SSX Daily News Blast - 10/05/2022
Silicon material prices remain high in May, module production schedule increases month-on-month
https://mp.weixin.qq.com/s/eQlotagY_ojY-fM6hVMVTA
Shuangliang to deliver 1.5B pcs of wafers to Risen 2022-24
~16GW equivalent
Base agreement on G12 size, but to be adapted to market standards.
72M pcs in 2022; 600M pcs in 2023; 900M pcs in 2024.
https://mp.weixin.qq.com/s/kDhMc247hiqFe4-uaICKow
CECEP production situation: 1.5GW cell and 2GW panel
TOPCon will dominate up to 2024.
HJT will take over after 2024.
https://guangfu.bjx.com.cn/news/20220510/1223703.shtml
Norway's Scatec swings to Q1 loss amid Ukraine impairments
Wrote off NOK 816 million for assets in Ukraine.
consolidated net loss of NOK 1.1 billion (USD 114.9m/EUR 109.3m) in the first quarter of 2022
https://renewablesnow.com/news/norways-scatec-swings-to-q1-loss-amid-ukraine-impairments-783784/
Duke Energy foresees delays to renewable projects from solar panel probe