Comstock Targets 25% Utilization at Industrial-Scale Solar Recycling Plant – Yahoo Finance

Comstock Targets 25% Utilization at Industrial-Scale Solar Recycling Plant  Yahoo Finance
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13-panel solar system among latest planning applications in Barry – Barry and District News

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Here are the latest planning applications submitted to Vale of Glamorgan Council for Barry.
Solar panels
A planning application has been submitted for the installation of a solar photovoltaic (PV) system at a residential property on Baruc Way.
The proposal includes 13 all-black solar panels, each rated at 465 watts, with a total capacity of 6.04 kW.
The panels will be mounted on the rear roof of the detached house to minimise visual impact.
They will not exceed the roof ridgeline and will project no more than 200mm from the roof surface.
The installation also includes an external battery system and gateway, which will be housed in a covered enclosure and connected via a discreet trunking system along the side of the property.
No structural alterations, extensions, or changes to access are proposed.
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Some solar panels are only 2 years old when they’re discarded. PV expert says retirement fee could fi… – Renew Economy

Saturday, September 26, 2026
One of Australia’s leading solar experts has called for at least some of the cost of a mandatory national panel recycling scheme to be paid by end-users, including rooftop solar households, in a bid to prevent PV modules from being discarded well before their use-by date.
Dr Rong Deng, a senior lecturer at the School of Photovoltaic and Renewable Energy Engineering at UNSW was one of the first experts to appear before a federal Parliamentary Inquiry that launched this week to nut out how best to design a national solar stewardship scheme.
The establishment of mandatory scheme governing the reuse and recycling of solar in Australia is well overdue, despite the best efforts of industry groups like the Smart Energy Council (SEC) and despite a growing level of urgency to manage a growing pile of potentially highly valuable waste.
The inquiry was supposed to run alongside a $25.7 million pilot that the federal government had intended to start in July, but that, too, has been delayed – much to the SEC’s and industry’s dismay – after a legal complaint was made about the process to appoint a scheme administrator. 
This leaves the inquiry and a newly announced state-based push from New South Wales as the best hopes for establishing a mandatory solar stewardship scheme anytime soon.
But as Deng told the Inquiry on Thursday, the preferred national approach that the NSW government is currently consulting on – to charge retailers and project developers with a mandatory recycling fee at the point of panel installation – might not be the best way to go.
“I have a different view from what the NSW government is proposing,” Deng told the standing committee members, which includes “teal” independent MPs Zali Steggall and Nicolette Boele.
“My view is that a small, transparent end-of-life charge should sit at the point where the retirement decision is made. 
“We are seeing perfectly functional residential panels coming off the roof and, from my personal experience, we’ve seen panels as young as only two years old. 
“Those panels are designed to last 25, 30 years, and because currently there is no charge to recycle and get rid of them, that really encourage lots of early retirement.
“So a small price signal … may discourage unnecessary early retirement and keep working panels on roofs for longer,” Deng said. 
What to do with discarded solar panels that still have plenty of useful life left in them is just one of the puzzles within the puzzle that is solar stewardship. An SEC-led pilot conducted in Queensland put the average age of decommissioned panels at just 8 years, with most able to operate for another 10–15 years.
Reuse is the obvious solution, but this is not easy. It requires discarded panels to be handled with the utmost care during decommissioning and transportation, so that they are not damaged, and then it requires electrical testing and sing-off, so that consumers can be confident they are safe to use.
As the SEC’s executive general manager of sustainability, Darren Johannesen has told Renew Economy, these sort of early life panels appear so prominently in the waste stream because people are choosing to upgrade their rooftop systems as technology costs fall and as households electrify.
And the SEC has warned that this practice is likely to balloon under the federal home battery rebate, as households replace old rooftop modules with newer much bigger systems to go with their discounted and plus-sized storage systems.
“The good news is we’re going to get lots of batteries and expanded systems, the bad news is it’s going to create decommissioning … somewhere between an additional 7.5 million to 15-20 million [modules a year],” Johannesen told Solar Insiders last year. 
“So it’s a lot of modules that will be de-installed and this is why, getting back to pilots, why pilots are important. And critically, it’s why we need action on a national scheme.”
But while the SEC favours a set-up where the mandatory stewardship fee is charged to installers and developers, and then passed on to consumers through slightly higher system costs, Rong Deng argues that it is “reasonable” to put a modest cost at the other end of the panel life-cycle.
“When a system generally reaches …[the] end of its useful life after delivering value for 20, 30 years, the household has already received value from that asset. They’ve recovered all the value and they’ve received additional value from that asset, and [so] a modest cost to responsibly manage that at the end of life, to me, is reasonable,” she told the inquiry. 
“There is also a cost question: if a recycling cost is imposed upstream on brand owners or manufacturers, that cost, or some of that cost, will eventually pass on to the customer, and it is not just that one cost … all the overheads associated with managing the cost flow will eventually be passed on to the customer,” Deng says. 
“So if it’s eventually passed on the customer, if it’s eventually the customer who pays, then a small direct, transparent charge at the point where the retirement decision is made is probably the lowest-cost option to fund the scheme, and the lowest cost option to these customers,” she said. “That’s my opinion.”
Deng says she will also put this argument in a submission to the NSW consultation on a scheme.
“We’ve seen too many… panels retire way too early, and they’re perfectly fine,” she told the inquiry. “And you will probably hear from other people how difficult [it is] to reuse – even if [the panels are] perfectly fine.
“It’s so hard to find a reuse market. So the best option is just to keep those panels on the roof and let them keep generating electricity.
“If there is a small charge … when the retirement decision is made, people may want to keep the panels there for longer, and we eliminate the waste problem from the beginning. I mean, we don’t eliminate all the waste problem, but we eliminate some waste problem, which shouldn’t really exist, at the beginning.
“And the second point is on the cost,” she says.
“When the customer pays …for end of life after the asset retires, they’ve recovered their value from this asset. But now we’re asking them to pay for even more upfront.
“If the customer has to fund the scheme, then why don’t we let the customer fund it with a least cost … lowest cost option,” Deng says.
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Sophie is editor of Renew Economy and editor of its sister site, One Step Off The Grid . She is the co-host of the Solar Insiders Podcast. Sophie has been writing about clean energy for more than a decade.
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ribbed lime-green gateway and blue solar canopy reform municipal sports center in spain – Designboom

 
The transformation of EL POLI by meii estudio gives La Unión’s municipal sports center in Murcia, Spain, a new architectural and energetic identity. The intervention at La Unión’s municipal sports center, locally known as EL POLI, is structured around two complementary elements that redefine a beloved local landmark, with a primary focus on both energy production and consumption. 
 
A vivid lime-green entrance creates a clear and welcoming gateway to the complex, while a folded photovoltaic canopy rises above the stands, its geometry shaped by the sun. Together, these two interventions generate renewable energy, improve comfort, and establish a bold new presence within La Unión’s distinctive mining landscape.
 
Serving as a welcoming gateway between the city and the sports complex, the renovated entrance building unifies essential programs, like changing rooms, offices, and the cafeteria, under a strong horizontal identity. Clad in a ventilated ceramic facade of vivid lime-green ribbed tiles, it contrasts with the local mining landscape. A fully foldable metal facade at its entrance dissolves the boundary between the town and the facilities, creating a versatile public threshold. The design team at meii estudio refers to these two elements as EL POLI Y LA PERGOLA.
ribbed lime-green gateway and blue solar canopy reform municipal sports center in spain - 1
all images ©meii estudio
 
 
 
The centrepiece of the project transforms a pure energy infrastructure into a striking architectural element. Designed by Murcia-based architectural practice meii estudio, to maximise solar energy production, its form is driven entirely by function: the optimal south-facing orientation and inclination of the photovoltaic panels, calculated precisely to the latitude of La Unión, generate a sequence of folded planes with a distinctive sawtooth profile.
 
Constructed using a robust three-dimensional steel structure and clad in blue metal sheeting, LA PÉRGOLA constantly shifts in appearance as natural light evolves. This creates a vibrant visual dialogue with the green ceramic entrance building while providing essential shade for the existing football stands.
 
Together, the lime-green entrance and the dynamic blue solar canopy succeed on multiple levels: they supply clean, renewable energy to the complex, improve user comfort, and forge a powerful new architectural identity for La Unión.

ribbed lime-green gateway and blue solar canopy reform municipal sports center in spain - 2
EL POLI is La Unión’s municipal sports center in Murcia, Spain
ribbed lime-green gateway and blue solar canopy reform municipal sports center in spain - 3
lime-green ribbed ceramic tiles clad the entrance building’s ventilated facade
the green ceramic facade contrasts with La Unión’s mining landscape

ribbed lime-green gateway and blue solar canopy reform municipal sports center in spain - 4
LA PÉRGOLA rises above the existing football stands as a photovoltaic canopy
ribbed lime-green gateway and blue solar canopy reform municipal sports center in spain - 5
the canopy’s folded geometry is shaped by the optimal orientation of its solar panels
ribbed lime-green gateway and blue solar canopy reform municipal sports center in spain - 6
blue metal sheeting gives LA PÉRGOLA its changing visual character
a sequence of folded planes creates LA PÉRGOLA’s distinctive sawtooth profile

ribbed lime-green gateway and blue solar canopy reform municipal sports center in spain - 7
a three-dimensional steel structure supports the photovoltaic canopy
ribbed lime-green gateway and blue solar canopy reform municipal sports center in spain - 8
LA PÉRGOLA provides shade for the existing football stands
ribbed lime-green gateway and blue solar canopy reform municipal sports center in spain - 9
the project combines energy production with improvements to user comfort
 
project info:
 
name: EL POLI Y LA PERGOLA
architect: meii estudio | @meii_estudio
location: Murcia, Spain
 
 
designboom has received this project from our DIY submissions feature, where we welcome our readers to submit their own work for publication. See more project submissions from our readers here.
 
edited by: Christina Vergopoulou | designboom

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China to scrap export tax rebates for photovoltaic and battery products – reuters.com

China to scrap export tax rebates for photovoltaic and battery products  reuters.com
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Understanding Pressure-Induced Photovoltaic Performance of Lead-Free Ca – Wiley Online Library

Understanding Pressure-Induced Photovoltaic Performance of Lead-Free Ca  Wiley Online Library
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New irradiance forecasting method could improve stand-alone photovoltaic system operation – EurekAlert! Science News Releases

Beijing Institute of Technology Press Co., Ltd
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Feature selection-based irradiance forecast for efficient operation of a stand-alone PV system

