The photovoltaic module market is facing significant global changes, with adjustments in production costs, supply and demand, and strategies from major manufacturers. These topics will be discussed in episode 164 of Papo Solar, which brings together executives from four of the leading solar panel manufacturers to analyze the sector's direction in 2026.
Participating in the debate are Jakeline Tomazi, Commercial Manager of Distributed Generation at LONGi, Felipe Santos, Latam Director at OSDA Solar, João Ferrer, Brazil Sales Director at JA Solar, and Samir Moura, General Manager at Canadian Solar. The conversation addresses prices, taxes, new technologies, and the strategic positioning of manufacturers in a competitive market.
According to Gustavo Tegon, who discusses the topic in an interview, the discussion goes beyond Brazil, reflecting a global perspective influenced by the increase in commodities in China.
“This conversation isn’t just about Brazil, but about the global market. The increase in commodity prices proposed by China directly impacts the cost of photovoltaic modules worldwide,” Tegon assesses.
Even with rising costs, the Brazilian market remains competitive, benefiting from the continuous increase in electricity tariffs.
“Even with these adjustments, the cost of energy continues to rise. One thing compensates for the other, keeping the Brazilian market attractive, with a still very aggressive payback period,” explains Tegon.
This episode is also notable for bringing together, for the first time, four major manufacturers at the same table to discuss strategies, supply and demand, and trends in the photovoltaic sector for the next 12 months.
"The main goal of this discussion is to understand where the market is going, why it's going in that direction, and what the Chinese manufacturers' ideas are for the short term," Tegon adds.
Episode 164 of Papo Solar establishes itself as essential content for integrators, distributors, investors, and professionals seeking to anticipate trends and strategic decisions in the solar energy market in 2026.
Watch it!
all the content of Canal Solar is protected by copyright law, and partial or total reproduction of this site in any medium is expressly prohibited. If you are interested in collaborating or reusing part of our material, please contact us by email: redacao@canalsolar.com.br.
Comments
Comments are moderated before publication.Comments should be respectful and contribute to a healthy debate. Offensive comments may be removed. The opinions expressed here are those of the authors and do not necessarily reflect the views of the author. Canal Solar.