National development solar container investment analysis

How to assess the investment plans for wind and solar in the Netherlands?

In order to assess the investment plans for wind and solar in the Netherlands by European utility companies we rely on the investment plans of the large publicly-traded companies and we use the company’s existing market share (as per BNEF) to estimate what would be the overall investment if all companies would follow similar investment plans.

Are solar PV investments accounted for in a large-scale investment?

For our purpose, we only focus on large-scale investments. That is, solar PV investments by households and building’s rooftops are not accounted for in this exercise. The capacity target for offshore wind is 16GW by end of 2030 (2) and 8.8GW for onshore wind. Such targets are associated with huge investments towards 2030.

What is the Dutch solar PV industry?

Developments of the Dutch solar PV industry closely followed the European solar PV industry. However, in time, the Dutch industry will focus more on a niche market with aesthetic, thin-film, flexible solar panels that are suitable to integrate into buildings to expand solar capacity while saving space.

Can Dutch solar PV companies contribute to a more independent European Solar supply chain?

Despite having a very small share in bulk solar panel production and no share in silicon, ingots or wafer production, all interviewed Dutch solar PV chain companies have expressed their ambition to contribute to a more independent European solar PV supply chain.

Is the Netherlands a good place to integrate solar PV modules?

The Netherlands holds a unique position in the integration of PV modules in the built environment. Through desk research and interviews with industry experts we address relevant market failures that affect the European solar PV supply chain and provide strategic perspectives for rebuilding it.

What are future scenarios for a Dutch and European solar PV industry?

Chapter 6 creates a scenario analysis in which potential future scenarios for a Dutch and European solar PV industry are developed. These scenarios explore the dimensions of dependence on non-European imports, diversity among trading partners, and the scale of financial incentives and import tariffs.