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Feature selection-based irradiance forecast for efficient operation of a stand-alone PV system
Credit: Green Energy and Intelligent Transportation
Researchers have developed a feature selection-based solar irradiance forecasting method to improve the operation of stand-alone photovoltaic systems. The approach uses a bidirectional long short-term memory hybrid network to forecast solar irradiance and then applies the forecasted data to estimate the optimum tilt angle of photovoltaic panels, helping increase PV output power.
Solar irradiance forecasting is important because photovoltaic power output depends directly on the amount of solar energy reaching a panel. In stand-alone PV systems, accurate forecasts can help operators understand the likely availability of solar energy and make better decisions about system configuration and operation. When forecasting is poor, PV systems may operate less efficiently, especially in settings where grid support is limited or unavailable.
The tilt angle of a PV module is another key factor in energy production. A panel that is not oriented effectively may receive less solar irradiance than it could under a better angle, reducing power output even when the solar resource is available. Determining the optimum tilt angle, or OTA, can therefore be an important step for improving PV system performance.
The new study connects these two tasks by using forecasted solar irradiance data to determine the optimum tilt angle. According to the article, the researchers first use a bidirectional long short-term memory, or Bi-LSTM, hybrid network to forecast solar irradiance. Bi-LSTM models are useful for time-series forecasting because they can learn sequential patterns in both forward and backward directions, helping capture relationships in meteorological and irradiance data.
A feature selection step is used to identify input parameters that improve the accuracy of solar irradiance forecasting. This is important because not all available input variables contribute equally to prediction quality. Selecting more informative features can reduce unnecessary complexity and help the forecasting model focus on the factors most relevant to solar irradiance behavior.
After forecasting solar irradiance, the study estimates the optimum tilt angle of the PV module by applying the forecasted data to the ASHRAE solar irradiance model. ASHRAE refers to the American Society of Heating, Refrigerating and Air-Conditioning Engineers. By combining a machine-learning forecast with a physical irradiance model, the method aims to connect data-driven prediction with practical PV panel orientation decisions.
The researchers compared the performance of the Bi-LSTM hybrid network with observed solar irradiance data and with existing forecasting models reported in the literature. They also evaluated the impact of optimum tilt angle by comparing solar irradiance received on tilted and horizontal surfaces. This comparison helps show whether improved forecasting and tilt-angle selection translate into better physical energy capture, rather than only better numerical prediction.
The work was experimentally implemented using a PV module setup at Thiagarajar College of Engineering in Madurai, Tamil Nadu, India. According to the article, the optimum tilt angle obtained by the proposed method produced higher PV output power than other tilt-angle approaches reported in the literature. The study also states that the proposed methodology achieved higher PV output power in both simulation and experimentation.
Further validation will still be needed across different climates, seasons, PV module types, mounting constraints, and stand-alone system architectures. Even so, the study offers a strong indication that feature-selected irradiance forecasting can support more efficient PV operation when paired with optimum tilt-angle estimation. For stand-alone photovoltaic systems, such methods could help improve power output and make solar energy use more reliable in off-grid and distributed energy applications.
Green Energy and Intelligent Transportation
10.1016/j.geits.2025.100308
Experimental study
Not applicable
Feature selection-based irradiance forecast for efficient operation of a stand-alone PV system
12-Jan-2026
Disclaimer: AAAS and EurekAlert! are not responsible for the accuracy of news releases posted to EurekAlert! by contributing institutions or for the use of any information through the EurekAlert system.
Media Contact
Ning Xu
Beijing Institute of Technology Press Co., Ltd
xuning1907@foxmail.com

Beijing Institute of Technology Press Co., Ltd
EurekAlert! The Global Source for Science News
AAAS - American Association for the Advancement of Science
Copyright © 2026 by the American Association for the Advancement of Science (AAAS)
Copyright © 2026 by the American Association for the Advancement of Science (AAAS)

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Space Based Solar Power Market To 2035: Energy Security Demand Drives Scale-Up – News and Statistics – IndexBox

