Análises SolTraCo
Notícias atuais do mercado solar selecionadas pela sua relevância comercial.
Cada atualização assenta em fontes setoriais verificadas e só é publicada após aprovação na área de controlo privada da SolTraCo.
Últimas atualizações de mercado
Os cinco sinais mais recentes
A atualização aprovada mais recente surge primeiro. As anteriores permanecem disponíveis no arquivo.
A recuperação piloto de prata reabre a questão do valor dos módulos em fim de vida
Um processo piloto contínuo recuperou quase toda a prata de material preparado de células fotovoltaicas e concentrou-a mais de 80 vezes. O resultado reforça o caso da reciclagem, mas o valor comercial dependerá da triagem, preparação, logística e economia demonstrada de toda a linha.
4 min de leituraLer atualização →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.
3 min readLer atualização →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.
3 min readLer atualização →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.
3 min readLer atualização →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.
3 min readLer atualização →Arquivo de atualizações
Atualizações anteriores
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