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 • Solar stocks represented by the Invesco Solar ETF fell 14% to their Q4 low in late October amid expectations of higher PV construction costs before rising 30% by late November due in part to California's revised net metering proposal. Solar stocks performed better over the entire year, down 7% versus down 20% for the broader market. • SREC bid prices in Washington, D.C. dipped $100 in mid- 2022 but then quickly rebounded. NREL 43

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