CEA INSIGHTS & MARKET INTELLIGENCE REPORTS
CEA Blog
This Interim Update of the Energy Storage System (ESS) Q1 2025 Price Forecasting Report highlights how newly imposed U.S. tariffs are reshaping the cost landscape for imported battery systems and components from China.
The latest Energy Storage System (ESS) Supplier Market Intelligence Report finds that the market landscape for lithium-ion batteries continues to evolve, and supplier strategy is shifting rapidly in response to the tariffs announced by the United States under the Trump administration, particularly on China, and persistently low prices.
Clean Energy Associates conducted quality audits at 70+ battery energy storage factories worldwide. Our data shows that in 2024 the vast majority of identified quality issues were at the system level.
The ESS Price Forecasting Report provides an in-depth five-year forecast for the price of a DC battery container, including battery cells, modules, racking, and additional balance of system needed for a containerized battery system.
The quarterly published Energy Storage STPR covers global and regional supply chain analysis, technology trends, and regional policy analysis. This quarter the focus is on non-lithium-ion technologies and the potential for long-duration energy storage.
The PV SMIP provides a comprehensive and unbiased analysis of the top PV module manufacturers in the world. It offers detailed insights into capacities, technology, and efficiency roadmaps, along with Manufacturing, Capacity, and Technology (MCT) ratings for each supplier.
The quarterly published PV STPR covers global and regional supply chain analysis, technology trends, and regional policy analysis.
The Inflation Reduction Act (IRA) and evolving regulations have reshaped U.S. PV module manufacturing, creating challenges for domestic content compliance. This report outlines key strategies to maximize benefits under current U.S. supply chain regulations and incentives.
The Hydrogen Electrolyzer SMIP provides a comprehensive and unbiased analysis of the top Electrolyzer system manufacturers in the world. It offers detailed insights into capacities, technology, and efficiency roadmaps, along with Manufacturing, Capacity, and Technology (MCT) ratings for each supplier.
The PV Price Forecasting Report provides independent market intelligence on changes in global supply chains and accurate forecasts for supply price scenarios based on technologies, materials, manufacturing regions and target markets, as well as supply and demand forecasts and analysis.
The quarterly published Energy Storage STPR covers global and regional supply chain analysis, technology trends, and regional policy analysis. This quarter the focus is on non-lithium-ion technologies and the potential for long-duration energy storage.
The PV SMIP provides a comprehensive and unbiased analysis of the top PV module manufacturers in the world. It offers detailed insights into capacities, technology, and efficiency roadmaps, along with Manufacturing, Capacity, and Technology (MCT) ratings for each supplier.
The ESS Price Forecasting Report provides an in-depth five-year forecast for the price of a DC battery container, including battery cells, modules, racking, and additional balance of system needed for a containerized battery system.
The quarterly published PV STPR covers global and regional supply chain analysis, technology trends, and regional policy analysis. This quarter, the regional analysis includes CEA’s policy and supply analysis in China, Europe, the United States, and India.
The latest Energy Storage System (ESS) Supplier Market Intelligence Report finds that overall planned capacity continued to decline as project cancellations and delays continue to mount on the growing lithium-ion industry due to softer-than-expected EV demand.
The latest Energy Storage System (ESS) Supplier Market Intelligence Report finds that weak global EV demand growth continued to affect planned cell manufacturing capacity.
The quarterly published Energy Storage STPR covers global and regional supply chain analysis, technology trends, and regional policy analysis. This quarter the focus is on the ramp-up of energy capacity per container and container shipping trends.
The ESS Price Forecasting Report provides an in-depth five-year forecast for the price of a DC battery container, including battery cells, modules, racking, and additional balance of system needed for a containerized battery system.
The PV Price Forecasting Report provides independent market intelligence on changes in global supply chains and accurate forecasts for supply price scenarios based on technologies, materials, manufacturing regions and target markets, as well as supply and demand forecasts and analysis.
The PV SMIP provides a comprehensive and unbiased analysis of the top PV module manufacturers in the world. It offers detailed insights into capacities, technology, and efficiency roadmaps, along with Manufacturing, Capacity, and Technology (MCT) ratings for each supplier.
The semi-annual Green Hydrogen Supply, Technology & Policy Report provides an in-depth look at the green hydrogen sector. It offers a comprehensive evaluation of electrolyzer production capacity expansion, detailed analysis of industry technology roadmaps, and an extensive evaluation of policy impacts on supply and demand.
Over the past 8 years, CEA has conducted more than 70,000 quality inspections in over 300 PV module factories. This report highlights concerning quality trends from the past few years in PV module manufacturing, which could lead to performance and safety risks in the field.
On Tuesday, October 1, 2024, the U.S. Department of Commerce issued the Preliminary Determination in its countervailing duty (CVD) investigation against PV cells from Cambodia, Malaysia, Thailand, and Vietnam. CEA developed a briefing and analysis of the preliminary determination rates and critical circumstances.
The quarterly published PV STPR covers global and regional supply chain analysis, technology trends, and regional policy analysis. This quarter, the regional analysis includes CEA’s policy and supply analysis in China, Europe, the United States, the Middle East, and India. Technology trends continue to cover TOPCon and HJT degradation.
The quarterly published Energy Storage STPR covers global and regional supply chain analysis, technology trends, and regional policy analysis. This quarter the focus is on non-lithium-ion technologies and the potential for long-duration energy storage.
The latest Energy Storage System (ESS) Supplier Market Intelligence Report finds that weak global EV demand growth continued to affect the future production targets of EV makers, and subsequently LIB cell manufacturers.
The ESS Price Forecasting Report provides an in-depth four-year forecast for LFP and NMC battery systems, shedding light on market dynamics, supply, and demand.
The Hydrogen Electrolyzer SMIP provides a comprehensive and unbiased analysis of the top Electrolyzer system manufacturers in the world. It offers detailed insights into capacities, technology, and efficiency roadmaps, along with Manufacturing, Capacity, and Technology (MCT) ratings for each supplier.
CEA has identified critical challenges in regulatory compliance, infrastructure adequacy, and equipment integration across various clean energy manufacturing projects. This report provides actionable insights and guidance to mitigate these risks, ensuring smoother project execution and enhanced operational efficiency.
The PV SMIP provides a comprehensive and unbiased analysis of the top PV module manufacturers in the world. It offers detailed insights into capacities, technology, and efficiency roadmaps, along with Manufacturing, Capacity, and Technology (MCT) ratings for each supplier.