Complete Solar Panel Value Chain Explained

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  • เผยแพร่เมื่อ 28 ธ.ค. 2024

ความคิดเห็น • 49

  • @InvestYadnya
    @InvestYadnya  ปีที่แล้ว +3

    AI generated summary:
    I. Understanding the value chain of solar panels
    - Discussion and analysis of the solar panel sector
    - Focus on India's current status, players, challenges, and regulations
    II. Solar energy as a promising energy resource
    - Global capacity of 1185 GW, with India contributing 79 GW
    - Mention of the most efficient type of solar panel, the Mono crystalline
    III. Solar cell value chain
    - Components: installation, operation, maintenance, buying/selling of end power
    - Role of EPC projects and solar plant developers
    IV. Issues in solar panel value chain
    - High competition leading to low margins in EPC projects
    - Most value being with solar cell manufacturers
    V. Dominance of China in solar panel value chain
    - Demand and production majority of solar cells, wafers, and polysilicon
    - Dominance of Chinese companies in solar panel manufacturing
    VI. Setting up a solar panel value chain
    - Requirement of high investment and an integrated plant
    - Details on the production costs
    VII. Future prospects of India's solar panel production
    - Potential increase in production capacity over the next three years
    - Anticipated increase in polysilicon, inotes, wafer, cell, and module production
    VIII. Market dynamics and opportunities
    - Expected price reduction due to increased demand for solar panels
    - Possibilities for India to improve efficiency and compete with China's dominance
    IX. Improvement in India's solar module manufacturing
    - Role of key players like Wadi, Adhani Solar, Vikram Solar, Goldie, etc.
    - Expected increase in production capacity and exports
    X. Challenges in solar panel value chain
    - Dependence on imports and negative consumer perception of Indian quality
    - Scarcity of skilled manpower and high-tech machinery
    XI. Role of EPC Companies
    - Reference to Wright Sterling and Wilson's positioning within the solar panel industry
    - Their focus on growth and assessment criteria for success in the sector

  • @InvestYadnya
    @InvestYadnya  ปีที่แล้ว

    🎯 Key Takeaways for quick navigation (AI Generated):
    00:00 🌞 Introduction to Solar Value Chain
    - Overview of the video and its focus on the solar value chain.
    01:59 💡 Importance of Solar Energy
    - Solar energy's significance, particularly in terms of investments and its potential to replace traditional energy sources.
    - Investment trends in renewable energy, with a focus on solar power.
    04:41 🌍 Global Solar Capacity
    - An overview of global solar power capacity and major contributors.
    - China's significant role in the global solar industry.
    06:31 🧪 Solar Panel Technologies
    - Explanation of different solar panel technologies, including monocrystalline, polycrystalline, thin film, and concentrated photovoltaic cells.
    08:50 ⚙️ Solar PV Value Chain Process
    - Detailed breakdown of the solar photovoltaic (PV) value chain, from polysilicon to solar module.
    - Explanation of each step in the value chain.
    10:35 💰 Profitability in the Solar Value Chain
    - Discussion of where the most value and profit are generated in the solar value chain.
    - Emphasis on the significance of solar cell manufacturing and innovation.
    15:55 🌐 Solar PV Global Supply Chain
    - Analysis of the global supply chain for solar PV components, with a focus on China's dominant role.
    - Changes in demand for solar cells from different regions over the years.
    19:48 🏢 Companies in the Solar Value Chain
    - Overview of companies involved in various stages of the solar value chain.
    - Notable companies in polysilicon, ingots, wafers, cells, and modules.
    22:34 ⏳ Lead Times and Investment Costs
    - Information on the time and investment required to set up solar PV manufacturing facilities.
    - Cost variations in different countries and for different components.
    24:45 💡 Solar Industry in India
    - A focus on the solar industry's development in India, including key players and investment costs.
    - India's efforts to compete in the global solar value chain.
    25:15 🌞 Types of Solar Panels
    - Monocrystalline silicon is now the most commonly used type of solar panel.
    - Multicrystalline technology is becoming obsolete due to lower efficiency.
    - Thin-film panels are used for flexible applications, and their usage has increased.
    25:42 🔆 Impact of Polysilicon Prices
    - Polysilicon prices have decreased from January 2021 to January 2023.
    - Reduction in silicon prices results in more affordable solar panels and cheaper electricity.
    26:07 🔄 Importance of Solar Panel Recyclability
    - Proper recycling of solar panels is crucial to prevent environmental waste.
    - The absence of large recycling companies in India highlights the need for future developments in recycling.
    27:07 India's Solar Industry Status in 2023
    - India has no polysilicon production capacity in 2023.
    - The capacity for wafer to cell production is 6.6 gigawatts, and module production capacity is 38 gigawatts.
    - The government is focusing on the solar industry with various PLI (Production-Linked Incentive) schemes.
    28:32 💹 Expected Growth in Solar Industry
    - Expected growth in solar capacity in the next 3 years:
    - Major players investing in the solar industry include Reliance, Adani, Jindal, First Solar, Coal India, and L&T.
    29:58 🏭 Indian Players and Future Expansion
    - Major Indian players in solar manufacturing include Reliance, Adani, Jindal, and First Solar.
    - Companies like Tata Power Solar, Renew Power, and Vikram Solar are focusing on specific aspects of the solar supply chain.
    - Various players have plans to expand their capacities in the coming years.
    31:54 🌐 Geopolitical and Policy Factors
    - Geopolitical factors are playing a role in solar energy development and manufacturing.
    - India has implemented safeguards and incentives like PLI schemes to promote domestic solar manufacturing.
    - The solar industry is growing and aiming for self-sufficiency.
    35:17 🌍 Solar Module Exports
    - India is looking to export solar modules, aiming to become a key player in the "China Plus One" strategy.
    - Exports have begun to increase, with $140 million worth of solar modules exported to the US in November 2022.
    38:06 🤝 Import Dependence and Quality
    - India still relies heavily on solar module imports (80-85%).
    - Domestic consumers have concerns about the quality of Indian-made products, especially from small companies.
    - A skilled workforce is lacking in India for high-precision solar manufacturing.
    41:45 💼 Challenges and Future Prospects
    - Challenges include import dependence, quality perception, and skilled manpower shortages.
    - Integrated companies like Adani and Reliance aim to reduce dependence on imports.
    - India has ambitious goals for self-sufficiency in solar manufacturing within the next few years.

