Webinar– 23April2020HowisCovid-19impactingtheglobalsolarsector?

GlobalSolarCouncilThe voice of the world’s solar energyindustry, we are a non-profit body based inWashington D.C. representing national,regional and international associations aswell as leading solar sector corporations.

Founded at the 2015 Paris climateconference as a private-sector response tothe climate emergency, we bring togetherassociations from both established andemerging markets that representcompanies all along the solar supply chain.

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Ourvision- Solarenergyistheleadingsolutiontotheworld’senergyneeds

Ourmission- Topromotetherapidadoptionofsolarenergyglobally,throughmarketdevelopment,partnershipsandeducation.

Aboutus

Partnerships

Ouractivities• Developingactionablepolicy

recommendationsforintergovernmentalorganizations

• Openingnewmarketsandgrowingexistingmarkets

• Buildingpartnershipswithkeyintergovernmentalorganizationsandinternationalinstitutions

• Expandinglocalcapacity• Promotingstandards,bestpractices,

qualityinitiativesandsustainability

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InrecognitionofsolarPV’simmensepotentialforjobcreation,theGSChasseta

targetof10millionsolarjobsby2030,whichwillresultin

trillionsofdollarsinlong-term,stableinvestmentsandmultipleterawattsofPV

generation.

Ouractivities

HowistheCOVID-19pandemicimpactingthePVindustry?• Aglobalsurveytotracktheeffectsof

thepandemicandhowgovernments&institutionscanrespondtotheemergecyandsupportthePVsector

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• ResponsesreceivedinApril2020fromhundredsofsolarbusinessesin62differentcountries:PVplantdesigners,developers&installers,EPC/generalcontractors,component&materialsproducers&distributors…

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Impactonorders

Yes71,2%

No

28,8%

In terms of sales to the solar PV market, have you experienced a decline in orders as a result of the health emergency since the beginning of the crisis in your country ?

Ofwhich…

6 in10haveseenordersfallbyuptohalf

3 in10haveseenordersfallbybetween50%and90%

1 in10haveseenordersvirtuallywipedout(>90%)

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Outlookfororders

Yes79,5%

No

20,5%

Do you expect a decline in orders over the next 4 months?

Ofwhich…

Half expectorderstofallbyupto40%

Half expectorderstofallbymorethan40%

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Outlookforprices

Ofwhich…

Yes37,3%

No62,7%

As a result of government decisions in response to the health emergency, have you experienced an increase in the price of supplies since the beginning of the crisis? 5in10haveseenpriceinflationof

upto10%

3in10haveseenpriceinflationof10%-15%

2in10haveseenpriceinflationofover15%

Outlook:Justoverhalfofallrespondents(54%)expectpricestoriseinthenext4monthswithmodestincreases(lessthan10%)predictedbymost

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Impactonsupplies

Yes74,9%

No

25,1%

Have you experienced difficulties in supplying goods and services compared to the period before the start of the COVID-19 crisis

and government decisions related to the health emergency?

Yes71,4%

No

28,6%

Do you expect difficulties in supplying goods and services in the coming 4 months?

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Impactonoperations

Whatarethemainoperationaldifficultiesareyouexperiencinginthedailyactivitiesofyourcompany?

ISSUESWITHORDERS/CLIENTDEMAND/CONTRACTS(35%)

“Clientsarebeingmorecautious”

“Uncertaintyoffutureregulationsforinstallations”

“Rooftopnotconsideredessentialservice”

“Difficultyingettingnewcontracts”

“Clientsarenotinaperiodofdecision-making”

“Difficultyisassigningcontractsandworks”

RESTRICTIONSONWORK/ACCESSTOSITES(57%)

“Mobilityforactivitiesthatrequireasitevisit”

“Lackofstaffandrestrictionsontravelandaccommodation”

“Limitedhumanresources”

SUPPLYCHAIN/LOGISTICALISSUES(18%)

“Supplyofstock”

“Nomaterials”

“Logistics”

“Lockdown”

“Shortagesoffuel,curfewsandlackoftransportation”

None(4%)

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(Increased)taxcreditsforcompanies

38%

(Increased)taxreliefforsolarPV

installations48%

Non-refundableloansoraid

37%

Dedicatedstatefinancing

42%

Other20%

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

50%

What support initiatives and/or tax relief mechanisms should be provided by government/institutions to help you

mitigate the effects of the COVID-19 pandemic?

Supportmechanisms

Actionstoreducebureaucracy(digitalisation),cutadministrativeburdensandeasefinancialregulations

Stimulusmeasurestoboostdemandforsolar/greeninvestmentspost-Covid

Preferentialtreatmentforsolarinpowermarkets

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@GSolarCouncil

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