The risky business of PV and BESS manufacturing

Recorded on December 4, 2024.

Join Kiwa PVEL and Exawatt/CRU for our final webinar of 2024, exploring the latest insights from our Q4 Energy Storage Technology and Cost (ESTAC) and Solar Technology and Cost (STAC) reports. We'll review the current module oversupply dynamics, including the capacity additions being postponed or cancelled, and the impacts from the U.S. and global perspective. We’ll also present the latest BESS market updates, including an outlook on the fierce competition in China.

Key Discussion Points include: -

  • How much of an impact are PV manufacturer bankruptcies and capacity postponements/cancellations having on the outlook for overcapacity? -
  • Which PV manufacturers are in the strongest position to weather the storm? -
  • How does the PV supply/demand outlook for the US differ from that globally? -
  • Exploring Chinese BESS competition – is oversupply causing manufacturers to look to export? -
  • What are the updates from the Commerce’s AD Preliminary Determination?

The event will have a live Q&A, so you’ll have an opportunity to have your solar and BESS technology and cost questions answered by our experts. Join us for this free event!

 

Speakers: 

  • Alex Barrows, Head of PV at Exawatt 
  • Max Macpherson, Senior Program Manager at Kiwa PVEL
  • Ed Rackley, Head of Energy Storage at CRU Moderator
  • Tristan Erion-Lorico, VP of Sales and Marketing at Kiwa PVEL