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Supply, Technology and Policy Report (STP)
Systems-level Thinking Approach for Comprehensive Industry Analysis
The Supply, Technology & Policy Report (STP) 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
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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
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Includes analysis of modules, cells, ingots/wafers, polysilicon, MGS and quartz
Regional production capacity segmentation
Production capacity utilization estimates
Product imports (U.S. only)
Supplier shipments versus capacity
Module supply availability
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Industry cell technology roadmap
R&D programs and new product announcements
PV module power bins (PERC & TOPCon)
Module format considerations
Comparative specification analysis
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