Prediction Didn’t hold up AI assessment confidence: 95% certainty 3/5 debate potential 2/5

Davis: Chinese solar module prices will floor at 12-15 cents in 2024

Michelle Davis · The terawatt era of PV: ‘Solar will be the gas of today’ · Jan 9, 2024 · at 12:53

Michelle Davis of Wood Mackenzie discusses global PV oversupply and forecasts the pricing floor for Chinese solar modules.

0:00 / 0:23exact quote · 23.5s
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“Well, in terms of pricing trends just for Chinese modules, we do expect some further declines throughout twenty-twenty-four. Depending on what module technology you're talking about modules can be, you know, 15 to 18 cents, and we expect that they might go down a couple more cents, maybe, you know, 12 to 14 or 15 or something in that range over the next year. We anticipate that that will be the floor.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

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