SolTraCo insights
Current solar market news, selected for commercial relevance.
Each update cites its industry sources and focuses on the implications for supply, demand and deal execution.
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The newest update appears first. Earlier updates remain available in the archive.
Study Identifies Optimal Row Spacing for Cooling in Floating PV Systems
Research by Italian scientists demonstrates that a 0.5-meter spacing between solar module rows in floating photovoltaic (PV) systems optimizes cooling by enhancing airflow. This spacing outperforms both narrower and wider arrangements, highlighting the critical role of aerodynamic factors in thermal management. The study emphasizes that proximity to water alone does not guarantee better cooling and that row spacing should be a key design consideration.
3 min readRead update →Soluxtec Resumes TOPCon Solar Module Production in Germany
Soluxtec, a German solar module manufacturer, has restarted production at its Trier-Föhren facility after upgrading its lines to produce G12-format TOPCon modules. This follows the company's acquisition by Chinese PV manufacturer Ronmaa and a comprehensive modernization of its manufacturing operations. The company aims to gradually ramp up production and expand its R&D activities to develop new PV products for residential and commercial applications.
3 min readRead update →China’s Energy Storage Capacity Reaches 167 GW with Improved Utilization
China's new-type energy storage capacity has grown significantly, reaching 167 GW/435 GWh by September 2026, marking a 63% year-on-year increase. This growth is accompanied by longer storage durations and improved utilization rates, supported by government policies and technological advancements. The market structure is evolving with increased independent storage facilities and larger projects, while lithium-ion batteries remain dominant. Storage plays a critical role in balancing renewable-rich grids, exemplified
3 min readRead update →Malaysia Advances Solar and Battery Storage to Support Data Center Growth
Malaysia is developing large-scale solar photovoltaic and battery storage projects to supply renewable energy to its expanding data center industry. Key initiatives include a 500 MW solar project with 1 GWh battery storage by IOI Corporation and Tenaga Nasional Berhad under the Corporate Renewable Energy Supply Scheme (CRESS), alongside other planned developments totaling gigawatts of capacity. Regulatory updates aim to enhance project viability amid rising electricity demand and grid challenges.
3 min readRead update →Germany Awards 288 MW in Latest Rooftop Solar Tender at Average Price of €0.0967/kWh
Germany's Federal Network Agency conducted a rooftop solar tender awarding 288 MW of photovoltaic capacity across 143 projects. The tender saw increased bid volumes compared to the previous round, with a volume-weighted average price slightly below the maximum permitted level but higher than the prior tender.
3 min readRead update →Market update archive
Earlier updates
Market update · Asia-Pacific · · 3 min read
India's Solar Market Enters a New Phase Amid Rapid Module Manufacturing Growth
India's solar industry is experiencing rapid expansion in module manufacturing capacity that now exceeds domestic demand. This shift is driving a focus on vertical integration, disciplined investment, and exploring new market opportunities, particularly as domestic content requirements encourage growth in cell manufacturing and potential moves into wafer and ingot production.Market update · Global · · 3 min read
First Solar Q3 2026 Market Update: Sales Decline Amid Tariff Uncertainty and Strategic Shifts
First Solar reported a decline in net sales for Q3 2026 due to tariff-related market uncertainty, leading to a reduced full-year sales forecast. Despite lower volumes, the company achieved higher gross margins and net income growth. Strategic adjustments include a shift to project-specific contracts and increased U.S. manufacturing focus, alongside ongoing technology investments and legal proceedings.Market update · Asia-Pacific · · 3 min read
India Advances Floating Solar Deployment with New Government Support
India's federal government is actively promoting the expansion of floating solar capacity through new investments and incentives, targeting a significant increase over the next five years despite the country's ample ground-mounted solar potential.Market update · Global · · 3 min read
Bangladesh Seeks to Lower Tariffs on Delayed Solar Projects Amid Investor Concerns
The Bangladesh government is renegotiating power purchase agreements (PPAs) for solar projects that were approved years ago but remain unbuilt, aiming to reduce tariffs set when costs were higher. This move has raised concerns among investors about increased contract risk and market confidence.Market update · Global · · 3 min read
Samsung SDI Secures 1 GWh US-Made NCA Battery Storage Supply Agreement with Alpha Omega Power
