Insight

Coronavirus: US solar PV supply chain and utility-scale market risk

27 March 2020

Get this report

$5,000

You can pay by card or invoice

Share link

First name
Last name
Company
Email
Telephone

Country

Message

Consent

Please keep me informed about Wood Mackenzie products, services and events.

For details on how your data is used and stored, see our Privacy Notice.

- FAQs about online orders
- Find out more about subscriptions

The coronavirus (COVID-19) pandemic has raised a significant amount of uncertainty across the global economy. The US utility-solar market is no exception. This report uses scenario analyses to illuminate the risks in solar component supply chain and project development, and quantify their impacts.

Selected findings include:

In our best-case scenario (one of several scenarios outlined in this insight), we expect up to four weeks of supply delays impacting a few hundred MWs of modules and inverters, which, combined with construction disruptions, could translate into as much as 2 GWdc of project development delays in 2020.
Mid-stage projects may see the highest risk of project delay, but pipelines will spill into future years with only a marginal risk of project cancellations.

Wood Mackenzie is dynamically monitoring the impact of COVID-19 on the power & renewables space. If you're looking for updates across industries, WoodMac's weekly Coronavirus Impact Update insight covers new developments across wind, solar, storage, power, and electric vehicles (brochure here).