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Research Type - Insights Analyst - Greg Johnson Analyst - Josefin Berg Analyst - Tom Hackenberg Analyst - Wing LamBy Attribute
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Sterling and Wilson takes the lead as global solar PV EPC providerJuly 02, 2019In the Solar EPC and O&M Provider Tracker Q1 2019, IHS Markit presents the EPC market shares for non-residential PV systems installed in 2018. This year, Sterling and Wilson took the first position in the ranking; a result of continued leadership in the Indian PV market, combined with large projects overseas, most notably the 1.2 GW Sweihan project in Abu Dhabi.
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Key Takeaways from Intersolar Munich 2019May 23, 2019Intersolar Munich – is the leading event in Germany for renewable energy and energy storage. The scale of the event provides a crucial overview of the respective industries and the current market status in Germany 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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Fog lifts over Chinese PV marketApril 18, 2019On 10 and 12 April, China´s National Energy Authority (NEA) released two notices that reduce the uncertainty over the future of the Chinese PV market: The drafts are the latest in a string of initial proposals concerning future support for renewable power generation announced in the first quarter 2019 and indicate the direction the market will take, while still leaving a large question mark over how much capacity that will eventually be installed in 2019.Subscribers Only
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Highlights from World Future Energy Summit, Abu DhabiJanuary 25, 2019On 14 to 16 January 2019, IHS Markit analysts Josefin Berg and Tala Bassil attended the World Future Energy Summit in Abu Dhabi. The show was well attended with the major companies that target the region’s renewable power sector, as well as those looking at water, electric vehicles, waste etc. This insight provides some of the key themes of the event.Subscribers Only
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Reforms needed to untap the over 40 GW of distributed solar potential in the Middle EastJanuary 13, 2019Decreasing solar photovoltaic (PV) costs, combined with the long-term commitment to reduce countries’ carbon footprint and the need to phase out energy subsidies, have raised the interest of governments in the region to increase renewable investments. In addition to large-scale renewable competitive tenders, small-scale solutions for PV distributed generation are also gaining the attention of both governments and private players. However, relatively low retail tariffs, regulatory uncertainty, and a lack of track record have limited the deployment of solar distributed systems to date, particularly among residential customers. IHS Markit's Middle East energy analyst group has in collaboration with the downstream PV service, prepared an in-depth analysis of the market for distributed solar in the Middle East. The full analysis can be found in the attached pdf once you log in.Subscribers Only
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Revamping and repowering of Solar PV Plants: The size of the opportunity in Europe and how companies are facing this transitionNovember 14, 2018The concept of “revamping and repowering” is one of the newest terms in the solar industry. As the installed base of photovoltaic (PV) systems age, the concept of upgrading and improving operating plants becomes increasingly relevant to both manufacturers and PV plant asset managers. However, the real market size for new PV components in existing plants will depend on the characteristics of each plant, the overall regulatory framework and the economic benefits that will accrue to asset managersSubscribers Only
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PV module suppliers to face intense competition in Europe as the MIP comes to an endAugust 29, 2018On 21 August, the majority of EU member states rejected the request for the initiation of expiry reviews with regards to the anti-dumping and anti-subsidy measures for crystalline solar PV modules and cells originated in or consigned from the People’s Republic of China. As such, the undertaking on the minimum import price (MIP) expired on 3 September after almost five years in place.
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IHS Markit maintains 37 GW PV forecast for China this yearAugust 21, 2018On 17 August 2018, the China Electricity Council published updated numbers on China photovoltaic (PV) connections in the first seven months of 2018. Despite the reduction in support for PV installations announced at the end of May 2018, the world's largest PV market had installed 31.3 GW of PV by the end of July. IHS Markit sees no reason to lower the installation projection for China further, but is confident in that another 6-7 GW of PV systems will be completed this year.Subscribers Only
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UPDATE 14 August - Few clear winners and many questions as India imposes safeguard duty on solar PV importsAugust 14, 2018UPDATE: On 13 August India’s Ministry of Finance released a statement, which directs All Principal Chief Commissioner/Chief Commissioner of Customs and Central Excise & GST, not to charge Safeguard Duty for the time being. This statement has been released to be in compliance with interim directions issued by the High Court of Odisha in written petition number 12817 of 2018. This decision means that PV modules and cells can for the time being enter India without any safeguard duty. Importers are however requested to sign a letter that obliges them to retroactively pay if the government re-instates the duties. The temporary halt to the safeguard duties improves the outlook for those companies seeking tariff exemptions for awarded projects, and for manufacturing in SEZs (see below). Near-term it means that shipments already heading to India can be cleared without duty (for now). New orders will depend on the confidence that developers and manufacturers have in the government's ability to approve the requested exceptions. IHS Markit assesses that it will take at least a month for the issue to be settled.
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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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Key takeaways from Intersolar Munich 2018June 27, 2018Intersolar Munich – is the leading event in Germany for renewable energy and energy storage. The scale of the event provides a crucial overview of the respective industries and the current market status in Germany 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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China PV market update - impact of recent changesJune 07, 2018On 31 May 2018, China’s National Development and Reform Commission (NDRC), Ministry of Finance (MOF), and National Energy Administration (NEA) published a notice with the aim to curb escalating feed-in tariff payments by restricting the amount of new PV installations under national subsidy schemes. The immediate impact is to bring the Chinese PV market to a halt, curbing the distributed PV (DPV) and ground-mount projects that aimed to secure the 2018 FiT levels. DPV projects installed after 2018 will have to rely fully on the benefits of self-consumption and any local support mechanisms. Ground-mount projects not able to complete under 2017 quota within June will have to wait until 2019 to secure possible new revenues, depending on future policy decisions. The following slides outline the impact that these changes will have on 2018 PV installations in China and the rest of the World.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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SunPower puts its PV pipeline up for saleMay 09, 2018On 8 May 2018, during the Q1 earnings call, SunPower announced that it would exit large PV project development and focus on the growing residential and commercial segments. The existing project pipeline is for sale, a process that was initiated when selling a 126 MW project in Mexico to Atlas Renewable Energy in the first quarter. The sale of SunPower's pipeline projects will reshuffle the competitive landscape among developers, in particular in the United States and Mexico.Subscribers Only
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Changes to the Downstream PV Intelligence ServiceMarch 29, 2018In the first quarter of 2018, IHS Markit has made important changes to the Downstream PV Intelligence Service. These changes are made to reflect the rapid evolution of the solar market, to ensure that clients obtain the insights and data that you require.Subscribers Only
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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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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
