KETEP 세계에너지시장정보

About 2

Key highlights 3

Executive summary 4

Chapter 1: Africa’s solar boom accelerates into 2026 9
 1.1 Chinese solar panel exports surge 9
 1.2 Historically, only around 73% of Chinese exports are installed 10
 1.3 Africa solar installations rise 45% in 2026 13
 1.4 Solar is growing in all African countries 14
 1.5 Solar could meet all of Africa’s electricity demand growth in 2026 17

Chapter 2: Most of Africa's solar capacity is distributed - and statistics aren't capturing it 22
 2.1 The solar boom isn't in official data yet 22
 2.2 Most of the growth is in distributed solar - and no-one is measuring that 26
 2.3 Further evidence on the ground 29
 2.4 What next for policy? 30

Chapter 3: Africa’s solar panel manufacturing rises - but for export, not domestic demand 31
 3.1 Africa’s solar panel manufacturing will likely quadruple in 2026 31
 3.2 Africa’s solar manufacturing has a large Chinese reliance, though there is some local value-add 35
 3.3 Imports of cells and wafers are not a good proxy for African panel manufacturing 36

Supporting materials 38
 Acknowledgements 38