Recording of Wednesday, May 07, 2025 | The smarter E Europe Conferences 2025 | Conference Program | Language: English | Duration: 13:01 .

European Solar Market Faces Challenges Amidst Aggressive Chinese Investment and Policy Differences

The speaker discusses the challenges and strategies related to solar energy production, focusing on European and Chinese markets. It highlights Europe's commitment to solar products but notes a disparity in capacity utilization compared to China. The aggressive investment strategies of Chinese companies, supported by government funding, contrast with the financial struggles faced by European producers. Two key strategic approaches are identified: "push" (tariffs) and "pull" (incentives), which countries like Turkey, Saudi Arabia, India, and the US have adopted successfully. However, Europe lacks a unified framework for enhancing production capacity despite some national initiatives like SASADIS policies. The text emphasizes that while Europe is a significant market for solar technology due to its size and standards-setting capabilities—such as low-carbon benchmarks—it faces competition from other regions leading in research efficiency metrics such as NREL's records in the US or emerging PV technologies globally. Ultimately it suggests balancing imports with local manufacturing could address long-term sustainability goals without sacrificing job creation or energy independence within Europe’s evolving renewable landscape.

_{Automated summarization by AI Conver}

Speaker

Alan Tu
Solar Analyst
InfoLink Consulting Co,. Ltd.
China

Talk of session: Solar Manufacturing in Europe: Progress, Setbacks & Outlook

Amid rising geopolitical tensions, Europe's dependence on imported solar products continues to grow. While the European solar market is growing, domestic manufacturers across the entire value chain are struggling, losing market share, shutting down facilities, or exiting the sector due to declining profitability. So far, support from Brussels and national governments has been insufficient and too slow to create the conditions needed for a revival of European solar manufacturing. Now, hopes are pinned on the Net Zero Industry Act (NZIA), which aims to boost local production through domestic content requirements in auctions and public procurement. This session will provide: Update on the European solar manufacturing landscape across the value chain Cost-competitiveness analysis of European solar manufacturers Insights into policy support, investment opportunities, and start-up potential for European PV manufacturing High-level panel discussion on the future of solar manufacturing in Europe.

Further Talks of this session:

Welcome & Introduction

Speaker

Dries Acke
Deputy CEO
SolarPower Europe
Belgium

Video is not available.

Policy Frameworks for PV Manufacturing in Europe

Speaker

Dries Acke
Deputy CEO
SolarPower Europe
Belgium

To Talk

Cost Comparison Wafer-To-Module Manufacturing Cost in Europe and Abroad

Speaker

Prof. Dr. Peter Fath
CEO
RCT Solutions GmbH
Germany

To Talk

Panel Discussion

Speaker

To Talk