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- Philip Haddad
For more than a decade, solar power additions have followed a trajectory of double-digit year-on-year growth, with no signs of levelling off. From having been purely subsidy driven, current drivers combine climate policy, corporate targets to de-risk, green portfolios, and pure economics, as solar has become one of the cheapest sources of electricity in many locations. The scalability of solar also contributes to its success, as distributed generation shifts how power is produced and consumed. What are the fundamentals that are required for solar power to maintain its growth trajectory? Will the current largest markets continue to lead the way? What types of investors will drive future solar power deployment? How will investors adapt to new opportunities and risks?