Molly Morgan

Job Title: Senior Research Analyst
Company: Exawatt
Country: United Kingdom

Molly Morgan is a Senior Research Analyst of the solar PV sector at CRU. Her areas of focus include tracking and forecasting evolution in solar module efficiency and architecture. She also undertakes analysis of solar manufacturing capacity, production, and financial data which - alongside end demand through installations forecasting - forms the basis of CRU's coverage of the solar market.

May 06, 2025European Markets - The Effects of Supply and Demand Imbalance

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Sessions

Session

Major European Markets: What's Needed to Create the Next Solar Momentum in Europe

Tuesday, May 06, 2025, 02:30 pm - 04:00 pm

ICM München Room 14 A

Across the EU, solar power surpassed coal in electricity generation for the first time last year. At the same time, however, solar growth has slowed significantly since the energy crisis, with five of the top ten markets installing less than the year before, and the overall expansion rate dropping to single digits. With increasing policy uncertainty in many countries, the success of solar in the EU depends on a strong vision of the new leadership in Brussels to create a stable, investment-friendly environment that ensures long-term momentum. This session will provide: Market projections for EU solar growth and key trends Supply, demand and price analysis Insights from major national solar associations on market opportunities and barriers Discussion on how to reignite growth and meet EU targets