Global manufacturing project pipelines for solar PV modules by edition of Energy Technology Perspectives, 2030

Sources

IEA analysis based on data from Benchmark Mineral Intelligence (2024), BNEF (2025), EV Volumes (2025), InfoLink (2025), S&P Global (2025), UN Comtrade (2025) and announcements by manufacturers and personal communications.

Notes

ETP = Energy Technology Perspectives. Capacities are annual. Announced capacity to 2030 refers to all announcements, both committed and preliminary. ETP-2023 was published in January 2023 featuring assessed announced projects as of November 2022. The cutoff point for ETP-2024 was June 2024 and, for ETP-2026, it is November 2025. Battery deployment includes all EV types and stationary storage. The results for wind manufacturing are not directly comparable across editions due to methodological changes in underlying data sources.