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...

The challenge now: To make every day Earth Day.

YESTERDAY

  • Weekend Video: A Different Way To Think About The “Bridge” Fuel
  • Weekend Video: This Is What The Bridge Fuel Can Do
  • Weekend Video: Climate Change And Strength In Things That Remain
  • THE DAY BEFORE

  • FRIDAY WORLD HEADLINE-Denmark Red Meat Tax Would Fight Climate Change
  • FRIDAY WORLD HEADLINE-Saudi Arabia’s Big Solar Build, Ambitions
  • FRIDAY WORLD HEADLINE-Wave Energy Proves Itself In Australia
  • FRIDAY WORLD HEADLINE-Wind That Is Old Is New Again
  • THE DAY BEFORE THE DAY BEFORE

    THINGS-TO-THINK-ABOUT THURSDAY, April 28:

  • TTTA Thursday-A Climate Change Playlist
  • TTTA Thursday-Solar Goes To Sea
  • TTTA Thursday-A New Energy-Powered Food Truck
  • TTTA Thursday-A Two-Minute Full EV Charge?
  • THE DAY BEFORE THAT

  • ORIGINAL REPORTING: New software helps utilities boost community solar programs
  • ORIGINAL REPORTING: Hawaii’s landmark work to value distributed energy resources
  • AND THE DAY BEFORE THAT

  • TODAY’S STUDY: Why A Western Region Grid Means More New Energy
  • THE LAST DAY UP HERE

  • TODAY’S STUDY: Hawaii’s Utility Answers Its Regulators
  • QUICK NEWS, April 25: Clinton Rejects Koch – ‘Not Interested’ in Climate Deniers’ Support; Pentagon Turns To New Energy To Cut Costs; The Utilities-And-Solar Debate
  • --------------------------

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

    Anne B. Butterfield of Daily Camera and Huffington Post, is an occasional contributor to NewEnergyNews

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

    Some of Anne's contributions:

  • Another Tipping Point: US Coal Supply Decline So Real Even West Virginia Concurs (REPORT), November 26, 2013
  • SOLAR FOR ME BUT NOT FOR THEE ~ Xcel's Push to Undermine Rooftop Solar, September 20, 2013
  • NEW BILLS AND NEW BIRDS in Colorado's recent session, May 20, 2013
  • Lies, damned lies and politicians (October 8, 2012)
  • Colorado's Elegant Solution to Fracking (April 23, 2012)
  • Shale Gas: From Geologic Bubble to Economic Bubble (March 15, 2012)
  • Taken for granted no more (February 5, 2012)
  • The Republican clown car circus (January 6, 2012)
  • Twenty-Somethings of Colorado With Skin in the Game (November 22, 2011)
  • Occupy, Xcel, and the Mother of All Cliffs (October 31, 2011)
  • Boulder Can Own Its Power With Distributed Generation (June 7, 2011)
  • The Plunging Cost of Renewables and Boulder's Energy Future (April 19, 2011)
  • Paddling Down the River Denial (January 12, 2011)
  • The Fox (News) That Jumped the Shark (December 16, 2010)
  • Click here for an archive of Butterfield columns

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

    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

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

    Your intrepid reporter

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

      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.

  • ---------------
  • 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

    >