Solar headwinds ahead
Land-use constraints in China, inventory pile-up in Europe, and negative sentiment in Brazil make for a mixed outlook while the specter of protectionism looms across the globe.
InfoLink estimates that more than 200 GW of solar modules were shipped in the first half of 2023. The traditional end-of-year rush to install in China, as well as continuous production line expansion, mean that global demand likely topped 400 GW in 2023.A surplus is expected in 2024 but module prices will decline gradually in …
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