25 March 2019

Global Energy Briefing No 173: International Energy Markets and Company Strategies in March 2019 (Deutsch/English)

By |2019-04-17T12:18:54+02:00Monday, 25 March 2019|Categories: Global Energy Briefing, Newsletter|Tags: , , , , , , , , , , , , , , , , , , , |0 Comments

The new edition of our newsletter Global Energy Briefing (No.173, 53pp) covers two topics:

A. Prices and market balance in the oil, gas and hard coal markets worldwide.

B. Company strategies and market trends in fossil and renewable energy markets (including EV and batteries).

Some focus themes of this issue are:
(a) oil price outlook and 2019/2020 shale oil volumes; the slump in global gas prices; update EV sales statistics;
(b) preliminary model of “strategies in transition”; the future of the Permian Basin; strategic moves by Shell, Saudi Aramco, Tongwei, LONGi, SPIC, Senvion, Iberdrola, EDP, RWE, VW; trends in the global FTM and BTM battery markets.
(c) vademecum: global energy data.


Please find more on our newsletter subscription options here, or follow us on Twitter here. The newsletter is available in ENGLISH and in GERMAN.

11 January 2019

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

By |2019-01-14T15:37:08+02:00Friday, 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 […]