Selected Clear All
Analyst - Edurne Zoco, PhD Analyst - Susanne Cumberland Analyst - Tom HackenbergBy Attribute
- Research Type
- Research by Market
- Category
- Analyst
-
- Geography
- Date Published
- Services
-
- Downstream PV Intelligence Service (39)
- Energy Storage Intelligence Service (9)
- Energy Storage Intelligence Service - North America (2)
- Global Solar Intelligence Service (40)
- PV Inverter Intelligence Service (41)
- PV Module Intelligence Service (58)
- Solar Intelligence Service - North America (30)
- Solar Intelligence Service - Premium (56)
-
PV Module Intelligence ServiceIdentify near- and long-term opportunities across the PV module supply chain. This service features four core market trackers that provide comprehensive analysis of supply and demand for polysilicon, wafers, cells and modules, along with data on PV installations, suppliers, and manufacturing/equipment spending.Subscribers Only
-
Solar Intelligence Service - PremiumUnlock business opportunities in the global PV market with end-to-end supply chain intelligence. This service provides forecasting and tracking of PV installations, PV inverters and the PV module supply chain, as well as detailed data on leading PV suppliers, system integrators (EPCs)/operations and maintenance providers (O&M) and solar projects worldwide.Subscribers Only
-
Perovskite solar cells – Promises and expectations for the third-generation PV technologyOctober 21, 2019Since their invention 10 years ago, perovskite solar cells (PSCs) have shown a dramatic increase in conversion efficiency compared with other so-called third-generation solar cells. In 2018, some laboratory tests found that a single-junction PSC cell could reach up to 23% efficiency. Its technology has benefited from developments carried out for dye-sensitized solar cells (DSSC) and organic solar cells (OSC), also called organic photovoltaic (OPV) cells. Please log in to view the full analysis.Subscribers Only
-
PV Module Supply Chain Trackerformerly PV Integrated Market TrackerOctober 15, 2019This tracker focuses on the markets for polysilicon, solar wafers, PV cells and modules, and PV installations. It delivers independent analysis, accurate and fresh market data and informed forecasts.Subscribers Only
-
Bifacial modules lose Section 201 exemption in the United States but fundamentals remain strong as demand continues to grow from 2020–2023October 09, 2019In our recent insight from October 3rd, “US market to be standout global PV market in 2020 conditional to current ITC policy roadmap", we anticipated that “Restrictions to Bifacial 201 exemption likely to be imposed” because of a strong “push back from local US module manufacturers” since the June 2019 announcement. We anticipated that increasing restrictions were quite likely to be approved no later than Q2 2020. As such, the policy announcement has arrived earlier and more drastic than anticipated. The policy announcement has arrived earlier and more drastic than anticipated. On October 4th, the US Trade Representative (USTR) office announced that bifacial PV modules imported into the US will lose their exemption from Section 201 safeguard measures from October 28th 2019, thereby reverting its recent decision from earlier this year. The USTR claims to have assessed “newly available information” and stated that the exclusion of bifacial technology would “likely result” in significantly higher levels of imports, putting pressure on domestic manufacturers. Please log in to view the full analysis.Subscribers Only
-
PV Suppliers TrackerOctober 09, 2019The PV Suppliers Tracker contains detailed data on the performance of leading companies in the PV module supply chain. It provides a detailed database of capacity, production, utilization and shipments for polysilicon, wafer, cell and module suppliers.Subscribers Only
-
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
-
PV Manufacturing & Equipment Spending TrackerAugust 05, 2019This bi-annual report tracks production, capacity and equipment spending of photovoltaic (PV) wafer, cell and modules, supply chain tool demand, technology roadmap adoption rates and more. The PV Manufacturing and Equipment Spending Tracker will also provide quarterly data on market shares for cell types and production tools.Subscribers Only
-
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
-
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
-
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
-
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
-
Solar Power InternationalSeptember 24-26, 2019 | Salt Lake City, UtahIHS Markit will be at SPI, the fastest growing and largest solar show in North America.
-
PV Module Advanced Technologies Report - 2019April 18, 2019The second edition of this report provides a detailed analysis of different advanced module technologies and its applications. It discusses the current situation and future outlook of advanced PV module technologies such as Half-Cell, Shingle and Bifacial modules, which have been successfully ramped up to mass production levels.Subscribers Only
-
IHS Markit Report: Industrial Energy Efficiency Strategies Vary, but the Goal Remains the SameMarch 18, 2019There are a wide variety of initiatives, policies and mandates around the world designed to promote energy efficiency.
-
Energy efficiency in industry: Different approaches for the same goalsMarch 08, 2019There are a wide variety of initiatives, policies and mandates around the world designed to promote energy efficiency. However, energy efficiency strategies and investments vary depending on the industry, but the goal of reducing energy use and costs remains the same.Subscribers Only
-
PV Module Materials Report - 2019Part II - PV Module Glass and Aluminum FramesMarch 07, 2019This report provides a detailed analysis of the market and technologies for PV module materials (Part II – Solar Glass and Aluminum Frames). It identifies the main regional markets, describes the competitive landscape, and provides a detailed price analysis.Subscribers Only
-
PV inverter and smart-meter suppliers race to develop and launch digital energy solutionsFebruary 13, 2019Highlights • In recent years, smart meter and photovoltaic (PV) inverter suppliers involved in the new energy transition have been rapidly developing new internet of things (IoT) software platforms to create new revenue sources. • Within smart metering, a key indicator for IoT adoption is advanced metering infrastructure (AMI) – over 80 percent of the communicating meters forecast to be shipped in 2019 will be enabled with AMI solutions. • More than 11 million PV inverters will be shipped in 2019 alone, most will be connected to a software platform and controlled by the inverter companies.
-
New announced capacity expansions and increased wafer efficiencies will worsen the overcapacity of the polysilicon industry in H2 2019February 01, 2019IHS Markit has raised its global installation forecast by 18% to 123 GW in 2019. However, on the supply side, IHS Markit anticipates that there will be limited capacity expansions in 2019, corresponding to an increase in utilization rates across the supply-chain. This should help to correct the overcapacity situation experienced by the PV manufacturing industry in H2 2018, for all nodes except polysilicon, where total capacity will grow by 16%.Subscribers Only
-
PV Module Materials Report - 2018Part I - PV Module Backsheets and EncapsulantsNovember 27, 2018The primary aim in writing this report is to provide to suppliers of PV materials that are interested in the world market with detailed information about its present status and predicted future development. The report will also be of interest to a wide range of other companies such as component suppliers, utility providers, banks, consultants, and investors.Subscribers Only
