OPIS Sustainable & Renewable Energy

𝗪𝗲𝗮𝗸 𝗱𝗲𝗺𝗮𝗻𝗱 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗲𝘀 𝘁𝗼 𝗲𝘅𝗲𝗿𝘁 𝗱��𝘄𝗻𝘄𝗮𝗿𝗱 𝗽𝗿𝗲𝘀𝘀𝘂𝗿𝗲 𝗼𝗻 𝘀𝗼𝗹𝗮𝗿 𝗺𝗼𝗱𝘂𝗹𝗲 𝗽𝗿𝗶𝗰𝗲𝘀 In a new weekly update for pv magazine, OPIS, A Dow Jones Company, provides a quick look at the main price trends in the global PV industry. Prices in the module market were assessed stable-to-soft for the second consecutive week. The Chinese Module Marker (CMM), the OPIS benchmark assessment for TOPCon modules from China was assessed at $0.096/W, down $0.002/W reflecting discussions heard while Mono PERC module prices were assessed stable at $0.090/W from the previous week. The TOPCon market was rather “chaotic” in the week to Tuesday with prices heard in a wide range. Some Tier 1 module manufacturers continued to offer cargoes at $0.100/W FOB China while lower offers from Tier 2 and Tier 3 module sellers had emerged at $0.085/W FOB China. These low prices were “distorting” the market and creating a false impression that mainstream TOPCon prices had rapidly fallen so low in a short period of time, a market source said. Want to read more? Check out the link in the comment below 👇 #Renewables #Energy #Technology

The latest episode of #OPISTalks is live! This time, Jordan Godwin, Director of Renewable Fuels at OPIS is joined by Rodolphe V. Tribolet, a trader at Mercuria: https://bit.ly/3Y10iLF Rodolphe, who will speak at the upcoming OPIS RFS, RINs & Biofuels Forum, shares his valuable insights into the biofuels market. Tune in now to hear what’s on the horizon for the biofuels market in the coming months! #Biofuels #RenewableEnergy

Unravel the roadblocks hindering the efficacy of Asia Pacific’s Emissions Trading Schemes 👉 https://bit.ly/3zzVh2q From the dip in South Korea's and New Zealand's emission allowances to the challenge of market absorption, we examine how these trends are shaping the region's response to carbon pricing. #EmissionReduction #AsiaPacific #ETS #SustainableDevelopment #Carbon

Meet up with Jordan Godwin and Colt Shaw at RE+ Mid-Atlantic 2024 in Philadelphia this week! https://bit.ly/3W3AhbR Whether you want to talk about U.S. trade policy, the uphill buildout of the American solar supply chain, or you want to learn more about the price index and forward curve OPIS is developing for the U.S. solar industry, be sure to connect with them! If you're involved in procurement or policy, they would love to hear from you. See you in Philly! #REPlusMA #CleanEnergy #RenewableEnergy #Solar #Procurement

Polysilicon prices stabilize at low levels amid market downturn: In a new weekly update for pv magazine, OPIS, a Dow Jones company, provides a quick look at the main price trends in the global PV industry. #Renewables #Energy #Technology

#Energy companies are betting on #hydrogen as they branch into new #renewable ventures and investors are keen to understand the evolving landscape. Learn more on the OPIS Blog: https://bit.ly/3VXXsoa

We're excited to announce the launch of price assessments for the Canada Clean Fuel Regulations (CFR) & British Columbia's Low Carbon Fuel Standard (LCFS) Program. Read more: https://bit.ly/3VX316n #CleanEnergy #CleanFuel #LCFS #LowCarbon #Biofuels

The OPIS European Solar team went to Munich to attend #IntersolarEurope2024. It was a great event to reconnect with industry friends and meet new ones. Here are some of the key takeaways: 🔌 Growth in solar PV installations in Europe are behind projections amid a combination of low power prices, delays in #grid connection, and lack of skilled manpower that continue to push back investable projects. In a year of elections, political uncertainty is being added to the mix. Quality concerns were raised in various sectors with the ongoing margin squeeze across the PV chain leading to companies taking shortcuts. 📉 Module prices were largely flat at $0.10/wp FOB China basis for Top 5 manufacturers of TOPCon modules during the event, and there are no signs of imminent improvement. The pricing floor of production cost was broken through long ago, and industry gossip continues to center around who will survive to next year and who has gone bust. 🇪🇺 Great to see several European manufacturers exhibit such as NorSun, Meyer Burger Technology AG, 3SUN, VOLTEC SOLAR, SoliTek and many more paving the way to supply chain diversification and to the EU's energy and industrial Security. The DPP Domestic Production Portfolio was introduced as a way for off-takers to support domestic manufacturing. #PVpanels #polysilicon #SolarPV

Wafer prices stable-to-soft on weak demand: In a new weekly update for pv magazine, OPIS, a Dow Jones company, provides a quick look at the main price trends in the global PV industry. #Renewables #Energy #Technology

As the UK heads to the polls tomorrow, the outcome could have significant implications for the future of carbon markets in Europe. Catch our on-demand webinar: https://bit.ly/4bnppM6 Both the EU and UK are expanding or looking to expand their linking of carbon schemes to include maritime, waste, and transport sectors, highlighting a commitment to broader environmental impacts. Experts Prof. Raúl C. Rosales, PhD from King's College London, Mark Lewis from ANDURAND CAPITAL MANAGEMENT LLP and Dr. Charlotte Unger from the Research Institute for Sustainability (RIFS) provide valuable insights into these hurdles. One of the primary features of a linked carbon scheme would be harmonized carbon prices. This could prevent "carbon leakage," where companies might relocate to regions with no carbon pricing. This would allow for the trading of carbon allowances between the two regions, increasing market liquidity and potentially driving down the overall cost of compliance. #CarbonPrices #UKElection #EUETS