Opinion & Analysis

With utility scale solar installations accelerating, Philip Wolfe, founder of PV data consultancy Wiki-Solar, drills into the data to highlight some interesting variations in relative progress around the world.

In a new weekly update for pv magazine, Solcast, a DNV company, reports that North and South America are set to experience an annular eclipse on October 14, which means that some regions could lose a significant portion of their daily solar energy production. The path of the eclipse tracks across the southwestern United States, from Oregon to Texas, before continuing through Mexico, Central America and ending in Brazil, though impacts will be seen across all of the contiguous US and the top of South America.

The current module oversupply market dynamic has coincided with efforts to bolster manufacturing outside of China by national governments and manufacturers alike. pv magazine consultant and contributor Götz Fisbheck was a part of discussions regarding made-in-Europe production, to find that protectionist measures are being called for by some.

In a new weekly update for pv magazine, OPIS, a Dow Jones company, provides a quick look at the main price trends in the global PV industry.

In the third week of September, European electricity markets prices fell compared to the previous week. The decline was due to lower demand and a significant increase in wind energy production in several markets, which offset increasing gas and CO2 prices. On September 25, TTF gas futures reached their highest level since early April and on September 18, Brent reached its highest settlement price since November 2022.

Warnings about the need to decentralize Ukraine’s electricity grid, made 10 years before the Russian invasion, fell on deaf ears at the time. In the wake of war, nations across Eastern and Central Europe are alive to the risks embodied in traditional energy networks.

Solar module prices have never fallen so sharply in such a short period of time. One reason for this is the “PV module glut” in warehouses in Europe, according to pvXchange’s Martin Schachinger.

In a new weekly update for pv magazine, Solcast, a DNV company, explains that the climatology of Africa leads to very different seasonal generation patterns from what European solar producers experience. Data analysed by Solcast, via the Solcast API, shows this seasonal variance from summer to winter in 2023.

Calls for barriers and duties are resurfacing in Europe as solar module prices sharply fall. German PV analyst Karl-Heinz Remmers recalls the 2009-13 period, when the European Union introduced anti-dumping and anti-subsidy duties. This drove the loss of 80,000 jobs in the solar industry, despite or perhaps because of the tariffs on PV modules and raw materials.

In a new weekly update for pv magazine, OPIS, a Dow Jones company, provides a quick look at the main price trends in the global PV industry.