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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

    • 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

    • 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

    • 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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