Supply, Technology, & Policy Report

Systems-level Thinking Approach for Comprehensive Industry Analysis

The Supply, Technology & Policy Report (STPR) provides an in-depth look at the PV and energy storage sectors. It offers a comprehensive evaluation of manufacturing capacity expansion, detailed analysis of industry technology roadmaps, and an extensive evaluation of policy impacts on supply and demand.

Strategic value

• Increase project profitability by leveraging industry incentives

• Establish security of supply through trade policy understanding

• Understand project performance implications for new technology adoption

Deliverables

• Quarterly report in PowerPoint format

• Full analyst support for questions pertaining to report coverage

Report Content

National green energy policy updates

• Trade policies and associated import tariffs

• Forced labor and other ESG focused policies

• Domestic manufacturing and other localization and investment incentives

• Decarbonization schemes and demand side incentives

Global supply/demand dynamics

• Solar: Includes analysis of modules, cells, ingots/wafers, polysilicon, MGS and quartz

• Energy Storage: Includes analysis of anode active materials, cathode active materials, and GWh cell capacity

• Regional production capacity segmentation

• Production capacity utilization estimates

• Product imports (U.S. only)

• Supplier shipments versus capacity

• Module supply availability

Global technology dynamics

• Industry cell technology roadmap

• Lithium-ion battery cell form factor and integration strategies

• Anode and cathode technology trends

• Emerging energy storage technologies

• R&D programs and new product announcements

• PV module power bins (PERC & TOPCon)

• Module format considerations

• Comparative specification analysis