JA Solar and Nrdeal: utility-scale solar project bankability in Europe

💡 Market Insights from Matthew Xenakis, Senior Sales Manager at JA Solar:

The global module market is entering a new phase, with important shifts ahead.

     1️⃣ Chinese policy changes & removal of export incentives
      Module prices are expected to increase by around 9% in Q4 2025, following China’s decision to remove the 9% VAT export rebate.
      This policy has long supported low export prices — its removal will likely lift global benchmark costs.

    2️⃣ Gradual supply adjustment
     Producers are taking a more measured approach to output, which could lead to tighter availability of high-efficiency modules such as TOPCon, especially as demand continues to rise.

    3️⃣ Upstream material trends
     Increase in solar glass and component costs are adding mild upward pressure on pricing — a natural correction after a long period of record lows.

⚡ Innovation at the forefront
JA Solar’s next-generation TOPCon modules deliver improved efficiency, lower degradation, and are complemented by a new BESS solution designed for reliable storage, grid stability, and long-term energy      independence.

 📈 As the market evolves, securing module supply early and advancing Ready-to-Build (RTB) projects becomes increasingly strategic.

🔗 Explore exclusive RTB solar and storage opportunities across Europe on Nrdeal.com - your digital End-to-End platform for renewable energy M&A.