According to sources from the China Chamber of Commerce for Import and Export of Machinery and Electronic Products, on August 16, 2021 local time, a US solar manufacturer submitted an application to the US Department of Commerce (DOC), requesting that certain manufacturers use silicon wafers produced in China and other upstream Crystalline Silicon Photovoltaic Cells and modules (Whether or Not Partially or Fully Assembled Into Other Products) whose components were assembled in Vietnam, Thailand and Malaysia and exported to the United States respectively initiated anti-circumvention investigations. On November 8, 2011, the United States initiated an anti-dumping and countervailing investigation on certain photovoltaic products of our country. On October 10, 2012, the US Department of Commerce issued a final ruling, imposing anti-dumping duties of 18.32%-249.96% and countervailing duties of 14.78%-15.97% on Chinese companies involved in the case.

At 9:15 am on July 16, the national carbon market was officially launched for online trading. The launch ceremony of the national carbon market was held simultaneously in Beijing, Shanghai and Wuhan. The national carbon market adopts the "two-city model", setting up the trading center in Shanghai and setting up the carbon allowance registration center in Wuhan At 9:30 in the morning, the national carbon emission rights trading was officially launched on the Shanghai Environment and Energy Exchange, and the opening price of the national carbon trading was 48 yuan/ton. At 9:30, the first national carbon transaction has been successfully matched, with a price of 52.78 yuan per ton, a total of 160,000 tons of transactions and a transaction volume of 7.9 million yuan. Ten companies including Shenergy Group, China Resources Power, China Huadian Group, China Petroleum and Chemical Corporation, National Energy Group, State Power Investment Group, China Huaneng Group, China National Petroleum Corporation, China Datang Group, and Zhejiang Energy Group have become national carbon trading companies. The first batch of transaction enterprises in the market. The power generation industry became the first industry to be included in the national carbon market, with more than 2,000 key emission units included. According to calculations by the Ministry of Ecology and Environment, the carbon emissions of companies covered by the first batch of carbon markets exceed 4 billion tons of carbon dioxide, which means that my country's carbon market will become the largest market covering greenhouse gas emissions in the world, and will become an important step in global climate action. Huang Runqiu, Minister of the Ministry of Ecology and Environment, stated that the national carbon market is a major institutional innovation that uses market mechanisms to control and reduce company emissions and promote green development. In the first industrial cycle of the national carbon market, there were 2,162 key open units in my country's power generation industry, covering approximately 4.5 billion tons of carbon dioxide emissions. It is understood that the construction of my country's carbon market started from local pilot projects, and local pilot projects of carbon emission trading have been carried out in seven provinces (cities) of Beijing, Tianjin, Shanghai, Chongqing, Hubei, Guangdong, and Shenzhen. By June 2021, the pilot provinces and cities' carbon market has accumulated a total quota transaction volume of 480 million tons of carbon dioxide equivalent, with a transaction volume of approximately 11.4 billion yuan.

According to the latest electricity report issued by the International Energy Agency (IEA), global electricity demand will rebound strongly in 2021 and 2022. After falling by about 1% in 2020, global electricity demand is expected to increase by nearly 5% and 4% in 2021 and 2022, respectively. Most of this growth will occur in the Asia-Pacific region. More than half of the global growth in 2022 will occur in China, the world's largest electricity consumer. India is the third largest consumer and will account for 9% of global growth. From 2021 to 2022, renewable energy power generation will continue to grow strongly, but it will not be able to keep up with the growing demand. After a 7% increase in renewable energy power generation in 2020, it is expected to increase by 8% and 6% in 2021 and 2022, respectively. Despite the rapid growth, renewable energy is expected to only meet about half of the growth in electricity demand in 2021 and 2022. Nuclear power generation will increase by approximately 1% and 2% in 2021 and 2022, respectively. Fossil fuel power generation will meet 45% and 40% of the additional demand in 2021 and 2022, respectively. After a 4.6% drop in coal-fired power generation in 2020, it will increase by nearly 5% by 2021 to exceed pre-pandemic levels. By 2022, it will grow by a further 3% and may hit a record high. After a 2% drop in gas-fired power generation in 2020, it is expected to increase by 1% in 2021 and close to 2% in 2022. Natural gas growth lags behind coal because it plays a smaller role in the fast-growing Asia-Pacific region, and it also faces increasing competition from renewable energy sources from the United States and Europe. Carbon dioxide emissions from the power sector will increase in 2021 and 2022. After falling by 1% and 3.5% in 2019 and 2020, respectively, the power sector’s carbon dioxide emissions are expected to increase by 3.5% and 2.5% in 2021 and 2022, respectively, which will bring them to the highest levels in history. The decline in global power generation emission intensity will slow from more than 3% in 2020 to about 1% in 2021 and 2022. IEA believes that stronger policy actions are needed to achieve climate goals. In the IEA to 2050 net-zero emission scenario, nearly three-quarters of the emissions reductions between 2020 and 2025 will be in the power sector, where emissions will drop by an average of 4.4% per year. To achieve this decline, coal-fired power generation needs to be reduced by more than 6% per year, partly replaced by natural gas, which is growing at a rate of about 5% per year. . Wholesale electricity prices have rebounded. The International Energy Agency's wholesale electricity market price index, which tracks price trends in major advanced economies, shows that prices in the first half of 2021 have increased by 54% over the same period in 2020. This is a 25% drop in average prices for the entire year of 2020. The reason for these large fluctuations is that the Covid-19 crisis ...

