ADVANCED TRAINING COURSE FOR BUSINESS DEVELOPMENT MANAGERS & EXPORT MANAGERS WORLD PV MARKETS ATTRACTIVENESS INDEX. INTELLIGENCE OF THREE FAST-GROWING PV MARKETS: TURKEY, THAILAND, BRAZIL THURSDAY 8 MAY 2014 z 09.30 - 13.00 z ‘STELLA POLARE’ CONFERENCE CENTRE - ‘ARIES’ ROOM 09.30 Admission of pre-registered participants 10.00 Session 1: WORLD PV MARKETS ATTRACTIVENESS INDEX The session provides an overview of global PV demand with focus on the opportunities in new markets. A robust top-down and bottom-up forecast methodology presents the audience with a holistic view of PV deployment levels. The IHS Emerging markets attractiveness index provides an expert assessment of the potential, risks, drivers and barriers that characterize singular markets. Factors that determine the potential and competitiveness of PV include the political, regulatory and business environment, combined with power demand and retail power pricing. 1.1 – Trends of PV demand in emerging markets Installations and forecast of PV additions in emerging markets Analysis of system segmentation and underlying drivers and barriers Competitive analysis: Market share of installations of emerging markets 1.2 – Assessing the attractiveness of emerging markets 10.45 Ranking of top countries by attractiveness The importance of country risk and macroeconomic factors The impact of power demand and pricing PV pipeline maturity as an indicator of near- and midterm opportunities Discussion 11.00 Break 11.30 Session 2: INTELLIGENCE OF THREE FAST GROWING PV MARKETS: THAILAND, TURKEY, BRAZIL The session provides a detailed overview of three PV markets that display distinct levels of maturity. IHS presents the political-economic context, PV power price competitiveness and the development environment to evaluate the positioning of solar PV in each country. The analysis includes drivers and barriers, the competitive landscape, and success factors for PV projects. 2.1 – THAILAND: A MATURING OR A BOOM/BUST PV MARKET? With 1.1 GW installed, Thailand sets sail to meet 3 GW target The shift from ground-based to rooftop PV demand Local investors dominate the development landscape Lessons to learn for emerging markets 2.2 – BRAZIL: THE AWAKENING OF A GIANT Local state policies drive near-term demand Net-metering potential to offset rising retail power prices Local content requirements and impact on costs Tough competition for PV market share 2.3 – TURKEY: READY TO DELIVER ON POTENTIAL? Unlicensed segment kicks off the market The licensing process and the status of a 9 GW pipeline Economic and political turbulence raise the risk Local manufacturing builds up to meet demand 12.30 Discussion 12.45 Conclusions 13.00 End of the course 2