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According to the latest IndexBox report on the global Space Based Solar Power market, the market enters 2026 with broader demand fundamentals, more disciplined procurement behavior, and a more regionally diversified supply architecture.
The global Space Based Solar Power market is shifting from a concept-stage research domain into a pre-commercial ecosystem, with the forecast period 2026-2035 marking the critical transition from technology validation to bankable project structures. The central commercial thesis is not near-term grid parity but the construction of a foundational technology stack for ultra-long-duration, baseload-capable renewable energy delivered from orbit. Demand is architecturally bifurcated: near-to-mid-term anchor demand comes from sovereign strategic imperatives around energy security and technological leadership, funding demonstrator missions and bilateral government consortia.
Longer-term scalable demand depends on proving economic viability for high-value applications such as direct power supply to remote industrial operations, disaster recovery infrastructure, and supplemental grid capacity in regions with high renewable penetration and grid stability challenges. The supply chain remains nascent and vertically concentrated within aerospace and defense primes, lacking the specialized high-volume manufacturing pathways of terrestrial renewables. Critical bottlenecks persist in mass production of lightweight high-efficiency space photovoltaic cells, ultra-lightweight structural components, and reliable high-power wireless power transmission systems.
System integration is the paramount challenge, requiring convergence of six complex technology stacks: ultra-large orbital structure deployment, space-grade PV, in-orbit power management, high-power microwave or laser transmission, ground rectenna farms, and grid interconnection. Project economics are not yet bankable by traditional infrastructure finance, with capital expenditure dominated by launch costs and in-orbit assembly. The business case hinges on radical launch cost reductions, spacecraft assembly efficiency gains, and demonstrated multi-decade operational longevity.
The baseline scenario for the Space Based Solar Power market through 2035 assumes a gradual but accelerating transition from government-funded feasibility studies to first-of-a-kind commercial demonstrators, followed by early anchor deployments. Under this baseline, market value remains modest in absolute terms through the late 2020s, as spending is concentrated in concept design, subsystem qualification, and orbital test campaigns rather than revenue-generating power delivery.
The inflection point arrives in the early 2030s, when several sovereign-backed demonstrators are expected to validate end-to-end wireless power transmission at meaningful scale, unlocking follow-on procurement and attracting private infrastructure capital. Growth is expected to compound at a strong double-digit rate from a very small base, with the market index reaching roughly 640 by 2035 against a 2025 baseline of 100. The baseline assumes no single catastrophic launch or regulatory failure, continued gradual reduction in launch costs per kilogram, and incremental progress in spectrum allocation under International Telecommunication Union frameworks.
Demand remains heavily concentrated in national and regional utilities, sovereign space and energy agencies, and defense-adjacent remote power applications. Pricing architecture stays project-based and cost-plus in the near term, with fixed-price turnkey contracts emerging only after the first successful orbital power delivery demonstrations. The principal uncertainty in the baseline is the pace at which rectenna ground infrastructure and grid-interface standards mature, since these terrestrial bottlenecks could delay commercial operation even if space segment technology advances on schedule.
National and regional utilities currently engage with Space Based Solar Power primarily through government-backed feasibility studies and grid-impact assessments rather than direct power purchases. The mechanism is straightforward: utilities face rising renewable penetration on their networks, which creates duck-curve volatility and evening supply gaps that terrestrial storage cannot always bridge economically. Space-based power offers a location-independent, baseload-capable supplement that could be dispatched into high-demand corridors. Through 2035, utility demand shifts from study participation to pilot power purchase agreements, contingent on demonstrated orbital power delivery and grid-interface standardization.
Demand-side indicators to watch include the share of variable renewables in utility generation mixes, capacity payment mechanisms for firm clean power, and regulatory approval of wireless power reception as a grid-connected source. Utilities in island grids and regions with land constraints are likely early adopters because terrestrial alternatives are costlier. The pace of adoption depends heavily on whether rectenna siting and spectrum licensing advance in parallel with space segment milestones. Current trend: Growing from feasibility studies to early supplemental grid capacity procurement.
Major trends: Rising renewable penetration creating demand for firm, dispatchable clean capacity, Pilot power purchase agreements emerging after successful orbital demonstrations, Grid-interface standards development for wireless power reception, Island and land-constrained grids evaluating SBSP as a complement to terrestrial renewables, and Utility participation shifting from study funding to co-investment in demonstrator projects.
Representative participants: NextEra Energy, Duke Energy, Iberdrola, Tokyo Electric Power Company, and Enel.
Sovereign space and energy agencies are the anchor customers of the Space Based Solar Power market today, funding concept design, subsystem qualification, and orbital test campaigns. The mechanism is strategic rather than commercial: agencies pursue energy security, technological leadership, and industrial capability development, which justifies spending that private capital would not yet underwrite. Through 2035, agency demand evolves from single-nation feasibility programs toward bilateral and multilateral consortia that share launch costs, spectrum coordination, and ground infrastructure.
Demand-side indicators include public R&D budget lines dedicated to space solar power, the number of signed government-to-government cooperation agreements, and the cadence of orbital demonstration missions. Agencies also shape demand indirectly by setting qualification standards and safety tiers that determine which suppliers can participate. The transition from agency-led to commercially anchored demand is the single most important structural shift in the forecast period, and its timing depends on whether the first large-scale demonstrators meet power delivery and longevity targets. Current trend: Sustained budget growth for demonstrator missions and technology validation.
Major trends: Budget increases for SBSP demonstrator missions in major economies, Shift from national programs to bilateral and multilateral consortia, Agency standards shaping supplier qualification and safety tiers, Orbital demonstration cadence accelerating through the early 2030s, and Public-private partnership models blending agency and private capital.
Representative participants: NASA, European Space Agency, Japan Aerospace Exploration Agency (JAXA), China National Space Administration, and UK Space Agency.
Remote industrial and defense operations represent the most commercially plausible early niche for Space Based Solar Power because they already pay very high costs for reliable power. The mechanism is value-based rather than cost-per-kilowatt-hour based: mining sites, offshore platforms, forward military bases, and disaster recovery zones often rely on diesel generation or expensive battery logistics, making a wireless power link economically attractive even at premium prices. Through 2035, this segment moves from concept studies to limited field trials, with defense agencies likely leading because they can absorb technology risk and value energy independence.
Demand-side indicators include diesel fuel logistics costs at remote sites, the frequency of grid outages in operational areas, and defense budget lines for contested-logistics energy solutions. Adoption is gated by the availability of transportable rectenna systems and by spectrum permissions for power beaming in operational theaters. This segment is expected to remain a small share of total market value but a critical proving ground for commercial viability. Current trend: Early niche adoption for high-value, off-grid power needs.
Major trends: Defense agencies funding contested-logistics energy solutions, Mining and offshore operators evaluating SBSP against diesel generation costs, Transportable rectenna development for field deployment, Disaster recovery agencies testing wireless power for emergency response, and High-value niche economics supporting early premium pricing.
Representative participants: Lockheed Martin Corporation, Northrop Grumman Corporation, BHP Group, Rio Tinto, and Shell.
Large commercial and industrial power users, particularly data center operators, semiconductor fabs, and energy-intensive manufacturers, are beginning to evaluate Space Based Solar Power as a long-term clean baseload option. The mechanism is corporate procurement driven by 24/7 carbon-free energy targets that cannot be met with intermittent terrestrial renewables alone. Through 2035, this segment remains largely in the evaluation and power purchase agreement structuring phase, with actual deliveries unlikely before the early 2030s.
Demand-side indicators include the growth of 24/7 clean energy commitments, the premium corporates pay for firm clean power, and the willingness of large buyers to sign long-duration offtake agreements for pre-commercial technologies. Data center operators with latency-tolerant power needs and remote campus locations are the most likely early adopters. The segment’s share grows only if SBSP demonstrates reliability and if corporate sustainability frameworks recognize space-based power as eligible clean energy, which remains an open policy question. Current trend: Emerging interest from large energy-intensive corporates with clean power mandates.
Major trends: 24/7 carbon-free energy commitments driving demand for firm clean power, Data center operators evaluating SBSP for remote campus power, Long-duration offtake agreements being structured for pre-commercial supply, Corporate sustainability frameworks debating eligibility of space-based power, and Semiconductor and energy-intensive manufacturers monitoring demonstration outcomes.
Representative participants: Microsoft Corporation, Google LLC, Amazon.com Inc, Apple Inc, and TSMC.
Space infrastructure and orbital services represent an adjacent but growing demand segment for Space Based Solar Power technology, particularly for in-orbit power generation and transfer between spacecraft. The mechanism is operational: satellites, orbital platforms, and future space stations require reliable power, and wireless power transmission can reduce mass and complexity by centralizing generation. Through 2035, this segment expands as orbital servicing vehicles, space tugs, and commercial space stations proliferate, creating demand for power beaming between assets.
Demand-side indicators include the number of active satellites requiring power, the growth of in-orbit servicing missions, and the development of commercial space stations. This segment is technically distinct from Earth-directed power beaming but shares critical technology stacks in photovoltaic generation, power management, and wireless transmission. It provides an early revenue pathway for SBSP component suppliers while Earth-directed applications mature, and it helps validate reliability and longevity in the space environment. Current trend: Growing demand for in-orbit power for satellites and orbital platforms.
Major trends: Proliferation of satellites and orbital platforms requiring reliable power, Growth of in-orbit servicing and space tug missions, Commercial space station development creating power demand, Wireless power transfer between spacecraft reducing mass and complexity, and Shared technology stacks with Earth-directed SBSP accelerating component maturity.
Representative participants: SpaceX, Maxar Technologies, Sierra Space, Redwire Corporation, and Astroscale.
Interactive table based on the Store Companies dataset for this report.
Asia-Pacific leads the Space Based Solar Power market, driven by sustained government programs in Japan, China, and South Korea. Japan’s long-standing SBSP roadmap and China’s rapid space station and launch cadence provide strong demonstrator pipelines. The region benefits from integrated aerospace supply chains and state-backed financing that de-risks early projects. Direction: Leading.
North America remains a major player, anchored by U.S. defense and space agency budgets, private aerospace primes, and emerging commercial entrants. The region’s strength lies in launch capability, satellite manufacturing, and defense demand for contested-logistics power. Commercial adoption depends on whether private capital follows government demonstrator success. Direction: Growing.
Europe is expanding its position through European Space Agency studies, national programs in the UK and Germany, and strong aerospace primes. The region emphasizes spectrum coordination and regulatory frameworks, which could accelerate commercial licensing. However, fragmented national budgets and reliance on non-European launch providers remain constraints. Direction: Expanding.
The Middle East and Africa represent an emerging segment, with Gulf states investing in space technology diversification and remote industrial operations seeking reliable power. High solar irradiance and land availability for rectenna farms are advantages, but limited domestic aerospace manufacturing and reliance on foreign partners slow development. Direction: Emerging.
Latin America remains nascent in Space Based Solar Power, with limited government programs and no major demonstrator missions. The region’s relevance lies in remote mining and industrial operations that could adopt SBSP for off-grid power, but adoption depends on external financing and technology transfer from leading regions. Direction: Nascent.
In the baseline scenario, IndexBox estimates a 12.0% compound annual growth rate for the global space based solar power market over 2026-2035, bringing the market index to roughly 420 by 2035 (2025=100).
Note: indexed curves are used to compare medium-term scenario trajectories when full absolute volumes are not publicly disclosed.
For full methodological details and benchmark tables, see the latest IndexBox Space Based Solar Power market report.
This report is an independent strategic market study that provides a structured, commercially grounded analysis of the global market for Space Based Solar Power. It is designed for battery and storage manufacturers, power-electronics suppliers, system integrators, EPC partners, developers, utilities, investors, and strategic entrants that need a clear view of deployment demand, technology positioning, manufacturing exposure, safety and qualification burden, project economics, and competitive structure.
The analytical framework is designed to work both for a single specialized storage or conversion component and for a broader energy-storage product category, where market structure is shaped by chemistry, duration, project economics, system integration, safety requirements, route-to-market, and grid-interface logic rather than by one narrow customs heading alone. It defines Space Based Solar Power as Systems that collect solar energy in space via satellites and transmit it wirelessly to Earth for conversion and grid integration and examines the market through deployment use cases, buyer environments, upstream input dependencies, conversion and integration stages, qualification and safety requirements, pricing architecture, commercial channels, and country capability differences. Historical analysis typically covers 2012 to 2025, with forward-looking scenarios through 2035.
This report is designed to answer the questions that matter most to decision-makers evaluating an energy-storage, battery, renewable-integration, or power-conversion market.
At its core, this report explains how the market for Space Based Solar Power actually functions. It identifies where demand originates, how supply is organized, which technological and regulatory barriers influence adoption, and how value is distributed across the value chain. Rather than describing the market only in broad terms, the study breaks it into analytically meaningful layers: product scope, segmentation, end uses, customer types, production economics, outsourcing structure, country roles, and company archetypes.
The report is particularly useful in markets where buyers are highly specialized, suppliers differ significantly in technical depth and regulatory readiness, and the commercial landscape cannot be understood only through top-line market size figures. In this context, the study is designed not only to estimate the size of the market, but to explain why the market has that size, what drives its growth, which subsegments are the most attractive, and what it takes to compete successfully within it.
The report is based on an independent analytical methodology that combines deep secondary research, structured evidence review, market reconstruction, and multi-level triangulation. The methodology is designed to support products for which there is no single clean official dataset capturing the full market in a directly usable form.
The study typically uses the following evidence hierarchy:
The analytical framework is built around several linked layers.
First, a scope model defines what is included in the market and what is excluded, ensuring that adjacent products, downstream finished goods, unrelated instruments, or broader chemical categories do not distort the market boundary.
Second, a demand model reconstructs the market from the perspective of consuming sectors, workflow stages, and applications. Depending on the product, this may include Continuous renewable baseload power, Decarbonizing hard-to-abate grids, Rapidly deployable power for remote sites, and Strategic energy security asset across National & Regional Utilities, Defense & Government Agencies, Remote Industrial & Mining Operations, and Island Nations & Off-Grid Communities and Concept Design & Feasibility, Technology Demonstration (in-space & ground), Pilot Satellite Deployment, and Constellation Scaling & Commercial Operation. Demand is then allocated across end users, development stages, and geographic markets.
Third, a supply model evaluates how the market is served. This includes Specialized photovoltaic cells (radiation-hardened, lightweight), Advanced composite structures, High-frequency power conversion electronics, Precision attitude determination and control systems (ADCS), and Launch vehicle capacity (mass-to-orbit), manufacturing technologies such as Ultra-lightweight solar arrays, High-efficiency microwave/Laser power beaming, Phased-array antennas, In-space robotic assembly, Large-scale rectenna arrays, and High-voltage space power management, quality control requirements, outsourcing, contract manufacturing, integration, and project-delivery participation, distribution structure, and supply-chain concentration risks.
Fourth, a country capability model maps where the market is consumed, where production is materially feasible, where manufacturing capability is limited or emerging, and which countries function primarily as innovation hubs, supply nodes, demand centers, or import-reliant markets.
Fifth, a pricing and economics layer evaluates price corridors, cost drivers, complexity premiums, outsourcing logic, margin structure, and switching barriers. This is especially relevant in markets where product grade, purity, customization, regulatory burden, or service model materially influence economics.
Finally, a competitive intelligence layer profiles the leading company types active in the market and explains how strategic roles differ across upstream material suppliers, component and controls providers, OEMs, storage-system integrators, EPC partners, project developers, and distribution or service channels.
This report covers the market for Space Based Solar Power in its commercially relevant and technologically meaningful form. The scope typically includes the product itself, its major product configurations or variants, the critical technologies used to produce or deliver it, the core input categories required for manufacturing, and the services directly associated with its commercial supply, quality control, or integration into end-user workflows.
Included within scope are the product forms, use cases, inputs, and services that are necessary to understand the actual addressable market around Space Based Solar Power. This usually includes:
Excluded from scope are categories that may be technologically adjacent but do not belong to the core economic market being measured. These usually include:
The exact inclusion and exclusion logic is always a critical part of the study, because the quality of the market estimate depends directly on disciplined scope boundaries.
The report provides global coverage. It evaluates the world market as a whole and then breaks it down by region and country, with particular focus on the geographies that matter most for deployment demand, battery-material processing, cell and component manufacturing, power-conversion capability, renewable integration, and project delivery.
The geographic analysis is designed not simply to rank countries by nominal market size, but to classify them by role in the market. Depending on the product, countries may function as:
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In many energy-transition, storage, power-conversion, and project-driven markets, official trade and production statistics are not sufficient on their own to describe the true market. Product boundaries may cut across multiple tariff codes, several product categories may be bundled into the same official classification, and a meaningful share of activity may take place through customized services, captive supply, platform relationships, or technically specialized channels that are not directly visible in standard statistical datasets.
For this reason, the report is designed as a modeled strategic market study. It uses official and public evidence wherever it is reliable and scope-compatible, but it does not force the market into a purely statistical framework when doing so would reduce analytical quality. Instead, it reconstructs the market through the logic of demand, supply, technology, country roles, and company behavior.
This makes the report particularly well suited to products that are innovation-intensive, technically differentiated, capacity-constrained, platform-dependent, or commercially structured around specialized buyer-supplier relationships rather than standardized commodity trade.
The report typically includes:
The result is a structured, publication-grade market intelligence document that combines quantitative modeling with commercial, technical, and strategic interpretation.
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City Council hears proposal for Belvoir Ranch solar energy project, battery storage facility – WyomingNews.com

