Category Archive: Uncategorised

1. The Value of High-performance PV Technology: PV Technology White Paper

   The PV industry is ever evolving. Over the last decade, solar PV manufacturers have been highly effective at driving down manufacturing costs. This has been a key focus of the industry. However, the era of “easy wins” has ended. Gains will now be harder fought, likely relying on either alternative materials or new technologies. The […]

2. Sodium-ion batteries will take time to become cost-competitive

   Sodium-ion batteries (NIBs) are an emerging battery technology, which, in many instances, could replace lithium-ion batteries (LIBs) without much change in configuration of manufacturing or use. Ultimately, sodium-ion technology will progress to a point where it has a performance close to some current LIBs, such as those with lithium iron phosphate (LFP) chemistries. Importantly, it […]

3. UFLPA-related module releases point to downwards pressure on US module prices

   Following detentions under the Uyghur Forced Labor Prevention Act (UFLPA), in November 2023 US Customs and Border Protection (CBP) reportedly released modules made using Chinese polysilicon into the US. While there is a long way to go to be sure that similar modules will pass smoothly into the country in the future, this is a […]

4. Solar cell technologies: What next, and why?

   Solar cell technologies are rapidly evolving as manufacturers look to drive up cell efficiencies. In 2024, TOPCon is likely to become the leading technology in terms of market share, but for how long, and what comes after? Read more in our insight

5. Solar cost reductions now rely on new materials and technologies

   Solar PV manufacturers have been highly effective at driving down manufacturing costs over the past decade. However, the era of “easy wins” has ended. Read more in our insight

6. Exawatt adds gallium nitride to its coverage

   As part of our plan to broaden our coverage of power electronics outside of silicon carbide (SiC), our power electronics team have recently completed a project investigating the feasibility for high-voltage gallium nitride (GaN) power electronics in automotive applications from the perspectives of cost, technology and supply. This most notably included an analysis of the […]

7. Insights from the Solar Technology and Cost Report

   Our Q3 2023 STAC Report is now available! In collaboration with PVEL, Exawatt publish a quarterly Solar Technology and Cost (STAC) report, designed for module buyers in the U.S. The focus varies between reports and is driven by the most topical issues at any given time. The latest report features updates on: – Fluctuations in […]

8. PV technology progress: back contact leading the way

   Historically, xBC has been one of the best performing technology categories in terms of efficiency in the Exawatt PV Module Tracker; now, with manufacturing giants Aiko and LONGi having both released collections of xBC module series in 2023, it’s no wonder the technology is currently receiving a lot of attention. Four of the manufacturers we […]

9. CRU acquires Exawatt

   We are delighted to announce our partnership with CRU, the global commodities business intelligence company, which has acquired Exawatt.

10. Lithium supply shortage: smaller EV battery packs required

    The consensus view among automakers is that EV buyers demand range above all other factors and that, by extension, EV battery packs must necessarily get bigger over the coming years. But consider the graphic below. The line represents the maximum expected lithium supply available to the EV market in 2030 as the product of two […]

11. Exawatt and NexWafe – The EpiWafer process: Enabling higher efficiencies, lower costs and lower carbon emissions in PV manufacturing

    Many of you may have seen NexWafe in the news in October last year, when the company secured a EUR 25 million investment from Reliance New Energy Solar. Now Exawatt and NexWafe have collaborated to produce a white paper on the company’s EpiWafer process. The EpiWafer process cuts out the conventional polysilicon, ingot and wafer steps and […]

12. Verne and Exawatt white paper: A Tale of Two Metropolises

    Exawatt and Verne Energy Solutions have collaborated to produce a series of white papers that compare the electrification challenges facing two metropolises – one in the developed world and the other in a developing country – and examine the various enablers that can accelerate electric vehicle (EV) adoption. The paper investigates EV adoption trends in […]

13. Exawatt and ANZAPLAN launch joint report “The global market for high-purity quartz 2021-2030”

    We are pleased to announce that Exawatt and ANZAPLAN’s joint report titled “The global market for high-purity quartz 2021-2030” is now available for purchase. The joint report provides much-needed insight on the prospect for the high-purity quartz market to 2030. The report builds upon ANZAPLAN’s knowledge of analytical and engineering services for industrial and specialty […]

14. Exawatt partners with ANZAPLAN to provide coverage of the high-purity quartz market

    Exawatt is proud to announce a new partnership with ANZAPLAN, the leading provider of analytical and engineering services for industrial and specialty mineral and metal projects worldwide, to provide detailed coverage of the market for high-purity quartz (HPQ). Together, Exawatt and ANZAPLAN will combine their complementary technical capabilities and specific market know-how relating to HPQ. […]

15. Exawatt welcomes Saleh Soomro as part of The Faraday Institution’s Faraday Undergraduate Student Experiences (FUSE) programme.

