Selected Clear All
Analyst - Bob Braasch Analyst - Camron Barati Analyst - Jusy Hong Analyst - Luca De AmbroggiBy Attribute
- Research Type
- Research by Market
- Category
- Analyst
-
- Geography
- Date Published
- Services
-
- Downstream PV Intelligence Service (45)
- Energy Storage Intelligence Service (27)
- Energy Storage Intelligence Service - North America (18)
- Global Solar Intelligence Service (38)
- PV Inverter Intelligence Service (41)
- PV Module Intelligence Service (41)
- Solar Intelligence Service - North America (62)
- Solar Intelligence Service - Premium (61)
- Teardown - Automotive Intelligence Service (1)
- Teardown - Mobile Handsets Intelligence Service (1)
-
Energy Storage Intelligence Service - North AmericaProviding a detailed and accurate view across all key areas of the growing market for energy storage in North America. Regularly updated, detailed forecasts for the industry are accompanied by reports, databases and insights to help provide additional detail on key topics and market segments.Subscribers Only
-
Solar Intelligence Service - North AmericaGain a competitive edge with trusted intelligence on the full North American solar PV supply chain. This service features two proprietary market trackers – one that details the market by system and installation type, and another that captures all downstream solar projects and the companies involved with them.Subscribers Only
-
Global PV Tracker Market Report - 2019October 22, 2019This report includes installation figures for the global megawatt-scale ground-mount PV market up to the end of 2018, and the outlook to 2023. Market data and forecasts are segmented by system type (large commercial, small utility-scale, and large utility-scale) and mounting type (fixed-tilt and tracking).Subscribers Only
-
Solar Market Tracker - North AmericaOctober 16, 2019The Solar Market Tracker - North America provides forecasts and analysis for installed PV capacity in the United States and Canada at a country and state/province level. The tracker is updated at least quarterly to provide the most up-to-date projections for each market based on the latest policy changes and market developments.Subscribers Only
-
Key takeaways from Energy Storage International (ESI) 2019October 10, 2019IHS Markit Cleantech and Renewables team attended 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
-
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
-
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
-
Commercial & Industrial Energy Storage Report - North America - 2019C&I market in North America represents 3.4 GW opportunity for behind-the-meter energy storage from 2019 to 2025September 30, 2019This report provides a comprehensive review of the behind-the-meter commercial & industrial (C&I) energy storage market in North America. The report helps subscribers understand the current market and future outlook of this fast growing energy storage segment.Subscribers Only
-
Grid-Connected Energy Storage Market TrackerAugust 28, 2019The IHS Grid-Connected Energy Storage Market Tracker provides detailed analysis and forecasts of this fast-growing market. The market is segmented by siting, by region and by technology, with forecasts until 2025 presented for all major market segments. The forecasts are updated twice per year.Subscribers Only
-
Solar tracker installations to surge across EMEA region as global deployments top 150 GWdc over next five yearsAugust 28, 2019Following a record year of shipments for PV tracking systems globally in 2018, IHS Markit forecasts more than 150 GWdc of PV tracking systems will be deployed from 2019 to 2023, accounting for approximately one third of ground-mounted PV installations during the period according to its upcoming Global PV Tracker Market Report – 2019.Subscribers Only
-
Trade tariffs in the United States could increase pricing for energy storage systemsAugust 21, 2019Under articles Section 301 of United States trade policy, the United States is set to introduce 10% tariffs on approximately $300 billion of Chinese imports by the end of 2019, including lithium-ion batteries. While tariffs for some products will be delayed until 15 December 2019, tariffs for lithium-ion batteries are to begin 1 September 2019. Because of these tariffs and others already implemented, including 25% on imported power conversion systems (PCS) and battery materials such as lithium, cobalt, nickel, and other metals, the cost of battery energy storage in the United States is projected to increase. Integrators using Lithium Iron Phosphate (LFP) batteries will be especially affected, due to China’s market share of the global supply chain for such products. Because raw materials are also targeted, the smaller domestic manufacturing base of lithium-ion batteries could also remain affected.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
-
Utility-Scale Solar & Energy Storage Report - United States - 2019United States to install 10 GWdc of PV paired with energy storage from 2019 to 2023May 10, 2019This report provides an overview of the market opportunity for utility-scale solar-plus-storage in the United States. Key elements of the report include a review of the current market situation, regional market drivers, analysis of the project development pipeline, solar-plus-storage project design trends, system costs and levelized cost of energy projections, and analysis of project case studies.Subscribers Only
-
Grid-Connected Energy Storage Market Tracker - North AmericaApril 26, 2019Twice yearly updates to grid-connected energy storage forecasts for North America, presented as an Excel database with PDF summary.Subscribers Only
-
Highlights from ESACon 2019April 25, 2019The IHS Markit energy storage team attended and presented at the United States’ Energy Storage Association (ESA) Annual Energy Storage Conference & Expo (ESACon) in Phoenix from 16-18 April 2019. As one of the major industry conferences in the United States, ESACon raised a range of pivotal market and policy topics.Subscribers Only
-
United States Solar & Solar+Storage Market Outlook Presentation - 2019Solarplaza Solar Asset Management North America Conference 2019, San FranciscoApril 01, 2019Presented at Solarplaza’s Solar Asset Management North America Conference 2019 in San Francisco, this presentation provides a high-level overview of the outlook for solar and solar+storage in the United States.Subscribers Only
-
Global solar PV tracker shipments exceeded 20 GW for first time in 2018, with NEXTracker leading the marketMarch 19, 2019Global unit shipments of single-axis solar photovoltaic (PV) trackers increased by over 40 percent in 2018, surpassing 20 gigawatts-dc (GW) globally for the first time.
-
PV Market State Profiles - USFebruary 13, 2019The US PV Market State Profiles are published as part of the North America Solar and Premium Solar Intelligence Services to provide dedicated studies on the market situation for photovoltaic (PV) systems in individual markets within the United States.Subscribers Only
-
Energy Storage Company & Project Database - North AmericaFebruary 07, 2019A detailed database of planned and completed energy storage projects, along with details of the timings and key companies involved.Subscribers Only
-
PG&E’s bankruptcy will generate significant uncertainty for solar and energy storage in the United StatesJanuary 31, 2019On 29 January 2019, investor owned utility (IOU) Pacific Gas & Electric (PG&E) filed for bankruptcy as it contends with claims of fault related to recent wildfires in Northern California. As of 2017, PG&E was the second largest utility in California in terms of bundled retail electricity sales and within the top ten across the United States. At this time, investors and spectators appear confident that PG&E will re-emerge from bankruptcy, but in exactly what form is unclear. PG&E expects the bankruptcy process to last approximately two years.Subscribers Only
