The European Commission announced an energy plan called "RepowerEU" to rapidly promote the transition to green energy. The plan proposes to increase the overall 2030 target for renewable energy in the EU’s “55% carbon reduction” policy portfolio from 40% to 45%; establish a dedicated EU solar strategy to double solar photovoltaic capacity by 2025; 600GW installed in 2030. Since 2021, EU member states such as Germany and Portugal have begun to raise their renewable energy installation targets. Only considering the target updates of Austria, Germany and Portugal since last year, the EU’s guaranteed bottom-line target for cumulative PV installations in 2030 is expected to be raised to 459-472GW. The agency pointed out that the European region's dependence on China's PV module supply will remain above 80% in the medium and long term. According to PVInfolink data, China will export 40.9GW of modules to the European market in 2021, a 54% increase from 26.7GW the previous year.

German investment manager Aquila Capital and New Zealand-based renewable energy developer Far North Solar Farm (FNSF) are preparing to launch initial project construction in New Zealand, forming a 1-GWp solar portfolio. Under the alliance formed last year, the two companies are looking to develop multiple projects on the country's North and South Island. The FNSF said on Thursday that both companies had invested "substantial" capital and resources to select and evaluate suitable project sites and to obtain licenses for a handful of projects. The plans are already in place in advance and construction is expected to begin this year. Aquila and FNSF estimate that when installed, the solar portfolio will be able to generate electricity, covering about 4% of the country's annual energy needs. FSNF director John Telfer told Radio New Zealand the total investment would exceed A$1 billion ($688.3 million/€661.6 million), with the entire capacity planned to increase over the next two years. (AUD 1.0 = USD 1.453 / EUR 1.512) Source: Research and Search Photovoltaic Intelligence Analysis

According to foreign media reports, the French Independent Energy Regulatory Commission (CRE) has released the feed-in tariffs for rooftop photovoltaic systems with an installed capacity of less than 100kW in the second quarter of 2022, and released according to the scale of photovoltaic systems and regions (urban and non-interconnected areas) separate tariffs. city For rooftop PV systems of less than 3kW, the feed-in tariff has increased to 181.4 euros/MWh (approximately $190.56/MWh) from 178.9 euros/MWh (approximately $187.93/MWh) in the previous quarter. For PV systems ranging from 3kW to 9kW, the feed-in tariff was 154.2 euros/MWh (approximately $161.98/MWh), compared to 152 euros/MWh (approximately $159.67/MWh) in the previous quarter. The feed-in tariff for PV systems from 9kW to 36kW increased to €111.5/MWh (approximately $117.13/MWh) from €108.9/MWh (approximately $114.40/MWh) in the previous quarter. For PV systems ranging from 36kW to 100kW, the feed-in tariff was €96.9/MWh (approximately $101.79/MWh), compared to €94.7/MWh (approximately $99.48/MWh) in the previous quarter. non-interconnected area The regions of France that are not interconnected to the grid are Guadeloupe, Martinique, Reunion, Mayotte and Guyana. In Guadeloupe and Martinique, the feed-in tariff for PV systems up to 3kW is 192 EUR/MWh (about 201.69 USD/MWh). For PV systems ranging from 3kW to 9kW, the feed-in tariff is €170.6/MWh (about $179.21/MWh). For PV systems from 9kW to 36kW, the feed-in tariff is 156.4 EUR/MWh (about 164.3 USD/MWh). For PV systems ranging from 36kW to 100kW, the feed-in tariff is €142.2/MWh (about $149.38/MWh). In Reunion Island, the feed-in tariff for PV systems below 3kW is 180.7 EUR/MWh (approximately US$189.82/MWh), and the feed-in tariff for PV systems from 3kW to 9kW is 160.6 EUR/MWh (approximately US$168.71/MWh). For PV systems from 9kW to 36kW, the feed-in tariff is EUR 147.2 (about USD 154.63/MWh). For PV systems ranging from 36kW to 100kW, the feed-in tariff is €133.8 (~$140.55/MWh). In Mayotte, the feed-in tariff for PV systems below 3kW is 214.6 euros/MWh (approximately US$225.43/MWh), and the feed-in tariff for PV systems from 3kW to 9kW is 190.7 euros (approximately US$200.33/MWh). For PV systems ranging from 9kW to 36kW, the feed-in tariff is €174.8/MWh (about $183.62/MWh). For PV systems ranging from 36kW to 100kW, the feed-in tariff is €158.9/MWh (about $166.92/MWh). In Guyana, the feed-in tariff is EUR 203.3/MWh (about $213.56/MWh) for PV systems less than 3kW, and EUR 180.7/MWh (about $189.82/MWh) for PV systems from 3kW to 9kW. The feed-in tariff for 9kW to 36kW PV systems is 165.6 EUR/MWh (approximately US$173.96/MWh), and the feed-in tariff for 36kW to 100kW PV systems is 150.6 EUR/MWh (approximately US$158.20/MWh). The French Ministry of Ecology and Solidarity Transition has announced the winners of the first round of auctions for commercial and industrial rooftop and ground-mounted photovoltaic projects from 2021 to 2026...