Samsung SDI's Michigan-based subsidiary will supply 1 GWh of nickel cobalt aluminum (NCA) battery storage to Alpha Omega Power (APO) in the United States. The supply agreement includes containerized Samsung Battery Box 1.7 units, with all cells and modules manufactured domestically at Samsung SDI’s Kokomo, Indiana plant. The projects are planned for construction in 2027 across WECC and ERCOT markets.Market update · Europe · · 3 min read
European Consortium Develops Glass-Free Photovoltaic Modules for Diverse Applications
A European research consortium, Sunrise, is developing glass-free photovoltaic modules using fiber-reinforced polymer composites to enable lightweight, curved, and multifunctional solar modules. The project targets industrial feasibility by May 2029 and focuses on applications in vehicles, noise barriers, and maritime vessels.Market update · Europe · · 3 min read
Expansion of European Solar and BESS Marketplace to Romania
Solmeria, a European online marketplace for solar and battery energy storage systems (BESS), has expanded its listings to Romania, adding agrivoltaic and hybrid solar projects. The platform aims to facilitate project sales by connecting developers with buyers, reducing transaction costs, and increasing liquidity.Market update · Europe · · 3 min read
Engie Commences Construction of First Co-Located Solar and Battery Project in France
Engie has started building its inaugural co-located solar and battery energy storage system (BESS) project in Saint-Jean-Froidmentel, France. The Parc du Buisson project combines a 29.8 MW solar plant with a 20 MWh battery system to enhance grid flexibility by shifting electricity delivery to periods of higher demand. Construction began in September 2026, with operations expected to start by December 2027.Market update · International · · 3 min read
EBRD-Led Financing Advances 1.2 GW Solar and 600 MWh Storage Project in Egypt
The European Bank for Reconstruction and Development (EBRD) is arranging significant financing for a large-scale solar power plant combined with battery storage in Egypt. The project, located in Minya, aims to enhance Egypt's renewable energy capacity and grid resilience, supported by multiple international development banks and a 25-year power purchase agreement.Market update · Global · · 3 min read
Qnetic Advances Flywheel Energy Storage with 200 kWh Pulsar Prototype
Sacramento-based startup Qnetic is developing a flywheel energy storage system called Pulsar, designed for grid-scale applications with an initial capacity of 200 kWh, expandable to 500 kWh. The technology aims to address limitations of lithium-ion batteries by offering high cycle life and minimal degradation. Pulsar has completed initial testing and is slated for a pilot program with Sacramento Municipal Utility District in 2027.Market update · Asia-Pacific · · 3 min read
India's ACME Solar Secures 300 MW/1,200 MWh PPA with SECI at INR 6/kWh
ACME Solar, via its subsidiary ACME Greentech Twenty Pvt Ltd, has signed a power procurement agreement with Solar Energy Corporation of India (SECI) for 300 MW/1,200 MWh of assured peak power supply from interstate transmission system-connected renewable projects. The agreement was secured under SECI’s FDRE-IX tranche at a tariff of INR 6 per kWh. The project will integrate solar and battery energy storage technologies to meet contractual obligations and maintain high availability.Market update · Europe · · 3 min read
France Advances Solar-Plus-Storage Grid Integration and Electricity Demand Flexibility
France is implementing measures to ease grid connection rules for solar-plus-storage projects up to 25 MW and is promoting electricity demand flexibility through smart management of residential heating, hot water, and EV charging. These initiatives are part of a broader government strategy to accelerate electrification and optimize energy consumption.Market update · Asia-Pacific · · 3 min read
USITC Confirms Injury from Solar Imports from India, Indonesia, and Laos, Leading to High Tariffs
The US International Trade Commission (USITC) has issued a final affirmative injury determination in its Solar IV investigation, finding that dumped and subsidized crystalline silicon photovoltaic cells imported from India, Indonesia, and Laos cause material injury to the US domestic solar manufacturing industry. This decision enables the US Department of Commerce to impose significant antidumping and countervailing duties on imports from these countries, with combined tariff rates reaching up to 268%. These tariffMarket update · Asia-Pacific · · 3 min read
China Connects First 100 MW/1,000 MWh Compressed CO₂ Energy Storage Plant to Grid
China Huadian has achieved the initial grid connection of a 100 MW/1,000 MWh compressed carbon dioxide (CO₂) energy storage plant in Mulei County, Xinjiang. This facility marks a significant advancement in long-duration energy storage technology, supporting renewable energy integration and carbon emission reductions.Market update · Global · · 3 min read
US Power Prices: Utility-Scale Solar Lowers Costs, Rooftop Solar Linked to Higher Rates
