0,00 € SOLAR MODULES SOLAR INVERTERS STORAGE MOUNTING SYSTEMS SOLAR MODULES SOLAR INVERTERS STORAGE ACCESSORIES OUR SERVICES NEWS ABOUT US Start Market Analysis Market Analysis Our Managing Director Martin Schachinger writes a personal market comment every month, which is published in trade journals like pv magazine in market reports from analysts like Mercom Capital, as well as in online platforms such as RECHARGE or the Solarserver. Here you can find the complete collection of all articles. Market Analysis November 2021 - The price spiral keeps winding up 25.11.2021 10:48 | Dipl.-Ing. Martin Schachinger The title of my market commentary in October was "Module prices set to rocket back to 2019 levels". Well, today prices have already reached December 2018 levels and there is no reversal in sight. Prices for all module technologies have once again risen by an average of 3 percentage points since last month. Even the few lower-capacity products still available - i.e. below 300 watts for 60/120 cells or 400 watts for 72/144 cells – are now being traded at rates that are only acceptable in the most dire of circumstances. Given high historical feed-in tariffs, such terms are only tolerable for replacement of defective modules in existing plants. In new plants, panels with such low efficiencies – referred to here as mainstream modules – are scarcely viable for economic reasons. more ... Market Analysis October 2021 - Module prices set to rocket back to 2019 levels 22.10.2021 01:23 | Dipl.-Ing. Martin Schachinger First, the bad news: PV panels will also be caught up in global inflation. After a very brief respite, prices are picking up again for almost all module technologies. But the changes recorded for early October are paltry compared to the price increases still to come. As of the cutoff date for this market survey, some manufacturers had already announced even more significant upward corrections for future deliveries. more ... Market Analysis September 2021 - Is there an alternative to 'made in China'? 21.09.2021 16:32 | Dipl.-Ing. Martin Schachinger Module prices are at a level we have not seen since last fall, a fact that is mainly down to very high transport costs for container shipments. This is an insight I shared in my column last month. Whether and how bolstering local value creation through European cell and module production could lead to an end of dependence on Asia and break the upward cost spiral is what I would like to discuss this month. But first, let's have a look at the current price trends. more ... Market Analysis August 2021 - PV prices: high today, higher tomorrow 25.08.2021 15:18 | Dipl.-Ing. Martin Schachinger Some time ago, when I lived in the center of Berlin, I used to visit the farmers' market to buy fresh fruit and vegetables every week. A greengrocer advertised his wares there with the words, "Cheap today, expensive tomorrow!" It would almost be desirable if we PV wholesalers could offer our modules with a similar slogan. Unfortunately, no one in the industry can currently claim that solar modules are cheap - quite the opposite. Following a brief respite, prices have climbed again in recent weeks. Since the previous low in September 2020, prices for new, grade-A goods have already risen by an average of 20% to a level not seen since April 2019. more ... Market Analysis July 2021 - Sky's the limit 28.07.2021 14:41 | Dipl.-Ing. Martin Schachinger The sky is the limit. Fortunately, this expression does not apply to the current prices for PV panels, which have recently slackened a bit after a continuous rise since the beginning of the year. Whether this situation will hold steady, or whether prices will drop further in the coming months is hard to say at the moment. Polysilicon prices at least, and thus wafer and cell prices, could be in for a slight decline. However, a decisive movement in module prices in general is unlikely before the fourth quarter. Whether module prices move up or down this year essentially depends on the development of the international market. If a fourth wave of the coronavirus can be stopped or slowed in time, then the market should be in quite good shape on both the supply and demand sides. If the delta variant of the virus is not contained, however, there will be further bottlenecks in Asian production facilities and in the rest of the supply chain, which make the development of the market difficult to predict. more ... Market Analysis June 2021 - 2030 climate targets and current PV price trends – A viable mix? 22.06.2021 10:12 | Dipl.