The outbreak to speed up the U. S. solar system costs down

Photovoltaic solar photovoltaic webex: fast as the cost reduction and energy storage system, solar power equipment, and in 2020 for an outbreak of the solar energy, energy storage costs fall faster than expected, renewable energy consulting firm wood Mackenzie ( Wood Mackenzie) Said the disease results in the decrease of solar, battery energy storage requirements, under pressure to supply exceeds demand, supply price keeps hitting.

the outbreak has influence on the new energy plan, the United States this year is expected, battery energy storage of solar energy power supply side set ( Also called before the table, solar panels, front - 的- - - - - - - 计,英尺分) Progress, will be postponed because of the outbreak effect, at the same time compared with last year, estimates electric car sales will decline 43% this year.

wood Mackenzie forecast, battery energy storage and electric cars falling demand, the United States before the table of the cost of the battery energy storage system drop speed will be accelerated, the original forecasts a drop of only 7%, is expected to increase to 10%, the battery by short-term market will face pressure imbalance between supply and demand, supply exceeds demand, after 2022 years, is expected to rebound back to normal.

as for solar electricity, known for high efficiency, high CP value of monocrystalline silicon solar, PERC in utility prices hitting a speed also step on the gas power plant applications, originally expected to decline of 16% between 2025 and 2020, solar power network, new research will drop to 20%, wood Mackenzie also stressed that the decline in commercial, industrial and utility of solar energy costs, principally because solar module cost reduction.

the outbreak, home quarantine, solar power plant progress has affected more or less, so the solar module manufacturers face demand and profit both fell, solar energy, at the same time the supply of component costs are declining, so the cost of solar modules will fall in the first quarter. Molly, an analyst at Cox also noted that, due to the current solar is not affected by section 201, double-sided solar case as a result of cost is 1% lower than single crystal PERC.

but expected future decline slowed, subsidies to reduce, or solar EPC vendors and developers still need to look for lowering the cost of software, installation, d way, like the United States intends to cut energy investment tax credit in 2020 ( 投资税收抵免,ITC) , reduce to 26% from 30% in 2019, 2021 down to 22%, wood Mackenzie, points out that this would constitute a pressure on prices, whereas due to previous solar system, has been prepared in advance, the cost impact is not big.

Cox said that this year the solar industry affected by the epidemic, demand, influence extent due to the different market segmentation, is expected to residential solar impact time is shorter, demand will pick up at the end of 2020, before the ITC cut again, there will be another wave of business with the industry, large-scale solar power plant needs.

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this paper statistics the September to today issued a total of 2. 85 gw pv power plant EPC and 1. 9 gw component bid opening information. Among them, the EPC project owner units is given priority to with soe/state, this also reflected from the side, in project bidding and parity, the state-owned enterprises have become the absolute main force. Specifically, CGNPC in development of 410 mw, 603 mw, guangzhou energy saving 220 mw, 345 mw, jin can group the people vote for 200 mw, 190 mw hubei energy group, huaneng 180 mw

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