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Opinion & Analysis

Texas will outshine California in 2020

The Covid-19 pandemic continues to cast a cloud on industries around the world, but the U.S. utility-scale solar segment is still growing, writes IHS Markit solar analyst Maria J. Chea. Around 3 GW of solar PV is set to be installed this year in Texas alone, but opportunities also abound across several other southern U.S. states.

Qatar’s national solarized fintech strategy

The State of Qatar is a World Bank high-income economy, backed by the world’s third-largest natural gas and oil reserves. Qatar has the third-highest GDP per capita in the world, with very high human development. Similar to other Gulf Cooperation Council states – the United Arab Emirates, Saudi Arabia, Qatar, Oman, Kuwait and Bahrain – Qatar is wrestling with the fluctuations in global hydrocarbons prices that started in 2014 and are now compounded by the Saudi-led embargo since 2017.

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Consolidation continues for polysilicon makers

While mono-grade polysilicon prices did not decrease much in the first quarter owing to stable demand, multi-grade fell to record lows as its market share diminished. During the second quarter, writes PV InfoLink senior analyst Cooper Chen, the market saw excessive supply. Monocrystalline manufacturers have been running at full tilt and bringing new capacities online as scheduled, while the pandemic rages on overseas.

Bifacial modules: The challenges and advantages

Bifacial modules are one of the older developments in solar panel technology, dating back to the 1960s. It is also one of the latest advances to take hold. According to many experts, however, it is now on track as the latest trend to sweep the solar industry and will soon become the standard.

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The ‘rubber-band effect’ on renewable energy project margins

David Riester of Lacuna Sustainable Investments, looks at how, on the journey from concept to monetized power plant, renewables and energy storage projects tend to get tugged toward ‘zero’ margin, from either direction. The further the rubber band is stretched, the stronger the pull back toward zero.

Energy storage and network reinforcement

As renewables penetration increases, transmission and distribution (T&D) infrastructure will require significant reinforcement. Battery storage is becoming a key alternative to traditional ways of reinforcing network infrastructure, because it is fast to deploy, can provide multiple services, and often comes at a lower capital cost. IHS Markit analyst Oliver Forsyth delves into the additional value streams that strengthen the case for grid-connected batteries.

All details of Ukraine’s new feed-in tariffs for PV

On July 21, 2020, the Law on Feed-in Tariff Restructuring was passed by the Verkhovna Rada of Ukraine.

Solar’s warranty risk

The warranty risk of solar must be addressed early in the development phase of PV projects, as it is not possible to buy warranty insurance later during the operational phase. Decisions taken by developers at this stage will remain important for the next 25 years. The good news is that an industry standard exists, and it can be easily and cost-effectively applied to most PV projects, writes Ronald Sastrawan from Munich Re.

Three factors for success in the Irish solar market

Recent years have seen an explosion of installed PV capacity across the European Union, fueled by the well-documented rapid reduction in technology costs and favorable subsidy regimes in many jurisdictions. However, one corner of Northern Europe remains relatively untouched by the solar revolution, writes Adam Sharpe of Everoze. The Republic of Ireland currently has the second-lowest amount of installed PV capacity in the European Union, at just 36 MW by the end of 2019.

Terawatt scale by 2022

The solar sector is no stranger to breaking records. Perhaps the most impressive figure to emerge from SolarPower Europe’s new ‘Global Market Outlook’ is that the global solar sector will reach terawatt scale by 2022 – just four years after the 500 GW milestone was reached. Michael Schmela from SolarPower Europe sets out the reasoning behind this and other key findings in the report.

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