon (the main component of solar panels) price average has collapsed under the weight of oversupply — research
#DQ
🌎#renewable #electricity #world #forecast #marketsize
Oxford Economics - projected annual growth in global electricity production from renewables during 2023-2030:
🇮🇳 India = 10.6%
🇨🇳 China = 7.2%
🇺🇸 US = 6.4%
🇩🇪 Germany = 5.8%
🇮🇹 Italy = 5.2%
🇯🇵 Japan = 3.2%
🇬🇧 UK = 2.9%
Oxford Economics - projected annual growth in global electricity production from renewables during 2023-2030:
🇮🇳 India = 10.6%
🇨🇳 China = 7.2%
🇺🇸 US = 6.4%
🇩🇪 Germany = 5.8%
🇮🇹 Italy = 5.2%
🇯🇵 Japan = 3.2%
🇬🇧 UK = 2.9%
🌎#coal #forecast
Rystad: global coal use in power plants to peak in 2023
...as surging deployment of renewables displaces the dirtiest fossil fuel #renewable
earlier: efforts to restrict global warming to 1.5 degrees Celsius are failing “across the board” — and major shifts will be required to create meaningful change, including a much faster move away from using coal to generate electricity
⚠️#TGA
Rystad: global coal use in power plants to peak in 2023
...as surging deployment of renewables displaces the dirtiest fossil fuel #renewable
earlier: efforts to restrict global warming to 1.5 degrees Celsius are failing “across the board” — and major shifts will be required to create meaningful change, including a much faster move away from using coal to generate electricity
⚠️#TGA
🌎#copper #sentiment #renewable
Copper could skyrocket over 75% to record highs by 2025 - driven by mining supply disruptions and higher demand for the metal, fueled by the push for renewable energy
#shortage Goldman: copper deficit of over half a million tons in 2024
Bernstain: starting in 2027, the copper deficit will only increase.
Wood Mackenzie: decarbonization demands a lot of copper
—————————
earlier: there isn’t enough copper in the world — and the shortage could last till 2030
earlier: copper production in Chile (million tons) = 18-year low
BNEF Metals Research: Chile and Peru are significantly boosting their investments in copper production
*Chile, Peru, and the Democratic Republic of the Congo account for 46% of global copper production
Copper could skyrocket over 75% to record highs by 2025 - driven by mining supply disruptions and higher demand for the metal, fueled by the push for renewable energy
#shortage Goldman: copper deficit of over half a million tons in 2024
Bernstain: starting in 2027, the copper deficit will only increase.
Wood Mackenzie: decarbonization demands a lot of copper
—————————
earlier: there isn’t enough copper in the world — and the shortage could last till 2030
earlier: copper production in Chile (million tons) = 18-year low
BNEF Metals Research: Chile and Peru are significantly boosting their investments in copper production
*Chile, Peru, and the Democratic Republic of the Congo account for 46% of global copper production
🌏#renewable #solar #forecast
It seems that the oversupply of solar panel manufacturing capacity in China will persist for a long time.
BofA: global solar panel market will almost triple by 2030 #marketsize
———————————
Bernreuter: there is a significant surplus in the #polysilicon (the main component of solar panels) market in China.
⚠️#DQ
It seems that the oversupply of solar panel manufacturing capacity in China will persist for a long time.
BofA: global solar panel market will almost triple by 2030 #marketsize
———————————
Bernreuter: there is a significant surplus in the #polysilicon (the main component of solar panels) market in China.
⚠️#DQ
🌎#renewable #solar #forecast #history
International Solar Energy Society: solar power is on track to generate more electricity than all the world’s nuclear power plants in 2026, than its wind turbines in 2027, than its dams in 2028, its gas-fired power plants in 2030 and its coal-fired ones in 2032.
💥#DQ
International Solar Energy Society: solar power is on track to generate more electricity than all the world’s nuclear power plants in 2026, than its wind turbines in 2027, than its dams in 2028, its gas-fired power plants in 2030 and its coal-fired ones in 2032.
💥#DQ
🌎#renewable #solar #polysilicon
Bernreuter Research: price of polysilicon, the main raw material used in the production of solar panels, continues to fall due to overproduction in the market — research
⚠️#DQ
Bernreuter Research: price of polysilicon, the main raw material used in the production of solar panels, continues to fall due to overproduction in the market — research
⚠️#DQ
🌍#renewable #solar #forecast
Rystad: by 2030, solar energy will be one of the most important sources of electricity in the Middle East, second only to gas.
#DQ
Rystad: by 2030, solar energy will be one of the most important sources of electricity in the Middle East, second only to gas.
#DQ
🇨🇳#battery #china
BBG: battery prices in China are plummeting due to an oversupply of manufacturing capacity.
#ev #cars EV will be able to compete on a level playing field with conventional cars when the price of batteries falls to $100 per kilowatt-hour. In China, the price has already fallen to $53, which is very good for Chinese electric vehicle manufacturers.
#renewable solar and wind energy in China could greatly benefit from the decline in battery prices. Energy storage market continues to grow #marketsize
BBG: battery prices in China are plummeting due to an oversupply of manufacturing capacity.
#ev #cars EV will be able to compete on a level playing field with conventional cars when the price of batteries falls to $100 per kilowatt-hour. In China, the price has already fallen to $53, which is very good for Chinese electric vehicle manufacturers.
#renewable solar and wind energy in China could greatly benefit from the decline in battery prices. Energy storage market continues to grow #marketsize