City Council hears proposal for Belvoir Ranch solar energy project, battery storage facility  WyomingNews.com
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Cuba Receives a New Shipment of Solar Panels from China – havanatimes.org


Díaz-Canel announced this Wednesday the intention to “make Havana’s water pumping independent” with solar energy.
By: EFE/14ymedio
HAVANA TIMES – A new shipment of 5,000 solar photovoltaic panels donated by the Chinese Government arrived in Cuba, destined for a project to electrify public facilities and homes in remote regions of the Island.
China’s ambassador to Cuba, Hua Xin, announced on social media the arrival of the donation, which came from his country and was transported in 200 containers.
“China is supporting Cuba’s energy transition and supporting its efforts to improve the living conditions of the people with concrete actions,” the Chinese diplomat said in a video accompanying the announcement.
Havana and Beijing maintain close political and economic relations in which the Asian country stands out as one of the Island’s main allies, although the statements have gone no further than mere verbal support and occasional donations such as the current one.
In a message on social media, Cuban Foreign Minister Bruno Rodríguez thanked “the Communist Party, Government and people of China for their solidarity and sincere material assistance, at a time when the U.S. Government is intensifying its blockade against Cuba and maintaining an energy siege that causes considerable harm to the population.”
This is the third donation of 5,000 photovoltaic panels sent by China in recent months, following the one received in November 2025 for homes that were left isolated in the easternmost part of the Island after the passage of Hurricane Melissa.
Last August, a similar shipment arrived and was assigned to health services and emergency medical institutions, daycare centers, funeral homes, state facilities for children without family protection, and bank branches, among other facilities, according to information provided at the time by the Ministry of Foreign Trade and Foreign Investment.
The Ministry of Energy and Mines reported in March on a plan to install solar systems at vital facilities in all of the country’s municipalities, as well as in isolated homes, including those that have never had access to electricity.
This Wednesday, Cuban President Miguel Díaz-Canel said in his new radio program, Criterio Compartido [Shared Views], that, to date, 1,418 megawatts (MW) of photovoltaic capacity have been installed in the country, distributed among 144 solar parks, and he cited a target of more than 1,500 MW by the end of the year.
Regarding renewable sources, he said that they currently account for 21.4% of the country’s electricity generation. He also detailed that these have been installed in 99% of polyclinics, 47% of hospitals, 89% of nursing homes and grandparents’ homes, 99% of maternity homes, 98% of funeral homes, and 16% of state homes for children without family protection.
He also indicated that 72% of banks, 97% of radio stations, and 25% of radio base stations have photovoltaic systems.
The intention is also to achieve, in the first months of next year, “the independence of Havana’s water pumping from the National Electric System.”
The biggest problems are still the lack of batteries to store the energy generated, as well as the impossibility of using the total amount to help compensate for the shortage of thermal generation. Most of the thermoelectric power plants, responsible for 40% of generation, were built in the 1960s and 1970s, and every day around half of the 16 generating units installed are not operational because of breakdowns or lack of maintenance.
Under these circumstances, the country’s energy situation is “critical” and “extremely tense,” and has reached record levels in recent months with eight total disconnections of the National Electric System so far in 2026.
The Cuban Government’s main strategy for emerging from this crisis has been solar energy, mainly with Chinese support, and it has launched a program to build 92 solar parks with companies from that country to reach a total installed capacity of about 2,000 megawatts (MW).
But the scale of the crisis is such that the deficit continues to increase despite the expansion of solar energy. For this Thursday, an impact of 2,133 MW is forecast during the peak hour, after reaching 2,170 MW yesterday.
Electricity production from the photovoltaic solar parks this Wednesday was 3,343 MWh, with 520 MW as the maximum power delivered, which moderated the deficit during the morning hours, when it was 1,660 MW.
The lack of fuel for distributed generation and breakdowns at the thermoelectric plants, which reduce this contribution by 467 MW, are at the root of the precarious situation. Unit 8 of Mariel, Antonio Guiteras, Unit 6 of Nuevitas, Unit 2 of Felton, and Unit 6 of Rente are out of service. Due to maintenance, Units 3 of Santa Cruz del Norte, 5 of Nuevitas, and 5 of Rente are also not contributing.
Translated by Regina Anavy for Translating Cuba.
Read more from Cuba here on Havana Times.

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First Solar (FSLR) Keeps Hitting New Lows While Wall Street Says Buy. Who’s Right? – finance.yahoo.com

First Solar (FSLR) Keeps Hitting New Lows While Wall Street Says Buy. Who’s Right?  finance.yahoo.com
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Energiequelle sells French subsidiary, including 500MW solar PV, wind pipeline – pv-tech.org

German renewables developer Energiequelle has sold its French subsidiary to French independent power producer H2air.
The sale includes both the employees of the French subsidiary as well as the existing project pipeline, which comprises nearly 500MW of solar PV and wind projects. It also includes 60MW of operational projects and projects already in the pre-construction phase that will be taken over by H2air.

The French subsidiary has been part of Energiequelle since 2010 and during that time developed and commissioned over 27 solar PV and wind parks with a combined capacity of 266MW.
According to Energiequelle, the sale of its French subsidiary is part of a strategic realignment amid challenging market conditions in the renewables sector. The most notable recent example of this is German solar developer Enerparc filing for insolvency earlier this month.
Analysts who spoke with PV Tech Premium recently highlighted that the Enerparc insolvency signalled the beginning of a broader consolidation phase in European solar (subscription required) with an increase in mergers and acquisitions.
“This acquisition fully supports H2air’s strategy to further strengthen its position in renewable energy, particularly in the wind energy sector, in France,” said Roy Mahfouz, Founder and President of H2air.

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First Solar (FSLR) Keeps Hitting New Lows While Wall Street Says Buy. Who’s Right? – currently.att.yahoo.com

First Solar (FSLR) Keeps Hitting New Lows While Wall Street Says Buy. Who’s Right?  currently.att.yahoo.com
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Photovoltaic Power Generation Fault Diagnosis Model Based on Multi-Source Data Fusion Using Neural Network Algorithms – onlinelibrary.wiley.com

Photovoltaic Power Generation Fault Diagnosis Model Based on Multi-Source Data Fusion Using Neural Network Algorithms  onlinelibrary.wiley.com
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India homeowner's 5 kW solar makes 575 kWh a month, but power bill still passes $50 USD – The Cool Down

© 2025 THE COOL DOWN COMPANY. All Rights Reserved. Do not sell or share my personal information. Reach us at hello@thecooldown.com.
“If you have no battery then your consumption at night is not covered by your solar.”
Photo Credit: iStock
A homeowner in India installed a new 5-kilowatt solar system and expected it to make a serious dent in the household electric bill, but their monthly energy bills are still coming in high.
That frustrating gap sparked discussion about why strong solar output does not always translate into the lower bills homeowners expect.
In a Reddit post, the user said net metering was already active, but the numbers still didn’t seem to make sense. In the post, the homeowner said the home usually consumes around 750 to 800 kilowatt-hours each month, while the 5 kW hybrid setup, which does not yet have a battery, produces about 550 to 600 kWh. August generation came in at roughly 579 kWh. 
The original poster wrote: “So I should only need around 200 kWh from the grid. But my bill is still ₹4,000 to ₹5,000 a month (about $45 to $60), which feels too high.”
Want to go solar but not sure who to trust? EnergySage has your back with free and transparent quotes from fully vetted providers in your area.
To get started, just answer a few questions about your home — no phone number required. Within a day or two, EnergySage will email you the best options for your needs, and their expert advisers can help you compare quotes and pick a winner.
People in the comments said the issue could come down to when the household is using electricity, not just how much the panels make overall, especially since a 5 kW system is often not large enough to offset a full family’s usage.
One commenter wrote: “If you have no battery then your consumption at night is not covered by your solar at all. So if you run AC’s, lights and water heaters(geysers) it will all be charged from the grid. Then there’s cloudy weather to consider. 5kw is what you get at peak sunlight hours. Not the whole day, and not when it’s cloudy.” 
In many areas, net metering is used to credit a solar owner for production from their panels that goes beyond their usage so they can then “draw from” that overage at night, even without a battery, but each area’s rules and plans may differ. 
Several other replies said bills do not always fall in lockstep with solar production because utilities may still apply fixed fees and monthly surcharges.
FROM OUR PARTNER
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One Reddit user added that “most electric bills involve both fixed and variable costs,” while others suggested confirming that the meter correctly records imported and exported electricity as separate figures.
Going solar is one of the best ways to save money on home energy, but the payoff depends on system design, pricing, and how your household uses electricity. Homeowners considering panels can try EnergySage to get free solar installation estimates and compare quotes.
The 5 kW label refers to maximum output under strong sun, not a steady production level throughout the day. Cloud cover can reduce real-world generation.
Solar production and household demand also may not happen at the same time. A home can send power to the grid around midday and still need to buy a lot back later when larger appliances are running. Net metering can reduce that impact, but the savings still depend on local tariffs and billing rules.
💡Go deep on the latest news and trends shaping the residential solar landscape
Breaking the numbers down into total generation, self-consumption, exports, and imports can help homeowners spot billing issues, shift appliance use to better hours, and decide whether a battery would be worth the upfront cost.
One useful step is to match the inverter readout with the utility bill for the same dates and compare total generation, exported electricity, and imported electricity.
It may also help to see whether major loads such as water heaters, washing machines, or air conditioning units can be moved into sunny hours.
For people shopping for panels, EnergySage’s solar map shows the average cost of a home solar panel system state by state, as well as details on solar panel incentives. Together, these resources can help homeowners get the best price for rooftop solar panels and access available incentives.
That comparison shopping can make a major difference. With EnergySage’s help, the average person can save up to $10,000 on solar purchases and installations. For anyone still deciding whether solar pencils out, that kind of price transparency can make the economics much clearer.
Adding battery storage to a solar setup is one of the best ways to protect your home during outages, save money on energy, and go off-grid. It can also help households use more of their own solar power after sunset instead of buying it back from the grid. Homeowners can explore EnergySage for information about home battery storage options, including competitive installation estimates.
The homeowner opened the discussion by asking for advice: “I would really love any advice on how I can reduce my electricity bill.”
One person commented: “Use as much of the solar power you can when the sun shines.”
These articles take a closer look at rooftop solar costs, household savings, and real-world system performance. They cover India’s solar boom, why homeowners in other countries are racing to install panels, and what solar users are learning about bills, payback, and grid benefits.
• Across India, rooftop solar installations jumped 125% as PM Surya Ghar spurred household demand.
• In the Philippines, homeowners rushed to buy rooftop solar panels as soaring power bills changed the math.
• Homeowners on Reddit found that solar math gets complicated when production, payback, and bills diverge.
Get TCD’s free newsletters for easy tips, smart advice, and a chance to earn $5,000 toward home upgrades. To see more stories like this one, change your Google preferences here.
© 2025 THE COOL DOWN COMPANY. All Rights Reserved. Do not sell or share my personal information. Reach us at hello@thecooldown.com.

