Analyses SolTraCo
L’actualité du marché solaire sélectionnée pour sa pertinence commerciale.
Chaque publication s’appuie sur des sources sectorielles vérifiées et n’est mise en ligne qu’après validation dans l’espace de contrôle privé de SolTraCo.
Dernières actualités du marché
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La récupération d’argent à l’échelle pilote relance la question de la valeur des panneaux en fin de vie
Un essai pilote continu a récupéré la quasi-totalité de l’argent contenu dans des cellules solaires préparées et l’a concentré plus de 80 fois. Le résultat renforce l’intérêt du recyclage, mais la valeur commerciale dépendra encore du tri, de la préparation, de la logistique et de l’économie démontrée de l’ensemble de la chaîne.
4 min de lectureLire l’article →Italy’s 10 GW FerX programme turns pipeline into an execution test
Italy’s final FerX framework creates a 10 GW photovoltaic quota, but the commercial signal is more disciplined than a simple demand headline. Competitive access, eligibility timing, delivery deadlines and differentiated premiums will determine which projects actually convert into equipment orders.
3 min readLire l’article →Africa’s solar localisation push will reshape rather than replace imports
African solar markets are adding capacity while several countries pursue more local manufacturing. The near-term commercial effect is likely to be a more selective mix of imported components, local assembly and project-specific qualification — not an abrupt end to cross-border equipment flows.
3 min readLire l’article →China’s polysilicon majors move to curb below-cost selling
Eight leading Chinese polysilicon producers have committed to cost-based selling and tighter capacity discipline. The initiative could influence raw-material pricing, capacity closures and module-market expectations, but its execution still needs to be watched.
3 min readLire l’article →Southern African solar projects are moving beyond the single-buyer PPA
Corporate procurement, wheeling, regional trading and battery storage are creating more routes to market for renewable projects in Southern Africa. The emerging model combines several contracts and revenue streams rather than relying on one traditional buyer.
3 min readLire l’article →Archives des actualités
Publications précédentes
Market update · Europe & North America · Grid operations · · 2 min read
The 12 August eclipse will test solar-heavy grids
The solar eclipse on 12 August 2026 will cause fast, synchronized changes in PV output across parts of Europe and North America. The event is less about total daily energy loss than the speed at which grids must balance the drop and recovery.Market update · India · Manufacturing · · 2 min read
Northern India adds a new solar-glass production route
Emerge Renewables has lit the furnaces at a new solar-glass facility in Rajasthan with stated output equivalent to about 2.5 GW of modules per year. The plant could shorten regional supply routes, although full-scale timing and qualification details remain open.Market update · United States · Trade policy · · 3 min read