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Analyst - Edurne Zoco, PhD Analyst - Sam Wilkinson Service - Downstream PV Intelligence ServiceBy Attribute
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- Downstream PV Intelligence Service (51)
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US market to be standout global PV market in 2020 conditional to current ITC policy roadmapOctober 03, 2019IHS Markit Cleantech and Renewables team attended Solar Power International (SPI) and Energy Storage International (ESI) from 24th–26th September 2019 in Salt Lake City in the United States and has summarized the major findings from the event. Please log in to view the full analysis.Subscribers Only
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Exemption of bifacial cell technology from Section 201 measures to accelerate switch from mono to bifacial cell lines outside of China and drive demand in the United StatesJune 17, 2019On 13 June 2019, United States Federal trade authorities ruled that bifacial solar modules will be exempt from Section 201 tariffs, as outlined in a notice from the Office of the United States Trade Representative. The ruling will dramatically increase demand for bifacial solar modules in the United States due to the opportunity of avoiding tariff rates of 15% to 25% through February 2022, in addition to the benefits of higher efficiencies and energy yields associated with such products. IHS Markit expects that demand for bifacial modules in the United States will be primarily served by manufacturing lines across Southeast Asia, as products shipped from China will still face antidumping and Section 301 tariffs that will make them less competitive.Subscribers Only
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SNEC 2019 - Key TakeawaysJune 12, 2019SNEC – is the leading event in China for solar and energy storage. The scale of the event provides a crucial overview of the respective industries and the current market status in China and globally. After attending the show, the IHS Markit Solar and Energy Storage analyst team has summarised the major findings from the event.Subscribers Only
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SNEC PV Market Workshop - 2019Trends to watch in 2019June 12, 2019IHS Markit Energy Technology analysts hosted a briefing and workshop with a group of clients at SNEC PV Power Expo in Shanghai on June 5th 2019. Four different presentations were given highlighting key trends for PV, energy storage and batteries.Subscribers Only
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Key Takeaways from Intersolar Munich 2019May 23, 2019Intersolar Munich – is the leading event in Germany for renewable energy and energy storage. The scale of the event provides a crucial overview of the respective industries and the current market status in Germany and globally. After attending the show, the IHS Markit Solar and Energy Storage analyst team has summarised the major findings from the event.Subscribers Only
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Revamping and repowering of Solar PV Plants: The size of the opportunity in Europe and how companies are facing this transitionNovember 14, 2018The concept of “revamping and repowering” is one of the newest terms in the solar industry. As the installed base of photovoltaic (PV) systems age, the concept of upgrading and improving operating plants becomes increasingly relevant to both manufacturers and PV plant asset managers. However, the real market size for new PV components in existing plants will depend on the characteristics of each plant, the overall regulatory framework and the economic benefits that will accrue to asset managersSubscribers Only
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Key Takeaways from Solar Power International 2018October 04, 2018Solar Power International is a leading trade show and conference for the solar and energy storage industries in the United States. After attending the show in Anaheim, California, the IHS Markit Solar and Energy Storage analyst team has summarized some major findings from the event.Subscribers Only
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PV module suppliers to face intense competition in Europe as the MIP comes to an endAugust 29, 2018On 21 August, the majority of EU member states rejected the request for the initiation of expiry reviews with regards to the anti-dumping and anti-subsidy measures for crystalline solar PV modules and cells originated in or consigned from the People’s Republic of China. As such, the undertaking on the minimum import price (MIP) expired on 3 September after almost five years in place.
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Key takeaways from Intersolar Munich 2018June 27, 2018Intersolar Munich – is the leading event in Germany for renewable energy and energy storage. The scale of the event provides a crucial overview of the respective industries and the current market status in Germany and globally. After attending the show, the IHS Markit Solar and Energy Storage analyst team has summarised the major findings from the event.Subscribers Only
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China’s solar policy change triggers another cycle of price pressure and industry consolidation, but global demand fundamentals remain strongJune 08, 2018Although photovoltaic (PV) industry fundamentals remain solid, recent solar industry policy changes in China will lead to overproduction, price declines and market consolidation.
