The solar market faces challenges as global oversupply drives down prices. However, emerging economies are still benefiting from affordable energy, despite lower manufacturer profits. To understand the outlook, BloombergNEF analyst Jenny Chase discusses her report “2Q 2025 Global PV Market Outlook” with Tom Rowlands-Rees.
In this week’s episode, we explore the growing pains in the solar industry and potential solutions to mitigate electricity price spikes. With global oversupply, manufacturers are struggling to stay profitable. But while demand growth remains strong, emerging economies can continue to access affordable energy. We examine how energy storage could help address these issues and discuss the impact of US solar tariffs on domestic manufacturing.
Joining Tom Rowlands-Rees is Jenny Chase, a BloombergNEF solar specialist who provides insights into the global PV market outlook and what lies ahead for this complex industry.
Source: https://www.bloomberg.com/news/audio/2025-06-18/burnt-by-the-boom-solar-s-growing-pains-podcast