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Key takeaways from Energy Storage International (ESI) 2019October 10, 2019IHS Markit Cleantech and Renewables team attended Energy Storage International (ESI) from 24th–26th September 2019 in Salt Lake City in the United States and has summarized the major findings from the event. Please log in to view the full analysis.Subscribers Only
Safe harbor requirement in the United States expected to lead to strong PV inverter shipments in Q4’19 and Q1’20October 10, 2019Many PV inverter suppliers may benefit from a short-term boost to shipment orders in the coming quarters until the end of Q1’20 based on safe harbor rules that relate to the investment tax credit (ITC) in the US market. IHS Markit outlines why PV inverters may be considered as a way to fulfil safe harbor obligations to avail of the 30% ITC below. Please log in to view the full analysis.Subscribers Only
US market to be standout global PV market in 2020 conditional to current ITC policy roadmapOctober 03, 2019IHS Markit Cleantech and Renewables team attended Solar Power International (SPI) and Energy Storage International (ESI) from 24th–26th September 2019 in Salt Lake City in the United States and has summarized the major findings from the event. Please log in to view the full analysis.Subscribers Only
Solar tracker installations to surge across EMEA region as global deployments top 150 GWdc over next five yearsAugust 28, 2019Following a record year of shipments for PV tracking systems globally in 2018, IHS Markit forecasts more than 150 GWdc of PV tracking systems will be deployed from 2019 to 2023, accounting for approximately one third of ground-mounted PV installations during the period according to its upcoming Global PV Tracker Market Report – 2019.Subscribers Only
Fimer to acquire ABB’s solar inverter businessJuly 09, 2019Fimer signs an agreement to acquire ABB’s solar inverter business on the 9th July.Subscribers Only
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.
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
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
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
Ginlong IPO to enable continued investment in R&D and expansion into international marketsMarch 25, 2019On 19th March 2019, Chinese PV inverter supplier Ginlong had an initial public offering (IPO) on the Shenzhen stock exchange. The proceeds from the IPO are expected to be used to accelerate international expansion and continued investment in research and development of its solar inverter brand Solis.Subscribers Only
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.
Siemens acquires PV inverter supplier Kaco New EnergyMarch 01, 2019On 1 March, Siemens acquired German PV inverter supplier Kaco New Energy as it seeks to build out its PV inverter portfolio to include three-phase string inverters. This acquisition is further evidence of Siemens expanding its capabilities in the area of decentralised energy, renewables, storage and electric vehicle (EV) charging infrastructure prior to its launch of its Smart Infrastructure Operating Company on 1 April 2019.
How will the increasing adoption of 1500V technology impact the PV inverter market?February 15, 2019This whitepaper examines the biggest trends and most important developments that are shaping the global 1500V PV inverter market.Subscribers Only
PV inverter and smart-meter suppliers race to develop and launch digital energy solutionsFebruary 13, 2019Highlights • In recent years, smart meter and photovoltaic (PV) inverter suppliers involved in the new energy transition have been rapidly developing new internet of things (IoT) software platforms to create new revenue sources. • Within smart metering, a key indicator for IoT adoption is advanced metering infrastructure (AMI) – over 80 percent of the communicating meters forecast to be shipped in 2019 will be enabled with AMI solutions. • More than 11 million PV inverters will be shipped in 2019 alone, most will be connected to a software platform and controlled by the inverter companies.
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
Energy storage inverter (PCS) market competitive landscape heats-up following surge in strategic investments and acquisitionsJanuary 22, 2019A flurry of activity occurred in Q4'18 with notable acquisitions including Kaco acquisition of Energy Depot and LSIS acquisition of Parker Hannifin Grid-Tie Division while Socomec acquired a strategic stake in EPC Power. While the global grid-connected energy storage inverter (PCS) market is estimated to have reached just over $300 million in 2017, it is forecast to double reaching $600 million in 2022. With this robust growth, many suppliers are rushing to gain a market presence in new market segments or gain a foothold in new markets as quickly as possible.
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
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
The next phase of growth begins for Enphase and SolarEdgeSeptember 10, 2018Historically, both Enphase and SolarEdge have enjoyed success partly due to being “first movers” with their respective technologies of microinverters and power optimizers. Their successful sales execution and marketing, coupled with a boom in residential shipments in the United States and key global markets catapulted each company to occupy dominant positions in the module-level power electronics (MLPE) industry. However, in recent years, the intense price competition and challenging competitive landscape has pushed both companies to accelerate their pace of innovation and entry into new markets in order to maintain their leading positions and grow their business in revenue terms.
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.