NewEnergyNews: CHINESE CO BEATS SILICON SHORTAGE BY MAKING IT

NewEnergyNews

Gleanings from the web and the world, condensed for convenience, illustrated for enlightenment, arranged for impact...

While the OFFICE of President remains in highest regard at NewEnergyNews, this administration's position on climate change makes it impossible to regard THIS president with respect. Below is the NewEnergyNews theme song until 2020.

The challenge now: To make every day Earth Day.

YESTERDAY

  • Weekend Video: Earth Day 2018
  • Weekend Video: A Daily Show Take On Earth Day
  • Weekend Video: First U.S. Ocean Wind
  • THE DAY BEFORE

  • FRIDAY WORLD HEADLINE-Human Population And Global Weirding
  • FRIDAY WORLD HEADLINE-Global Wind Still Focused On Big Markets
  • FRIDAY WORLD HEADLINE-New Energy-Powered High Seas Shipping From Japan
  • FRIDAY WORLD HEADLINE-World’s Biggest Wave Energy For Bali
  • THE DAY BEFORE THE DAY BEFORE

    THINGS-TO-THINK-ABOUT THURSDAY, April 19:

  • TTTA Thursday-Study Shows A Carbon Tax Can Work
  • TTTA Thursday-Wind Power Was 6.3% Of U.S. Power In 2017
  • TTTA Thursday-Global Solar Boom To Get Bigger In 2018
  • TTTA Thursday-U.S. Cities Are Getting More Efficient
  • THE DAY BEFORE THAT

  • ORIGINAL REPORTING: Utility Pilot Projects Could Soothe Contentious Regulatory Proceedings
  • ORIGINAL REPORTING: Utility Success With Corporate Renewables Moves On Existing Load
  • THE LAST DAY UP HERE

  • TODAY’S STUDY: The Surprising Value Of Solar
  • QUICK NEWS, April 17: Kids Demand Moral Response To Climate Change; Wind Delivers Big Money To Struggling Rural Ohio; Studies Leave Doubt Of Need For Old Energy
  • --------------------------

    --------------------------

    Founding Editor Herman K. Trabish

    --------------------------

    --------------------------

    Some details about NewEnergyNews and the man behind the curtain: Herman K. Trabish, Agua Dulce, CA., Doctor with my hands, Writer with my head, Student of New Energy and Human Experience with my heart

    email: herman@NewEnergyNews.net

    -------------------

    -------------------

      A tip of the NewEnergyNews cap to Phillip Garcia for crucial assistance in the design implementation of this site. Thanks, Phillip.

    -------------------

    Pay a visit to the HARRY BOYKOFF page at Basketball Reference, sponsored by NewEnergyNews and Oil In Their Blood.

  • ---------------
  • TODAY AT NewEnergyNews, April 23:

  • TODAY’S STUDY: The Economic Impacts Of New England’s Carbon Trading Market
  • QUICK NEWS, April 23: “Letter From A Teenage Girl Who Has Had Enough”; The Many Values Of Ocean Wind; Solar For All

    Wednesday, September 19, 2007

    CHINESE CO BEATS SILICON SHORTAGE BY MAKING IT

    No silicon, no “Million Solar Roofs.”

    Solar Power 2007, September 24-27, Long Beach, CA.

    With Supplies Short, Chinese Solar Firm To Manufacture Own Silicon
    Amy Reeves, September 14, 2007 (Investor’s Business Daily via Yahoo News)

    WHO
    Chinese solar wafer manufacturer LDK Solar

    Making polysilicon is difficult. Getting from there to a wafer, from a wafer to a cell and from a cell to a panel is even harder. (click to enlarge)
    Graphic from Renewable Energy Access

    WHAT
    LDK Solar will produce its own supply of polysilicon.

    WHEN
    - The price of polysilicon has doubled since 2004. Spot prices are up 30% in 2007.
    - LDK Solar polysilicon production plant construction began August 18.
    - LDK’s timetable: 6,000 metric tons expected in 1st production, 3rd quarter of 2008. 15,000 tons in 2009. Experts think LDK’s timetable is ambitiously unlikely. Realistically: 100 tons in 2008, 3,000 in 2009.

    WHERE
    LDK Solar polysilicon production plant is in Xinyu, China.

    WHY
    - LDK makes silicon wafers. Wafers make solar cells. Cells make solar panels. Panels go on the roof.
    - Building a silicon plant is a huge and expensive undertaking, requiring special design and a lot of electricity.
    - Any production LDK manages will cut their costs and improve their market share. Experts have confidence in LDK’s management and track record. It has a patented silicon recycling process which requires only 25% new silicon for wafers. It has shown one of the best financial records in the solar wafer industry.
    - LDK’s sales have previously been to China but it recently signed a $495 million contract with Taiwan and is expanding outward.
    - Long term, the company plants a vertically integrated operation but for now will remain a polysilicon and wafer manufacturer.

    The LDK wafer plant in Xinyu, China. The polysilicon factory will be nearby.

    QUOTES
    - Jack Lai, CFO, LDK: "It costs $1.2 billion to get into the polysilicon business…You need 13,000 acres of land, you need the technology, you need to buy enough equipment (and) you need a big power plant."
    - Adam Hinckley, analyst: "It's a very aggressive time frame, and it is unrealistic to assume it will hit all those targets without any bumps… Polysilicon production is a chemical refining process…That's not where their core expertise was."

    0 Comments:

    Post a Comment

    << Home