Yali Jiang | 江亚俐

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
光伏市场展望：零碳路径中的机遇与挑战

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.

目前代表全球碳排放54%的国家和地区至少开始了零碳目标的讨论。尽管目前还不确定如何实现这些目标，但光伏显然是最契合的选择之一。另一方面，光伏制造受到全球大宗商品及材料波动影响越发明显。光伏组件可能迎来十多来年首次年度价格上涨。彭博新能源财经将分享关于碳中和路径下光伏市场发展前景及短期供应中的挑战。