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Despite “many initiatives” from the European Union to support renewables, making them work on a country level is difficult, according to an industry panel. This sentiment was expressed at the Solar Media Solar Finance and Investment Summit Europe, as reported by PV-Tech.
Panelists agreed that while EU policies are “extremely positive” in intent, “headlines are very different to whats happening on the ground.” Dhruv Menon, chief financial officer for AMPYR Solar Europe, stated that “all the easy projects are now gone; permitting isnt enough.” Justin Thesiger, managing director of global supply chain at Low Carbon, concurred, saying “intent is very much there but policies are not being felt at the ground level.”
Thesiger added that a misconception exists that all equipment comes from China, noting, “We can build a site with two-thirds of the equipment and cost coming from EU/UK labour…but we need more ground-level impetus.” Vladimir Tabutov, founder and CEO of EPC firm HEC Solar, argued political will is “largely misrepresenting what the challenges actually are” and isn’t addressing “the right aspects, namely higher and higher capex.” He revealed that fewer than 20% of the companies HEC Solar works with pay for traceability on their major equipment.
None of the speakers believed EU policy is shortening project timelines, which they said are dictated primarily by grid connection. To build resilience, panelists emphasized early action. Ksenia Dray, global supply chain leader at RES Group, warned, “If a developer isnt doing early works and services, theres always capex risk.” Thesiger agreed on the need to “get orders in early” due to long lead times.
Menon highlighted a supply chain concentration risk: “the reality is that with modules and batteries there is a singular point of failure: we all get it from China.” He advised that the best mitigation is “early engagement with OEMs in China to demonstrate that youre going to be a large source of revenue in the coming years,” adding that this risk “has to be priced into models and equity.”
On financing, Menon said banks “have actually been pretty good: they try to meet you more than halfway.” He recommended engaging early with a bank’s technical advisor, calling them pragmatic and noting that once banks are comfortable, “they tend to play ball.” Thesiger observed, “this is mainstream infrastructure now, so the moneys comfortable with what we are doing. The money is running alongside you, not against you.”
Source: IndexBox Market Intelligence Platform
This report provides a comprehensive view of the global solar cells and light-emitting diodes industry, tracking demand, supply, and trade flows across the worldwide value chain. It explains how demand across key channels and end-use segments shapes consumption patterns, while also mapping the role of input availability, production efficiency, and regulatory standards on supply.
Beyond headline metrics, the study benchmarks prices, margins, and trade routes so you can see where value is created and how it moves between exporters and importers worldwide. The analysis is designed to support strategic planning, market entry, portfolio prioritization, and risk management in the global solar cells and light-emitting diodes landscape.
The report combines market sizing with trade intelligence and price analytics. It covers both historical performance and the forward outlook to 2035, allowing you to compare cycles, structural shifts, and policy impacts across countries and regions.
For the global report, country profiles provide a consistent view of market size, trade balance, prices, and per-capita indicators. The profiles highlight the largest consuming and producing markets and allow direct benchmarking across peers.
The analysis is built on a multi-source framework that combines official statistics, trade records, company disclosures, and expert validation. Data are standardized, reconciled, and cross-checked to ensure consistency across time series.
All data are normalized to a common product definition and mapped to a consistent set of codes. This ensures that comparisons across time are aligned and actionable.
The forecast horizon extends to 2035 and is based on a structured model that links solar cells and light-emitting diodes demand and supply to macroeconomic indicators, trade patterns, and sector-specific drivers. The model captures both cyclical and structural factors and reflects known policy and technology shifts.
Each country projection is built from its own historical pattern and the regional context, allowing the report to show where growth is concentrated and where risks are elevated.
Prices are analyzed in detail, including export and import unit values, regional spreads, and changes in trade costs. The report highlights how seasonality, freight rates, exchange rates, and supply disruptions influence pricing and margins.
Key producers, exporters, and distributors are profiled with a focus on their operational scale, geographic footprint, product mix, and market positioning. This helps identify competitive pressure points, partnership opportunities, and routes to differentiation.
This report is designed for manufacturers, distributors, importers, wholesalers, investors, and advisors who need a clear, data-driven picture of global solar cells and light-emitting diodes dynamics.
The market size aggregates consumption and trade data at country and regional levels, presented in both value and volume terms.
The projections combine historical trends with macroeconomic indicators, trade dynamics, and sector-specific drivers.
Yes, it includes export and import unit values, regional spreads, and a pricing outlook to 2035.
The report provides profiles for the largest consuming and producing countries, enabling benchmarking across peers.
Yes, it highlights demand hotspots, trade routes, pricing trends, and competitive context.
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The Latest Trends and Insights into The Industry
The Largest Import Supplying Countries
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