Solar EPC Sterling and Wilson believes an easing of PV module supply concerns, the rise of alternate supply chains and a gigawatt-scale green hydrogen market will drive both short- and medium-term growth for PV developers and EPCs.
PV Tech Premium spoke with the Clean Energy Associates at this month's Intersolar regarding their traceability protocol, what it expects from ongoing legal battles in the US and the problem with European module procurement.
US solar manufacturers can compete with Chinese companies for US PV projects given additional import costs and modules making up less than half a project's costs, while also ensuring a secure supply to the US market, lowering the carbon intensity of products and exploiting strong market demand, says Michael Parr, executive director of the Ultra-Low Carbon Solar Alliance (ULCSA).
Finlay Colville, head of market research at PV Tech, explores why PV module supply to the US market is so heavily scrutinised and why ASPs are sky-high, while also previewing this year’s PV ModuleTech event, to be held in the US for the first time.
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.
Concerns have been raised that some solar plants under development in India could be put on hold due to upcoming tariffs threatening their economic viability.
Norwegian independent power producer (IPP) Scatec said it has put on hold a 900MW solar project in India due to a lack of supply of domestic modules and the upcoming introduction of a new import duty.
First Solar is to provide PV project developer Lightsource bp and energy major bp with up to 5.4GW of its thin film modules as part of the manufacturer’s largest supply order to date.
The new edition of PV Tech Power is now available to download, including comprehensive coverage of supply chain issues disrupting the solar sector, learnings from our bankability ratings and much more.
