OMNIHASH: ona se ta domaci vyroba uz rozjizdi, nebylo to tak davno co nyxem plula zaplava clanku o nove oteviranych fabrikach v USA na solarni panely, radove desitky GW/rok az to bude zprovozneno

Cinsky delnik uz je dost drahej, plus doprava, plus inflation reduction act…

OMNIHASH: No, ja myslim, ze po invazi na Ukrajinu uvidime relokaci dost casti prumyslu nazpet na Zapad - a to predevsim ve strategickejch odvetvi, coze se tyka i technologii na vyrobu obnovitelnejch zdroju. IRA v USA tam smeruje, EU tim smerem pujde taky...

TUHO: já věřím tomu, že o tom přemejšlej, ale rozhodně to není gamestopper, jak se snaží nakecat iuhli. Křemíkovej ingot fakt není srovnatelně náročná technologie s 5nm čipem, víme to my, věděj to i oni. Ve chvíli, kdy by začli dělat velký problémy, tak se rozjede domácí výroba, a dopadnou stejně jak Putin s ropou, a jsou si toho dobře vědomi.

OMNIHASH: To, ze Cina zvazuje ban na export solarnich technologii jsem cetl z vice duveryhodnejch zdroju. Jako soucast odvety vuci US regulaci exportu technologii na vyvoj cipu.

MILAN, Feb 3 (Reuters Breakingviews) - The global trade war is taking an unexpected turn. Beijing may ban the export of technology used to make solar panels, an industry which China dominates by controlling at least 75% of its global supply chain. That has repercussions for the West’s drive to create its own green energy industry.
Beijing’s mooted ban borrows from the West’s own tactics in the chip war. America is trying to slow the People’s Republic’s technological development by restricting the export of tools and software used to make advanced chips. Beijing’s curbs, which have yet to be detailed, would cover technology and machinery used to produce solar panel components such as large wafers, black silicon and ultra-efficient silicon ingots, Chinese media have reported. The ban would not, however, extend to China’s solar panels themselves, protecting an export market worth $40 billion in the first 10 months of 2022, sector data shows.

China ban would slow, not halt, Western solar push | Reuters
https://www.reuters.com/breakingviews/china-ban-would-slow-not-halt-western-solar-push-2023-02-03/

MAKROUSEK: myslíš toho křemíku, kterej tvoří 30% zemský kůry? Jo to zní hodně pravděpodobně.

OMNIHASH: Narazi se na neco jineho, klidne treba nedostatek kremiku z Ciny.

Nearly half of the world's low-carbon spending took place in China, according to a recent analysis from market research firm BloombergNEF. The country spent $546 billion in 2022 on investments that included solar and wind energy, electric vehicles and batteries.
That is nearly four times the amount of U.S. investments, which totaled $141 billion. The European Union was second to China with $180 billion in clean energy investments.

China Invests $546 Billion in Clean Energy, Far Surpassing the U.S. - Scientific American
https://www.scientificamerican.com/article/china-invests-546-billion-in-clean-energy-far-surpassing-the-u-s/