• About
    • Which Energy Mix is this?
  • Climate News Network Archive
  • Contact
The climate news that makes a difference.
No Result
View All Result
The Energy Mix
  • Canada
  • Fossil Fuels
  • Ending Emissions
  • Cities & Communities
  • Electric Mobility
  • Heat & Power
  • Community Climate Finance
SUBSCRIBE
DONATE
  • Canada
  • Fossil Fuels
  • Ending Emissions
  • Cities & Communities
  • Electric Mobility
  • Heat & Power
  • Community Climate Finance
SUBSCRIBE
DONATE
No Result
View All Result
The Energy Mix
No Result
View All Result
  • Canada
  • Fossil Fuels
  • Ending Emissions
  • Cities & Communities
  • Electric Mobility
  • Heat & Power
  • Community Climate Finance
  FEATURED
REVEALED: Imperial Oil, Alberta Regulator Knew of Toxic Seepage at Kearl Mine for Years, Kept First Nation in the Dark October 3, 2023
Oil and Gas, Buildings Drive 2.1% Rise in Canada’s Climate Pollution October 2, 2023
Shell CEO Doubles Down on Renewable Cuts Despite Internal Pushback October 2, 2023
Leading Climate Models Underestimate Clean Energy Progress, Overstate Cost, Study Finds October 2, 2023
UAE Holds Major Oil and Gas Conference Before Hosting COP 28 Climate Summit October 2, 2023
Next
Prev

China’s Solar Surge Leads to Glass Shortage

November 11, 2020
Reading time: 2 minutes

Augie Ray/flickr

Augie Ray/flickr

 

With glass supplies running short and prices correspondingly spiking, Chinese solar manufacturers are appealing to Beijing to approve new glass factories—an industry that hit the brakes in 2018 when the country banned further expansion due to overcapacity concerns.

“Prices for glass that coats photovoltaic panels have risen 71% since July, and manufacturers are struggling to produce it fast enough to keep more than a week’s worth of sales in inventory,” writes Bloomberg Green, citing data from Daiwa Capital Markets.

  • The climate news you need. Subscribe now to our engaging new weekly digest.
  • You’ll receive exclusive, never-before-seen-content, distilled and delivered to your inbox every weekend.
  • The Weekender: Succinct, solutions-focused, and designed with the discerning reader in mind.
Subscribe

The supply shortage owes in part to the solar industry’s collective embrace of bifacial panels, an innovation that increases efficiency by coating panels on both sides (rather than just the sun-facing top) to capture sunlight reflected off the ground. “Such panels are expected to make up half the market in 2022, up from about 14% last year,” Bloomberg reports.

The glass shortage is poorly timed on several fronts. “Solar developers are rushing to finish projects by the end of the year to secure government subsidies,” Bloomberg writes. And in China itself, the shortage “threatens to halt momentum” just as Beijing begins to ramp up policies toward its goal of becoming carbon neutral by 2060.

More broadly, there is the solar industry’s still-delicate dance with the harsh laws of supply and demand. “If solar power generators see solar projects as uneconomical, they will delay investing in new projects and that will drag down solar demand,” said Charles Jiang, supply chain general manager for Longi Green Energy Technology Co., the world’s largest solar developer. “Solar power plant profits will drop below acceptable levels without government subsidies if glass makers go on to push up the costs.”

But even if Beijing were to approve a glass manufacturing sector build-out tomorrow, the immediate future will still be rocky for glass supply chains. “Because glass factories take so long to build, the solar industry could be 20% to 30% short of the glass it needs next year, with the market not being back in balance until 2022,” said Jiang.



in China, Climate & Society, Community Climate Finance, Demand & Distribution, Energy / Carbon Pricing & Economics, Jurisdictions, Legal & Regulatory, Renewable Energy, Solar, Supply Chains & Consumption

The latest climate news and analysis, direct to your inbox

Subscribe

Related Posts

jasonwoodhead23/flickr
Tar Sands / Oil Sands

REVEALED: Imperial Oil, Alberta Regulator Knew of Toxic Seepage at Kearl Mine for Years, Kept First Nation in the Dark

October 3, 2023
147
Dawn Ellner/flickr
Carbon Levels & Measurement

Oil and Gas, Buildings Drive 2.1% Rise in Canada’s Climate Pollution

October 2, 2023
62
Ramon FVelasquez/Wikipedia
Finance & Investment

Shell CEO Doubles Down on Renewable Cuts Despite Internal Pushback

October 2, 2023
142

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

I agree to the Terms & Conditions and Privacy Policy.

Trending Stories

jasonwoodhead23/flickr

REVEALED: Imperial Oil, Alberta Regulator Knew of Toxic Seepage at Kearl Mine for Years, Kept First Nation in the Dark

October 3, 2023
147
Ramon FVelasquez/Wikipedia

Shell CEO Doubles Down on Renewable Cuts Despite Internal Pushback

October 2, 2023
142
Iota 9/Wikimedia Commons

‘Huge Loss’ for Local Green Economy as Vancouver Shutters Its Economic Commission

September 28, 2023
359
YouTube

UAE Holds Major Oil and Gas Conference Before Hosting COP 28 Climate Summit

October 3, 2023
75
Solarimo/pixabay

Leading Climate Models Underestimate Clean Energy Progress, Overstate Cost, Study Finds

October 2, 2023
261
Jon Sullivan/flickr

Thorold Gas Peaker Plant Won’t Be Built After Unanimous City Council Vote

September 21, 2023
880

Recent Posts

Dawn Ellner/flickr

Oil and Gas, Buildings Drive 2.1% Rise in Canada’s Climate Pollution

October 2, 2023
62
Northvolt plant in Sweden, Spisen/wikimedia commons

Quebec Lands $7B Battery Gigafactory Investment from Sweden’s Northvolt

October 2, 2023
62
GFDL/Wikimedia Commons

Clean Energy Funding Isn’t Just About Money, Policy Expert Warns

October 2, 2023
39
NASA Goddard Space Flight Center/Wikimedia Commons

Climate Change Brings Rapid Ice Loss to Antarctica, Arctic, Swiss Glaciers

October 2, 2023
58
Duffins Agriculture Preserve/North Country House Media via Greenbelt Foundation

Green Space Groups Gear for Bigger Fights After Ontario Reverses Greenbelt Land Grab

September 28, 2023
221
DiscoverEganville/wikimedia commons

EV Rentals to Improve Transportation Access for Ontario Townships

September 28, 2023
82
Next Post
EPA/Wikimedia Commons

Lawsuit Calls for Duke Energy, Not North Carolina Ratepayers, to Fund Coal Ash Cleanup

The Energy Mix - The climate news you need

Copyright 2023 © Energy Mix Productions Inc. All rights reserved.

  • About
  • Contact
  • Privacy Policy and Copyright
  • Cookie Policy

Proudly partnering with…

scf_withtagline
The Energy Mix - Energy Central
No Result
View All Result
  • Canada
  • Fossil Fuels
  • Ending Emissions
  • Cities & Communities
  • Electric Mobility
  • Heat & Power
  • Community Climate Finance

Copyright 2022 © Smarter Shift Inc. and Energy Mix Productions Inc. All rights reserved.

Manage Cookie Consent
To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behaviour or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage vendors Read more about these purposes
View preferences
{title} {title} {title}