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ML System Gets Patent For Photovoltaic Structural Element In Poland – TradingView

ML System Gets Patent For Photovoltaic Structural Element In Poland  TradingView
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Chile energy storage and curtailment: State of play and outlook – BNamericas.com

Chile energy storage and curtailment: State of play and outlook  BNamericas.com
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Silver Holders Can Lose the Solar Growth Story and Keep the Shortfall – Investorideas.com

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Stock catalysts and sector news, in your inbox.
A record solar-installation quarter looks bullish for silver, but thinner silver loading per panel means the growth story is fading even as the multi-year supply deficit holds.
Key takeaways
Investorideas.com (www.investorideas.com), a go-to platform for big investing ideas including mining and silver stocks, features a silver supply and solar-demand analysis article from The Silver Engineer at Golden Meadow(R).
America installed 45% more solar this spring than a year earlier, every one of those panels locks its silver away for decades, and even the deepest cut to solar demand I have seen leaves the silver market short for a sixth year.
The two things a long-term silver holder needs from solar both survive this year. The market stays short: even on J.P. Morgan’s estimate, the deepest cut I have seen, the shortfall that Metals Focus and the Silver Institute forecast for 2026 roughly halves and does not disappear. And silver that has gone into a panel stays there for decades, so every installation adds to a stock that never returns to the market. What does not survive is the growth story. The solar case sold to silver buyers over the past three years was about volume: more panels, more silver. The volume half is holding. The silver half is not, because each panel carries less silver than the one before, and that is bad for this year’s balance. The reading is settled in November, when Metals Focus publishes its interim update.
Silver closed at $65.06 an ounce on September 23 against gold at $4,304.11, a gold-silver ratio of 66.2. Silver fell about 3% on the day and gold 1.2%. The trigger was two regional Fed presidents saying the case for further tightening remained after last week’s quarter-point rise. Early trading on September 24 took silver lower still, near $64. Silver is about 9% below where it started 2026. It is roughly 46% below its January peak of $121.58. The Federal Reserve raised its policy rate on September 16 to 3.75% to 4.00% and projected one more increase this year. The market now prices that further increase before the year ends. The Golden Meadow(R) research this article draws on has followed the solar demand line closely for two years. This year’s numbers changed what it shows.
Solar installation in the United States had a very large quarter this spring, and the reason is a deadline. On September 10 the Q3 2026 US Solar Market Insight from SEIA and Wood Mackenzie reported 11.4 gigawatts installed in the second quarter, up 45% on a year earlier. Utility-scale projects, the large solar farms that supply the grid, made up 9.6 gigawatts of that and grew 61%. Developers are putting projects into service before two federal tax credits expire. Projects that locked in the credits ahead of the deadline are being finished now. The smaller segments show what happens when a credit has already gone: residential installations fell 12% and community solar fell 14%. The report raised its outlook for the next five years by only 1.2%, which its authors describe as essentially flat.
Sources: SEIA and Wood Mackenzie, Q3 2026 US Solar Market Insight
Segment figures are as reported and rounded; they sum to slightly more than the stated total.
China supplies the other half of the picture. Its National Energy Administration reported that installed solar capacity reached 1,286 gigawatts at the end of July, passing coal-fired capacity for the first time. That is a milestone for the fleet already built. New additions tell a different story: the previous issue recorded that China’s January-to-July additions were 61.4% below the same period of 2025.
Installation volume, then, is holding up. The silver in it is not. Solar cells use silver paste for the fine lines that carry current off the cell. At this year’s prices manufacturers have cut the amount in every cell. Metals Focus and the Silver Institute forecast photovoltaic silver demand, the silver used in solar cells, at about 151.0 Moz for 2026, down from 186.6 Moz in 2025. On August 13, J.P. Morgan’s research page carried a lower estimate from Gregory Shearer, the bank’s head of base and precious metals strategy. Solar silver demand, he said, could fall by around 30% this year, a reduction of roughly 60 million ounces. Two cautions travel with that figure. It is a verbal estimate on a research page rather than an entry in a published forecast table. And the Silver Institute has not adopted it. It is also the lowest estimate this newsletter has worked with, which is exactly why it is the right one to test the deficit against.
Sources: World Silver Survey 2026, Metals Focus and the Silver Institute | J.P. Morgan Global Research, silver, August 13, 2026 | SEIA and Wood Mackenzie, Q3 2026 US Solar Market Insight
The 126.6 Moz in the table is my subtraction of 60 from 186.6, and it should be read as such. If Shearer is right and every other line in the survey’s balance holds, the 2026 deficit narrows from 46.3 Moz to roughly 21.9 Moz. The survey’s other lines will not all hold, so that figure is a sensitivity rather than a forecast. It is still a deficit. BloombergNEF now expects solar silver demand to fall for a second straight year. Its own earlier figure for 2026 was near 194 Moz, on a higher starting point. The cutting is driven by cost. Metals Focus and the Silver Institute put silver at 8% to 10% of the cost of a solar cell at the start of 2025, and at over 20% by the end of it. The credible range for this year now runs from roughly 127 Moz to roughly 194 Moz. The survey’s forecast sits between them. The three are not built on the same 2025 starting point, so the gaps between them overstate the disagreement.
Two conversions put the installation numbers in silver terms, with the assumptions stated. The first is the American quarter. Its 11.4 gigawatts embed roughly 2.5 Moz of silver at this year’s silver content per gigawatt. That content, about 6.7 tonnes per gigawatt, is a working figure rather than a published one. It is the survey’s 151 Moz forecast divided by an assumed 700 gigawatts of cell production this year. The survey itself expects mainstream cells to fall below 5 milligrams per watt by 2027, which is the same as 5 tonnes per gigawatt. Silver Rising used a range that started at 12 tonnes per gigawatt. At that rate the quarter embeds about 4.4 Moz. Either way, that metal was consumed when the cells were made, mostly in Asia and mostly in earlier quarters. A strong installation quarter confirms demand that has already happened rather than adding new demand. The second is China’s fleet of 1,286 gigawatts. It was built when panels carried far more silver than today, at 10 to 15 tonnes per gigawatt. At those rates the fleet embeds roughly 410 to 620 Moz. That silver is a stock, sealed into panels for twenty-five years or more. It is the physical basis of the one solar claim that survives this year unchanged: silver already installed does not come back.
For this year’s balance, the numbers are worse than the growth story promised, and it is better to say so plainly. The volume argument that opened the solar chapter of Silver Rising is two years stale. Panels are going up at close to last year’s pace worldwide. BloombergNEF’s global estimate for 2026 is 649 gigawatts, barely below 2025’s 655. Each of those panels carries less silver than the one before. On the survey’s own forecast, solar silver demand falls 19% this year. On the lowest published estimate it falls by around 30%. A deficit that halves is a different market from a deficit that widens. The assumption that solar demand grows every year no longer holds.
Two things survive, and they are the two a long-term holder needs. The first is that the market stays short even on the lowest published estimate. The shortfall shrinks to roughly 21.9 Moz from 46.3 Moz. It is still a shortfall, and it runs into the sixth consecutive year of deficit on the figures from Metals Focus and the Silver Institute. The longer-term case for silver rests on that shortfall persisting, not on any single demand line growing. The second is the stock argument. Every gigawatt installed this year locks its silver away for a quarter of a century. The fleet already built holds hundreds of millions of ounces, and none of it returns to the market within any holder’s investment horizon. Thrifting, the cutting of silver per cell, slows the rate at which new silver is locked away. It does not release any of the silver already locked. The survey notes that recycling from old panels remains small in volume.
The cutting has further to run, and the survey says so. Metals Focus and the Silver Institute expect silver per cell to fall by a further 15% to 20% this year. The full replacement of silver with copper is a different matter. Copper electroplating, which lays copper onto the cell in place of silver paste, is in pilot production. The survey says yield and reliability problems mean mass production of pure copper pastes is unlikely this year. Its own view is that silver will remain essential to the industry, with a defensible place in high-reliability cells. So the substitution story has a direction and no date. The checkpoint that does have a date is the Metals Focus interim update in November. It will show whether the survey’s 151 Moz or J.P. Morgan’s lower figure was closer, and the answer will be graded in print either way.
Solar demand is one dimension of the 100-catalyst framework I analyze in Silver Rising, alongside the five other Deep Dives in this issue of the Silver Catalyst newsletter. If you’ve at least considered investing in silver, I strongly encourage you to sign up, because it takes just $1 to get both. Get full Silver Catalyst Newsletter and Silver Rising book for $1 today.
Thank you.
The Silver Engineer
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Georgia plumber finds grandma's duct insulation 'soaking wet,' gets carbon monoxide warning – The Cool Down

