16 December 2019

Global Energy Briefing No 183: International Energy Markets, Electric Cars & Battery Markets in December

By |2019-12-18T12:00:20+01:00Monday, 16 December 2019|Categories: #BigEnergy100, company strategies, electric vehicle sales, international coal markets, international gas markets, international oil markets, investment strategies, oil price|Tags: , , , , , , , , , , , , , , , , , , , , , , , |0 Comments

All you need to know about global energy markets, strategies and the global energy transition: Our new Global Energy Briefing No 183 (53 pages) covers the latest trends, prices and news in all important energy-related sectors:

  • international oil markets and oil prices
  • international gas markets: EU, US, Asia, LNG
  • international coal markets, EU carbon and EU power prices
  • global electric car markets: latest sales numbers and trends
  • global battery markets: price trends and markets
  • BigE100 – major strategic moves of big energy companies: Repsol, Chevron, Aramco, Northvolt, Petrobras, Qatar Petroleum, Vestas, Nordex, SGRE, GE Renewable Energy, JinkoSolar, Canadian Solar, LONGi Solar, First Solar, Risen Energy, Adani Green Energy, Azure Power, Enel, Eneco, Mitsubishi Corp., Chubu Electric, EDF, Tesla, BYD
  • statistical annex: global energy demand and supply

Please find more on our newsletter subscription options here, or follow us on Twitter here. Email to staff@energycomment.de to receive a free test copy.

11 January 2019

Global Ranking of PV Cell Producers: China 8 : US 1

By |2019-01-14T15:37:08+01:00Friday, 11 January 2019|Categories: China, pv industry|Tags: , , , , , , , , , |0 Comments

Solar expert Finlay Colville recently presented the 2018 ranking of solar cell producers. In a nutshell, Chinese PV companies strengthened their position, in line with Beijing´s NDRC plan to dominate specific global growth industries.

1. About ten years ago the Chinese PV industry accelerated global expansion and strengthened the vertical value chain within China (module, cell, wafer, ingot, poly). But they still faced strong competition from high-quality pure cell producers in Taiwan, Japan and Germany and from thin-film specialists such as FirstSolar (U.S.).

2. Soon after, the Japanese and German producers were outcompeted via costs. Over time, even Taiwanese cell producers such as Hanwha Q-CELLS were unable to keep pace with the extremely fast expansion plans of their (mainland) Chinese competitors. 

3. In the next step, even Chinese pure-play cell producers such as Tongwei and Aiko set up a blistering pace of investment with multipes of 5 GW factories, disregarding any risk of oversupply and financial losses.

Ranking 2018

Today, the chart shows that 8 out of the Top 10 PV cell producers are Chinese companies, joined by Hanwha Q-CELLS (Korea) and […]