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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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Solar Deal Tracker - North AmericaOctober 04, 2019The Solar Deal Tracker North America offers comprehensive database coverage of the region’s downstream project activity. This frequently updated database provides detailed information for both completed and planned projects. ...Subscribers Only
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PV Asset Ownership & O&M Report - Latin America - 2019July 26, 2019The report contains market share rankings for the end of 2018 based on IHS Markit's comprehensive coverage of PV projects and the supply chain. The market share estimates are based on the total PV capacity in the portfolio (in MWdc)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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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.
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The cancellation of Mexico’s fourth energy auction generates uncertainty for PV project development beyond 2020February 11, 2019On 1 February, Mexico's Secretariat of Energy (SENER) announced the cancellation of the planned fourth energy auction, confirming IHS Markit’s prediction that the administration would break with the previous administration and end the continuity of power auctions. The decision generates uncertainty for the PV project development beyond 2020 and may delay the country’s renewable energy goals. Developers and investors will now have to look for alternative investment paths to fill the void left by tenders. Moreover, the cancellation will affect the Clean Energy Certificate (CEL) market and may delay the clean energy goals Mexico had set for itself. On the upside, the distributed generation segment could see a sharper increase in installations through 2023.Subscribers Only
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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
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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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Nevada accelerates utility-scale solar plus storage in the United StatesJune 11, 2018On 31st May 2018, electric utility Nevada Energy announced plans to offer six contracts for solar PV projects for a total 1 GWac. Half of the solar projects are to be paired with battery energy storage representing 100 MW / 400 MWh of energy capacity. The announcement signifies Nevada Energy’s next wave of renewable energy deployments that will help the state of Nevada achieve a 25% renewable portfolio standard (RPS) by 2025. Across the United States, the rise of solar plus storage projects illustrates their pivotal role in driving both solar and storage deployment as renewable penetration increases.Subscribers Only
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China cuts support for solar PV and sends the supply chain into oversupply in H2 2018June 05, 2018On 31st May 2018, immediately following the SNEC PV Power Expo in Shanghai, China’s National Development and Reform Commission (NDRC), Ministry of Finance (MOF), and National Energy Administration (NEA) jointly published the “2018 Solar PV Generation Notice”. This notice revealed major changes to the support framework for PV in China and will drastically impact the outlook for PV in China, with immediate consequences for the global supply chain.Subscribers Only
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PV Asset Ownership & O&M Report - Latin America, Regional - 2018March 02, 2018This report contains market share rankings for 2017 based on IHS Markit's comprehensive coverage of PV projects and the supply chain. The market share estimates are based on the total PV capacity in the portfolio (in MWdc).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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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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NEXTracker and Array Technologies Reign Supreme in Global PV Tracker Market, IHS Markit SaysMarch 30, 2017NEXTracker and Array Technologies remain far and away the leading suppliers of PV tracker systems globally, in addition to being leading suppliers of PV structural equipment in general. Vertically integrated suppliers First Solar and SunPower notably lost market share in 2016. This has coincided with First Solar’s announcement to downsize its EPC business and to exit the structures market in 2016. Convert Italia and Arctech have risen into the top five, finding success in emerging tracker markets outside of the United States in Latin America, the EMEA region, and India. In the United States -- the largest market for PV tracker products globally -- Soltec, GameChange Solar, and Sunlink were the winners in terms of growth in the market outside of the big two (NEXTracker and Array Technologies).
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Blattner Energy and other leading diversified EPC firms capture market share in the United StatesMarch 20, 2017The US market installed over 15 gigawatts-dc (GWdc) of photovoltaics (PV) in 2016, a record breaking amount for the market, over 80% of which was accounted for by non-residential installations. The top 5 EPCs captured nearly 50% (~48%) of the total non-residential PV market in 2016. Aside from First Solar, the top 5 EPC companies were primarily characterized as diversified firms that do not have an exclusive focus on solar.Subscribers Only
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Top Three Megawatt-Scale PV Operations and Maintenance Providers Captured 44 Percent of the North American Market in 2015June 28, 2016IHS Technology analysis and commentary follows from the IHS Solar EPC and O&M Providers Report - North America - 2016, which is part of IHS North America Solar Intelligence Service.
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Single-Axis Tracker Market in North America Doubled in 2015 -- Reaching $1.2 BillionJune 08, 2016IHS Technology analysis and commentary follows from the IHS PV Structural Balance of System - North America report, which is part of IHS North America Solar Intelligence Service.
