Solar Pv
PV Frame operating rates steady, expectations weakening; aluminium ingot destocking accelerates, aluminium price centre moves up
PV aluminium extrusion: The PV aluminium frame sector operated steadily overall this week. Sample enterprises maintained stable operating rates, and industry leaders kept capacity at relatively high utilisation levels. Among them, a frame enterprise in the Hebei region reported that it will maintain full production in September. From the downstream supporting side, PV module prices have continued to rise recently, squeezing profit margins for end-user projects and dragging down downstream purchasing and stockpiling willingness. According to an SMM survey, domestic module enterprises' scheduled production in September is expected to pull back by approximately 1.7 GW M-o-M from August. End-user module output is weakening marginally, and the pullback in downstream module scheduled production...
PV aluminium frame operations continue to consolidate on a strong note, aluminium price macro sentiment weakens, and inventory forward oversupply pressure persists
PV aluminium extrusion: In this week's survey sample, the operating rate of PV frame enterprises consolidated on a strong note. Affected by the expected implementation of the US Section 232 PV new regulation, policy-driven advance stockpiling demand was mainly concentrated in the upstream solar cell sector. Order-taking and production schedules at the end-user module export side remained relatively cautious, with no large-scale concentrated market trend emerging. As a result, growth in supporting orders for PV frames was limited, only marginally improving the industry's operating rates and failing to create a trend rebound momentum. Looking ahead in the short term, production schedules of downstream PV module enterprises are relatively stable, and with the gradual absorption of the...
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ALUMINIUM 2026
15th International Bauxite, Alumina & Aluminium Conference & Exhibition - IBAAS–VFMSTA 2026
ICSOBA 2026 - 44th International Conference and Exhibition
ALUMINIUM 2026
15th International Bauxite, Alumina & Aluminium Conference & Exhibition - IBAAS–VFMSTA 2026
ICSOBA 2026 - 44th International Conference and Exhibition
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A report that reveals where the aluminium casting industry is heading and how businesses can act.
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A report that reveals where the aluminium casting industry is heading and how businesses can act.
LEARN MOREEurope holds 10% of global aluminium extrusion demand, supported by Germany’s Constellium, France’s Hydro Extrusions & Italy’s Metra
H1 2026 sees more renewable energy than ever: Here’s a region-by-region guide to renewable energy supply in the recent past
H1’26 LME aluminium stocks dip 31.82%: Russian sanctions & Gulf crisis pack a double blow
AL Circle Analysis: Import rise meets demand growth on aluminium extrusion chessboard
News
Technically, solar heat could replace 100% of the fuel used in alumina refinery
As industries worldwide look for ways to reduce emissions without compromising competitiveness, the future of industrial heat is becoming a critical question. In this exclusive interview for Mine to Market, Rod highlighted how solar steam could transform energy-intensive alumina refining by replacing fossil-fuel-dependent heat with a more resilient and lower-carbon alternative. He shared insights into the economic case for solar heat, the role of CBAM in accelerating decarbonisation, the challenges of scaling adoption, and why access to clean industrial energy could become a key differentiator for alumina producers. Rod MacGregor is the CEO and President of GlassPoint , established in 2009. With over three decades of experience, he has built and led technology-driven companies across the...
Europe targets 88.2 GW solar manufacturing capacity to reduce reliance on imports
Europe is planning a major expansion of domestic solar manufacturing as it seeks to reduce dependence on imported components and build a more integrated regional supply chain. Europe's solar industry is entering a new phase of expansion, with manufacturers and investors planning to increase domestic production capacity across the solar value chain. According to the latest Europe Solar Supply Chain Map, Edition 1, 2026, released by Sinovoltaics, Europe's current solar module manufacturing capacity stands at 24.2 GW. Announced expansion plans could increase this to 88.2 GW between 2027 and 2030, reflecting the region's growing focus on strengthening its own clean-energy manufacturing base. The push comes as Europe looks beyond final module assembly and seeks greater control over the...
Voltalia eyes €120m IFC funding for solar, BESS projects through 2028
Voltalia has reached an agreement with the International Finance Corporation (IFC) for a proposed investment of up to EUR 120 million (USD 140.3 million) in shares of its subsidiary, Voltalia Management International B.V. The collaboration has materialised as the renewable energy company seeks to accelerate its solar power and battery energy storage system (BESS) expansion through 2028. EUR 120 million investment planned in two tranches The proposed long-term investment would be provided in two stages, beginning with an initial EUR 75 million (USD 87.68 million), followed by up to EUR 45 million (USD 52.6 million). The amount and timing of the second tranche would depend on Voltalia’s funding needs and business performance. The proceeds would be dedicated to projects that meet eligibility...
Recommerce to host ITAD & WEEE Global Leaders Meet 2026 in New Delhi, India
Recommerce has announced the ITAD & WEEE Global Leaders Meet 2026, scheduled for 5–6 October 2026 at The Lalit, New Delhi. The event is positioned as the world’s largest annual gathering dedicated to IT asset disposition, e-waste management, and circular electronics innovation, bringing together over 1,000 professionals from 10+ countries. According to the organisers, the meet will convene “policymakers, OEMs, ITAD providers, recyclers, technology innovators, and sustainability leaders” to address the growing challenges of electronic waste and end-of-life assets. The two-day program will feature: Keynote addresses from global thought leaders. Panel discussions on repairability, refurbishment, and circular design. Industry case studies showcasing scalable solutions. Networking...
Stable operating rate pattern for PV frames unlikely to change in the short term; production resumptions at aluminium plants outside china accelerate, market sentiment shifts
PV aluminium extrusion: This week, the operating rate of surveyed PV aluminium frame enterprises remained stable. Some leading PV frame enterprises reported that their current orders were ample and sufficient to keep production running at high levels until month-end. Downstream, PV module enterprises did not change their procurement strategies because of the recent drift higher in aluminium prices and continued to purchase as needed. According to SMM, frame enterprises had no plans to adjust processing fees in the short term. At the current stage, supply-side and demand-side fundamentals in the industry were relatively balanced, so the operating rate of PV aluminium frame enterprises would continue to run at a steady pace. Raw material prices: During the period (August 10-13, 2026), the...
Solar PV boom creates a new aluminium recycling opportunity as panel waste grows
The solar industry has moved from a niche technology to one of the world’s fastest-growing sources of renewable power. But as installations surge, another question is becoming harder to ignore: what happens to all those panels when they break, lose efficiency or are replaced by newer technology? There were 2.4 terawatts of solar PV capacity generating electricity worldwide at the end of 2025, enough to power more than one billion homes. It took almost 70 years to reach the first terawatt, but just two more years to reach the second. The International Energy Agency expects solar PV to account for 80 per cent of the 4,600 gigawatts of renewable energy deployed between 2025 and 2030. This rapid growth also means more panels will eventually need to be repaired, reused or recycled. Solar...
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