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Summary of Webinar: Utility-Scale PV and String Inverter Market Trends

Webinar Overview

• Date: March 7, 2023.
• Host: GoodWe and PV Magazine.
• Key Speakers: David Sánchez (GoodWe Sales Director EMEA), Ryan Alexander (Aurora Energy Research), Alvaro Zanón (GoodWe Technical Director EMEA), Peijun Shen (LONGi Senior Manager), and others.
• Topics: Covered European policy environment, PV industry trends, revenue models, support schemes, PPA markets, solar capture prices, module and inverter technologies.

European Policy and Solar Energy Strategy

• REPowerEU and EU Solar Strategy: Aims for 1236 GW renewable capacity by 2030, with 320 GW solar PV by 2025 and nearly 600 GW by 2030, necessitating an average annual deployment of 80 GW (4x faster than previous rates).
• Solar Rooftop Initiative: Pushes for rooftop solar, with simplified permitting and requirements for new/buildings to be "solar ready".
• Skills and Supply Chain: Emphasizes workforce training and reducing supply chain risks through innovation and diversified manufacturing.

Market Analysis and Trends

• Revenue Models: Support schemes like CfDs and PPAs dominate; CfDs reduce commercial risks but may disrupt merchant models and PPA markets. Credit guarantees can enhance PPA accessibility.
• PPA Demand: Projected to quadruple by 2030, driven by decarbonization targets; Northwest Europe leads, with countries like France and Germany undersupplied.
• Solar Capture Prices: Discounts to baseload prices vary significantly by region, with countries like Nordic nations facing lower revenues due to high hydropower.
• Utility-Scale Deployment: Faster growth needed to meet RES targets, but North Sea countries face undersupply in PPAs.

Aurora Energy Research Insights

• Key Findings: Ambitious policy targets for solar PV require accelerated deployment. Support schemes need balancing to address trade-offs in revenue stability.
• Market Projections: Solar capture price discounts are high, particularly in high renewable generation areas, demanding innovative business models.

LONGi Solar Module Technology

• Efficiency and Innovation: Achieved breakthroughs in cell and module efficiencies (e.g., HPBC cells >25%, TOPCon, HJT technologies), focusing on reducing LCOE through higher module yields and lower BOS costs.
• Reliability and Testing: Modules pass rigorous tests (e.g., HATC, hail, fire resistance), and third-party evaluations (RETC, PVEL) highlight superior performance and reliability.
• Future Roadmap: Power and efficiency roadmaps for modules like Hi-MO series, emphasizing 182mm technology, bifacial modules, and advancements in cell designs.

GoodWe String Inverter Systems

• Technology Features: High efficiency (>98.5%), robust protection (IP66), and advanced diagnostics; inverters support 1500V systems and bifacial modules.
• Utility-Scale Solutions: Includes grid-connected station designs, monitoring systems, and compact designs for easier integration with MV/LV setups.
• Market Position: GoodWe established as a financially stable and innovative supplier, with inverters playing a critical role in utility-scale PV systems by influencing LCOE, CAPEX, and OPEX.

Panel Discussion and Further Webinars

• Discussed practical implementations and challenges in market trends, with Q&A addressing real-world deployment issues.
• Follow-up webinars focus on topics like quantifying project development costs and mitigating energy storage supply chain risks.

This summary captures key elements from the webinar transcript, highlighting policy drivers, market dynamics, and technological advancements in the utility-scale PV and inverter sectors.