Selected Clear All
Analyst - Jessica Jin Analyst - Julian Jansen Analyst - Kevin Anderson Analyst - Luke KooBy Attribute
- Research Type
- Research by Market
- Category
- Analyst
-
- Geography
- Date Published
- Services
-
-
Energy Storage Intelligence ServiceMaximize near- and long-term opportunities in the growing energy storage market. This service delivers ongoing rigorous primary research on the development and evolution of the energy storage market, including all key segments, including small and large-scale renewable integration, grid support and behind-the-meter storage.Subscribers Only
-
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
-
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
-
Energy Storage Market Report – China – 2019The Chinese energy storage market accelerates as grid companies develop projects and ancillary services market evolveOctober 02, 2019This report provides a detailed overview of the current market situation and the future outlook for the Chinese energy storage market, including detailed forecasts, technology analysis and an overview of key policies and regulations.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
-
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
-
Energy Storage Policy Insight - August 2019September 09, 2019Key policy announcements in August: Residential subsidies were launched Bavaria (Germany), London (United Kingdom), Oregon (United States) and the Australian Capital Territory. Residential energy storage comes into focus as policy makers launch new subsidy schemes As the residential market continues to grow from annual installations of 1.8 GW in 2019 to 6 GW in 2025. Subsidy schemes have been important progressing uptake in new markets. The largest global markets – Japan and Germany – incentivised residential energy storage early on building on the high installed base of domestic rooftop solar. Australia has seen strong support from regional governments particularly in New South Wales and South Australia. These subsidies and favourable economics are leading to rapid market growth, with system shipments having reached 88% of the total 2018 shipments in the first half of 2019 based on data from the IHS Markit Residential Energy Storage Index.Subscribers Only
-
Global Battery Energy Storage Report - 2019The current status of the global energy storage marketSeptember 09, 2019This report summarizes the current deployment status market drivers, regulatory barriers, and IHS Markit near term outlook for battery energy storage systems (BESS) at a global level. The report particularly focuses on the key policy and regulatory challenges and hurdles energy storage must overcome.Subscribers Only
-
New battery fire shows that the energy storage industry can’t shake safety concernsSeptember 04, 2019After the government-led investigation into battery energy storage system fires in South Korea concluded in June 2019, the operation of systems resumed under new safety parameters and with a view to develop stricter installations and operation standards. While the industry expected demand to re-emerge in the South Korean market, the latest fire casts fresh uncertainty and highlights the depth of safety problems.Subscribers Only
-
Taking Control of Battery Energy Storage - 2019A global perspective on how battery energy storage markets are developing.September 04, 2019Research Manager Julian Jansen presented at Internet of Energy on the development of the global and European energy storage markets in September 2019. This presentation provided a summary of the IHS Markit global outlook for energy storage. It further evaluated the supply and demand dynamics affecting future availability and pricing for Li-ion batteries used in stationary applications.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
-
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
-
Battery Safety Report - 2019Pressure grows on battery industry to ensure safety and sustainable industry growth.August 15, 2019Pressure grows on battery industry to ensure safety and sustainable industry growth. Following a number of incidents involving battery fires in electric vehicles, stationary energy storage and portable electronic devices, safety concerns continue to mount around the widespread use of Li-ion batteriesSubscribers Only
-
Energy Storage Policy Insight - July 2019August 15, 2019Key policy announcements in July: United Kingdom regulator, Ofgem, is aiming to change generation licensing to eradicate the double-charging of storage assets. This will be achieved by the addition of a formal definition of energy storage to the regulatory framework and requiring information from the provider or operator of energy storage systems. New York utilities, Consolidated Edison (ConEd) and subsidiary Orange and Rockland (O&R) has issued a joint Request for Proposals (RFP) to procure 310 MW of energy storage. The utilities will be splitting the capacity 300 MW to ConEd and the remaining 10 MW to O&R. As part of the RFP the contracted systems must be installed and operational by the end of 2022.Subscribers Only
-
Energy Storage Company & Project DatabaseJuly 25, 2019This database presents detailed information regarding all planned and completed energy storage system (ESS) installations and the companies that are involved in these projects. The extensive database of projects provides a unique datasource to analyse real activity in the energy storage market, including the requirements of the ESS in each grid interconnection location and which technologies are being deployed to provide these services. It also presents company profiles for companies active in this market and can be used to identify what companies are leading in installations in each key region.Subscribers Only
-
Highlights from EES Europe 2019June 28, 2019The IHS Markit analyst team attended SmarterE 2019 in Munich featuring EES Europe. While the core European front-of-the-meter markets stagnate, new geographic opportunities emerge, and behind-the-meter energy storage deployment accelerates. Battery safety is becoming a key concern for industry stakeholders.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
