7 Thing Worth Reading This Week (10/25/24)

PV Mag explores the spate of cancellations around manufacturing plants and the growth as well. SEIA predicted that by end of Q1 2024, the US could meet about 30% of demand for modules but the upstream supply chain remains underserved. Qcells, First Solar, Canadian Solar, Longi and Invenergym, and REC Silicon are all expanding while there have been a number of expansion cancellations.

Nico Johnson talks with Ben Macias, Chief Revenue Officer at MGM Transformers to discuss the company’s latest developments and look at a major industry bottleneck: transformer shortages. They look at how this issue delays projects and creates significant challenges for grid expansion and discuss the difference between wet and dry transformers and their applications, the state of transformer tech and more.

This report looking at IL and NY from Jan-Oct 2024 found that suitable land parcels for renewables are rapidly shrinking, and developers must move to secure land. Competition for optimal locations will increase, which can lead to higher costs and longer development timelines. It could also mean more bottlenecking in the permitting process, especially in jurisdictions with more complex regulations.

FERC released data showing that renewables accounted for over 90% of total U.S. electrical generating capacity added in the first two-thirds of 2024. August was the 12th month in a row in which solar was the largest source of new capacity and during which it provided nearly 100% of all new capacity.

This article explores the problems with fault current in commercial energy storage installs. It defines the issues and what it leads to; looks at the role of multiple batteries in parallel, the battery combiner, fusing, and wiring; and addresses how to design so as to avoid issues that can lead to system/equipment failure and troubleshoot typical problems. There is also a deep dive with a case study.

JinkoSolar and Trina Solar both report in white papers that on-field testing demonstrates that tunnel oxide passivated contact (TOPCon) modules outperform p-type back-contact PV modules in power generation each month. Apparently, the TOPCon product showed an average energy yield of 2.22%, up to 6.95% higher than its p-type back-contact counterpart.

Greentech sat down with REC, panel manufacturer, to take a look at their latest and more. They walked through their facilities, production cell specs including their Alpha Pure2 and Alpha Pure RX, previewed their upcoming large project bifacials, discussed their product dev, looked at resi and C&I market trends, and more. The video is below.