Tata Power Solar has secured a solar EPC order from Indian state-owned utility SJVN Ltd. It is said to be the largest single solar EPC order in India, worth around INR 55 billion ($715 million). Developed under the Ministry of New Energy and Renewable Resources (MNRE)'s Central Public Utilities Enterprise Programme (CPSU), the project will use locally-made batteries and modules. The CPSU aims to build solar projects using domestically produced cells and modules in a "WTO-compliant manner" until 2023. The Indian government will provide funding of up to INR 700,000/MW ($90,000/MW). Tata Power has been ramping up its investments at both ends of the Indian supply chain Tata Power Solar said the project is located in the solar hotspot state of Rajasthan, where Tata Power recently launched construction of a 160MW solar power plant, which will be completed in two years and covers an area of more than 5,000 acres. Praveer Sinha, CEO of Tata Power, said, "We are proud to have won the bid for this large-scale solar project for SJVN. Implementing such a large-scale project reflects our commitment to promoting green and clean energy in India and solidifies our position as a leading solar EPC player status," Following the deal with SJVN, the company's order book has exceeded INR 120 billion ($1.5 billion) and the cumulative portfolio of utility renewable energy projects has exceeded 9.3GW. In April, Tata Power announced that a 300MW solar project in the Indian state of Gujarat had been commissioned. The company says it is the largest single-axis solar tracking system in India. In late April, a consortium led by private equity giant BlackRock Real Assets will invest 40 billion Indian rupees ($525 million) for a 10.53% stake in Tata Power Renewables, which will use the funds to achieve 20GW over the next five years Renewable energy targets. Tata Power is the backbone of India's solar industry with nearly 2.5GW of grid-connected solar PV projects in India, with operations at both ends of the value chain. In February, the company said it aimed to build new battery and module capacity in India using India's Capacity Linked Incentive (PLI) and other policy mechanisms. Tata Power did not disclose where it plans to source cells and modules for the project.

On April 28, Huawei's PV Corps wrote a written reply to the "Daily Economic News" saying: "In 2021, Huawei's global shipments of smart photovoltaic inverters will exceed 52GW, and the global shipments of energy storage systems will exceed 2GWh." In contrast, another major photovoltaic inverter giant, Sungrow (300274, SZ), will sell 47GW of photovoltaic inverters in 2021, and the global shipment of energy storage systems will reach 3GWh. According to the International Renewable Energy Agency (IRENA) data, in 2021, the global photovoltaic installed capacity will be 133GW. Huawei's global shipments reached 52GW. Huawei PV Corps said that in recent years, many risk events have occurred around the world, and Huawei has been able to continuously ensure supply continuity and timely delivery of customer products/services, which shows that the business continuity management system and management mechanism it has established is effective. Huawei has always been considered a leader in photovoltaic inverters, and it is also involved in the field of photovoltaic power plants. According to written materials provided to reporters by Huawei, Song Kai, Vice President of the Corporate Communication Department of Huawei's Public and Government Affairs Department, said that in recent years, the global energy situation has become increasingly tense, and photovoltaic energy has become an important choice, and Huawei has already invested in the digital energy industry. 30 years. Song Kai said that the deployment of Huawei's own photovoltaic power station began in 2012, and has built a distributed intelligent power plant with a total capacity of 19.5 MW in the roof squares of Huawei's South Factory in Dongguan, Huawei's Hangzhou Research Institute, Suzhou Research Institute, and Nanjing Research Institute. Photovoltaic power station. The southern factory power station can generate more than 17 million kWh of electricity every year, which can meet about 10% of the electricity demand of Huawei's southern factory base. Source: Daily Economic News