    Exawatt, a provider of strategic consulting and market analysis in sectors related to decarbonisation through electrification, is pleased to announce the appointment of Saleh Soomro as an intern as part of The Faraday Institution’s Faraday Undergraduate Student Experiences (FUSE) programme. Saleh is working with us on our research into sodium-ion batteries batteries for energy storage, […]

16. The market for silicon carbide (SiC) devices in EVs

    Back in April, Exawatt launched its first dedicated report on the potential of silicon carbide (SiC) semiconductors in electric vehicles (EVs). Since then the industry has continued developing at a rapid pace, with auto manufacturers and suppliers increasingly embracing the technology. Companies in the SiC supply chain have also been busy, with a wave of […]

17. Exawatt appoints Ed Rackley as Research Analyst

    Exawatt, a provider of strategic consulting and market analysis in sectors related to decarbonisation through electrification, is pleased to announce the appointment of Edward Rackley as Research Analyst to the energy storage research team. Since taking an alkaline fuel cell internship at 18, Ed has developed a keen interest in renewable technologies which led him […]

18. Exawatt appoints Molly Morgan as Research Analyst

    Exawatt, a provider of strategic consulting and market analysis in sectors related to decarbonisation through electrification, is pleased to announce the appointment of Molly Morgan as Research Analyst, effective immediately.  Molly joined Exawatt on an internship in the summer of 2020, amid a global pandemic. She is the first person to join Exawatt as a […]

19. Exawatt appoints John Walker as Chairman

    Sheffield, England – July 1, 2020 – Exawatt, a provider of strategic consulting and market analysis in sectors related to decarbonisation through electrification, is pleased to announce the appointment of John Walker as its Chairman, effective immediately.  John has more than 30 years of leadership experience in the solar PV, semiconductor and mining industries. Most […]

20. Exawatt analysts on jury panels for two PV Magazine awards

    For the second year running, Exawatt was honoured to be among the jurors for two of PV Magazine’s annual awards. The winners of the 2019 awards were named at the World Future Energy Summit in Abu Dhabi in mid-January. Two Exawatt analysts participated in the awards this year. Senior analyst Alex Barrows was a juror […]

21. Exawatt presents at GameChange Solar industry conference

    GameChange Solar held its annual Capital Intro conference in New York on December 10, with an audience of more than 250 attendees from the PV downstream development and finance communities. During the event, Exawatt CEO Simon Price participated in the panel “How Low Can You Go?”, which examined the cost and technology trajectory for PV […]

22. Exawatt presents at Roth Capital SiC and GaN analyst conference

    Exawatt CEO Simon Price was honoured to be one of two keynote speakers at Roth Capital’s SiC and GaN Day on Thursday November 21, 2019 in New York. The event, hosted by Craig Irwin, Managing Director and Cleantech Senior Research Analyst, allowed investors to meet with management from selected SiC and GaN companies to hear […]

23. Exawatt joins strategic advisory board of FutureCat project

    Exawatt has been invited to join the strategic advisory board of FutureCat, a newly funded project that will investigate novel cathode chemistries for lithium-ion batteries. The FutureCat project, led by the University of Sheffield, is a coordinated approach to discover, develop and deploy the next generation of lithium-ion battery cathode materials. Other partners include the […]

24. Exawatt supports University of Sheffield MSc in Solar Cell Technology

    Exawatt is partnering with the University of Sheffield to help the next generation of physical science and engineering graduates develop expertise in solar PV technology. The University – which already runs the UK’s largest PV database – has established a new one-year MSc course in Solar Cell Technology. During the course of the year, Exawatt […]

25. Exawatt joins ESCAPE SiC partnership

    Exawatt is proud to announce that it is a member of the ESCAPE project (End-to-end Supply Chain development for Automotive Power Electronics), joining an illustrious group of industrial and academic partners to build a UK-based supply chain for silicon carbide power electronics in electric vehicles. The primary goal is accelerate the UK’s low-carbon capability within […]

26. The mainstreaming of mono

    The March 2019 edition of PV Magazine featured an article, penned by Exawatt, on the emergence of monocrystalline technology in mainstream PV. At its founding in early 2015, Exawatt found itself almost alone in predicting that mono technology – which at the time had a market share of less than 20% – would inevitably come […]