  • @chahatchaudhari1432
    @chahatchaudhari1432 ปีที่แล้ว

    These type of value chains video are priceless... Thanks

  • @gautamhalder5929
    @gautamhalder5929 ปีที่แล้ว

    I am highly impressed by your presentation. Thank a lot sir.
    That reason i love youtube because its impossible to get this kind of information for a common man.

  • @adityasah8231
    @adityasah8231 ปีที่แล้ว

    Awesome 👍 sir.
    .🙏thanks for valuable knowledgeble session 🙏

  • @bibhutiudgata590
    @bibhutiudgata590 ปีที่แล้ว +2

    Excellent video with wide coverage. But one point not covered: the availability & supply of source raw material i. e. Silicon. Please elaborate on how & where silicon is available.

  • @Livingstone51
    @Livingstone51 ปีที่แล้ว +1

    Bahut Accha presentation, polysilicon/ingot production safest investment rahe gaya aur upside integration ka bhi fayda hai, module aur cell k China pe depend bahut dangerous hai kisi bhi din band kardega sab company's band.
    Abhi west aur china ka panga badega aur kabhi bhi sanction lage ga sab khatam

  • @charishashyamsukha8809
    @charishashyamsukha8809 10 หลายเดือนก่อน

    Superb!!! Thanks a million!

  • @7_bairapraveen928
    @7_bairapraveen928 หลายเดือนก่อน

    Please do the value chain analysis on FMCG sector

  • @dhaananjay
    @dhaananjay 6 หลายเดือนก่อน

    Wonderful data explain its use full for investment but more use full for new business who think on solar

  • @jiteshtulaskar2519
    @jiteshtulaskar2519 ปีที่แล้ว +1

    Very insightful

  • @jitendrakumarchoudhary4702
    @jitendrakumarchoudhary4702 ปีที่แล้ว

    Very informative sir
    Appreciable 🌹

  • @krishnendurakshit6946
    @krishnendurakshit6946 ปีที่แล้ว

    super efforts by you, very good initiatives, it is essential for all to get atleast fair ideas of solar which you have done. Thank you.

  • @Shami_Germany
    @Shami_Germany 10 หลายเดือนก่อน

    Learn something good today ! thanks a lot Yadnya !
    Can we expect the value chain of Wind Energy !

  • @kashinathdas4959
    @kashinathdas4959 3 หลายเดือนก่อน

    Very nice, very useful in investing journey.

