Unveiling the Key Clean Energy Revelations of 2023 and Their Implications for 2024
Aggressive U.S. and European policies are reshaping clean energy supply chains, revealing an alarming surge in solar panel defects during on-site audits.
Clean Energy Associates (CEA) uncovered surprising trends, impacting developers and buyers in 2024:
1. Solar Panel Defects Surge Post-Installation
- Electroluminescence testing by CEA exposed microcracks in over half of 300,000 modules analyzed in 2023, up from 20% in 2022.
- Address this risk by incorporating strict quality requirements in supply agreements and on-site testing.
2. Quality Issues in Battery Energy Storage System Integration
- 47% of issues found in auditing 30+ GWh of BESS manufacturing were in system integration.
- Buyers must focus on detailed factory acceptance tests for quality assurance.
3. Changing Global Manufacturing Landscape
- U.S. and European policies triggered a shift in manufacturing locations, with domestic module production set for 10X growth.
- Buyers need to evaluate tax incentives, tariffs, and potential supply chain disruptions carefully.
4. Rapid Growth in Green Hydrogen Capacity
- Electrolyzer manufacturers' capacity grew by 103% in 2023, with an expected 143% growth by 2025.
- Developers and buyers advised to closely monitor technology developments and manufacturing quality.
5. Safety Concerns in Commercial-Scale Rooftop PV
- More than 97% of audited rooftop PV systems showed major safety concerns.
- Emphasize proper installation and maintenance practices to avoid risks.
These 2023 trends could continue to shape the clean energy sector throughout 2024.
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