세계에너지시장정보 통합검색
정책동향보고서
| 제목 | 미국) 미국 태양광 시장 인사이트 2026년 3분기 | ||
|---|---|---|---|
| 국가 | [미국] | 출처 | SEIA |
| 산업구분 | [태양에너지] | 등록일 | 2026.09.28 |
본 보고서는 2026년 2분기 미국이 전년 동기 대비 45% 증가한 11.4GWdc의 태양광을 설치해 유틸리티 부문이 9.6GWdc로 61% 늘어난 반면 주택용은 995MWdc로 12% 감소했고 상반기 신규 발전설비의 70%를 태양광과 배터리 저장이 차지했으며 국내 모듈 제조능력은 약 66GWdc, 세이프하버를 확보한 파이프라인은 최대 240GWdc에 이른다고 집계하고 폴리실리콘 232조 조치와 FCC 인버터 규제 속에서도 2026~2031년 설치 전망을 1.2% 상향해 5년 내 설비가 약 2배로 늘어날 것으로 예측하는 보고서이다. 원문 제목 및 목차
제목 :
US Solar Market Insight Q3 2026 원문목차 :
1. Key Findings
- U.S. Solar PV Installation Performance in Q2 2026 (11.4 GWdc Added)
- Sector Breakdown and Growth Rates (Residential, Commercial, Community, Utility)
- Safe Harbor Buildouts Ahead of Tax Credit Deadlines
- Share of New Electricity-Generating Capacity (Solar & Storage at 70%)
- Domestic Manufacturing Capacity and Regulatory Shifts (Section 232, FCC Covered List)
- 2026–2031 Five-Year Market Outlook
2. Introduction & Policy Landscape
- Steady Capacity Additions (2026–2031) vs. Structural Bottlenecks
- Safe Harbor Pipeline (~240 GWdc) and Unresolved FEOC/PFE Guidance
- Impact of Newly Finalized Trade Actions on Domestic Supply Chains
- Interconnection Queues and Permitting Headwinds
3. U.S. Solar PV Forecasts
- Historical and Projected Installations by Segment (2014–2031)
- Solar & Energy Storage Share in Total Annual Electric Capacity Additions
4. Segment Analysis
- Residential PV
- Q2 2026 Deployment Volume and Quarterly Contraction
- Elimination of Section 25D Tax Credit and Decline in Customer-Owned Models
- Shift to Third-Party Ownership (TPO) and Operational Hurdles
- Key State Markets (California, Illinois) and Long-Term Recovery Projections
- Commercial PV
- California NEM 2.0 Pipeline Completion and Q2 Growth
- Transition to Net Billing Tariff (NBT)
- Regional Demand Momentum (Illinois, New York, Texas, Ohio)
- Medium-Term Retraction and 2028–2031 Resurgence
- Community Solar PV
- New York Market Deceleration and Impact on National Figures
- Offsetting Gains in Illinois and the Mid-Atlantic (NJ, VA, DE)
- Pipeline Execution vs. Future Program Scarcity
- Utility Solar PV
- Q2 Rebound (9.6 GWdc) and Regional Activity (Arizona, Texas, Michigan)
- Resilient Offtake Contracting Driven by Data Centers and Tech Hyperscalers
- Long-Term Pipeline Outlook (217 GWdc Projected Through 2031)
5. National Solar PV System Pricing
- Segment-Level Pricing Benchmarks ($/Wdc)
- Module Price Reductions vs. Escalating BOS and Logistics Costs
- Tariffs on Raw Materials (Copper, Steel, Aluminum via Section 232)
6. Report Overview, Authors & Licensing
- Subscriber Profiles and Full Report Architecture
- Authors and Contributing Organizations (Wood Mackenzie & SEIA)
- License Agreement and Legal Disclaimers
※ 본 정보는 게시일로부터 수정/변경될 수 있으므로, 정확한 내용은 아래 출처의 링크를 통해 확인하시기 바랍니다.
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| 원문 링크 |
https://seia.org/research-resources/solar-market-insight-report-q3-2026/
* 이 링크를 클릭하면 외부 사이트로 연결됩니다. |
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