Four years after global overcapacity brought manufacturers crashing down, we are in the middle of yet another PV supply-demand imbalance. A combination of manufacturing expansion and lower-than-expected demand in top solar markets caused a steep decline in PV module pricing in 2016.
It brought numerous rounds of restructuring for top manufacturers and forced many thousands of layoffs. And it's forced producers to continue shaving costs in order to preserve their thin margins.
Will the imbalance ease up at all in 2017? We'll talk with Jade Jones, a senior analyst at GTM Research, about whether the situation will change anytime soon.
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