Finlay Colville, head of market research at PV Tech, provides a detailed look at solar’s value chain, assesses the key motivators for supply chain scrutiny today and begs the question, just who makes what – and where – in today’s solar sector?
India is set to double its solar module manufacturing capacity in the next two years, with the sector boosted by government support schemes and new entrants exploring the market, according to JMK Research & Analytics.
In this special, free-of-charge edition of PV Price Watch, Finlay Colville, head of research at PV Tech, discusses the numerous factors that have contributed to a significant rise in module pricing in the previous two years, before exploring where module pricing could go into 2024.
The US Department of Commerce has given itself more time to review an anti-circumvention petition from Auxin Solar despite warnings from more than 200 companies that proposed tariffs could cause “catastrophic and unnecessary harm” to the country’s PV sector.
PV Tech Premium breaks down advice from the US' Customs and Border Protection agency regarding how importers can ensure they comply with the country's Withhold Release Order.
Module prices are to remain elevated for the next 18 months at least, with any additional manufacturing capacity set to be quickly swallowed by soaring demand and capacity addition outside of China considered risky, Finlay Colville, head of market research at Solar Media, has said.
LONGi solar has increased its wafer prices for the third time in less than six weeks as a four-month high in wafer prices continues, while Tongwei solar has also pushed up the price of its 182mm and 210mm solar cells.
India must scale up investment in the large-scale domestic manufacture of upstream PV products to avoid the risk of logistics and commodity price fluctuations posed by its current high levels of solar imports, new research has suggested.
China is expected to add 83 – 99GW of PV capacity every year from 2022 to 2025, while Europe is now its largest export market for solar products, according to a China Photovoltaic Industry Association (CPIA) report on the outlook for the PV industry over the next few years.
Leading solar manufacturer LONGi is to add another 4GW of cell manufacturing capacity later this year, diverting funds previously earmarked for a separate cell production plant.