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China cuts support for solar PV and sends the supply chain into oversupply in H2 2018June 05, 2018On 31st May 2018, immediately following the SNEC PV Power Expo in Shanghai, China’s National Development and Reform Commission (NDRC), Ministry of Finance (MOF), and National Energy Administration (NEA) jointly published the “2018 Solar PV Generation Notice”. This notice revealed major changes to the support framework for PV in China and will drastically impact the outlook for PV in China, with immediate consequences for the global supply chain.Subscribers Only
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PV Market Workshop Presentation - 2018Shanghai, ChinaMay 30, 2018On 29th May 2018, IHS Markit analysts presented on key trends and developments in the PV market with a group of customers in Shanghai, China.Subscribers Only
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First Solar and Sunpower announce investments in US solar manufacturingMay 07, 2018In April 2018, following the resolution of the 201 case, major US solar manufacturers First Solar and Sunpower both made announcements concerning the development of manufacturing in the United States. First Solar announced that it would build a 1.2 GW module production facility in Ohio, while Sunpower agreed to acquire SolarWorld Americas, including its manufacturing facilities.Subscribers Only
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201 resolution generates confusion and uncertainty for cell and module manufacturersJanuary 26, 2018The text of the 201 resolution generates confusion and uncertainty for cell and module manufacturers and opens the way to different strategies to supply modules to the United States in the next four years.Subscribers Only
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United States solar import tariff reaches a conclusion, but a number of questions remainJanuary 23, 2018A period of huge uncertainty in the United States PV market was ended late on Monday 22nd January 2018 when the Trump administration made a final decision on implementing import tariffs on PV cells and modules. Although many stakeholders throughout the industry had campaigned against such a decision - warning that it would reduce domestic demand for PV by raising system prices, as opposed to igniting a domestic manufacturing industry, the tariffs were deemed somewhat inevitable after the ITC (International Trade Commission) ruled in their favour in October 2017.Subscribers Only
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5 questions for the Section 201 trade case - IHS Markit Q&AOctober 30, 2017On October 31st, the United States International Trade Commission is set to vote on a trade policy to remedy injuries that have been experienced by domestic solar PV cell and module manufacturers due to foreign competition. But ahead of this, IHS Markit has outlined some of the pressing questions that market players may have.
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New MIP regulation opens the European market to global module imports and begins the end of the stagnation of PV installations in EuropeOctober 23, 2017On September 16 2017, the European Commission (EC) approved the new regulation for minimum-import-prices (MIP), which is expected to slowly remove the existing trade barriers for solar cell and module imports from China and Taiwan. IHS Markit anticipates that the step-wise reduction of the minimum import prices is likely to lead to some delay of project realization towards the second half of the year.Subscribers Only
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Suniva and SolarWorld propose less severe import tariffs, which would still lead to an 18 GW reduction to the outlook for US installationsOctober 05, 2017On September 28, SolarWorld and Suniva proposed new petition terms. The new proposals include a tariff of $0.25 per watt on cells and $0.32 per watt on modules in 2018. The tariff would be progressively reduced during the recommended 4-year period of relief. Under the tariff scenario, IHS Markit forecasts the United States will install 27 GW of utility-scale PV and 19 GW of distributed residential and commercial PV during the period.Subscribers Only
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Section 201 & PV Demand Report - US - 2017The impact of Section 201 & PV module price sensitivity on US PV demandSeptember 28, 2017PV demand in the US market could be reduced by up to 29 GW from 2018 to 2021 if new trade tariffs are implemented on PV cells and modules as a result of the Section 201 petition proposed by Suniva and SolarWorld Americas.Subscribers Only
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Key Module Supply Chain Takeaways from Solar Power International: 2017 global installations limited by supply-chain capacitySeptember 21, 2017A team of IHS Markit solar and storage analysts attended Solar Power International (SPI) in Las Vegas. The following are some key module supply-chain takeaways from the show.Subscribers Only
