Solar Market and Cost Analysis slide image

Solar Market and Cost Analysis

Installations (GWdc) International Q1-Q3 2022 Installations 55 GW 53 GW 35 30 25 20 15 10 5 ■Q4 ■Q1-Q3 0 2021 2022 2021 2022 2021 2022 2021 2022 2021 2022 Cumulative capacity China 359 GW U.S. 134 GW India 61 GW Germany 63 GW Australia 28 GW Sources: Australian Photovoltaic Institute. Clean Energy Associates PV Supplier Market Intelligence Report Q2 2022; IEEFA (07/21/22). Mercom (02/28/22, 10/03/22, 11/07/22. 01/23/23). PV Magazine (08/08/22, 07/22/22, 12/01/22); Wood Mackenzie/SEIA: U.S. Solar Market Insight: Q3 2021; Reuters (07/21/22). • In the first 9 months of 2022, PV installations increased significantly (y/y) in China (106%) and India (51%), and to a lesser extent Germany (22%). - China's National Energy Administration revealed in late January that China installed 87 GW in 2022, up 59% y/y. • From a historical perspective, the United States and Australia also had very sizeable installation levels in the first 9 months of 2022, but they were down y/y in large part due to supply chain disruptions and price increases. • At the end of September, these countries had cumulatively installed 644 GWdc of PV. NREL 5.
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