Featured in Moving in circles – 09-2024

The shifting sands of PV module supply

Chinese solar manufacturing capacity faces a downturn that is unlikely to translate into growth in other regions, writes S&P’s Edurne Zoco.

By

pv magazine

06 Sep 2024

The future of solar cell and module manufacturing in Southeast Asia will depend on a US Department of Commerce decision concerning antidumping and countervailing duty measures. | Photo: Markus Distelrath/Pixabay

The PV module supply chain is undergoing transformation in 2024, marked by oversupply, policy uncertainty, and low prices affecting manufacturing capacity expansion and factory utilization rates.Oversupply has been central to the solar supply chain since the second quarter of 2023 but there are signs the trend is shifting. In 2024, the supply chain has experienced …

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