In collaboration with Exawatt, PVEL releases a quarterly Solar Technology and Cost (STAC) Forecast. It provides US module buyers forecasts for PV module efficiency, form factor, and 3-year price indicators.
The focus varies between reports and is driven by the most topical areas at any given time. Typical areas of discussion include polysilicon, ingots/wafers, cells, modules, silver, glass, and shipping.
Price forecasts are based on bottom-up modeling of manufacturing costs, manufacturer gross margins, and any relevant import tariffs.
STAC forecasts include:
- Supply chain analysis
- Module cost breakdown
- US import and installation data
- Policy/trade news update
- Aggregated PQP data