© 2025 THE COOL DOWN COMPANY. All Rights Reserved. Do not sell or share my personal information. Reach us at hello@thecooldown.com.
“Could be as simple as a plugged condensate drain, could be lots more.”
Photo Credit: Reddit
A plumber in Georgia ran into an alarming HVAC issue while helping at his grandmother’s older house. It had duct insulation that was “soaking wet” and dripping near a furnace that appears to be decades old.
In a Reddit thread on r/hvacadvice, the plumber explained that he had been working at his widowed grandmother’s home in Marietta, Georgia — a house built in the 1940s or 1950s — when he discovered moisture saturating the duct insulation.
In the plumber’s words, “ALL of the insulation on her duct work was soaking wet,” and it was “steadily dripping off the duct work right off the back of the furnace.”
The responses did not point to just one possible cause, but many commenters focused first on drainage and airflow.
“Could be as simple as a plugged condensate drain, could be lots more. But start there,” one commenter wrote.
Another reply suggested the system may date to 1985, highlighting just how old the equipment could be. That fit with other concerns raised in the thread, including one commenter’s assessment that “the equipment is definitely well beyond its expected service life.”
Another commenter warned: “Tell your grandma to call a HVAC contractor and have a carbon monoxide test done first off. That is a very, very old Furnace and probably has a cracked heat exchanger and by the looks of that A coil it is probably filled with dust and dirt and restricting your airflow which in return will make the ductwork sweat. Also check your furnace filter and see if the outside condenser needs hosed off. I suppose it’s possible on R-22 also.”
For homeowners facing a similar surprise, Palmetto’s Comfort Plan network can help explain HVAC options and slash energy bills with new, efficient HVACs and heat pumps, while also connecting households with vetted installers and efficient heating and cooling solutions.
FROM OUR PARTNER
Want to go solar but not sure who to trust? EnergySage has your back with free and transparent quotes from fully vetted providers in your area.
To get started, just answer a few questions about your home — no phone number required. Within a day or two, EnergySage will email you the best options for your needs, and their expert advisers can help you compare quotes and pick a winner.
Solar panels can save you more than $50k over their 25-year lifespan, and EnergySage can help you save as much as $10k on installation. Which begs the question — isn’t that worth an email or two?
In this case, a technician should inspect the condensate drain, A-coil, furnace filter, and outdoor condenser, since those were among the first problem areas commenters flagged. Because the furnace may be especially old, a carbon monoxide test is also a sensible way to check for a more serious hazard.
If replacement does turn out to be the better long-term option, Palmetto’s Comfort Plans include $0-down options that can lower heating and cooling costs by up to 50%. Each plan also includes 12 years of free maintenance, which can make a major upgrade feel less intimidating for homeowners who are not ready to pay everything upfront.
Homeowners can also pair solar panels with electric appliances, including efficient HVACs, to push utility costs even lower. EnergySage makes it easy to find the best solar system and installer for your home and budget, saving you up to $10,000 on installations.
Other home-heating stories show how wet ductwork, aging equipment, and combustion risks can collide.
• One homeowner smelled gas near a new furnace and learns that 180 parts per million is too high for indoor safety.
• After a contractor’s improper installation, carbon monoxide filled his home and shattered the owner’s confidence.
• In a basement, a hidden duct gap led pros to warn that the material was “1,000% asbestos.”
• After basic air conditioning maintenance, one homeowner faced a suspicious $20,000 quote that raised red flags.
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'You can't put the genie back in the bottle': Woodbine neighbors push for solar panel pause – WMAR 2 News Baltimore

Hello! I cover Howard County and investigative stories that matter all across the Baltimore area for WMAR-2 News. If you have a story idea to share, please email me at blair.sabol@wmar.com.
WOODBINE, Md. — Some neighbors who live next to a solar panel project in the works along Woodbine Road feel the county council needs to pass a temporary pause, and take a step back.
They learned in January that the project would be built within 100 feet of their fence lines, and stand at about 11.5 feet tall.
The expected changes in stark contrast to why they chose to live in their homes.
“They told us this would never be industrialized because Howard County had preservation programs which gave tax incentives for the farmers and we were all in favor of that,” neighbor Gale Mackison said.
“I am not against solar, in fact, I believe in alternative energy, but I think you have to be mindful in how you do it,” neighbor Barbara Baker said.
It’s not just the view they’re concerned about.
“What do you think that’s gonna do to the value of my home? If I can even ever sell my home. Would you buy it? I wouldn’t have,” Baker said.”
The pair say they’ve spoken to the developer and the landowner in attempts to move the panels further away from their properties, to no avail.
It’s one of 15 solar collection projects currently in the works in Howard County.
Last summer, the Maryland state legislature passed new guidance for solar panel project approvals.
District 5 Councilman David Yungmann introduced Bill 59- 2026 so the county could reevaluate and clear up confusion created by the new state rules.
“I understand why they’re upset. But at the same time, I’m investing in my family’s future and I need to take care of my family. And I’m not doing this to hurt them,” George Boarman, the farm owner, told WMAR-2 News’ Blair Sabol over the phone when asked about neighbors’ concerns.
He says solar is a way to keep farms sustainable, giving them a consistent source of income when the winds don’t blow their way. Any pause on the project which is expected to be complete sometime in next year, would seriously hurt his efforts.
At a public hearing Wednesday night, some environmentalists expressed concerns that any pause would put the county behind on meeting its climate forward goals by 2030.
But impacted neighbors say they desperately need to take a step back and make sure it’s done right.
“You can’t put the genie back in the bottle,” Baker said.
“If this continues to go at the pace that it’s going, and this pause does not give us some time to get the system right and the process right then we’re gonna have to pursue things ourselves,” Mackison said.
They’re also working with State Senator Katie Fry Hester to fix any unintended consequences of the state’s bill.
A county council legislative work session concerning the bill is scheduled on Monday, September 28th at 10 a.m. A vote could come as soon as the first week in October.

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Pennsylvania report finds fewer outages in 2025, but 2.9 million still lost power – The Cool Down

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The biggest disruptions hit more people despite fewer incidents.
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Pennsylvania saw fewer reportable electric outages in 2025 than in 2024, but nearly the same number of customers were affected.
A new Pennsylvania Public Utility Commission report released Sept. 21 said reportable outages in 2025 impacted nearly 2.9 million customers, roughly matching the prior year, according to PA Environment Digest.
Customer impact was essentially flat year over year: 2,884,067 customers were affected in 2025 versus 2,882,795 in 2024, even though the number of reportable outages dropped from a record 71 to 55.
The biggest disruptions hit more people despite fewer incidents. The report said 20 “Major Events,” abnormal or extreme occurrences that stress the electric distribution system, affected about 1.7 million customers in 2025, up sharply from around 696,000 in 2024. Weather remained the dominant cause, with 52 of the 55 reportable outages tied to weather effects on electric distribution systems.
Want to go solar but not sure who to trust? EnergySage has your back with free and transparent quotes from fully vetted providers in your area.
To get started, just answer a few questions about your home — no phone number required. Within a day or two, EnergySage will email you the best options for your needs, and their expert advisers can help you compare quotes and pick a winner.
Four utilities — Citizens, Pike Electric, UGI Electric, and Wellsboro — had no reportable outages. Among the rest, PPL Electric recorded the most with 15, followed by Met-Ed with 11, West Penn Power with 10, Penelec with 9, PECO with 7, Duquesne Light with 2, and Penn Power with 1.
Going solar is one of the best ways to save money on home energy, and it can also help households reduce their dependence on a grid that is increasingly strained by severe weather. Homeowners who want to explore the option can use EnergySage to get free solar installation estimates and compare quotes.
Compared with 2024, nine of Pennsylvania’s 11 electric distribution companies improved outage frequency, while eight improved average restoration time and eight improved overall outage duration.
Still, year-over-year improvement is not the same as meeting commission benchmarks. Only four utilities met the benchmark for average restoration time, four met the outage-frequency benchmark, and five met the benchmark for overall outage duration.
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Want to go solar but not sure who to trust? EnergySage has your back with free and transparent quotes from fully vetted providers that can help you save as much as $10k on installation.
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The Pennsylvania PUC said it continues to assess how utilities maintain and upgrade their systems, manage vegetation near power lines, and respond when storms hit. It also wants utilities to closely monitor crew staffing and how fast they can mobilize when outages occur.
Its Bureau of Technical Utility Services also took part in a Resiliency Deep Dive Project in 2025 that examined how extreme weather and changing climate conditions affect Pennsylvania’s electric distribution systems, including wind-speed thresholds linked to surging outage rates.
For homeowners, solar can support that resilience strategy while also lowering long-term energy bills. With EnergySage’s help, the average person can save up to $10,000 on solar purchases and installations. Tools such as EnergySage’s solar map show the average cost of a home solar panel system state by state, along with details on solar panel incentives. Together, those resources can help homeowners get the best price for rooftop solar panels and access available incentives.
Adding battery storage to a solar setup is one of the best ways to protect your home during outages, save money on energy, and go off-grid. It can keep critical appliances running when the power goes down and make a home’s energy system more flexible year-round. Homeowners can explore EnergySage for information about home battery storage options, including competitive installation estimates.
💡Go deep on the latest news and trends shaping the residential solar landscape
“The numbers show improvement, but they also remind us how much work remains,” Pennsylvania PUC Chairman Steve DeFrank said. “Reliability is ultimately measured by what customers experience — how often the lights go out, how widespread those outages are, and how quickly service is safely restored. With severe weather continuing to test our electric systems, we need to keep strengthening the grid, improving storm preparation and response, and focusing investments where they can make the greatest difference for consumers.”
For more on grid reliability, outage risk, and home backup options, these stories add context as Pennsylvania utilities face mounting weather pressure. They cover electricity losses in Pennsylvania, summer outage risks across the U.S., regional grid upgrades in New Jersey, and solar-plus-battery systems that can keep homes powered.
• Pennsylvania is pressing utilities to show they’re fixing grid losses as electricity disappears in transit.
• The North American Electric Reliability Corporation assessment warns summer outage risk is rising in several U.S. regions.
• New Jersey approved a nearly billion-dollar grid update to strengthen service during extreme weather.
• Across the U.S., backup power is increasingly critical as blackouts grow more common.
• Homeowners are turning to next-gen battery alternatives as Tesla loses backup-power dominance.
Get TCD’s free newsletters for easy tips, smart advice, and a chance to earn $5,000 toward home upgrades. To see more stories like this one, change your Google preferences here.
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India homeowner's 5 kW solar makes 575 kWh a month, but power bill still passes $50 USD – Yahoo Tech

India homeowner’s 5 kW solar makes 575 kWh a month, but power bill still passes $50 USD  Yahoo Tech
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Whysol secures €118 million green project financing for wind and photovoltaic portfolio – Leaders League