-Ing. Martin Schachinger More money for climate protection. That is what the G7 heads of state just agreed on at their recent summit in Cornwall, UK. That will involve making a whole lot more money available to expand renewable energy use and significantly increase the current pace of that of expansion. Following a successful constitutional complaint against their insufficient climate protection efforts, the governing parties in Germany have had to beef up their climate protection plan in recent weeks. Instead of by 2050, Germany would now commit to being climate-neutral by 2045, and the bar has been raised for the 2030 climate target as well: greenhouse gases will be cut not by the originally proposed 55 percent but by 65 percent. Nevertheless, climate experts warn that even these targets are not sufficient to limit global warming to 1.5 degrees Celsius. In order to achieve the goals of the Paris Climate Agreement, at least 200 gigawatts of installed capacity would have to be added by 2030 (from 55 gigawatts today). This would mean an annual increase in photovoltaics of at least 15 gigawatts in Germany alone, a far cry from the 2 to 3 gigawatts added annually in recent years! more ... Market Analysis May2021 - Nuclear Power - No Thanks! 25.05.2021 15:28 | Dipl.-Ing. Martin Schachinger This somewhat time-worn slogan from the 1970s and 1980s is well known even outside Germany, but you hardly ever see or hear it anymore - least of all in Germany after the government decided to phase out nuclear power in the wake of the disaster at the Fukushima Daiichi nuclear reactor in Japan in 2011. This incident also brought the global expansion of nuclear power to a virtual standstill. Yet, despite all the latest developments and talk about climate protection in Germany and abroad, there is reason to be concerned that the use of nuclear fission as a low-carbon energy source may not be over yet. The successful constitutional complaint against the German government's short-sighted climate protection efforts has forced policy makers to make rapid improvements to their plans in recent weeks. This has occurred at a speed no one had previously thought possible. All that is lacking are concepts for concrete implementation and to flesh out the concepts already on the table. There is a fear that in the years ahead some politicians in Germany and elsewhere will lack the creativity to present anything other than good old nuclear energy as the best, or only, solution that can be implemented in enough time to make a difference. more ... Market Analysis April 2021 - Is sustainable market development possible? 23.04.2021 17:49 | Dipl.-Ing. Martin Schachinger Module manufacturers have once again adjusted their prices upwards. This is already the third or fourth price increase in the last six months, and there is no end in sight. But why is it so hard to achieve long-term, sustainable development in the global solar market, at least on the part of manufacturers? I know of no other industry with such a turbulent market, with constant swings between excess supply and bottlenecks, between price collapses and price rises – and always to the breaking point of the market. Planning security is - yet, again - out the window. more ... March 2021 - The ideal solar panel format 22.03.2021 00:36 | Dipl.-Ing. Martin Schachinger The speed at which manufacturers are introducing changes from one product generation to the next is accelerating – currently, formats are scarcely available for more than a few months before another revised product is launched. But occasionally new module dimensions also bring new problems, be it in handling, plant design or logistics. more ... February 2021 - Why the protection of human rights is making module prices rise 22.02.2021 00:23 | Dipl.-Ing. Martin Schachinger The solar industry, as well as actors connected to this industry, see themselves predominantly as supporters of the environment and humanity and as such also advocates of human rights. Even large Chinese PV manufacturers publish statements to this effect, at least to the extent they are listed on Western stock exchanges. I do not want to speculate on whether these statements reflect the truth. But what does the topic of human rights have to do with the solar industry? more ... January 2021 - A wrench in the works 28.01.2021 10:42 | Dipl.-Ing. Martin Schachinger Looking back at the past year, the renewables sector has seen two extremes. In Germany, disparity was triggered in part by the recently passed amendment to the Renewable Energy Act (EEG). For PV in particular, the pendulum will swing in favor of installers of small systems in the near term. For installations up to 30 kWp, the new law has cleared market barriers. more ... Market Analysis December - 2020: Taking the time to say, thanks! Thanks for what - thanks for nothing? No, I don't want to express it that drastically. Alongside all of the crises, 2020 has brought us a few good initiatives and developments. In the folowing I want to look back over the second half year, and offer a quick look at what could be in store for 2021. more ... 1 2 3 … 10 » Follow us on INFORMATION Becoming a Supplier Careers Privacy Policy Terms And Conditions Legal notes OUR PARTNERS Partner Programm Installion Mounting Systems ADLER Solar Milk the sun Solar Server Conexio CONTACT pvXchange Trading GmbH Kahlgrundstraße 131 63776 Mömbris Germany Tel. + 49 6029 95798-50 Fax + 49 6029 95798-51 support@pvxchange.com * All prices exclusive legal VAT plus shipping costs