Solar tracker market could reach 20 GW this year
GTM Research says last year’s record levels of global solar tracker shipments will be surpassed in 2018, as Latin America displaces the United States as the largest market and NEXTracker holds on to the top spot.
Kann, Shiao: No “manufacturing renaissance” due to solar tariffs
The latest analysis by current and former GTM Research executives argues that there is insufficient economic reason to manufacture solar in the United States.
U.S. installs nearly 4 GW of solar in Q4 2017
GTM Research has given its preliminary estimate for installations over the full year 2017 at 11.8 GW, a 22% decline from 2016 levels.
Section 201 solar tariffs to be felt across market segments (w/chart)
GTM Research has issued new details that show that distributed solar installations will also see a more than 10% decline from the base case through 2022.
GTM Research predicts 11% reduction in the U.S. solar market from tariffs
President Trump’s tariff decision was not the worst-case scenario for the U.S. market, but GTM Research says that it will still have effects, particularly in marginal and emerging regional markets.
U.S. solar deployment hits lowest level in two years (w/ charts)
Slowing residential solar markets, higher prices for components and a push-back of project completions were the perfect storm in Q3, however the U.S. market managed to remain above 2 GW.
Utilities are increasingly planning for energy storage (w/ charts)
GTM Research reports that utilities in 15 states are incorporating energy storage into their long-term plans, as energy storage deployment reached a relatively even keel during Q3 2017.
Sunrun surpasses Tesla/SolarCity in the third party solar market
According to numbers crunched by GTM Research, Sunrun supplied a larger volume of solar leases and PPAs than SolarCity, and if current trajectories continue will have a larger presence in the residential market in 2018 if not sooner.
PV system prices have already increased due to Section 201 (w/ charts)
The latest report by GTM Research puts numbers on the increase in H2 2017 system prices and analyzes the potential damage from a range of scenarios.
Missed opportunity: GTM Research weighs in on the Clean Power Plan
GTM Research Solar Analyst Colin Smith argues that the pending repeal of the Clean Power Plan represents a significant loss of “upside potential”.
