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Burnt by the Boom: Solar’s Growing Pains

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Content provided by Bloomberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bloomberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.

  continue reading

233 episodes

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Burnt by the Boom: Solar’s Growing Pains

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Manage episode 489423559 series 2524211
Content provided by Bloomberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bloomberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.

  continue reading

233 episodes

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