Solar Industry Update

Agenda 1 Global Solar Deployment 2 U.S. PV Deployment 3 PV System Pricing 4 Global Manufacturing 5 Component Pricing 6 U.S. PV Imports 7 PV Domestic Content • H1 2023 PV installations increased significantly (y/y) in China (153%) and Germany (102%), and to a lesser extent the United States (34%). Australian and Indian first PV installations in H1 2023 shrank modestly, y/y. BloombergNEF estimates 2023 installations in China to be around 200 GW, far exceeding last year's record of 106 GW. NREL 4

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