Burnt by the Boom: Solar’s Growing Pains
Failed to add items
Add to basket failed.
Add to Wish List failed.
Remove from Wish List failed.
Follow podcast failed
Unfollow podcast failed
Burnt by the Boom: Solar’s Growing Pains
-
Narrated by:
-
By:
About this listen
Solar module prices have been cratering in recent years, dragged down by global oversupply. Yet while this glut of photovoltaics has hammered manufacturer profits, it has also allowed emerging economies that are hungry for affordable energy to get into the solar game, and demand growth is still strong this year. So what lies ahead for this notoriously tricky market, could energy storage help mitigate electricity price spikes, and what impact could the Trump administration’s tariffs have on domestic US solar manufacturing? On today’s show, Tom Rowlands-Rees is joined by Jenny Chase, a BloombergNEF solar specialist, to discuss findings from her note “2Q 2025 Global PV Market Outlook.”
Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com
Links to research notes from this episode:
2Q 2025 Global PV Market Outlook - https://www.bnef.com/insights/36693
See omnystudio.com/listener for privacy information.