Group items tagged

The road to grid parity for PV power generation will be difficult, needing five or more years to compete with utility power, unsubsidized, on a large scale, noted Mark Thirsk, managing partner at Linx Consulting, at a recent SEMI PV forecast luncheon (Sept. 18) in Santa Clara, CA Most input materials for PV production are in relative oversupply and will not constrain production, Thirsk pointed out - and for this reason manufacturers are conservative about capacity investment. In particular, his PV module production forecast (see Fig. 1, above) shows an overstep in demand in 2008. One reason for suppliers' reluctance to build capacity for entering the silicon supply chain is that it is an inefficient process. "Only about 15% of all the silicon going into the supply chain goes into the wafers, so it's a pretty wasteful and capital intensive process, so there is a lot of reluctance to build capacity," said Thirsk. Despite the efficiency challenges, Thirsk's forecast indicates that an oversupply may occur in 2009 Because >40% of PV grade silicon is lost at the wafering step, Thirsk believes this represents a significant opportunity for the right technology. Additionally, diamond wire is a potential replacement for slurry technology, but this technology is still immature. In the crystalline silicon (c-Si) value chain, Thirsk sees opportunities for optimizing mono-crystalline wafers with metal wrap technology and backside contacts; process optimization and material improvements would improve cell efficiency, and glass, wafer, backsheet, and grid improvements can enable more efficient light capture. Looking ahead, Thirsk told the audience that while thin-film technologies will enjoy strong growth "and may be more attractive to value-add materials and equipment suppliers, thin-film cell production will remain a minority share for the medium term." (see Fig. 3, below) He closed his presentation encouraging the creation of a Moore's Law type of roadmap for the PV

Copper and aluminum futures advanced in Shanghai on investors' optimism...

PKE is the new range of ECO Coils&Coolers branded air condensers launched by Luvata for commercial AC and refrigeration applications. It is the enhanced offspring of the PCE range (currently phasing out), with improved efficiency and optimized sound emission parameters. Like all ECO Coils&Coolers ventilated units, even the PKE range is available for CO2 applications. The PKE offers an improved hauling and fastening system, thanks to new features. Moreover, the side panels are removable allowing easy access to the units' internal compartments, which have been increased by 120 mm. In order to facilitate maintenance and service, the PKE range has also been equipped with special door holders with a hold open feature. For models with 4 and 5 fan motors, the number of doors has been reduced and the width has been increased, as to allow easy access to the internal components. Lastly, the base has been reinforced for particularly difficult installations. On the other hand, thanks to a compartment incorporated with the condenser to enclose the compressing and the electrical control units, called housing, the PKE range does not require long connection pipe-work, thus reducing the risk of possible leaks. The special internal surface of the compressor compartment has been designed so as to increase sound absorption, reveals the company's press release.

The U.S. Department of Energy's National Renewable Energy Laboratory (NREL) and A123Systems have teamed up to support the battery-maker's effort to develop safe, less expensive, more powerful, and longer lasting batteries for hybrid-electric vehicles. The Laboratory and the battery-maker have signed a three-year, Cooperative Research and Development Agreement to examine and develop new techniques to improve thermal management in advanced transportation batteries. "We're pleased to be working with A123Systems on thermal management of their advanced nanophosphate-based lithium ion batteries," NREL Principal Engineer Ahmad Pesaran said. "Batteries with improved thermal behavior are critical for widespread acceptance of affordable hybrid-electric vehicles that consume less fuel and reduced harmful emissions." Hybrid electric vehicles get as much as double the fuel economy of comparable cars. Plug-in hybrids will be even more gasoline-stingy with potential of displacing significant amount of gasoline with electricity for road transportation. To achieve these goals, affordable, high-performance, safe, and long-lasting batteries need to be produced in large quantities. Propulsion batteries - batteries that power an electric motor to assist moving a car - are key components of hybrid-electric vehicles, and will be more important in the plug-in hybrid and extended range electric cars of the future. By better understanding the thermal behavior of advanced batteries, NREL researchers will help A123Systems engineers design improved thermal management systems and to optimize the design of the battery cell and develop a battery pack that's lighter, cheaper and more durable.

There is no consensus among the analysts on Inmet Mining Corp.'s (IEMMF.PK) C$345-million hostile bid to take out its junior partner Petaquilla Copper Ltd. (PTQLF.PK). On the positive side, Raymond James analyst Tom Meyer wrote that by moving its stake in the Petaquilla copper project from 48% to 74%, Inmet would gain "important strategic flexibility" and lower the risk profile on the project. If Petaquilla Copper was bought out, Inmet and Teck Cominco Ltd. (TCK) would be the sole remaining partners and the legal action between Petaquilla Copper and Teck would presumably end. In a note, Mr. Meyer wrote: With two shareholders in the project as opposed to three, we believe it is safe to say that rational decision-making may likely become less of a bottleneck and the project can move forward at a faster rate. He added that by going to a 74% interest, Inmet could be in a position to potentially buy Teck Cominco's stake as well. Analyst Greg Barnes from TD Newcrest presents the negative view. He wrote that the economics of the Petaquilla project are "marginal" and figures that it would need a long-term copper price above $2.25 a pound for it to work. He also noted a "lack of clarity" on how Inmet could optimize value from the project. He wrote: Until Inmet is able to verify improved project parameters, we feel that the company is overpaying for a project that has less than compelling economics. Over at UBS Securities, analyst Onno Rutten's opinion is a little more mixed. He thinks that Inmet's C$2.00-a-share offer for Petaquilla Copper is "a steep premium," but would accelerate the project's development if it is successful. That could unlock value for Inmet. However, Mr. Rutten shares Mr. Barnes' concerns about the risks of the project; he pointed out that Inmet, a C$3-billion company, is trying to build a project that costs close to C$4-billion. He also said that Petaquilla needs strong copper prices to be economic. But he wrote that the financi

Green Energy and Green Optimism. We're all blogging brothers. Watch it and blog!

Chinese imports of copper and copper products in February increased by 42% m-o-m to 329,311 tonnes. Bloomberg reported that this is the highest increase in inbound shipments since 2003. LME copper prices have jumped by 19% since the beginning of the year, reaching US$3,667 per tonne on March 10th. Copper prices have been supported by optimism regarding the Chinese and the US government spending packages. Infrastructure projects will boost the demand for copper semis, especially cables and tubes.

"In a survey of Africa's investment attractiveness, 72.7% of those surveyed had improved optimism. Part of the reason for this is Africa's economy is becoming more diversified, and weighted towards more consumer facing services."

"This approach offers an optimized total cost of ownership (TCO) compared to traditional options. "

Aurubis has announced that it will reduce its production capacity of flat rolled copper products by 35,000t in a restructuring process that will take place beginning from H2 2013. The group intends to transfer some of its rolling operations from Finspång, Sweden to Zutphen in the Netherlands and is also considering moving other types of production currently located at the Finspång factory to its facility in Buffalo, USA. Aurubis attributed the consolidation to structural overcapacity in the flat rolled products market and made specific mention to declining demand in the engine cooling segment.