Yali Jiang joined the solar team of BloombergNEF in May 2016. She covers the PV manufacturing sector and tracks the supply and manufacturing capacity, including price changes along the upstream value chain. Before being an analyst, she had been with BNEF data research team for two yearS, tracking PV projects in China along with the manufacturing capacity by Chinese PV markers. Prior to BNEF, she worked for PV and battery manufacturer BYD. She has a Master’s degree in Business Management from the City University of Hong Kong.
Topic: Global PV Market Outlook: Opportunities in the Net-zero Pathway and Headwinds
Now countries representing 54% of emissions are at least discussing a net zero target. While there is uncertainty about how exactly net zero targets can be met, solar are one obvious option to build without risking regret. On the other hand, solar manufacturing is increasingly exposed to volatility in global commodities and materials- for the first time in over a decade, solar module prices are rising. BNEF will share its view about a rising solar market outlook and the short-term supply and demand dynamics.