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News in-depthSolar power
China’s solar billionaire feels the heat as sector faces upheaval
...China needs around 280-320GW of new solar capacity a year until 2030 to reach its dual carbon targets....
March 26, 2024
Special ReportFT 1000: Europe’s Fastest Growing Companies
Chinese panels power Czech distributor to top of FT 1000 ranking
...Prague-based Raylyst distributes Chinese solar panels and other photovoltaic equipment in Europe, with Germany now its biggest market, having overtaken the Czech Republic last year....
March 25, 2024
FT Live
US Decarbonization and Industrial Transition Summit
Securing the resources to build and finance America's clean energy future
Wednesday, 29 MayWashington, D.C., USA
Tidjane Thiam
Ex-Credit Suisse chief Tidjane Thiam’s Spac sued by Chinese partner
...In August, China Bridge filed a lawsuit in New York that alleged Thiam’s company “failed and refused” to pay the fees even though Zeng’s company had introduced it to Complete Solaria — the US solar business...
February 6, 2024
UK energy
UK ministers must ‘move faster’ on net zero energy reforms, warns infrastructure tsar
...New wind and solar farms are backed by government guarantees on their electricity price, but Armitt accused ministers of taking too long to set up similar mechanisms to support the decarbonisation of gas-fired...
February 26, 2024
Endeavour Mining Corp
Sacked Endeavour Mining chief faced sexual misconduct claims
...De Montessus said that he instructed a creditor in 2021 to offset a sum owed to Endeavour to pay for essential security equipment to protect its partners and employees in a conflict zone....
February 1, 2024
Renewable energy
Wall Street turns to ‘solar grazing’ sheep in its push to go green
...new renewable energy projects....
April 10, 2024
FT Live
Energy Transition Summit
Delivering a stable and efficient clean energy system
Tuesday, 22 OctoberLondon, UK & Online
LexSolar power
Europe’s solar crisis will cast a long shadow
...Chinese solar manufacturing capacity has outpaced domestic demand, particularly as companies have built production lines for new technologies while simultaneously producing older models....
February 27, 2024
US-China trade dispute
US solar manufacturers in ‘dire situation’ as imports soar
...China, the dominant solar equipment supplier, doubled production capacity last year to more than 1tn watts and now produces nearly three times more panels than global demand, according to the International...
March 13, 2024
Renewable energy
Supply chain strains pose threat to UK renewables targets, report warns
...Fierce global competition for the workers and equipment needed to build wind turbines, electricity cables and solar panels could hold back UK projects, said the report by consultancy Baringa....
April 16, 2024
US manufacturing
Chinese-backed solar factory stirs suspicions in rural Ohio
...“All we do is produce solar panels. There’s no other agenda behind it,” said Justin Barnhart, 21, an equipment engineer at Illuminate USA, who was on the China trip....
February 13, 2024
LexSolar power
Solar energy: charge of the light brigade will rally renewables Premium content
...Some 1,100GW of new capacity is expected by the end of 2024, says Bernstein, outstripping demand growth. The coming glut is bad news for manufacturers....
November 27, 2023
LexHelen Thomas
The Lex Newsletter: Europe’s multi-front struggle with Chinese imports
...China’s solar capacity has outpaced domestic demand; Chinese-made panels can be produced for as little as half the cost of European-manufactured equipment....
February 28, 2024
LexUS Inflation Reduction Act
How Biden’s climate credits can be worth more as ready cash Premium content
...First Solar, an Arizona-based clean energy equipment maker, has $1.8bn in overall balance sheet cash....
January 3, 2024
Solar power
Solar company Sunnova warns of looming energy crisis
...Berger said shareholders have not appreciated Sunnova’s ability to increase prices as the costs of solar equipment fall....
October 23, 2023
News in-depthNews in-depth3 min
A new era of desalination | FT Food Revolution
...Advances in solar power mean it's getting cheaper to power energy-hungry desalination equipment in sunny and water-stressed areas....
February 11, 2024
FT Live
Investing in Piauí – Brazil
Exploring business opportunities and delivering sustainable growth
Friday, 17 May22 Vanderbilt, Madison Avenue, New York, NY, USA
Tesla Inc
Tesla solar panels were going to change the world. What happened?
...The 2020 10k has this ginger note of encouragement: We are ramping the volume production of Solar Roof at Gigafactory New York, and we are improving our installation capability and efficiency....
November 14, 2023
Chinese trade
Value of China’s exports falls sharply on sliding prices
...Beijing has announced a programme to stimulate domestic demand with a programme for industry to “upgrade” its equipment and for consumers to buy new appliances....
April 12, 2024
The FT ViewThe editorial board
The environmental cost of AI
...Ireland, a favoured location for server farms, is now limiting new data centre connections to the power grid; others are exploring whether to do the same....
February 28, 2024
Special ReportFuture of Water
Space agencies race to find water on the moon
...But it could still be an exploitable resource, says Anand, if equipment is developed to drive out the water with heat generated by solar power....
March 22, 2024
Unhedged podcast21 min listen
Well, actually: Our ‘Dumb Money’ movie review
...If you’ve watched Star Wars and wondered how the Millenium Falcon could carry enough fuel to travel at the speed of light, this episode is for you. Also we go long Jay Powell and long auto workers....
September 21, 2023
News in-depthChinese economy
China warns west of ‘survival of the fittest’ as manufacturing boosts economy
...Focusing on high-end production of electric vehicles, solar panels and batteries, the government is rolling out domestic subsidy programmes for companies to upgrade their equipment and for consumers to buy...
April 17, 2024
NextEra Energy
Power giant NextEra plays down Republican threat to US climate law
...The surge in demand for new renewables capacity has been boosted in part by the IRA, which provides 10 years of tax credits for the construction and production of wind, solar and other forms of clean energy...
January 25, 2024
Endeavour Mining Corp
Endeavour Mining says probe found ‘disguised’ payments of $15mn
...De Montessus attended two interviews during the probe but his explanation that the $5.9mn payment was used to pay for security equipment in a conflict zone was “found to be implausible and untrue”, Endeavour...
March 27, 2024
The FT ViewThe editorial board
How the US could compete with China in Latin America
...An obvious US response would be to resurrect the 1990s vision of a single free trade area across the Americas, but bipartisan hostility to big new pacts makes that impossible....
April 9, 2024
Semiconductors
Japan’s JSR in patent dispute with US university over breakthrough chip technology
...The research foundation said it became aware of its IP issue with Inpria when a legal dispute over patents broke out between Inpria and chip manufacturing equipment supplier Lam Research in October 2022....
February 4, 2024

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