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0Solar panel costs dropped more than 80 percent over the last decade. Shipments grew more than 10x.
Yet many manufacturers still struggled, and the industry saw major losses.
In this episode of Tech Innovation Deep Talk, we sit down with the President of CSI Solar to unpack what is really driving the cycle.
We cover
Why rapid capacity expansion created a supply glut
Why grid limits and curtailment are slowing demand growth in many regions
Why policy and currency risks reshape emerging market project economics
The cost breakdown shift that surprised us most
modules can be under 10 percent of total EPC cost once storage is included
Why solar is increasingly a solar plus storage story
What consolidation may look like over the next 2 to 3 years
How a global operating model and local teams change execution in energy infrastructure
Why AI data centers could become an unexpected driver of storage demand
This is not a hype episode. Just a clearer way to understand where the industry is heading.
#Solar #EnergyStorage #RenewableEnergy #CleanTech #Grid #Batteries #Infrastructure #Manufacturing #GlobalSupplyChain #TechInnovation
