{"id":77,"date":"2011-11-04T10:38:53","date_gmt":"2011-11-04T10:38:53","guid":{"rendered":"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/2011\/11\/04\/lindustrie-des-modules-photovoltaiques-traverse-la-berezina\/"},"modified":"2012-07-12T12:37:03","modified_gmt":"2012-07-12T12:37:03","slug":"lindustrie-des-modules-photovoltaiques-traverse-la-berezina","status":"publish","type":"post","link":"https:\/\/blogs.thesocialmedia.com\/leblogenergie\/2011\/11\/04\/lindustrie-des-modules-photovoltaiques-traverse-la-berezina\/","title":{"rendered":"Les industries du silicium et des modules photovolta\u00efques europ\u00e9ens dans la B\u00e9r\u00e9zina"},"content":{"rendered":"<p>&#160;L&#039;industrie des modules photovolta\u00efques est une industrie de composant \u00e9lectronique dont l&#039;offre est de plus en plus d&#039;origine chinoise et ta\u00efwanaise et dont les d\u00e9bouch\u00e9s d\u00e9pendent de subventions de pays le plus souvent trop endett\u00e9s ou de tarifs \u00e9lectriques impos\u00e9s hors des prix de march\u00e9. Tout est en place pour que ce march\u00e9 connaisse de formidables coups d&#039;accord\u00e9on entre offre et demande entra\u00eenant de p\u00e9rilleuses variations de prix artificiellement gonfl\u00e9es en p\u00e9riode de p\u00e9nurie (on a vu du polysilicium \u00e0 400$\/kg) et compl\u00e8tement d\u00e9prim\u00e9es comme aujourd&#039;hui o\u00f9 le silicium est tomb\u00e9 \u00e0 moins de 40$\/kg , le wafer de base \u00e0 40 cents\/Watt et le module vers les 1,1$\/Watt (FIG.).<\/p>\n<p><a href=\"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/files\/2012\/07\/6a00d83451b18369e20154369ff94d970c-pi.jpg\"><img decoding=\"async\" alt=\"REC-Q3-2011\" class=\"asset  asset-image at-xid-6a00d83451b18369e20154369ff94d970c\" src=\"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/files\/2012\/07\/6a00d83451b18369e20154369ff94d970c-450wi.jpg\" style=\"width: 450px\" \/><\/a><\/p>\n<p>L&#039;offre de modules \u00e0 base de Silicium d\u00e9passe largement la demande (FIG.). Cette offre devrait d\u00e9passer encore plus une demande sans nette croissance en 2012 (FIG.II). A cette offre il faut ajouter celle des technologies concurrentes en couche mince Cd-Te (First Solar et GE) ou CIGS (Showa Shell).<\/p>\n<p><a href=\"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/files\/2012\/07\/6a00d83451b18369e2015436a0056b970c-pi.jpg\"><img decoding=\"async\" alt=\"REC-Q3-2011b\" class=\"asset  asset-image at-xid-6a00d83451b18369e2015436a0056b970c\" src=\"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/files\/2012\/07\/6a00d83451b18369e2015436a0056b970c-450wi.jpg\" style=\"width: 450px\" \/><\/a><\/p>\n<p>&#160;Sans \u00eatre grand clerc il faut donc pr\u00e9voir, pour qu&#039;offre et demande se r\u00e9\u00e9quilibrent, la r\u00e9duction de taille ou la disparition des industries les plus handicap\u00e9es par des co\u00fbts non adapt\u00e9s ou par la restriction des march\u00e9s traditionnels europ\u00e9ens. Bien s\u00fbr sur la base de ces deux crit\u00e8res se sont les acteurs europ\u00e9ens, en particulier allemands, qui sont les plus concern\u00e9s par une consolidation du secteur.<\/p>\n<p>&#160;La baisse des prix des modules devrait relancer la demande mais cet effet sera limit\u00e9 en raisons des co\u00fbts de pose des modules et autres co\u00fbts de raccordement au r\u00e9seau qui impactent la rentabilit\u00e9 de l&#039;\u00e9lectricit\u00e9 d&#039;origine photovolta\u00efque. De plus il est n\u00e9cessaire d&#039;int\u00e9grer que la grande disponibilit\u00e9 de gaz naturel \u00e0 faible prix va stabiliser pour des d\u00e9cennies les prix moyens du MWh \u00e9lectrique dans les grands r\u00e9seaux \u00e9lectriques mondiaux. Seules les r\u00e8glementations &quot;climatiques&quot; continueront \u00e0 supporter cette industrie toujours trop ch\u00e8re&#8230;tant que les \u00e9lecteurs voudront payer.<\/p>\n<p>On a m\u00eame vu la Chanceli\u00e8re allemande <a href=\"http:\/\/www.dw-world.de\/dw\/article\/0,,15437753,00.html\" target=\"_blank\">remettre en cause la fili\u00e8re allemande <\/a>en imaginant un transfert de l&#039;activit\u00e9 vers les territoires grecs. C&#039;est vous dire!<\/p>\n<p>LIRE la pr\u00e9sentation des <a href=\"http:\/\/hugin.info\/136555\/R\/1557870\/481083.pdf\" target=\"_blank\">r\u00e9sultats trimestriels de REC<\/a> sur ce sujet.<\/p>\n<p>Le 4 Novembre 2011<\/p>\n<p>&#160;<\/p>\n<p>&#160;<\/p>\n<p>&#160;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&#160;L&#039;industrie des modules photovolta\u00efques est une industrie de composant \u00e9lectronique dont l&#039;offre est de plus en plus d&#039;origine chinoise et ta\u00efwanaise et dont les d\u00e9bouch\u00e9s d\u00e9pendent de subventions de pays le plus souvent trop endett\u00e9s ou de tarifs \u00e9lectriques impos\u00e9s hors des prix de march\u00e9. Tout est en place pour que ce march\u00e9 connaisse de [&hellip;]<\/p>\n","protected":false},"author":341,"featured_media":23049,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10],"tags":[],"class_list":["post-77","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-solaire"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Les industries du silicium et des modules photovolta\u00efques europ\u00e9ens dans la B\u00e9r\u00e9zina - leblogenergie.com<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blogs.thesocialmedia.com\/leblogenergie\/2011\/11\/04\/lindustrie-des-modules-photovoltaiques-traverse-la-berezina\/\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"Les industries du silicium et des modules photovolta\u00efques europ\u00e9ens dans la B\u00e9r\u00e9zina - leblogenergie.com\" \/>\n<meta name=\"twitter:description\" content=\"&#160;L&#039;industrie des modules photovolta\u00efques est une industrie de composant \u00e9lectronique dont l&#039;offre est de plus en plus d&#039;origine chinoise et ta\u00efwanaise et dont les d\u00e9bouch\u00e9s d\u00e9pendent de subventions de pays le plus souvent trop endett\u00e9s ou de tarifs \u00e9lectriques impos\u00e9s hors des prix de march\u00e9. 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