Competition critical
2018 price forecast: The PV market witnessed strong demand in 2017. After going through the peak-selling season from April to September, demand began to decline in Q4. Chinese manufacturers are now getting ready for next year.
Price volatility shakes up India’s solar market
IHS Markit analysis: India’s shortage of PV modules in 2017 has challenged many PV developers that ventured into India after the 100 GW solar target was announced. As for the future, writes IHS Markit research and analysis manager Josefin Berg, the ongoing antidumping duty investigation clouds the visibility on pricing and complicates the bidding in new tenders. IHS Markit remains positive that the demand for PV in India will continue to grow, but volatility will remain.
Vulnerable solar markets and what makes them tick
Part I*: The wild and unruly U.S. solar marketplace. Why wild and unruly? With a dwindling manufacturing landscape but rising demand, the marketplace is looking increasingly imbalanced and vulnerable to the whims of global forces, thanks to poor decision-making at government level.
Buy or wait?
Module price index: This is the key question that confronts EPCs and installers nearly every late fall: which projects should be realized in the current year, and which can be postponed? How is module availability today, and how will it be in a few months? And of course: Where are prices headed?
