Solar Pv
Module deliveries support near-term frame demand; Aluminium prices under pressure amid post-holiday inventory buildup and demand weakening risks
PV aluminium extrusion: This week, operating rates at sampled PV frame enterprises remained broadly stable. Some PV frame enterprises in Hebei and Anhui reported that their October production schedules were basically flat versus September. During the National Day holiday, production lines will run normally to ensure on-time delivery of early-October orders, extending the pre-holiday rush to meet delivery deadlines. From the downstream module side, October module scheduled production is expected to see limited M-o-M change. With centralised projects gradually requiring delivery and growth in new overseas orders, total module production is expected to rebound slightly, and demand for PV frame support remains intact in the near term. Overall, the October delivery window provides phased...
Germany’s next big aluminium recycling prospect lies in 600kt of solar PV waste
Germany is on track to generate over 600,000 tonnes of solar PV waste by 2030, creating a major recovery opportunity for aluminium and silver. A new study by the Fraunhofer Centre for Silicon Photovoltaics (CSP) highlights the approximate raw-material value locked in the country’s installed solar fleet. At the same time, it identifies a key challenge of an efficient recovery of the trapped aluminium and silver. Germany had roughly 5.35 tonnes of PV modules installed by 2023, containing around 660,000 tonnes of aluminium and 3,900 tonnes of silver, with a combined value of about EUR 4.8 billion (USD 5.4 billion) at current prices. These figures have risen considerably since 2023 and would need to almost double by 2030 if Germany is to meet its solar deployment targets. However, turning...
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15th International Bauxite, Alumina & Aluminium Conference & Exhibition - IBAAS–VFMSTA 2026
ICSOBA 2026 - 44th International Conference and Exhibition
India Mining Week 2026
15th International Bauxite, Alumina & Aluminium Conference & Exhibition - IBAAS–VFMSTA 2026
ICSOBA 2026 - 44th International Conference and Exhibition
India Mining Week 2026
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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 MOREGermany’s construction aluminium demand falls 12%, but 2027 recovery and recycling offer fresh growth prospects
AL Circle analysis: Germany’s aluminium trade surplus, Novelis’ US expansion, Asia’s EV demand & India’s underutilised downstream capacity
AL Circle Analysis: From Guinea to Gulf, how bauxite, tariffs and logistics redraw aluminium map
India’s bauxite imports jump 129.5% in H1 2026: Quality gap, refinery expansion outpace 25Mt domestic output
Who’s holding up Germany’s aluminium game? Meet EGA, Hydro and Constellium
News
AL Circle Analysis: From 13% costlier cans to 317 GW solar, aluminium trade enters new territory
As aluminium continues to draw the spotlight as a strategic variable in global trade rather than a merely traded commodity. Tariffs imposed at the border are now showing up in the cost of cans, auto components and downstream products, while high copper prices are encouraging manufacturers to redesign products around aluminium. Meanwhile, India is tightening protection around selected aluminium products even as domestic downstream manufacturers question the cost of protecting primary metal. China’s extrusion industry is adjusting to weaker construction demand by moving towards solar, batteries and other clean-energy applications. In North America, deeply integrated supply chains are confronting the consequences of suddenly changing tariff economics. To know the global production, demand...
Oswal Pumps wins INR 273.19 crore order from TGREDCO for 46.7 MW rooftop solar project across 9,937 government schools in Telangana
Oswal Pumps Limited is pleased to announce that it has secured an order from the Telangana Renewable Energy Development Corporation Limited (TGREDCO) for the design, supply, installation and commissioning of 2 kW, 5 kW and 10 kW on-grid solar rooftop PV power plants across 9,937 government schools in 33 districts of Telangana. The project covers an aggregate capacity of 46,705 kW (46.7 MW) and includes the deployment of Mono PERC/TOPCON solar modules, along with normal structures, RMS and comprehensive maintenance for a period of five years. The total quoted value stands at INR 273.19 crore, excluding GST. The project is expected to support the adoption of renewable energy infrastructure across educational institutions in Telangana while contributing to the state’s broader clean energy...
Scatec’s Thakadu solar project gets a $16m risk buffer by Lyra Energy, Norway
Norway will provide a guarantee of up to NOK 150 million (USD 16.08 million) to support revenue security for the planned 255 MW Thakadu solar project in South Africa, helping reduce the risk faced by investors in the renewable energy development. The guarantee will be provided to Lyra Energy, an electricity sales platform jointly owned by Scatec, Standard Bank and Stanlib. It will cover the risk of companies buying electricity from the solar plant failing to make their payments. The agreement, announced on September 14, 2026, is the first involving a private company under Norway's renewable energy guarantee mechanism. The NOK 5 billion (USD 536 million) programme is designed to encourage greater private investment in renewable energy projects in developing countries by taking on part of...
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...
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...
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