THE GLOBAL RENEWABLE ENERGY INDUSTRY

MARKET ANALYSIS IN THE LIGHT OF THE COVID-19 CRISIS

In addition to a comprehensive view of sector's environment and demand (macroeconomic factors, changes brought about by digital transformation and ecological transition, etc.), the study provides our exclusive analysis of the past evolution of the global renewable energy industry and its prospects. In particular, it outlines the impact of the health crisis and the lessons to be learned from the current situation.

DESCRIPTION OF COMPANIES DEVELOPMENT AXES

Services integration, outlet diversification, international development, but also innovation and optimisation of production capacities : the report details the growth levers prioritised by the world leaders in the renewable energy industry, after analysing their main strengths and weaknesses.

EXPLANATION OF THE CHANGES IN THE COMPETITIVE LANDSCAPE

This report also provides an individualised and aggregated financial analysis of the operators' financial performance. In particular, it deciphers the evolution of sales and operating profit rate for the analysed companies.

THE SUMMARY AND KEY PAGES OF THE REPORT

The summary provides all the elements needed to understand the major trends in the sector and foreseeable developments, drawing on analyses of the market outlook and the strategies of the companies.

FRAMING AND ENVIRONMENT

FUNDAMENTALS OF THE RE INDUSTRY

Overview of the market and the technologies

Value chain

Main products and clients

Leaders' rankings by sales

THE SECTORAL ENVIRONMENT

Overview (PESTEL analysis)

Government's role

Economic and technological factors

THE MARKET AND LEADERS' ACTIVITY

SUPPLY AND DEMAND

Global primary and renewable energy production

Production capacity by segment

Renewable energy investments

Structure and evolution of global energy consumption

Focus on the global solar photovoltaic and wind energy markets

THE ACTIVITY AND LEADERS' PERFORMANCES

Leaders' cumulative revenue (2014-2020)

Ranking of the main wind turbine and photovoltaic modules manufacturers

Leaders' aggregate operating income rate

Leaders' growth and profits

COMPETITION AND LEADERS' STRATEGIES

COMPETITIVE ENVIRONMENT

Overview (Porter's strengths)

Bargaining power of customers

Governments' influence

Threat of new entrants

Threat of substitutes

LEADERS' STRATEGIES

Overview

Service offer integration

Innovation

Outlet diversification

Operators' international development

Strategies to optimise production capacities With several case studies:

CANADIAN SOLAR

GE RENEWABLE ENERGY

LONGI

NORDEX ACCIONA

SIEMENS GAMESA

VESTAS

etc.

THE FORCES AT WORK

Ranking of the 10 world leaders in the global renewable energy industry

Key performance indicators of the 10 leaders (revenue growth and EBIT rate)

SWOT analysis of the 10 leaders

Leader's profiles