Posted on Sep 25, 2026
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Windrose Holding S.r.l., part of Gruppo Whysol, has completed a Hold-Co project financing transaction, with a total value of approximately €118 million, aimed at refinancing and optimising the operational and financial structure of a portfolio of wind and photovoltaic plants with a combined installed capacity of approximately 157 MW.
The transaction was structured as a Green Loan, with a pool of lending institutions comprising Intesa Sanpaolo (IMI Corporate & Investment Banking Division), Banco BPM, BPER Corporate & Investment Banking and ING Bank Milan Branch. Intesa Sanpaolo also acted as bank agent, while all lending institutions also acted as Green Loan Coordinators and will act as Hedging Counterparts in relation to interest rate swap contracts to be entered into by Windrose Holding S.r.l., aimed at providing partial hedging against interest rate risk associated with the financing. The financing is distinguished by certain features uncommon in the renewable energy landscape, including a merchant risk component following the expiry of incentives and the integration of wind and photovoltaic assets into a single portfolio.
The pool of banks was assisted on the preparation and negotiation of the financial documentation by FIVERS Studio Legale e Tributario, with a team led by partner Maria Teresa Solaro and comprising associates Marco Balzano and Andrea Oddo and junior associate Maria Rita Di Mauro. Legal due diligence was carried out by PedersoliGattai, with a team comprising partners Valeria Viti, Nicola Gaglione and Nicola Martegani, supported by associates Angelo Fabris, Francesco Pasetto, Lorenzo Massaro, Elena Martignoni and Cesare Gatti.
Whysol was assisted on the negotiation of the financial documentation by L&B Partners Avvocati Associati, with a team led by partner Pietro Paolo D’Ippolito, Co-Head of the Banking & Finance Department, and comprising associate Bianca Tomassetti and junior associate Beatrice Mascardi. Arcus Financial Advisors acted as Whysol’s exclusive financial advisor, with a team led by Stefano Cassella and comprising Federico Mander and Stefania Gatti. Vector Renewables acted as technical advisor to the banks, with a team led by Luca Radaelli. Notarial matters relating to the execution of the financial documentation were handled by Studio ZNR Notai.
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The Smart Energy Council calls for urgent action on stalled solar panel recycling pilot – pv-magazine-australia.com

Chief Executive Officer David McElrea and Executive General Manager for Sustainability Darren Johannesen appeared today before the House Standing Committee inquiry into solar panel reuse and recycling in Australia.
In his opening statement, Mr McElrea reaffirmed the Council’s support for a mandatory national solar panel recycling scheme. He said the $24.7 million (USD 17.3 million) pilot, announced in January, was intended to help inform a permanent scheme by testing the collection of approximately 250,000 panels through up to 100 sites.
See the full opening remarks below:
The pilot’s procurement process was suspended in May while a complaint was investigated. The Smart Energy Council was among the organisations that tendered for the work.
Mr McElrea said any complaint must be properly investigated and made no comment on its merits. However, he urged the department to decide whether the existing procurement could proceed or a new tender was required.

“Not making a decision is itself a decision,” Mr McElrea told the committee.
He said businesses had invested in staff, equipment and recycling capacity on the expectation that the pilot would proceed.

“That capacity is now sitting idle, while panels continue to reach the end of their working life across households, commercial sites and large-scale projects, many ending up in landfill,” Mr McElrea said.
Committee members questioned how a national scheme would pay to recycle panels already installed. Mr Johannesen outlined the Council’s proposal for a mandatory product stewardship scheme, funded when panels are imported or manufactured, with the cost of older panels included from the outset.
Mr McElrea cautioned that charging only when panels are discarded could encourage illegal dumping. He said a national scheme would also be simpler to implement consistently than separate disposal arrangements across states and local governments.
The hearing examined the cost of transporting heavy panels across Australia. Mr McElrea said the pilot could help determine where collection and logistics hubs should be located, with the potential to support recycling and manufacturing jobs in regional areas, including the Illawarra and Hunter.
Looking ahead, Mr Johannesen highlighted the need to trace panels from installation through removal, collection and recycling. Knowing the origin of recovered materials could help Australian manufacturers demonstrate their use of recycled content and strengthen the market for those materials.
Mr McElrea said a thriving domestic recycling industry could create good jobs and give Australia the opportunity to share its recycling knowledge and skills internationally. But businesses need certainty to make that investment.
The Smart Energy Council will continue working with its members, industry and governments to get the pilot moving and deliver a national scheme that recovers valuable materials, supports regional jobs and gives businesses the confidence to grow.

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Energiequelle sells French subsidiary, including 500MW solar PV, wind pipeline – PV Tech

German renewables developer Energiequelle has sold its French subsidiary to French independent power producer H2air.
The sale includes both the employees of the French subsidiary as well as the existing project pipeline, which comprises nearly 500MW of solar PV and wind projects. It also includes 60MW of operational projects and projects already in the pre-construction phase that will be taken over by H2air.

The French subsidiary has been part of Energiequelle since 2010 and during that time developed and commissioned over 27 solar PV and wind parks with a combined capacity of 266MW.
According to Energiequelle, the sale of its French subsidiary is part of a strategic realignment amid challenging market conditions in the renewables sector. The most notable recent example of this is German solar developer Enerparc filing for insolvency earlier this month.
Analysts who spoke with PV Tech Premium recently highlighted that the Enerparc insolvency signalled the beginning of a broader consolidation phase in European solar (subscription required) with an increase in mergers and acquisitions.
“This acquisition fully supports H2air’s strategy to further strengthen its position in renewable energy, particularly in the wind energy sector, in France,” said Roy Mahfouz, Founder and President of H2air.

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Sunqix Energy INC Builds a Global Renewable Energy Partnership Ecosystem – StreetInsider

Sunqix Energy INC Builds a Global Renewable Energy Partnership Ecosystem  StreetInsider
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Ribbon Cutting on New Solar Facility in Crisfield – WMDT

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Crisifield, Md. — Clean energy company ECA Solar and Madison Energy Infrastructure held a ribbon cutting ceremony Wednesday to commemorate the completion of the Crisfield Energy Initiative, a 2.2-megawatt facility that will supply energy to Delmarva Power and Light customers.
Jack Rowland, director of development at ECA Solar, said the facility is mechanically complete, but it won’t have the switch flipped to begin power generation until October.
He added that the project was built on previously unusable land in Crisfield and was completed with removing any trees or impacting farmland.
“This property, it was land that was not used for as long as most people in the city can remember. It was essentially used as a dump site. It’s full of invasive plants, trash, debris, garbage, and really just land that couldn’t be used for anything else. And now it’s a local energy source,” Rowland said.
Rowland said the facility will be a consistent source of tax revenue for the city over the next 35 years. He added that residents using Delmarva Power are able to sign up for a community solar program and get a guaranteed discount on their electrical bills.
“If they’re (Delmarva Power customers) interested in signing up for community solar, I am aware that the City of Crisfield has a program, I believe, with, Solar Simplified, where you can sign up for a community solar project, receive guaranteed, savings on your bill,” Rowland said. “I would reach out if you’re resident of Crisfield, reach out to the city directly for that referral link soon.” 
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Fund Managers Unlock More Investments Toward Clean Energy – BloombergNEF

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ARTICLE

Fund Managers Unlock More Investments Toward Clean Energy

Wind and solar farm

ARTICLE

Fund Managers Unlock More Investments Toward Clean Energy

ARTICLE

September 25, 2026

Fund managers are unlocking more money for renewable energy from the companies they invest, closing in on the lead fossil-fuel projects have in raking in cash.

Among the companies held by public market funds, for every $1 of capital expenditures for oil, natural gas and coal projects, 80 cents went to low-carbon energy supply like solar and wind power at the end of 2025, according to analysis by BloombergNEF. That ratio has been rising for the past few years, but it’s still short of the level that would deliver net-zero emissions.

BNEF’s Energy Supply Fund Ratio (ESFR) 2026 report highlights that asset managers are unlocking an increasing amount of capital for clean energy build out. Fixed income and private markets funds typically have higher ratios, but they support less energy spending than listed equity funds.

The ESFR measures the volume of capital expenditures (capex) enabled by funds in low-carbon assets against the proportion going to fossil fuels. The report includes data for more than 85,000 exchange-traded, mutual and private market funds. It is part of BNEF’s suite of Energy Supply Ratios, which track the climate progress of financial institutions.

 

Company spending tilts toward clean energy

The latest ESFR analysis shows the ratio of clean energy to fossil-fuel enabled capex rose to 0.8 last year from 0.73 at the beginning of 2024. The raising ratio for public-market pooled investment vehicles shows an increasing tilt toward clean energy.

The main driver was a rise in low-carbon capex for portfolio companies, compared to that of fossil-fuels. Spending on power grids accelerated, translating into $36 billion of fund-enabled capex.

Vanguard and BlackRock dominate enabled energy capex in public market funds. The world’s two largest asset managers enabled more than the remaining top 10 largest managers combined. Their ratios both stayed relatively flat over 2025. European and Asian asset managers have higher ratios than their American peers, but they enable considerably less capex.

Tracker funds give managers less influence over where to put money

Most fund capital supporting energy investments sits in large, diversified funds that track broad stock indexes. Funds tracking the S&P 500 represent half of the 10 largest funds by enabled capex. The ratio of S&P 500 fell in 2025 due to changes in companies included in the index. Companies like natural gas producer Expand Energy joined, while renewable energy equipment manufacturer Enphase Energy exited after its market capitalization fell. Managers offering S&P 500 trackers had to reflect those changes. This illustrates the limited influence managers have on ESFRs for passive funds.

Investors have access to funds with high ratios, but they are typically thematic strategies and account for considerably less capital. For portfolio companies, these funds represent a relatively small pool of capital, although fund inflows have picked up since 2025.

 

Credit and private market funds biased toward low-carbon investment

Fixed income funds were more strongly biased toward clean energy investments than equity funds. Credit funds enable $1.2 low-carbon capex for every $1 that went into fossil fuels. Lower-carbon companies typically take on more debt than fossil-fuel companies to pay upfront for assets like wind and solar farms. Equity funds have a lower overall ratio of 0.7.

Private markets remain the area where investors can find the cleanest portfolios. They represent the asset class with the highest ESFRs at just over 1.2. Institutional ESFRs vary widely among large private managers, giving investors a broader variety of options than the leading players in public markets. Newer funds tilt more towards clean energy and have more dry powder available to be invested. This should continue to support higher private market ESFRs relative to other asset classes.

BloombergNEF clients can access the full report here, which includes institution and fund-level analysis. An abridged version of the report is available at this link.