Recently, the energy reform bill introduced by Mexican President Lopez was voted on in the Mexican parliament and was finally rejected by nearly 60 votes. The bill is the main energy reform policy that Lopez has implemented since he took office. It is also an important part of the "National Revival Movement" led by Lopez. Its main goal is to increase the nationalization of Mexico's energy sector. In fact, despite Lopez's repeated efforts, since the introduction of the reform bill, the Mexican energy industry, multinational energy companies in Mexico, and Mexico's major trading partners have expressed opposition and concerns about it. According to Reuters, on April 17, local time, the Mexican parliament voted on the reform bill for more than 12 hours, and the party supporting the Lopez government finally won 275 votes, failing to reach the 2/2 required to pass the reform bill. 3 support rate. According to the content of the currently public energy reform bill, the Mexican government hopes that the state-owned Federal Electricity Commission will "no longer give priority to the sale of the cheapest electricity", but to give priority to the sale of electricity generated by state-owned enterprises. %above. It is understood that Mexico's current electricity regulations came into effect in 2013, when the Mexican government introduced market competition and allowed private companies to enter the country's power generation sector. Subsequently, multinational energy companies began to develop natural gas and renewable energy power generation projects in Mexico. In order to revive Mexico's state-owned energy companies and strengthen the nationalization of the energy sector, Lopez has repeatedly proposed energy market reforms. In Lopez's view, the implementation of this energy reform bill will effectively protect the rights and interests of consumers, avoid Mexican energy consumers suffering from high prices due to the blind pursuit of profits by private companies, and will also maintain Mexico's energy independence. Since Lopez announced a series of reform measures, many Mexican business groups, Mexico's main trading partners - the United States, Canada, etc. have expressed opposition, believing that this reform will cause damage to Mexico's foreign trade, and even violate the United States and the United States. Trade treaty between Mexico and Canada. At the same time, industry analysis points out that Mexico's state-owned energy companies account for a relatively high proportion of fossil fuel power generation, while most renewable energy power projects are owned by multinational energy companies in Mexico. It will be difficult to achieve renewable energy development goals, and even more difficult to achieve energy transition. Under this circumstance, in the past two years, although Lopez has submitted energy reform proposals many times, they have failed to obtain sufficient support. According to Reuters, in the face of this latest energy reform bill, opp...

Under the global trend of accelerating "carbon neutrality and carbon peaking", sustainable development has become a consensus for the survival and development of enterprises in the new energy industry chain. Enterprises have started the construction of "zero-carbon factories" to empower the green and low-carbon development of the industry. After the "Ning Wang" Sichuan Yibin factory became the world's first battery "zero carbon factory", yesterday (24), Huayou Cobalt's Chengdu cathode material base - Chengdu Bamo passed the PAS2060 system certification and obtained the SGS carbon neutrality certificate , becoming the world's first cathode material "zero carbon factory". It is reported that Huayou Cobalt is mainly engaged in the R&D and manufacturing of new energy lithium battery materials and cobalt new material products. high-tech enterprises. After more than ten years of development and accumulation, Huayou Cobalt has completed the spatial layout of its headquarters in Tongxiang, resource guarantee overseas, manufacturing base in China, and global market, forming the integrated and coordinated development of three major businesses: resources, non-ferrous metals, and new energy. industrial structure. The three major businesses form a vertically integrated industrial chain within Huayou Cobalt. At the same time, the company is also laying out the recycling business, making every effort to develop from cobalt and nickel resource development, green smelting and processing, ternary precursor and cathode material manufacturing, to resource The new energy lithium battery industry ecology for recycling. This time, Chengdu Bamo, which was awarded the world's first "zero carbon factory" for cathode materials, was established in 2015 and is located in Cheng'a Industrial Park, Jintang County, Chengdu City, Sichuan Province. It is mainly engaged in the research and development, production and sales of lithium-ion battery materials. It is the main production base of cathode materials of Huayou Cobalt Industry. With years of market accumulation in the field of lithium battery materials, Chengdu Bamo has established long-term and stable cooperative relations with lithium battery manufacturers such as LG Chem, Samsung SDI, South Korea SK, Ningde Times, BYD, Lishen Battery, etc. The terminal products cover electric car etc. According to reports, Chengdu Bamo will fully launch the construction of a "zero carbon factory" in 2021, actively promote the "six modernizations" integrated development model, and actively explore ways to reduce carbon emissions in the full life cycle of products. In the design stage of the production line, Chengdu Bamo has studied the use of large-scale equipment related to low energy consumption; in the construction stage of the project, it adopts green building materials; in the operation stage of the production line, it independently develops an intelligent manufacturing system to control the operation status and energy consumption ...

