Crise de la production de panneaux solaires ! Risque ou opportunité ?

11/10/2023 46 Commentaires

Avec l’augmentation des prix de produits tels que le verre, la fabrication de panneaux solaires a atteint une situation de crise et a appelé les développeurs à retarder leurs projets.

Plusieurs grands fabricants asiatiques ont averti dans une lettre ouverte que non seulement le coût du verre, mais aussi le coût logistique et l’envolée d’autres matériaux affectaient gravement leur production et mettaient en danger le développement de leur entreprise.

C’est plus de 20 % d’augmentation d’une année sur l’autre pour le prix du silicium polycristallin depuis que le gouvernement chinois a décidé de fermer plusieurs raffineries de silicium en pleine crise énergétique.

Dans ce contexte, les fabricants de modules non intégrés verticalement ont été fortement touchés par la pénurie de matières premières nécessaires

De plus, avec des pénuries de matériaux comme le cuivre et l’argent, la pression sur les marges reste élevée pour tout le monde et conduirait inévitablement à une augmentation des prix des modules

L’une des récentes approches d’analyse de Rystad Energy pour atteindre le scénario de 1,5 degré 2050 nécessiterait de quadrupler la capacité de fabrication actuelle pour atteindre 1 300 GW d’ici 2035. À court et moyen terme, il semble extrêmement difficile de maintenir les coûts à un niveau bas après des décennies de contraction des prix. Les prix des panneaux qui ont commencé à augmenter en 2021 se poursuivront très probablement dans les années à venir. Cela peut mettre en péril le scénario d’augmentation de la production et pousser le développement d’autres énergies « propres »

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