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93. Supply chain - wind, solar, batteries: how to fix the mess? - Mar23

Redefining Energy

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Solar, Wind, Solar, Batteries - What Do You Expect to See?

We project the kind of big surplus by the end of this year. And we will see prices for less than 100 RMB per kilogram. We are still projecting dropping price throughout the year. For wind, we see some improvement in steel plates, which is the tower. But we see that manufacturers are reluctant to pass it through because they want to keep it for themselves. If buyers are not very data-driven or making decision based on data, I did understanding on the shoot costing. So how do you deal with that as a supply chain manager?

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