cross-posted from: https://scribe.disroot.org/post/6164123
A security doctrine published by the European Commission has identified solar inverters from Chinese suppliers as a high-risk dependency.
The document, on how to strengthen EU economic security [opens pdf], outlines how the bloc plans to react to growing external economic threats. It says the commission’s immediate focus will be on six priority high-risk areas, identified as reducing strategic dependencies for goods and services; attracting safe investment into the EU; supporting Europe’s defence, space and critical industrial industries; securing EU leadership across critical technologies; protecting sensitive data and shielding Europe’s critical infrastructure.
The communication goes on to specifically highlight reliance on solar inverters as an example of a security risk due to supplier concentration, cyber-manipulation risks, access to grid-relevant operational data and the possibility of actors infiltrating supply chains. Today, around 80% of Europe’s PV systems rely on Chinese inverters.
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Mainstream semiconductors, battery electric vehicles, key components for drones and detection equipment at EU borders are listed as other high-risk dependency areas in the communication.
The European Solar Manufacturing Council (ESMC) has released a statement saying it strongly supports the strategic shift outlined in the document.
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The council says it particularly welcomes the council’s intention to “support the development of trusted suppliers of critical subcomponents in the EU and in trusted third countries so that there are viable alternatives” and reiterated that European and other Western manufacturers remain on the technological forefront, with the manufacturing capacity to meet all of European demand.
ESMC is calling for a series of actions, including the establishment of an EU-level whitelist of trustworthy inverter vendors based on cybersecurity and jurisdictional risk criteria that is integrated into NIS2, the ICT supply‑chain toolbox, NZIA Articles and all relevant EU network codes. It also says EU member states should be permitted to deny grid connection to inverter hardware from high-risk vendors.
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The council has established an Inverter, Storage and Energy Management Systems Forum, open to ESMC members and eligible Western non-members, that it says will work with grid operators, energy-security agencies, standardization bodies and other stakeholders to advance Europe’s digital and energy resilience.
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usually you break even after ~12 years, but with subsidies for feed-in power and savings you get about double your investment. that’s what i meant.
it is not false, a sungrow 10kw hybrid inverter is about 870€, a fitting wallbox 370€ and chinese panels are 13ct/w
if you buy the same from SMA and get meyer burger panels you pay 1700€ for an equivalent inverter, 870€ for the wallbox and pay 23ct/w on much less efficient panels considering w/m^2
where i got these numbers from? i do this for a living
You can install a ‘Europe only’ solar system on your house for a price 15-20% higher than systems using Chinese and/or U.S. parts.
i´m not trying to win an argument here, i´m just stating the facts. sungrow blows every full european home-use system out of the water in price. i did my due diligence and checked my wholesale prices again (i´m bored at work rn) and i have to disagree.
there is a point to be made that bigger systems (100kWp and up) only cost 15-20% more as the price differences on inverters for industrial use aren´t as severe. but then again: it´s hard to beat the 13ct/W price of Jinko panels and if you add an industrial sized battery no european company can a) offer european battery cells and b) offer a competitive price
i have yet to encounter american products, all i can think off the top of my head is Energizer which is literally just selling chinese FoxESS inverters and batteries but painted black and there’s tesla - which only sells batteries which are ridiculously expensive per kWh compared to chinese hardware.