Solar Market and Cost Analysis slide image

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 • The California Public Utilities Commission approved revised net metering rules in December 2022, effective April 2023, with exported solar energy eventually being compensated at rates ~75% lower than retail. Unlike the previous proposal, there are no fixed charges and there is a transition period. · The United States installed 11.2 GWac (13.4 GWdc) of PV in the first three quarters of 2022-down 9% from the first three quarters of 2021. • The United States installed approximately 11.1 GWh (3.7 GWac) of energy storage onto the electric grid in Q1-Q3 2022, +88% (+90%) y/y, as a result of high levels of residential deployment and grid-scale deployment. NREL 7
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