EU27

As solar module prices continue to drop to record lows, amid global oversupply, questions are being asked about how much inventory is sitting in European warehouses and when normal levels will return. With numerous estimates and assumptions swirling, EUPD Research’s Markus A.W. Hoehner and Ali Arfa have looked closely at the numbers in an attempt to provide a transparent view of the issue.

The collapse of module prices in 2023 has fueled speculation around just how much PV supply is held in European warehouses. How big the stockpile is depends on who you ask but such a broad spectrum of opinion shows there is room for improvement in how the solar industry shares data.

The inauguration of Joe Biden as the 46th President of the United States has brought hope the country will play a central role in the world’s energy transition and combating climate change. However, rather than teaching other countries lessons, the U.S. will need to catch up with the rest of the world, and it needs to do so quickly – the world won’t wait for the U.S.