Statistics from Aneel, the power sector regulator, show that the installed capacity of solar distributed power generation in Brazil has exceeded 4.7 GW. According to Aneel's real-time updated data, as of Wednesday night, the total distributed power generation capacity in the country exceeded 4.9 GW, of which solar energy is the most popular source, with 401,199 grid-connected systems. Minas Gerais is the state with the largest distributed generation capacity-912.21 MW, followed by Sao Paulo State with 602 MW, and Rio Grande do Sul State with 597.87 MW. Residential users account for the majority of distributed power generation in the country, with 295,816 systems installed. Commercial and rural installations were 66,096 and 28,394 systems respectively. According to data from the Brazilian Distributed Generation Association, the distributed generation market will grow by more than 50% this year, and its installed capacity will exceed 7GW by the end of 2021.

As of the end of 2020, Vietnam, Thailand, the Philippines and Malaysia have installed 98% of operating photovoltaic capacity in Southeast Asia. However, Vietnam is the only country that will continue to install photovoltaic systems steadily in 2020. As the FIT deadline is imminent, about 76% of installations in Vietnam come from the roof, and the remaining 24% are ground installation projects under the feed-in tariff (FIT) system. Thailand and the Philippines are currently driven by rooftop installations of up to 5 megawatts. In Malaysia, large-scale solar (LSS) projects have contributed to recent growth beyond rooftop systems. As emerging markets, Cambodia and Indonesia also have some large-scale project developments. Vietnam passed a 9.2GW roof installation in 2020. However, unless the government approves new support, it will slow down by 2021. According to the proposed draft of the National Power Development Plan (PDP), 9.1 GW of ground-based photovoltaic projects are in the planning and pre-planning stage, of which 6.3 GW will be completed by 2025 and 2.8 GW will be completed by 2030. These projects are planned to be included in the direct power purchase agreement, and the capacity in the photovoltaic auction plan is between 400 MW and 1 GW. Thailand's photovoltaics will be hit by Covid-19 in 2020. According to government data, there will be no new ground photovoltaic installations in 2020. Malaysia continues to be driven by utility-scale projects under the LSS program. Except for 2020, since 2017, the government has awarded photovoltaic tenders every year. As of 2021, the upper limit of the project scale will be increased to 100 MW. The rooftop market in the Philippines is booming. Photovoltaic systems directly consumed by shopping malls, schools, cold storages, and factories are all increasing because permits are easy to obtain. The Philippines is an obvious example of a market driven by photovoltaic competitiveness and does not require clear policy support. The ongoing political crisis in Myanmar has brought great uncertainty to the 1 GW photovoltaic project awarded in 2020. Most of them were won by Chinese developers such as China Mechanical Engineering Corporation (CMEC) at an average electricity price of US$0.0422/kWh. The original deadline for completion was March 9, 2021. However, under the current situation, the developers are reconsidering the project. , May exit. Laos relies on hydropower and coal, and exports large amounts of electricity at certain times of the year. However, the summer hydropower declined and the government eventually imported. In order to diversify the power structure, Laos has begun to allocate photovoltaic projects. The Cambodian government has installed 260 megawatts of photovoltaic capacity, mainly on the ground outside of any auction plans. Since 2019, the government has been working with the Asian Development Bank to develop a 100 MW auction plan. In 2019, the government awarded Prime Road Alternative Comp...