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Advance deployment of photovoltaic supply chain under net zero transformation

Dec 15, 2022

On the demand side, the soaring price of traditional energy caused by the Ukrainian-Russian War has accelerated the EU's deployment of renewable energy and increased the EU's proportion of photovoltaic demand. At the same time, the carbon emission regulations implemented in the European Union are becoming more and more stringent, and it is planned to start the trial implementation of the Carbon Border Adjustment Mechanism (CBAM) in 2023 and formally levy it in 2027. Although the initial planning of CBAM focuses on industries with high carbon emissions, it is expected that the scope of coverage will be expanded according to the amount of industrial carbon emissions. The standard-pv-module industry is bound to be among them due to its high power consumption. At present, more and more regions have offered relevant Regulation.

 

From the perspective of the carbon emission of photovoltaic modules, although the actual value may vary greatly based on different calculation conditions and product standards, silicon material is currently estimated to be the largest emission source in modules, accounting for nearly half of the proportion, followed by It is also the crystal pulling link that consumes a lot of power, and the rest is made up of auxiliary materials such as glass and EVA.

 

 

Therefore, if you want to reduce the carbon emissions of solar panels, there are currently two main paths: The first is to improve the use of materials: Observing the current public information, granular silicon has more advantages in terms of carbon emissions than rod silicon, and enterprises may consider increasing The proportion of granular silicon reduces carbon emissions. In addition, the reduction in the consumption of various materials can also directly bring about the reduction of carbon emissions. The unexpected thinning phenomenon due to the high price of silicon materials this year has also brought about the auxiliary benefits of carbon reduction. The second is positive efficiency improvement: the output power per unit area of the Photovoltaic solar panels is increased, so that the same material can be used to output higher wattage, and the overall carbon emission intensity can also be reduced.

 

 

Judging from the materials certified by third parties, the low-carbon solar panel at this stage can basically achieve a carbon emission of less than 450 kg per kW, and a few even achieve a carbon emission of less than 400 kg. However, the challenge of the solar panel for factory at this stage lies in the huge In the more intense price competition brought about by production capacity, manufacturers often choose the mainstream PERC technology and the next-generation mainstream TOPCon technology that can be mass-produced at low cost and high cost performance to reflect a stronger competitive advantage. In terms of production area, they choose China's major PV panel settlements, followed by Southeast Asia, can bring the lowest cost-effectiveness.

Our Sales Engineer is 7/24 Online, welcome your Inquiry to get further details:

Alice Pan

Mobile/Wechat/Whatsapp:  +86 156 9553 1319

Email: alice@ue-pv.com 

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