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Software was the key focus at DistribuTECH 2018February 05, 2018The IHS Markit solar and energy storage team attended DistribuTECH 2018; key takeaways from the event include: - Utilities were the primary audience, and everyone wants to sell to them - Solar PV and energy storage hardware vendors were few and far between - DER vendors are either getting into software or developing strategic software partnerships - The landscape of software providers is not simple to follow - The market for commercial behind-the-meter storage has expanded rapidly while residential storage opportunities have been slow to emerge
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World Future Energy Summit 2018: tenders, technology and local contentJanuary 29, 2018IHS Markit attended the World Future Energy Summit in Abu Dhabi on 15 to 18 January 2018. Here are four takeaways from the trade show.
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Declining PPA prices in Latin America and key ingredients for successful project completion in the regionJanuary 24, 2018In Q4 2017, a string of PV markets in Latin America announced the results of government mandated electricity auctions. Argentina, Brazil, Chile, and Mexico awarded more than 4 GW of combined PV project capacity, with bid prices reaching new lows in each country. These record low bid prices have both been a result of fierce competition and cost reductions across the PV value chain. Although these countries seek to benefit from cheaper power supply, auction pricing is only one ingredient in a successful tender. Actual project completion hinges on a mix of other factors.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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Declining PPA prices under the shadow of the Section 201 Trade Case in the United StatesJanuary 22, 2018In the second half of 2017, a number of utility-scale PV solar projects were awarded contracts with record low PPA prices for the US market. The decline of PPA prices has been primarily driven by continued technology and manufacturing innovation across the value chain. What is striking about the announced prices for these utility-scale plants is the timeline in which these deals have been made. Despite the strategies developers may have for their projects, success may ultimately depend on how stringent the remedies for the trade case will be.Subscribers Only
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Despite uncertainty generated by domestic policy reform, the United States will remain a top 3 global market for PVJanuary 16, 2018IHS Markit recently cut its PV installation forecast for the United States by over 6 GW from 2018 to 2021, primarily due to a weakened environment for utility-scale PV as new import tariffs threaten to negatively impact the economics of such projects. Provided new tariffs are eventually imposed at or around the 30% level proposed by the United States International Trade Commission (US ITC), IHS Markit forecasts the United States will remain a top 3 global market for PV, along with China and India, installing a total of 57 GW from 2018 to 2021.
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PV mounting suppliers enter US market as tracker technologies continue to dominate ground-mounted solutions and new business models ariseDecember 29, 2017IHS Markit analysts highlight some of the key trends shaping the market for ground-mounted solar PV technology in the United States heading into 2018: 1) Demand for ground-mounted PV has been the primary driver of growth in the United States 2) Single-axis tracking has become the dominant technology choice for the ground-mounted market in the United States, primarily due to continued price reductions and improved energy yields 3) The competitive landscape for single-axis trackers continues to grow at a rapid pace 4) New trends and opportunities for ground-mounted PV emerge as technologies and business models continue to evolveSubscribers Only
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Commercial & Industrial Energy Storage Report - USA - 2018C&I energy storage installations in the United States to grow from 60 MW in 2017 to 400 MW in 2022December 20, 2017This report provides a comprehensive review of the United States behind-the-meter commercial & industrial (C&I) energy storage market. The report helps subscribers understand the current market and future outlook of this fast growing energy storage segment.Subscribers Only
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Solar EPC and O&M Service Providers Report - North America - 2017November 06, 2017This report reveals who the leading non-residential PV system integrators (EPC’s) and megawatt-scale O&M service providers are in North America. The report includes details on company market shares and rankings, developer and project owner relationships, market trends, project pipeline analysis, and forecasts for PV installations.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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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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Key Takeaways from the Texas Renewable Energy Summit 2017September 28, 2017Texas is a market where support for thermal generation remains high. However, renewable energy generation has made much progress in Texas in the last few years because of abundant wind and sunlight, and the continuing decline in the cost of both wind and solar technologies. Already known as a top state for wind energy, Texas is also rapidly becoming a leading market for solar PV. The Texas Renewable Energy Summit brought together some of the leading players in the market to discuss the current state and outlook for renewable energy in Texas.
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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 Downstream PV Takeaways from Solar Power International: Pipeline Uncertainty in US and Key Latin American Markets in 2018 and BeyondSeptember 21, 2017A team of IHS Markit solar and storage analysts attended Solar Power International (SPI) in Las Vegas. The following are some key downstream PV takeaways from the show.Subscribers Only
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Sun shines on Spain solar PV tenderSeptember 06, 2017On 26 July 2017, Spain announced the result of the third renewable power auction to be held since 2016. The auction resulted in 3.9 GW of PV power projects, which was in stark contrast to previous auctions where wind power had been dominating. Awarded developers now have six months to present specific projects that will be built. Projects must be installed by the end of 2019, as this is the requirement for Spain to meet its 2020 renewable energy targets.Subscribers Only
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2017 Global PV Installation Forecast Raised to 90 GW as Demand Booms in China, Says IHS MarkitAugust 24, 2017IHS Markit has made a significant upward revision to its forecast for installations in 2017, now predicting global installations to reach 90 GW – a 14 percent increase from 2016. The biggest changes are seen in China, where both positive revisions to policy support, a larger-than-previously-anticipated first-half of the year, and strong installations activity continuing into Q3 2017 have moved IHS Markit to raise its forecast for installations in the country to 45 GW in 2017.
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New guidelines from China's NEA increase the outlook for solar PV after record 2017August 14, 2017On 28 July 2017, China’s National Energy Administration (NEA) published updated guidelines for the development of wind and PV power under the 13th Five Year Plan of Renewable Energy Development. The new guidelines release the amount of ground-mount PV approved by province and establish an annual top-runner target of 8 GW until 2020. The total cumulative target for ground-mount grid-connected capacity mounts to 128 GW by the end of 2020. This roadmap, more generous than the official government target of at least 105 GW of total PV installed capacity by 2020, sets the stage for continued, steady PV deployment in China and has led IHS Markit to increase the 5-year forecast. To read the full insight, please log in.Subscribers Only
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Key Takeaways from Intersolar North America 2017July 24, 2017A team of IHS Markit solar and storage analysts attended Intersolar North America in San Francisco. The following are some key takeaways from the show.Subscribers Only
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Nevada regulators reinstate net metering, seek to increase RPS targetJune 20, 2017Nevada regulators reinstate net metering, seek to increase RPS target In June 2017, Nevada regulators passed and signed into law a bill that will reinstate net metering and continue to push for increasing the State’s RPS target to 40%, up from 25%. When net metering was eliminated in December 2015, demand for residential PV in Nevada was significantly reduced. Restoring net metering will have an immediate and positive impact on the market, increasing demand for residential PV from the second half of 2017. Increasing the RPS target will ensure that long-term demand for utility-scale renewable energy sources in the market will remain strong.Subscribers Only
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The United States withdrawal from the Paris Agreement has limited impact on the solar industry – instead, the Suniva petition jeopardizes PV deploymentJune 14, 2017On 1 June 2017, Donald Trump announced that the United States was pulling out of the Paris agreement, thus making it one of three countries in the world, to not partake in the accord. While the decision has been criticized by some environmental groups, it will not directly impact those states and private businesses that have already begun to take steps to achieve a clean energy transition. A more serious threat to future PV deployment than the withdrawal from the Paris Agreement is the decision from the US International Trade Commission (ITC) to investigate solar module imports.Subscribers Only
