Abstract
Despite the enormous growth of solar PV production and the equally eye catching reduction in costs, solar PV accounts for only a small fraction of the world's electricity consumption. However its been very damaging to the profitability of the utility industry. The scale of the challenge required to move PV from a value destroyer to a longer term foundation of global electricity supply remains almost as large as ever.
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Brief Bio
David Leitch is a senior research analyst at UBS investment bank covering utilities and building materials. He has worked as an equities analyst since 1983 and was rated as a top 3 analyst in 3 separate sectors of the Greenwich Australia survey. UBS has an extensive global research team and its global utilities research is well regarded in Europe, the USA, Asia and Australia/NZ.
