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

https://seekingalpha.com/news/3835236-duke-energy-foresees-delays-to-renewable-projects-from-solar-panel-probe