The Module Evolution. I have never been a module expert but have recently gone down a bit of a rabbit hole to understand what it takes to get our supply chain built up but also ensure its longevity. Seems like there’s some noise around the Topcon technologies and possible patent cases while there’s certainly some buzz around the heterojunction (HJT) technology. One of my colleagues chairs one of those factories and it’s quite impressive how this is coming along and how much further solar tech could go. My first SolarWorld ~200W quote was for $4/watt back in the day, wouldn’t have thought we’d be here today. What do I need to learn about modules?
- PV-Tech: Fraunhofer ISE study uncovers ‘critical degradation’ in TOPCon modules
- New York Times: The Clean Energy Boom in Republican Districts
- Reuters: Global climate funds set for first annual outflows, Morningstar says
- Bloomberg: Meet the World’s Most Controversial Climate Capitalist
- PV-Magazine: Enphase introduces portable off-grid battery
- Solar Power World: Public Power NY pushes leaders for 15 GW of new renewable energy
- Energy Storage News: Larger, 1MW/100MWh ‘Sand Battery’ set for commissioning in 2025
- Canary Media: The biggest grid storage project using old batteries is online in Texas
- Utility Dive: What do Trump’s picks to head Energy and Interior signal for renewables?
Opinion
Best, Yann