MIT research finds that renewable portfolio standards (RPS) and utility-scale renewables, especially solar, are associated with stable or lower residential electricity prices in the US. In contrast, rooftop solar correlates with higher residential rates and increased distribution costs, potentially due to current tariff structures and grid design challenges.Market update · International · · 3 min read
Energy Dome Expands CO2 Battery Manufacturing in Italy for Global Long-Duration Energy Storage Projects
Energy Dome has inaugurated a new manufacturing plant in Piacenza, Italy, to produce components for its CO2-based long-duration energy storage systems. The facility supports projects across India, the United States, and Ireland, with significant investments planned to increase production capacity and workforce.Market update · Europe · · 3 min read
Sunbooster Advances Bifacial Photovoltaic Fence Technology in Europe
Austrian company Sunbooster has secured a European patent for its bifacial solar fence technology, now protected in 18 EU member states. The company is expanding into the French market, completing its first 3.7 kW installation using vertically mounted PV strips with 22.8% efficiency. The bifacial PV strips are designed for integration into existing fences, offering a novel solution for privacy and electricity generation.Market update · Africa · · 3 min read
Zambia's Solar Market Expands with New 240MW PPA and Multiple Project Developments
Zambia's solar energy sector is experiencing significant growth, highlighted by a new 240MW power purchase agreement (PPA) between Axian Energy and Africa GreenCo for the Kudu solar PV plant. This development is part of a broader surge in solar PV projects and capacity additions across the country in 2025.Market update · Asia-Pacific · · 3 min read
China Wafer Market Steady Amid Divergent Production Plans and Polysilicon Output Cuts
China's wafer prices remained stable during early October despite subdued market activity due to the Golden Week holiday. While wafer producers show mixed production strategies, polysilicon output is expected to decline in October following months of growth. Regulatory measures in the U.S. are impacting overseas demand for China-origin wafers.Market update · Africa · · 3 min read
South Africa Advances Battery Storage Procurement to Enhance Grid Reliability
South Africa is undertaking significant procurement of battery storage and gas-fired power plants as part of its Integrated Resource Plan (IRP) 2025 to improve electricity reliability and manage renewable energy curtailment. The country aims to add 4.6 GW of battery storage and 5 GW of gas-fired capacity initially, supporting a broader target of over 105 GW new generation capacity by 2039, including 25 GW of solar.Market update · Europe · · 3 min read
European PV Module Prices Decline Slightly in September 2026
In September 2026, PV module prices in Europe decreased across all technologies by 1.1% to 3.6%. TOPCon bifacial modules remain the cheapest option, while full black modules are the most expensive and experienced the slowest price decline. The top five suppliers remain unchanged, dominated by Chinese manufacturers. PV inverter prices showed mixed changes, with larger commercial units becoming more competitively priced. Demand for solar modules remains below historic averages but shows signs of steady interest.Market update · Asia-Pacific · · 3 min read
Sumitomo Invests in 500MW Solar-Wind-Storage Hybrid Project in India
Japanese trading company Sumitomo has acquired a 49% stake in a 500MW solar and wind power project combined with a 200MWh battery energy storage system in Karnataka, India. Developed by Hero Future Energies, the hybrid renewable energy park aims to provide round-the-clock electricity primarily to SJVN Limited under a 25-year PPA, with commercial operations expected by March 2027.Market update · Global · · 3 min read
Battery Storage Integration with U.S. Residential Solar Systems Reaches 37% in 2025
In 2025, battery storage was paired with 37% of new U.S. residential solar installations, marking a significant increase from 25% in 2024. This growth is driven primarily by California's market and policy changes, with notable adoption increases in other states as well. Non-residential solar storage adoption also rose but remains lower than residential levels.Market update · Global · · 3 min read
US Solar Market Faces Quality Challenges Amid Expanding Global Manufacturing
The US solar industry is experiencing variable module quality as new suppliers enter the market, driven by complex procurement policies and rapid expansion of manufacturing capacity globally. While the US has sufficient domestic module capacity, the influx of new factories, especially in emerging markets, has led to increased defect rates and quality concerns. Established manufacturers, including those in China, are also facing quality issues due to cost-cutting measures. Industry experts highlight the ongoing chalMarket update · Europe · · 3 min read
European Inverter Manufacturing Capacity Doubles by 2027 Amid Declining Utilisation
