Solar Market and Cost Analysis

Agenda 1 Global Solar Deployment 2 U.S. PV Deployment 3 PV System Pricing 4 Global Manufacturing 5 Component Pricing 6 Market Activity 7 U.S. PV Imports Polysilicon global spot prices began Q4 2022 around $37/kg but dropped 40% (to $22/kg) by mid-January, the lowest price in 1.5 years. · Global wafer and cell prices dropped by 40%-50% during this period. - Global module prices fell only around 10% as demand from Europe decreased but Chinese demand remained relatively strong. In Q3 2022, the average U.S. module price ($0.43/Wdc) was up 14% q/q and up 30% y/y, with modules trading at a 63% premium over the global spot price for monofacial monocrystalline silicon modules. NREL 37

View entire presentation