  • @lobhasg
    @lobhasg ปีที่แล้ว

    Nice Explanation
    Pls make video on BESS value chain

  • @amitkauri8558
    @amitkauri8558 ปีที่แล้ว

    Well explained the Solar PV space 🎉

  • @gouthampai5055
    @gouthampai5055 ปีที่แล้ว

    Thank you gaurav sir

  • @NitinThakurta
    @NitinThakurta 7 หลายเดือนก่อน

    Can we get the updated nos as this gs have changed a lot in last few months

  • @prasantsahoo2394
    @prasantsahoo2394 8 หลายเดือนก่อน

    Thanks for detailed analysis

  • @dhirendraswami9688
    @dhirendraswami9688 ปีที่แล้ว +1

    Nicely explained. Wide coverage

  • @pramodtsrinivasula6283
    @pramodtsrinivasula6283 9 หลายเดือนก่อน

    Wonderful video as always. With a lot of excitement around Green hydrogen nowadays, can you explain the value chain of this sector, concerning the market for domestic production of Green hydrogen?

  • @prashantsinghyadav5827
    @prashantsinghyadav5827 ปีที่แล้ว

    commendable job sir

  • @muktisamal8154
    @muktisamal8154 ปีที่แล้ว

    very well presented..

  • @ramvirindoliya5475
    @ramvirindoliya5475 ปีที่แล้ว

    excellent video

  • @brijeshbisht1315
    @brijeshbisht1315 ปีที่แล้ว

    Thank you for the info sir

  • @chandreshpandya9626
    @chandreshpandya9626 7 หลายเดือนก่อน

    Nicely explained

  • @naveenvaluepick4849
    @naveenvaluepick4849 ปีที่แล้ว

    Good One

  • @krishpod
    @krishpod ปีที่แล้ว +1

    Can we have ENGLISH video too, please?

  • @say2alok
    @say2alok ปีที่แล้ว

    Chemical Sector, Consumption please

  • @Spiritualsoul43
    @Spiritualsoul43 11 หลายเดือนก่อน

    Please make more videos on different sector

  • @lovishgoyal2814
    @lovishgoyal2814 7 หลายเดือนก่อน

    Thankyou sir

  • @RoGamer-je1bx
    @RoGamer-je1bx 6 หลายเดือนก่อน

    Good sir

  • @Anythin22everythin
    @Anythin22everythin ปีที่แล้ว +1

    Borosil renewable????

  • @DeepakKumar-oo9lv
    @DeepakKumar-oo9lv ปีที่แล้ว

    Appreciate 👍

  • @vinayaksandankar3779
    @vinayaksandankar3779 28 วันที่ผ่านมา

    Aswem sir

  • @priyanshuaryan5405
    @priyanshuaryan5405 ปีที่แล้ว

    You are best 💖

  • @pavanvishwakarma4460
    @pavanvishwakarma4460 ปีที่แล้ว

    Pls make next video ❤❤ like same

  • @hussainhussain-kz9hz
    @hussainhussain-kz9hz ปีที่แล้ว

    Shukra huzur ❤

  • @sairajambekar9149
    @sairajambekar9149 ปีที่แล้ว

    👍 nice

  • @devangparmar88
    @devangparmar88 หลายเดือนก่อน

    How Waaree Energies get margin by export

  • @anirbanghosh5066
    @anirbanghosh5066 ปีที่แล้ว

    Insolation energy 🙏🙏

  • @munishgupta7262
    @munishgupta7262 ปีที่แล้ว

    Great

  • @Iamreal11xingping
    @Iamreal11xingping ปีที่แล้ว

    The manufacturing till ingot disc is applicable semiconductor chip industry and hence China is using it across and playing at very high scale. Hence chip war will make overall cost down

  • @lnnagaraj9499
    @lnnagaraj9499 ปีที่แล้ว

    If India takes up mfg sufficient quantity of polysilicon; India can become an energy-sufficient country and also export the solar panels.

  • @subodhmalo7066
    @subodhmalo7066 ปีที่แล้ว

    Borosil renewal energy Wale like kare

  • @7100sophia
    @7100sophia 8 หลายเดือนก่อน

    What language is he speaking..?

    • @f4life-l3v
      @f4life-l3v 8 หลายเดือนก่อน

      Mondrian

  • @rishabhchopra8627
    @rishabhchopra8627 4 หลายเดือนก่อน

    Thankyou sir🙏🙏