Proposed polysilicon plant using Queensland sand seeks government approval.

The plant will supply polysilicon, the key raw material in the solar photovoltaic (PV) supply chain and metallurgical silicon, the key raw material in computer chip supply chain.”

Quinbrook has added a huge 750 MW battery to the plant design

#Queensland #Townsville #Australia #PV #Energy #FarNorthQld #Solar #Silicon #polysilicon #Computerchips #computers

.https://reneweconomy.com.au/quinbrook-adds-huge-750-mw-battery-to-polysilicon-plant-sent-for-federal-approval/?utm_source=mastodon&utm_medium=thesun

#Taxpayers #LetTheSunshineIn : U.S. #DOE grant expected to fund majority of $2.2 billion complex for #Qcells (division of #SouthKorean #Hanwha Group) to build a solar plant in #Georgia.

President Joe #Biden’s #InflationReductionAct, gives tax credits on #AmericanMade solar gear, plus allows manufacturers to earn #incentives for every unit of #polysilicon they refine in every wafer, cell and module they make in #USA.

A US Dept of #Energy spokesman said “The domestic demand for #solar modules in 2026 is expected to be around 50 #gigawatts. We’re expecting to produce about 40 gigawatts in 2026, So that means 80% of the (#solarpower) modules that we deploy in the United States in 2026 is expected to be domestic.”

https://www.wsav.com/news/local-news/georgia-news/us-government-will-loan-1-45-billion-to-help-a-south-korean-firm-build-a-solar-plant-in-georgia/

After screwing around and holding cargo for 12+ months, U.S. Customs is now excluding #solar panels (modules) made by a certain module maker using polysilicon from the world's largest poly maker: Tongwei.

While we believe that this exclusion so far only applies to one module maker, it means that no modules using Tongwei poly are safe to import; ultimately no Chinese poly is safe to import.

China had 86% of global #polysilicon production at last count. /1

#energytransition #climatecrisis

“Daqo starts operations of its #polysilicon production capacity of 100,000 MT in Inner Mongolia. The construction of the phase I took 10 months to complete. “

Much faster than in thought to deploy polysilicon.

https://www.linkedin.com/posts/carlos-le%C3%B3n-worner-%E5%8D%A1%E6%B4%9B%E6%96%AF-54180661_china-solar-polysilicon-activity-7045769937759469568-e-vw

“Although the latest slump of the #polysilicon #price is pretty heavy (concurrently with that of #wafers), it will likely come to a halt in the second half of January when customers replenish their inventories ahead of the Chinese New Year holidays.
 
After that, we could even see a short-term price rebound if #demand grows more rapidly than #supply in the first half of 2023.”

Source: https://www.linkedin.com/posts/bernreuter-research_polysilicon-price-wafers-activity-7017067052758626304-ODgl

Silicon Sleuthing: Finding a ancient bugfix on the 8086