France's Voltalia SA said on Tuesday that it has begun the gradual commissioning of its 320-megawatt SSM1&2 solar power plant in the Brazilian state of Rio Grande do Norte. Located within the world's largest 2.4 GW Serra Branca wind and solar cluster, the solar park is currently operating at 18 MW with 31,000 photovoltaic (PV) panels switched on. Voltalia expects the facility to reach full capacity by June 30. The renewable power plant operator said in a press release that SSM1 & 2 are supported by five long-term electricity sales contracts with an average duration of 16 years. In March 2022, the French renewable energy generator sold a 33% stake in SSM1&2 to investment fund STOA. This is the second deal between the two parties and the fund's third in the country. STOA previously acquired a 33% stake in Voltalia’s 152 MW Ventos Serra do Mel III (VSM3) wind farm, which is also part of the Serra Branca cluster, in September 2020.

To accelerate the development of new renewable energy projects, the UK has developed an energy security strategy that includes wind, nuclear and solar, which account for 95% of electricity generation. The strategy builds on Prime Minister Boris Johnson's 10-point plan for a green industrial revolution and will work alongside the Net Zero Strategy to drive private sector spending of £100 billion ($130.23 billion) into new UK industries ), an unprecedented investment. The strategy is designed to address rising global energy prices caused by the pandemic and Russia's invasion of Ukraine. Britain's goal is to cut its reliance on fossil fuel imports, which are subject to fluctuating gas prices in international markets. This strategy includes assisting consumers in paying their electricity bills, improving energy efficiency, supporting the oil and gas industry, and developing renewable energy. solar energy As part of the new strategy, the UK will review existing regulations for solar projects, especially residential projects and commercial rooftop projects. The UK currently has 14GW of installed solar capacity, and the UK government aims to grow the industry fivefold by 2035. For ground-based solar energy projects, the government plans to revise planning regulations, strengthen the policy of developing unprotected land, and strive to achieve effective land use by encouraging the selection of large-scale projects on previously developed or lower-value land. Government plans encourage solar to co-exist with other functions such as agriculture, onshore wind or energy storage to maximize land use efficiency. For rooftop solar, in order to reduce costs and increase employment opportunities, this strategic plan radically simplifies the planning process, negotiates the relevant permitting development rights, and considers the best way to utilize the roof of the public realm. The UK government has scrapped value-added tax (VAT) on solar modules installed in UK homes, working to boost low-cost financing for retail lenders, roof development and energy efficiency measures. As part of this strategy, the government plans to set performance standards to make renewable energy projects, including solar, a requirement for new homes and buildings. Mercom has reported that the European Commission has outlined plans to find alternative natural gas supplies and improve energy efficiency in the coming months, while adding greener sources of electricity in the medium to long term.

Octopus Renewables Infrastructure Trust Plc (LON:ORIT) said it plans to invest 3.5 million euros ($3.8 million) to build a Finnish renewable energy development platform focused on wind and solar energy. The platform, called Nordic Renewables Ltd, will initially seek to develop around 400 MW of wind and solar photovoltaic (PV) projects in Finland over the next three to five years. The new company will benefit from an exclusive joint development arrangement with UK developer Nordic Generation Ltd, which operates primarily in Finland. In addition to ORIT's commitment, Nordic Renewables will receive an equivalent contribution from another fund managed by clean energy investor Octopus Renewables Ltd. Therefore, funds managed by ORIT and Octopus will have priority to finance the construction of the platform projects. Phil Austin, chairman of ORIT, said: "We think this opportunity is very attractive because it has the potential to provide ORIT with more exposure to construction assets and broaden the company's pipeline." ORIT invests in renewable energy assets in Europe and Australia. Its financial report shows that the closed-end investment company has 31 assets with a combined capacity of 494 MW at the end of 2021. (1.0 EUR = 1.090 USD)