Bonus episode: Christophe Lits on Global Market Outlook 2030

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In this episode, Peter Pongracz sits down with Christophe Lits, Senior Market Analyst at @SolarPowerEurope, live at Intersolar Europe 2026 to unpack the freshly launched Global Market Outlook for Solar Power. They dig into the slowdown in global growth momentum, China's shift away from guaranteed feed-in tariffs, Europe's first-ever expected installation decline, and why battery storage is becoming the make-or-break factor for the next phase of solar deployment.

Key topics:
Global solar market growth slowing from 80% to 30% to 12% year-on-year
China's Article 136 reform and the shift from feed-in tariffs to market pricing
Europe's first anticipated drop in annual PV installations
Grid curtailment and negative electricity prices driving the storage pivot
EU's new 200 GWh battery storage target for 2030

Takeaways:
2025 was a record year for solar with 664 GW installed globally, up 12% YoY.
China is moving PV developers from secured tariffs to market-based electricity pricing, partly due to emerging grid constraints.
Europe expects its first-ever installation decline in 2026, driven by falling residential subsidies and utility-scale developers pausing amid curtailment risk.
Battery storage is now the critical enabler for renewed solar growth from 2027 onward.
Solar's 2025 generation could cover five years of LNG shipments to the Strait of Hormuz — a striking energy security data point from the report.

Resources:
SolarPower Europe - Official Website - https://www.solarpowereurope.org
Global Market Outlook for Solar Power 2026-2030 - https://www.solarpowereurope.org/insights/outlooks/global-solar-market-outlook-2026-2030
European Battery Outlook 2026-2030 - https://www.solarpowereurope.org/insights/outlooks

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Produced by APodcastGeek