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- Downstream PV Intelligence Service (4)
- Energy Storage Intelligence Service (2)
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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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PV Market Trend Survey - ChinaSeptember 27, 2019The PV Market Trend Survey - China is produced monthly and relies upon real shipment and installation data collected from suppliers and installers in the world’s largest PV market, in order to provide customers with a regularly updated and accurate check on its short- and medium-term development.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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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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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
