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According to the Solar Powering Taiwan: Special Report by EnergyTrend, the Capex of PV power systems has been decreasing, due to the drop in module prices caused by massive PV installations. In 1H18, the system costs of PV projects in Taiwan have been decreasing, approaching the level in Germany, Italy and the Netherlands. EnergyTrend expects the system costs to drop further in the second half of this year, which may motivate companies to make investments.
Cobalt prices have reached another record high in 1Q18, according to the data from EnergyTrend, a division of TrendForce. As the result, the prices of lithium-ion battery cells are estimated to increase by 5~15% QoQ in 3Q18, but would have a chance to remain flat in the fourth quarter.
The global electric vehicle market continues to expand while the oil prices increase, power battery prices decrease, and countries have been proposing stricter CO2 emission targets for vehicles. EnergyTrend, a division of TrendForce, forecasts that the market share of electric vehicles will reach 5% in 2020 and 8~9% in 2023.
According to the latest research of EnergyTrend, a division of TrendForce, Chinese domestic solar market has been shirking after the release of new PV policy. Faced with the oversupply, Chinese module makers will seek ways to export the excessive products, or even sell off the products to overseas markets. Therefore, the global solar industry has paid intense attention to the price trends of modules and when EPC companies would place orders.
A notification released on May 31st 2018 by China’s National Development and Reform Commission (NDRC), Ministry of Finance, and National Energy Administration (NEA) provides new regulation for PV industry in China, which may influence various types of PV projects. EnergyTrend, a division of TrendForce, estimates that the new regulation will likely slash the domestic PV demand in China to 29~35GW. Consequently, the demand in global PV industry will see negative growth for the first time, decreasing to less than 100GW. The new policy imposes considerable pressure to the supply chain, and the prices have begun to drop.
