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