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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
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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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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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Key Takeaways from Intersolar North America 2018July 20, 2018Intersolar North America is a leading trade show and conference for the solar and energy storage industries in the United States. After attending the show, the IHS Markit Solar and Energy Storage analyst team has summarized some major findings from the event.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