{"id":332779,"date":"2026-05-09T15:28:39","date_gmt":"2026-05-09T13:28:39","guid":{"rendered":"https:\/\/legrandcontinent.eu\/fr\/?p=332779"},"modified":"2026-05-09T15:28:44","modified_gmt":"2026-05-09T13:28:44","slug":"guerre-en-iran-le-boom-du-photovoltaique-chinois","status":"publish","type":"post","link":"https:\/\/legrandcontinent.eu\/fr\/2026\/05\/09\/guerre-en-iran-le-boom-du-photovoltaique-chinois\/","title":{"rendered":"Guerre en Iran&#160;: le boom du photovolta\u00efque chinois"},"content":{"rendered":"\n<p>Entre f\u00e9vrier et mars 2026, l\u2019industrie chinoise du photovolta\u00efque, qui domine la quasi-totalit\u00e9 de la fili\u00e8re, a quasiment doubl\u00e9 ses exportations mondiales.&nbsp;<\/p>\n\n\n\n<p>La Chine exporte ses produits destin\u00e9s aux panneaux solaires sous trois formes&#160;:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>tout d\u2019abord, il y a les wafers, des tranches brutes de silicium trait\u00e9es de fa\u00e7on particuli\u00e8re pour produire du courant \u00e9lectrique lorsqu\u2019elles sont expos\u00e9es au soleil&#160;;<\/li>\n\n\n\n<li>puis, des cellules dans lesquelles ces tranches de silicium sont mont\u00e9es et assembl\u00e9es&#160;;\u00a0<\/li>\n\n\n\n<li>et enfin, des panneaux qui comportent ces cellules avec un cadre et les c\u00e2blages n\u00e9cessaires pour \u00eatre pr\u00eats \u00e0 \u00eatre install\u00e9s.\u00a0<\/li>\n<\/ul>\n\n\n\n<p>Les wafers et les cellules, dont les exportations ont fortement augment\u00e9 ces derni\u00e8res ann\u00e9es, sont principalement destin\u00e9s aux pays d\u2019Asie, o\u00f9 ils sont assembl\u00e9s sous forme de panneaux. Ceci permet notamment de contourner les restrictions am\u00e9ricaines concernant les exportations chinoises.&nbsp;<\/p>\n\n\n\n<div class=\"iframe-container wp-block-image wp-block-image-medium  iframe-dw\">\n\t<div>\n\t\t<iframe class=\"absolute w-full h-full pin-t pin-l\" title=\"titolo\" aria-label=\"Interactive line chart\" src=\"\/\/datawrapper.dwcdn.net\/xOUYy\/\" scrolling=\"no\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n<\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Les Europ\u00e9ens, quant \u00e0 eux, n\u2019importent pratiquement que des panneaux.\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n<p>Les exportations de produits photovolta\u00efques sont assez cycliques&#160;: elles baissent en hiver pour repartir \u00e0 la hausse en \u00e9t\u00e9.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Elles avaient d\u00e9j\u00e0 sensiblement baiss\u00e9 ces derniers mois, mais entre f\u00e9vrier et mars 2026, elles ont doubl\u00e9 soudainement sous toutes leurs formes (wafer, cellule et panneau), en raison de la guerre contre l\u2019Iran et du blocage du d\u00e9troit d\u2019Ormuz.\u00a0<\/li>\n<\/ul>\n\n\n\n<p>En Europe, les importations de panneaux chinois avaient plut\u00f4t stagn\u00e9 depuis 2022. Elles ont toutefois nettement rebondi entre f\u00e9vrier et mars derniers.&nbsp;&nbsp;<\/p>\n\n\n\n<div class=\"iframe-container wp-block-image wp-block-image-medium  iframe-dw\">\n\t<div>\n\t\t<iframe class=\"absolute w-full h-full pin-t pin-l\" title=\"titolo\" aria-label=\"Interactive line chart\" src=\"\/\/datawrapper.dwcdn.net\/zQHLW\/\" scrolling=\"no\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n<\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Ce boom n\u2019a cependant eu jusqu\u2019ici qu\u2019un impact relativement limit\u00e9 sur les prix.\u00a0<\/li>\n<\/ul>\n\n\n\n<div class=\"iframe-container wp-block-image wp-block-image-medium  iframe-dw\">\n\t<div>\n\t\t<iframe class=\"absolute w-full h-full pin-t pin-l\" title=\"titolo\" aria-label=\"Interactive line chart\" src=\"\/\/datawrapper.dwcdn.net\/w8Fp0\/\" scrolling=\"no\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n<\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Les prix des panneaux et des cellules avaient \u00e9t\u00e9 divis\u00e9s par presque trois depuis quatre ans. En mars dernier, ils ont augment\u00e9 de 10&#160;% pour les panneaux et de 25&#160;% pour les cellules.\u00a0<\/li>\n<\/ul>\n\n\n\n<p>La guerre contre l\u2019Iran a donc donn\u00e9 un coup d\u2019acc\u00e9l\u00e9rateur important \u00e0 la transition \u00e9nerg\u00e9tique mondiale, en particulier dans le secteur de l&rsquo;\u00e9nergie solaire, qui est aujourd\u2019hui la source d&rsquo;\u00e9nergie renouvelable la plus \u00e9conomique et la plus facile \u00e0 d\u00e9ployer rapidement.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Depuis f\u00e9vrier, l\u2019industrie photovolta\u00efque chinoise, qui domine la quasi-totalit\u00e9 de la fili\u00e8re, a quasiment doubl\u00e9 ses exportations 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