The IEA expects nearly 4,800 GW of new global renewable energy capacity to be added from 2026 to 2031, with solar PV accounting for more than three-quarters. This article examines capacity outlooks amid energy security concerns and outlines key checks for equipment procurement, supply chains, certification documents, and project delivery to help manufacturers and buyers identify potential opportunities. The report is a forecast; specific demand and compliance requirements should be verified against project documents and applicable regulations.

The November 6 PV market update shows that polysilicon and module prices are holding steady, with silicon wafer and cell prices also remaining stable. Market sentiment is cautious. Mainstream prices for N-type polysilicon are RMB 40–43/kg, while N-type granular silicon is priced at RMB 40–42/kg. Stable prices do not necessarily indicate a clear market outlook. Click to view the latest prices across the industry chain and key developments to watch, and inform your purchasing and sales decisions.