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About
Global solar supply chains are being reshaped by trade barriers, industrial policy, regional manufacturing strategies, and volatility in key raw materials. This pv magazine Webinar+ will provide a detailed market analysis of how geopolitical developments are creating regional pricing disparities across the photovoltaic value chain, from polysilicon to modules and critical materials such as soda ash, EVA, and POE.
Industry experts will examine the evolving competitive landscape, compare policy approaches across major solar markets, and discuss how manufacturers, developers, and procurement teams can navigate growing supply chain complexity.
Program
The webinar will explore how geopolitical developments, industrial policy, and raw material volatility are reshaping global PV supply chains and creating regional pricing disparities across the solar manufacturing landscape. The first session on polysilicon market dynamics will examine how overcapacity and trade barriers are driving a widening price spread between Chinese domestic and non-Chinese polysilicon markets, while also assessing prospects for non-Chinese production, emerging export destinations, and the implications for module manufacturing competitiveness and sourcing strategies. Discussions will also cover regional market segmentation, tariffs, anti-dumping measures, and the long-term outlook for global polysilicon supply.
The second session will focus on wafers and cells, analyzing how countries seeking to establish domestic solar supply chains are managing uneven manufacturing capacities across different components. Speakers will compare policy approaches in the United States, Europe, and India, while exploring investment trends in upstream and downstream manufacturing. The session will also address gaps in wafer and cell capacity outside China, localization requirements, and the balance between supply chain resilience and cost competitiveness.
The module manufacturing session will examine the impact of trade and domestic policies on manufacturing capacity expansion in Asia, Europe, and the United States, alongside an analysis of regional module price spreads and the rise of new manufacturing hubs. Additional discussion points will include domestic content requirements, subsidy programs, regional supply-demand dynamics, and procurement considerations for developers and EPCs.
Attention will also turn to the soda ash market, with experts discussing how energy price volatility and trade risks are affecting supply, pricing, and solar glass production costs. The session will assess regional production trends, logistics challenges, and the broader outlook for market availability and pricing.
The webinar will conclude with a session on EVA and POE encapsulant markets, exploring how oil-linked feedstock volatility is influencing encapsulant costs, as well as the outlook for EVA and supply trends for POE materials. Discussions will address the impact of geopolitical events on the polyolefins market, EVA supply security and capacity growth, and demand trends in the EVA and POE markets.
An expert panel discussion and live audience Q&A will bring together speakers to debate which regions are best positioned to build resilient PV supply chains, how long regional price spreads are likely to persist, whether industrial policy will outweigh manufacturing economics, and what strategies companies can adopt to manage procurement and supply chain risks.
Speakers
Yi Ling Tan is a director of the polyolefins group at Chemical Market Analytics by OPIS, a Dow Jones company, and has more than ten years of experience in the industry, providing price forecasts and market insights for the Asian polyolefin markets. Currently, she is responsible for market research on polyolefins in Asia and leads the Asian mLLDPE and the Asian polyolefins operating schedule services. Over the course of her career, she has presented at numerous external conferences and conducted polyolefin workshops for clients.
Colt has covered renewable development, policy and regulation since 2020. Prior to that, he worked at The Press of Atlantic City. A graduate of Temple University, Colt joined OPIS in 2024, where he tracks the price of solar modules and reports on the domestic solar supply chain and trade policy in the US.
Brian Ng is a senior analyst with the APAC editorial team at OPIS, a Dow Jones Company. He covers market pricing, news analysis, policy developments and research across the solar supply chain, focusing on Asia’s downstream segments, including solar cells and modules.
Benita Dreesen leads European coverage for the OPIS Global Solar Markets report, focusing on solar price assessments, market analysis and the impact of EU energy and industrial policy on the solar sector. She brings more than 25 years of international experience covering energy, sustainability and regulatory developments across Europe, Asia and Africa. Previously, Benita served as EU Editor and Correspondent at Argus Media, where she reported extensively on EU energy, climate and financial regulation. She was also and a regular contributor to leading publications, including The Economist. Earlier in her career, she worked with the United Nations Environment Programme (UNEP), developing market analyses and business cases related to greenhouse gas emissions, energy conservation, biomass and carbon offsets across six Asian countries: China, Japan, India, Indonesia, Singapore and Vietnam. Benita is a frequent speaker at industry conferences and a regular participant in webinars focused on solar and renewable energy markets.
Marguerite Morrin is the Executive Director of Soda Ash Research at Chemical Market Analytics (CMA). Marguerite launched the Global Soda Ash Market Advisory Service (MAS) in 2008. Before launching the soda ash MAS, she held various roles in the Inorganics value chain, including coverage of the European chlor-alkali and vinyls markets, where she helped develop MAS. Marguerite’s area of focus is the Soda Ash Market Advisory Service. With over 30 years of research experience in the chemicals sector, Marguerite is a key CMA resource for analysis and insights into soda ash markets. She works with the global soda ash team to understand and track soda ash market developments, and to provide CMA clients with insight and critical analytics that facilitate decision-making. Marguerite also organizes the CMA annual World Soda Ash Conference. Marguerite holds a Bachelor’s degree in Chemistry from University College Dublin, Ireland and a postgraduate diploma in Business Studies from UCD Smurfit Business School, Dublin. She is currently based out of the London office.
Moderator
Emiliano joined pv magazine in March 2017. He has been reporting on solar and renewable energy since 2009. Emiliano is responsible for the daily news coverage on pv-magazine.com with a particular focus on European market.
Emiliano also covers new technology, R&D, installations and company financial reporting. In its previous experience as a journalist, Emiliano has written about EdTech and new language technologies.
Mark Hutchins is Magazine Director. He joined pv magazine in September 2016 as production editor of the monthly global title. Mark also works online reporting on upstream technology and markets, as well as newly emerging solar regions.
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