European inverter manufacturing capacity is set to double from 60GW in 2021 to over 120GW by 2027, driven by scaling initiatives from key players. However, production will only reach 70GW, resulting in a significant drop in factory utilisation to 57% by 2027. Despite increased capacity, Europe remains dependent on imports, with Chinese suppliers maintaining a dominant market share.Market update · Global · · 3 min read
Heliene Launches New All-Black Solar Module with US-Based Supply Chain
Heliene has introduced the 108HC All-Black solar module targeting the US rooftop solar market. The module is manufactured using American-made materials and assembled in the US, reinforcing domestic supply chains. Sunrun has signed a purchase agreement for this module, supporting local production and energy security.Market update · Europe · · 3 min read
Germany Concludes Solar-Plus-Storage Tender Awarding 480 MW at Competitive Prices
Germany's recent innovation tender for photovoltaic (PV) projects combined with energy storage concluded with 32 projects awarded contracts totaling 480 MW. The tender attracted 678 MW of bids, with Bavaria receiving the highest awarded capacity. This continues a series of tenders focused on solar-plus-storage projects, reflecting the country's ongoing commitment to integrating renewable energy with storage solutions.Market update · Europe · · 3 min read
UK Low Carbon Unveils 500MW Solar-Plus-Storage Project in Oxfordshire
Low Carbon, a UK renewables developer, has announced plans for a 500MW solar photovoltaic (PV) project with energy storage in Oxfordshire. The project, named West Oxfordshire Energy Park, is among the largest solar projects in the UK and will be classified as a Nationally Significant Infrastructure Project (NSIP). This development aligns with the UK government's solar capacity expansion targets for 2030.Market update · Global · · 3 min read
Global Solar Market Update: IRENA Growth Targets, US Module Price Increases, and Abu Dhabi Expansion Plans
This week’s solar market highlights include IRENA’s report emphasizing the need to double renewable capacity by 2030 with solar PV playing a key role, a significant rise in US solar module prices following updated Section 232 tariffs, and Abu Dhabi’s increased solar capacity targets supported by battery storage.Market update · Europe · · 3 min read
Spain Initiates 11GW Renewable Grid Capacity Allocation in Just Transition Areas
Spain's Ministry for the Ecological Transition and the Demographic Challenge (MITECO) has launched consultations to allocate up to 11GW of grid capacity to renewable energy and storage projects in designated just transition zones. The process includes accelerated allocation for most nodes and a competitive tender for specific nodes with high interest, particularly for pumped hydro storage. This initiative complements Spain's broader efforts to expand renewable infrastructure, enhance grid flexibility, and support dMarket update · Global · · 3 min read
US Solar Module Import Prices Rise Over 40% Following Section 232 Tariffs
Since the Trump administration imposed tariffs under Section 232 in August, the median price of solar PV modules imported to the US has increased by more than 40%. This price rise reflects supply chain uncertainties and is expected to continue beyond the December 4 tariff enforcement date. Industry experts advise early procurement and prioritizing domestic manufacturing to mitigate cost impacts.Market update · Global · · 3 min read
US Court Restores $7 Billion Solar for All Program Amid Policy Shifts
A federal court in Rhode Island ruled that the EPA unlawfully terminated the $7 billion Solar for All program, reinstating the initiative designed to expand solar access and reduce electricity costs for low- and moderate-income households. This ruling is part of broader legal challenges against the Trump administration's efforts to withdraw clean-energy funding, occurring alongside ongoing growth in US solar capacity despite federal policy changes.Market update · Europe · · 3 min read
Operational Challenges at New 69 MW Solar-Plus-Storage Plant in Germany
A newly commissioned 69 MW solar-plus-storage hybrid plant in Brandenburg, Germany, faces operational limitations due to a dispute with grid operator Eon Edis, which has withdrawn previously agreed import capacity for the battery system. This restricts the 76.5 MWh battery to storing only on-site generated solar power, impacting its operational flexibility and revenue potential.Market update · Global · · 3 min read
EVE Energy and Fluence Sign 206 GWh Battery Supply Framework for 2027-2031
Chinese battery manufacturer EVE Energy has entered a five-year framework agreement with US-based energy storage supplier Fluence for up to 206 GWh of battery deliveries from 2027 through 2031. The agreement includes 16 GWh of committed deliveries in 2027 and 190 GWh of reserved capacity for the subsequent four years. Specific terms will be finalized through future purchase orders, with potential impacts from market and policy changes noted.Market update · Europe · · 3 min read
Zelestra Signs 147MW Solar-Plus-Storage PPA with German Steelmaker Salzgitter Flachstahl
