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Germany’s governing coalition appears to be in a lull on energy-sector legislative reform, according to pv magazine, with the federal government delaying decisions on the EEG 2027 renewable energy law and a package of electricity grid measures. The delay is described as fueling uncertainty about the future and threatening the viability of numerous business models and the companies that depend on them, while the government is seen as more focused on concessions to major fossil fuel industry players.
Solar module prices, by contrast, offered modest relief this month. Reductions in the Full Black and Mainstream categories were marginal, while the other two categories held steady. A slight pickup in demand in the second half of the year met generally good module availability, leaving the market without significant oversupply or shortages apart from certain ultra-high-efficiency products. The overall trend remains slightly downward, but manufacturers are not expected to make further significant cuts before year-end.
Energy storage presents a different picture. Battery prices fell for years, with lithium iron phosphate batteries benefiting from improving energy density and economies of scale. Prices now appear to have reached a floor, and rising energy and transportation costs are prompting manufacturers to introduce significant increases for the first time. These increases have been announced gradually over recent months, and by January at the latest, products from various brands are expected to cost more than today, at least in the residential storage segment. Wholesalers are preparing for a sharp rise in demand toward the end of the year, with forward buying boosting order books across the sector.
A more serious risk hangs over the European Commission’s state aid approval for the planned EEG reform. If approval is not secured in time, solar subsidies could be suspended from Jan. 1, 2027, since the current authorization expires at the end of this year. Failure to adopt and submit the new legislation in time could leave new solar projects facing considerable legal and investment uncertainty, particularly those relying on public subsidies or guaranteed support mechanisms. Medium- and large-scale, debt-financed PV installations would be most affected, while conventional residential systems designed for self-consumption would be less exposed.
The author, Martin Schachinger, does not rule out a market-wide downturn, though some competitors are less pessimistic. They point to a growing number of large-scale, subsidy-free solar projects that can operate profitably without EEG support, and to emerging business models and service providers, including direct marketing offerings, that suggest new installations could remain economically viable in small and medium segments.
Grid connection remains a hurdle. Every installation needs one, and the process should be as straightforward as possible, yet more obstacles are being introduced despite the stated political goal of reducing bureaucracy. These additional requirements impose costs on system operators and could make many projects economically unviable.
Interactive table based on the Store Companies dataset for this report.
Report Scope and Analytical Framing
Concise View of Market Direction
Market Size, Growth and Scenario Framing
Commercial and Technical Scope
How the Market Splits Into Decision-Relevant Buckets
Where Demand Comes From and How It Behaves
Supply Footprint and Value Capture
Trade Flows and External Dependence
Price Formation and Revenue Logic
Who Wins and Why
How the Domestic Market Works
Commercial Entry and Scaling Priorities
Where the Best Expansion Logic Sits
Leading Players and Strategic Archetypes
How the Report Was Built
Major component supplier
Global lighting leader, now part of ams OSRAM
Multinational, key HQ in Munich
Specializes in multi-junction solar cells for space
Organic photovoltaic (OPV) films
EWE research institute for energy tech
Measurement equipment & research, German ops
In-situ metrology for production
MOCVD systems producer
Laser systems for production
Wet processing and texturing systems
Furnace and diffusion systems
Vacuum coating machines
Vacuum coating systems
Vacuum and crystal growing systems
Handling and automation solutions
Laser micromachining systems
Sputtering and evaporation systems
Research and testing services
Surface vision inspection
Precision optics for LEDs
Diode laser systems
PMMA optics and resins
Polysilicon and polymeric materials
Business unit of Heraeus
High-performance OLED emitters
Silicon wafers for electronics & PV
Power electronics for lighting & PV
Polycarbonates and coatings
System technology, not cell production
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