THE PHOTOVOLTAIC MARKET IN EUROPE BY 2030

In this report

Market analysis and outlook to 2030

This study provides a comprehensive overview of the photovoltaic market in Europe. Against a backdrop of declining public support for renewable energy, what are the real prospects for 2030? How can business models be adjusted once subsidies come to an end? And how can deployment strategies be rethought facing strong local opposition?

Identify regions and countries with strong potential

Using an exclusive scoring system, Xerfi's experts have identified the most promising European markets. Based on ten key competitiveness indicators, the study highlights the areas to focus on for the strategic development of photovoltaic operators. Which markets offer the most opportunities? What are the specific attractions of each country?

Deciphering competition and its evolution

The report provides a detailed map of the competition: positioning, geographical location, and profiles of the leaders. Who are the best-performing operators? And what are the main characteristics of the consolidation trend currently underway in the sector?

1. EXECUTIVE SUMMARY: INSIGHTS FROM THE REPORT

In around 30 slides, the executive summary provides access to the study's conclusions on market outlook by 2030, competitive dynamics and strategic challenges facing the sector.

2. MARKET DYNAMICS AND XERFI FORECASTS FOR 2030

Market drivers and demand indicators : renewable energy targets, electricity consumption, solar panel prices, electricity prices, average PV costs, regulatory framework and support mechanisms

The latest market figures in Europe : size and structure of the photovoltaic (PV) market by country and type of power plant, European market dynamics and in five markets (Germany, Italy, Spain, the Netherlands and France)

Xerfi's 2030 forecasts for installed photovoltaic capacity in Europe

3. MAJOR ISSUES AND STRATEGIC CHALLENGES FACING THE PHOTOVOLTAIC INDUSTRY

Preparing for the transition to a subsidy-free model| Case study: Iberdrola's offering in the power purchase agreement (PPA) market | Voltalia's strategy in the energy storage market

Building a solar panel production chain in Europe | Case study: the gigafactory project in Fos-sur-Mer

Seeking alternatives to land artificialisation : recent initiatives in floating solar power and vertical photovoltaics

Developing a solar panel recycling industry : overview of various European initiatives and recent advances to increase end-of-life panel recycling

Exporting expertise outside Europe : the main target markets and deployment methods

4. COMPARATIVE MARKET OVERVIEW: XERFI'S ATTRACTIVENESS SCORING

Exclusive ranking of the most attractive photovoltaic markets

Comparative mapping of European countries based on more than ten economic and sectoral criteria

• Photovoltaic market potential: retrospective market dynamics, outlook to 2030, average sunshine and land availability

• Potential profitability of photovoltaics: investment costs, support mechanisms for the sector, wholesale electricity prices and maturity of the power purchase agreement (PPA) market

• Operational factors: capacity of the electricity grid to absorb the increase in renewable energy production, time required to obtain administrative authorisations and availability of labour for installation

12 fact sheets on the attractiveness of the main countries : Austria, Belgium, France, Germany, Greece, Italy, the Netherlands, Poland, Portugal, Romania, Spain and the United Kingdom

5. THE COMPETITIVE LANDSCAPE AND ITS EVOLUTION

The forces at play in the operation of photovoltaic power plants

• Rankings of operators by installed capacity, financial performance and fleet growth

• The positioning of players by type of plant operated, geographical coverage and degree of of specialisation in solar energy

Key operator profiles: Elevion Group, Encavis, Eneco, Engie, Goldbeck Solar, Greencells Group, Lightsource bp, RP Global, Sonnedix, TotalEnergies

Groups and companies analyzed in the report

4MAXPOWER

ACCIONA

AES CORPORATION

AKUO

ARKOLIA

AXPO GROUP

BAYWA RE

BETTER ENERGY

Blue Elephant Energy

Bluefield Solar Income Fund

CCE

CVE GROUP

EDF

EDP

EF SOLARE ITALIA

ELEVION GROUP

ENBW

ENCAVIS

ENECO

ENEL GREEN POWER

ENERGIEKONTOR

ENERLAND

ENERPARC

ENERY

ENGIE

ENI

ERG EVOLVING ENERGIES

EUROPEAN ENERGY

GALP ENERGIA

GENERAL SOLAR

GOLDBECK SOLAR

GREENCELLS GROUP

GREENVOLT POWER

IB VOGT

IBERDROLA

JPEE

LIGHTSOURCE BP

NEOEN

POWER CAPITAL RENEWABLE ENERGY

R POWER

REDEN SOLAR

REZOLV ENERGY

RP GLOBAL

RUBIS

RWE

SCATEC

SOLARIA

SOLEIRE RENEWABLES

SONNEDIX

STATKRAFT

SUNLY

TENERGIE

TOTALENERGIES

VOLTALIA

WELINK GROUP