Spanish IPP Zelestra has entered into Germany's largest hybrid solar-plus-storage power purchase agreement (PPA) with steel manufacturer Salzgitter Flachstahl. The 147MW solar PV portfolio combined with 79MW/237MWh battery storage will supply renewable energy to Salzgitter's steel facility, supporting its decarbonisation efforts.Market update · Africa · · 3 min read
Guinea Initiates Competitive Solar PV and Battery Storage Procurement Program
Guinea's Ministry of Energy has partnered with Belgian non-profit RELP to design and implement a competitive procurement program for solar photovoltaic (PV) and battery energy storage projects. The program aims to launch with an initial phase targeting 400 MW capacity, supported by technical, legal, regulatory, and financial advisory services from RELP.Market update · Europe · · 3 min read
European Solar PPA Prices Rise 2.2% in August Amid Slower Activity
In August, European power purchase agreement (PPA) prices increased by 2.2%, driven primarily by a 4.9% rise in the United Kingdom. Despite the price increase, announced PPA capacity fell sharply to 335 MW, with corporate buyers dominating the market. Storage-related agreements remained steady at 869 MW, including significant battery energy storage system (BESS) deals in the UK and the Netherlands.Market update · Asia-Pacific · · 3 min read
Sungrow and Industry-Wide Price Increases in Solar Inverters and Storage Products
Sungrow has announced a second price increase in 2026 for its solar inverters and energy storage products, with rises ranging from 5% to 15% effective September 20. This adjustment reflects broader cost pressures in China’s inverter and storage supply chains, driven by rising raw material prices and component shortages. Other industry players have also raised prices amid similar challenges.Market update · Europe · Used panels & recycling · · 4 min read
PV CYCLE calls for stronger enforcement against illegal exports of end-of-life solar panels
PV CYCLE is calling for stricter enforcement against illegal cross-border shipments of discarded solar panels. Legitimate reuse remains possible, but exporters need clear contracts, documented safety and functionality testing, and written confirmation that the modules are not waste.Market update · Circular solar · End-of-life modules · · 4 min read
End-of-life solar panels could unlock a US$20 billion materials market by 2050
IRENA expects discarded solar panels to exceed 25 million tonnes worldwide by 2050, representing more than 400GW of retired capacity. Recovering copper, aluminium, silver, silicon and glass could create an annual materials market worth more than US$20 billion.Market update · United States · Module supply · · 3 min read
Inox signs 800MW US module supply agreement for projects in Colorado and Georgia
Inox Solar Americas has agreed to supply 800MW of Vega Series bifacial PERC modules for two utility-scale projects in Colorado and Georgia. The agreement follows another recently announced 767MW US supply deal and underlines the importance of domestic manufacturing capacity, supply-chain transparency and delivery execution.Market update · Europe · Power markets · · 3 min read
European markets set daily September solar records
France, Germany, Italy, Portugal and Spain all set new daily solar-generation records for September. High gas prices, hot weather and weaker wind nevertheless kept weekly power prices elevated across much of Europe.Market update · Australia · Utility-scale solar · · 3 min read
Australian utility solar sets state records as curtailment falls
Utility-scale solar output reached August records in New South Wales, Queensland and Victoria while solar curtailment fell sharply year on year. The result points to improving grid absorption, although location and storage remain central to project value.Market update · India · Project procurement · · 3 min read
SECI tenders 700 MW of solar for commercial and industrial offtake
SECI has invited bids for 700 MW of interstate-connected solar capacity to supply a commercial and industrial consumer in Odisha. Developers retain responsibility for land, grid connectivity and delivery to the designated point.Market update · United States · Module supply · · 3 min read
Inox Solar Americas signs 767 MW US module supply agreement
Inox Solar Americas has signed an agreement to supply 767 MW of modules for three utility-scale projects in North Carolina and Texas. Deliveries are scheduled to begin in 2027.Market update · United States · Solar + storage · · 3 min read
West Virginia solar and storage portfolio combines three technologies
MN8 Energy, Google and Eos Energy Enterprises have announced an 86 MW solar project paired with zinc and lithium-ion storage in West Virginia. The staged portfolio is designed to support data-centre demand in the PJM market.Market update · United States · Manufacturing · · 4 min read
Solar glass – the missing piece in the US PV supply chain
US crystalline-silicon module capacity has expanded faster than domestic rolled solar-glass supply. Initial US production trials are under way, but furnace scale, financing, power access and long-term demand certainty remain material constraints.Market update · Japan · Residential solar & storage · · 3 min read
