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Research, Reports & Ratings

Mono-si Supply Chain Begins Price Cut amid Divergent Market Demands: Price Trend

As of mid-July, downstream mono-si demands had remained sluggish for three weeks consecutively. Mono-si PV cell suppliers began to cut prices at larger scale this week, driving downward mono-si wafer prices, a development conducive to higher mono-si market share. Meanwhile, with price-hike momentum for multi-si wafers amid overstrained supply remaining high, market attention is on […]

A global solar transition could leave Africa in the shade -EQ

Big Oil Just Woke Up to Threat of Rising Electric Car Demand

The world’s biggest oil producers are starting to take electric vehicles seriously as a long-term threat. OPEC quintupled its forecast for sales of plug-in EVs, and oil producers from Exxon Mobil Corp. to BP Plc also revised up their outlooks in the past year, according to a study by Bloomberg New Energy Finance released on […]

A global solar transition could leave Africa in the shade -EQ

Bounce in U.S., China Clean Energy Investment Buoys 2Q

This article first appeared on the BNEF mobile app and the Bloomberg Terminal. $64.8 billion invested in clean energy in 2Q 2017 Investment propelled by $2 billion solar deals in UAE The second quarter of 2017 saw $64.8 billion invested in clean energy around the world, up 21 percent from the first quarter and the […]

A global solar transition could leave Africa in the shade -EQ

Lithium-ion Battery Costs: Squeezed Margins and New Business Models

Lithium-ion battery manufacturers built large amounts of capacity in 2011, expecting significant demand from EVs. But passenger EV sales were lower than expected in 2011-H1 2015, meaning demand for lithium-ion batteries was low and the manufacturing industry suffered from oversupply. To increase utilization, manufacturers have been lowering prices and competing fiercely with one another, as […]

A global solar transition could leave Africa in the shade -EQ

Here’s why govt may fall short of 40 GW target for solar rooftop power by 2022

India’s ambitious target of plugging into 40 gigawatts (GW) of rooftop-solar energy by 2022 seems difficult, says a report. A report CARE Ratings and PHD Chamber of Commerce and Industry states that “implementation of rooftop solar is taking place at a much slower pace and it seems unlikely that the government would achieve its 40GW […]

A global solar transition could leave Africa in the shade -EQ

Sufficient Supply And Renewable Alternatives To Put Pressure On Coal Prices

India Ratings and Research’s price assumption for the benchmark thermal coal (Newcastle 5,500 calories) for financial year 2018-2020 is a band of $50-60 per tonne. Government policies in large seaborne trade participants and persistent substitution to renewable energy are likely to have a significant influence on coal prices. India Ratings’ price assumption is based on […]

A global solar transition could leave Africa in the shade -EQ

The future of Oil & Gas’s supply and demand scenario may remain uncertain in the short and medium future, the industry at a delicate cross-road: Dharmendra Pradhan

Dharmendra Pradha, Minister for Petroleum and Natural Gas, while chairing the plenary session on supply and demand challenges for Oil, Gas and products at the 22nd World Petroleum Congress (WPC) in Istanbul said the world is at a stage like never before, where the future of oil and gas’s supply and demand may remain uncertain […]

A global solar transition could leave Africa in the shade -EQ