IHS Markit analysis: Despite uncertainty generated by domestic policy reform, the U.S. will remain a top three global market for PV in 2018, which will see another year of decline before resuming growth in 2019, writes Camron Barati. IHS Markit recently cut its PV installation forecast for the U.S. by over 6 GW from 2018 to 2021, primarily due to a weakened environment for utility-scale PV as new import tariffs threaten to negatively impact the economics of such projects. In the December 2017 update to its Global and North American PV demand forecasts, IHS Markit has assumed that a 30% tariff will be imposed on imported PV cells and modules starting in 2018. As such, IHS Markit also forecasts the U.S. will experience another year of decline in 2018 - after installations declined by 31% in 2017 - before resuming growth in 2019.
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