Cost savings top disaster prep in Japan solar-storage survey
An iChoosr survey of 14,478 prospective Japanese solar and battery customers found electricity-bill savings was the leading stated motivation, ahead of disaster resilience. Expiring residential feed-in tariffs strengthen the economics of self-consumption.Market update · United States · Solar-plus-storage finance · · 3 min read
Avantus bags US$300 million for 150MW California solar, energy storage site
Avantus has closed US$300 million in tax equity for the 150 MW/452 MWh Aratina 2 solar-plus-storage project in California. The financing completes the project’s stated funding package while construction continues toward end-2026 operation.Market update · China · Modules & corporate results · · 3 min read
JinkoSolar ships 15.9GW of modules in Q2 2026, names Wei ‘Dimi’ Du new CEO
JinkoSolar reported 15.9 GW of module shipments in Q2 2026, down 34.4% year on year, and appointed Wei ‘Dimi’ Du as CEO. The company also reduced its full-year module-shipment guidance to 60–70 GW.Market update · Europe · PPA & storage · · 3 min read
European PPA prices rise as solar and storage contracting stays active
European PPA prices rose 2.3% in July while contracting remained active across solar and battery storage. The mix of price divergence and new BESS contract structures matters for project timing, risk allocation and equipment routes.Market update · Europe / storage · · 3 min read
Europe’s summer solar surplus is moving storage into the middle of the day
Europe’s 2026 summer data shows solar growth is changing when hydro and pumped storage operate. For project owners and buyers, the commercial question is shifting from adding generation alone to securing flexible assets, operating rights and grid-ready integration.Market update · Europe · Repowering & asset condition · · 3 min read
UAV fault mapping turns repowering inspections into a panel-level diligence tool
A new open-access study combines UAV thermography, georeferenced plant mapping and machine learning to locate and grade module faults at utility scale. For owners and buyers, the commercial value is a more consistent evidence layer for maintenance, repowering and asset-condition discussions.Market update · Europe · Project pipeline & procurement · · 3 min read
Italy’s 10 GW FerX programme turns pipeline into an execution test
Italy’s final FerX framework creates a 10 GW photovoltaic quota, but the commercial signal is more disciplined than a simple demand headline. Competitive access, eligibility timing, delivery deadlines and differentiated premiums will determine which projects actually convert into equipment orders.Market update · Africa · Manufacturing & supply chain · · 3 min read
Africa’s solar localisation push will reshape rather than replace imports
African solar markets are adding capacity while several countries pursue more local manufacturing. The near-term commercial effect is likely to be a more selective mix of imported components, local assembly and project-specific qualification — not an abrupt end to cross-border equipment flows.Market update · China · Supply chain · · 3 min read
China’s polysilicon majors move to curb below-cost selling
Eight leading Chinese polysilicon producers have committed to cost-based selling and tighter capacity discipline. The initiative could influence raw-material pricing, capacity closures and module-market expectations, but its execution still needs to be watched.Market update · Southern Africa · Finance · · 3 min read
Southern African solar projects are moving beyond the single-buyer PPA
Corporate procurement, wheeling, regional trading and battery storage are creating more routes to market for renewable projects in Southern Africa. The emerging model combines several contracts and revenue streams rather than relying on one traditional buyer.Market update · Europe & North America · Grid operations · · 2 min read
The 12 August eclipse will test solar-heavy grids
The solar eclipse on 12 August 2026 will cause fast, synchronized changes in PV output across parts of Europe and North America. The event is less about total daily energy loss than the speed at which grids must balance the drop and recovery.Market update · India · Manufacturing · · 2 min read
Northern India adds a new solar-glass production route
Emerge Renewables has lit the furnaces at a new solar-glass facility in Rajasthan with stated output equivalent to about 2.5 GW of modules per year. The plant could shorten regional supply routes, although full-scale timing and qualification details remain open.Market update · United States · Trade policy · · 3 min read
US plans tariff and minimum import prices across polysilicon-based solar
The United States plans a 15% tariff on imported polysilicon and minimum import prices for several downstream solar products from 4 December 2026. The measure could materially change US sourcing, contract pricing and market access.Market update · Circular solar · End-of-life modules · · 4 min read