Market Analysis

Our Managing Director Martin Schachinger writes a personal market comment every month, which is published in trade journals like pv magazine in market reports from analysts like Mercom Capital, as well as in online platforms such as RECHARGE or the Solarserver. Here you can find the complete collection of all articles.
From mid-July to early August, prices fell across the board – perhaps for the last time this year amid indications that the slide in prices over recent months will soon come to an end. Most manufacturers have either announced price increases in the range of a few cents per watt for the fourth quarter, or have already released adjusted price lists. But anybody who thinks that they can still buy cheap modules in unlimited quantities for short-term delivery is in for a disappointment. more ...
As early as March 2019, information began to emerge on the patent lawsuit being filed on three continents by module manufacturer Hanwha Q-Cells against its competitors Longi Solar, JinkoSolar and REC. At that time, it was still unclear whether the lawsuit would even be admitted and what exactly its purpose was. Just over a year later, the first verdicts have now been handed down. In the USA the rulings were against the plaintiff, but in Germany they came down in its favor. more ...
With the Covid-19 crisis having left the solar market relatively unscathed, in Germany at least, it looks as if the final hurdles in the way of an urgently needed photovoltaic boom have been cleared. In the evening hours of 18 June, the time had finally come: the German Bundestag resolved to eliminate the EEG's 52 GW cap on PV. Although the corresponding decision in the lower house of the German parliament - the Bundesrat - was still pending, this is usually a formality. more ...
A few months back, I asked the question: are bifacial modules taking over the market? Another time I pointed out a shift from full cell to half-cut cell modules, notes Martin Schachinger of pvXchange. Now, both trends seem to have been a harbinger of the developments currently unfolding. I cannot exactly call this progress, as current developments driven by the big Asian manufacturers certainly involve points that warrant a critical eye, but more on that later. more ...
For years, many players within the renewable energy sector have been thinking about what to do with installations in Germany once they drop out of the government feed-in-tariff scheme after the 20-year operating period has expired. Of course, the aim is to avoid a situation in which many plants that are well maintained and still in good working order are gradually disconnected from the grid. more ...
I am not alone in seeing parallels between the threat posed by the virus on one hand and advancing climate change on the other. Unfortunately, the only fundamental difference between the two crises is how we deal with them. To contain the spread of covid-19, heads of state and regional politicians are imposing measures that become more drastic by the day. more ...
With the end of the devastating forest fires in Australia, the spread of Coronavirus is now dominating the daily headlines from China to Europe. Although we may all be suffering by now from information overload about this terrible news, the effect of the virus on the solar industry is unfortunately a sad reality, and the full extent of its devastating impact is just beginning to reveal itself. more ...
Once again, the future of photovoltaics in Germany is being torpedoed by the delaying tactics of the federal government; once again, the solar companies that are still in business are being put to a severe test; once again numerous jobs are being heedlessly put at risk. more ...
We can look back on unusually quiet last weeks at the end of the 2019, without the hustle and bustle in the photovoltaic market and the panic at the end of the day that has frequently been observed. As a result, there are no significant price cuts in sight for 2020. We look back over the second half of 2019, and what’s to come in 2020. more ...
To hear our policy makers talk, the energy transition is in full swing; an unprecedented radical and rapid transformation of our energy and economic systems. So much is being reformed, so much is being accomplished - we can't possibly to do more! But reality paints a completely different picture. Even for the big energy companies, which once leaned on the brakes in the face of change, the pace of the current federal government has become sluggish. The utilities have started to set the pace for change to prepare quickly for a future where energy will be generated exclusively from renewable sources and consumed free of emissions. Climate targets or no climate targets; for the utilities, it is a matter of developing a survival strategy in a disruptive market. more ...
We're lacking something critical, not only in Germany, but I'll get to that. First, let me point out what we' re not lacking: solar panels. Contrary to the mid-year projections of a number of analysts, there is no solar boom in China and no extreme game of catch-up in installation figures. Rather than the anticipated new installations on the order of 25 to 30 gigawatts projected for the second half of the year, expectations have now been dialed back to less than 20 gigawatts of new capacity. more ...
Bifacial modules are taking over the market - at least that is the impression you get if you believe the producers of cells with both an active front and an active back for power generation. At Intersolar Europe 2019, this year's trade fair for photovoltaics in Munich, exhibits of this kind could be found at the booth of nearly every major module manufacturer. more ...