Solar PV supply chain

Key Benefits

  • Gain insights into the key trends shaping the solar PV supply chain (polysilicon, ingots, wafers, cells and modules). Track key developments in the crystalline silicon (c-Si) modules market and understand the key cost drivers for solar modules.

  • Track solar installation activity, spending and developments in the utility-scale sector.

  • REA provides financial analysis on key solar market players and investment activity across the entire supply chain.

  • Recieve intelligence updates on key policy developments impacting the global solar industry.

  • Understand the evolution of pricing across all key parts of the supply chain. REA collects data on polysilicon pricing.

Market Intelligence

Solar Insights (SI)

Gain unique insights into the key trends shaping the solar supply chain. REA provides intelligence on all key parts of the Solar PV supply chain: polysilicon markets, ingots, wafers, cells and modules. Our quarterly SI report allows clients to track PV supply-demand balances, monitor technology shifts, and installation activity.

Alerts

Clients recieve Alerts in response to market-moving events. Our alerts help clients understand the ‘so what’ to major events impacting solar module costs. Our Alerts are data-driven and include a regular pricing analysis note.

Investment and Policy briefs

REA tracks investment activity across the entire solar PV supply chain. Our intelligence briefs provide insight on financing activity, contract structues, price formation, and policy trends which bear an impact on overall module costs.

Deep-dives

Each month, clients recieve a deep-dive note on a key strategic theme shaping the solar PV market. Our deep-dives are all excel-backed and used to help inform commercial decision-making for business development teams, strategic planning units and developers.

Data

Pricing

Stay ahead of the market with REA’s pricing analysis on solar PV components.

Global balances and costs

Track PV supply-demand balances and cost drivers.

Access

Access to analysts

Our team responds quickly to client questions on fast-moving market events. Clients can leverage our global network of specialists to make decisions confidently.

Webinars

Clients gain access to REA’s energy transition webinars which include speakers ranging from manufacturers, technology specialists, government officials, banks and other relevant market institutions.

Insight events

Clients are invited to our in-person events held every quarter. Previous events have included speakers from oil companies, the US government, and finance.