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Analyst - Claudia Portugal Analyst - Edurne Zoco, PhD Service - Solar Intelligence Service - PremiumBy Attribute
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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
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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
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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
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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
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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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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
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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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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
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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
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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
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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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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