Fund managers are unlocking more money for renewable energy from the companies they invest, closing in on the lead fossil-fuel projects have in raking in cash.

Among the companies held by public market funds, for every $1 of capital expenditures for oil, natural gas and coal projects, 80 cents went to low-carbon energy supply like solar and wind power at the end of 2025, according to analysis by BloombergNEF. That ratio has been rising for the past few years, but it’s still short of the level that would deliver net-zero emissions.

BNEF’s Energy Supply Fund Ratio (ESFR) 2026 report highlights that asset managers are unlocking an increasing amount of capital for clean energy build out. Fixed income and private markets funds typically have higher ratios, but they support less energy spending than listed equity funds.

The ESFR measures the volume of capital expenditures (capex) enabled by funds in low-carbon assets against the proportion going to fossil fuels. The report includes data for more than 85,000 exchange-traded, mutual and private market funds. It is part of BNEF’s suite of Energy Supply Ratios, which track the climate progress of financial institutions.

 

Company spending tilts toward clean energy

The latest ESFR analysis shows the ratio of clean energy to fossil-fuel enabled capex rose to 0.8 last year from 0.73 at the beginning of 2024. The raising ratio for public-market pooled investment vehicles shows an increasing tilt toward clean energy.

The main driver was a rise in low-carbon capex for portfolio companies, compared to that of fossil-fuels. Spending on power grids accelerated, translating into $36 billion of fund-enabled capex.

Vanguard and BlackRock dominate enabled energy capex in public market funds. The world’s two largest asset managers enabled more than the remaining top 10 largest managers combined. Their ratios both stayed relatively flat over 2025. European and Asian asset managers have higher ratios than their American peers, but they enable considerably less capex.

Tracker funds give managers less influence over where to put money

Most fund capital supporting energy investments sits in large, diversified funds that track broad stock indexes. Funds tracking the S&P 500 represent half of the 10 largest funds by enabled capex. The ratio of S&P 500 fell in 2025 due to changes in companies included in the index. Companies like natural gas producer Expand Energy joined, while renewable energy equipment manufacturer Enphase Energy exited after its market capitalization fell. Managers offering S&P 500 trackers had to reflect those changes. This illustrates the limited influence managers have on ESFRs for passive funds.

Investors have access to funds with high ratios, but they are typically thematic strategies and account for considerably less capital. For portfolio companies, these funds represent a relatively small pool of capital, although fund inflows have picked up since 2025.

 

Credit and private market funds biased toward low-carbon investment

Fixed income funds were more strongly biased toward clean energy investments than equity funds. Credit funds enable $1.2 low-carbon capex for every $1 that went into fossil fuels. Lower-carbon companies typically take on more debt than fossil-fuel companies to pay upfront for assets like wind and solar farms. Equity funds have a lower overall ratio of 0.7.

Private markets remain the area where investors can find the cleanest portfolios. They represent the asset class with the highest ESFRs at just over 1.2. Institutional ESFRs vary widely among large private managers, giving investors a broader variety of options than the leading players in public markets. Newer funds tilt more towards clean energy and have more dry powder available to be invested. This should continue to support higher private market ESFRs relative to other asset classes.

BloombergNEF clients can access the full report here, which includes institution and fund-level analysis. An abridged version of the report is available at this link.

Fund managers are unlocking more money for renewable energy from the companies they invest, closing in on the lead fossil-fuel projects have in raking in cash.
Among the companies held by public market funds, for every $1 of capital expenditures for oil, natural gas and coal projects, 80 cents went to low-carbon energy supply like solar and wind power at the end of 2025, according to analysis by BloombergNEF. That ratio has been rising for the past few years, but it’s still short of the level that would deliver net-zero emissions.
BNEF’s Energy Supply Fund Ratio (ESFR) 2026 report highlights that asset managers are unlocking an increasing amount of capital for clean energy build out. Fixed income and private markets funds typically have higher ratios, but they support less energy spending than listed equity funds.
The ESFR measures the volume of capital expenditures (capex) enabled by funds in low-carbon assets against the proportion going to fossil fuels. The report includes data for more than 85,000 exchange-traded, mutual and private market funds. It is part of BNEF’s suite of Energy Supply Ratios, which track the climate progress of financial institutions.
 
The latest ESFR analysis shows the ratio of clean energy to fossil-fuel enabled capex rose to 0.8 last year from 0.73 at the beginning of 2024. The raising ratio for public-market pooled investment vehicles shows an increasing tilt toward clean energy.
The main driver was a rise in low-carbon capex for portfolio companies, compared to that of fossil-fuels. Spending on power grids accelerated, translating into $36 billion of fund-enabled capex.
Vanguard and BlackRock dominate enabled energy capex in public market funds. The world’s two largest asset managers enabled more than the remaining top 10 largest managers combined. Their ratios both stayed relatively flat over 2025. European and Asian asset managers have higher ratios than their American peers, but they enable considerably less capex.
Most fund capital supporting energy investments sits in large, diversified funds that track broad stock indexes. Funds tracking the S&P 500 represent half of the 10 largest funds by enabled capex. The ratio of S&P 500 fell in 2025 due to changes in companies included in the index. Companies like natural gas producer Expand Energy joined, while renewable energy equipment manufacturer Enphase Energy exited after its market capitalization fell. Managers offering S&P 500 trackers had to reflect those changes. This illustrates the limited influence managers have on ESFRs for passive funds.
Investors have access to funds with high ratios, but they are typically thematic strategies and account for considerably less capital. For portfolio companies, these funds represent a relatively small pool of capital, although fund inflows have picked up since 2025.
 
Fixed income funds were more strongly biased toward clean energy investments than equity funds. Credit funds enable $1.2 low-carbon capex for every $1 that went into fossil fuels. Lower-carbon companies typically take on more debt than fossil-fuel companies to pay upfront for assets like wind and solar farms. Equity funds have a lower overall ratio of 0.7.
Private markets remain the area where investors can find the cleanest portfolios. They represent the asset class with the highest ESFRs at just over 1.2. Institutional ESFRs vary widely among large private managers, giving investors a broader variety of options than the leading players in public markets. Newer funds tilt more towards clean energy and have more dry powder available to be invested. This should continue to support higher private market ESFRs relative to other asset classes.
BloombergNEF clients can access the full report here, which includes institution and fund-level analysis. An abridged version of the report is available at this link.

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A 10-foot-high field of 8,060 solar panels tracks the sun over two Massachusetts cranberry bogs with its rows 23 feet apart, and the growers flooded part of the bogs underneath to bring in the first crop, 325 barrels against the 400 they had counted on – Autonocion.com

Luis Reyes
Sep 25, at 12:30pm ET
The cranberry business owns one of the best visuals in American farming, and you’ve seen it: a flooded bog, a couple of growers standing in it up to their waists, and a few million berries floating around them like a red ball pit. Ocean Spray has built decades of commercials on that picture. Last fall in Plympton, Massachusetts, part of that flood happened somewhere the commercials haven’t caught up with yet, under 8,060 solar panels tracking the sun 10 feet overhead.
And because the farm behind it files paperwork with the state, we now have the thing that’s been missing from pretty much every agrivoltaic project we’ve covered this year: a real harvest number. The annual report filed with the Massachusetts Department of Energy Resources logs the first crop under the panels at 325 barrels, against the 400 barrels the same bogs were expected to produce without them.
A barrel, if you don’t speak cranberry, is the industry’s unit for 100 pounds of fruit. That’s 32,571 pounds of berries. They came off the vines between late October and early November, and it’s about a fifth short of the open-field benchmark.
Hard harvest numbers are the scarce commodity on this beat. A sweet corn field in Hadley gave us one of the few others, at about 80 percent of its open rows, and most projects never publish one at all. This one comes with a winter attached, and it turns out the glass wasn’t the biggest problem.
The project is called Ring Road Solar: a 2-megawatt array spread over 45 acres of farmland, with 30.4 acres of working cranberry bog in production underneath. Distributed Energy Infrastructure built it, Greenbacker Renewable Energy owns it, and the vines belong to Soland, LLC, the farm run by grower Iain Ward.
The build itself is my favorite section of the filing. You can’t just drive heavy machinery onto a cranberry bog, because a bog’s basically soft, wet ground, and compacting it stresses the vines for years afterward. So crews pre-drilled every pile hole 4 feet down so lighter pile drivers could finish the job, laid plastic matting under anything that had to cross the vines, and installed the torque tubes and all 8,060 panels by hand, off ladders. Machinery tends to drive the design in this niche, the way a straddle harvester set the panel height over a Spanish olive grove. Here the machines had to tiptoe instead.
The panels are 550-watt units on single-axis trackers, split 5,746 and 2,314 between the two bogs, and the rows sit 23 feet apart. Two sections got experimental spacings of 19, 22 and 25 feet instead, because the UMass Cranberry Station put sensors in these bogs and tracked vine health under each gap through 2024 and 2025. Row spacing’s arguably the live question over any crop, and a Bavarian hop farm already learned the expensive version of that lesson.
I can’t tell you which cranberry variety is under all that steel, because the filing doesn’t name it. UMass’s own shading pilot ran on ‘Stevens’, a common commercial variety, but that experiment used plywood sheets standing in for panels.
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The February before that harvest dropped to 2°F, and a UMass Cranberry Station alert that spring described winterkill showing up on bogs across southeastern Massachusetts, with some growers estimating their crops down by as much as 30 percent. Stressed vines take cold the worst, the report notes, and these vines had just been through a construction season.
The damage split the site in two. The southerly bogs produced no harvestable fruit, only about 40 percent of the northerly bogs could be picked, and every one of the 325 barrels came off that 40 percent.
Construction didn’t help either. The original application anticipated no cranberry crop at all in year one if the build ran into the growing season, and it did, all the way through. These bogs had also sat uncultivated until work started in 2023, according to a February announcement from the builder. Read against all of that, 325 barrels off a freeze-burned site in its first season looks pretty respectable to me.
The fruit graded out decently too, from the looks of things: about 25 percent of the harvest sold as premium fresh fruit, and the other 75 percent went to processing.
So why flood a bog at all?
Cranberries have small air pockets inside, and that’s why they float. Knock them off the vine in a flooded bog and you can herd the whole crop across the water with a boom instead of gathering it off the ground. More than 90 percent of the crop gets harvested that way, according to the Cape Cod Cranberry Growers’ Association, and wet berries go to juice, sauce and dried fruit. Only dry-picked berries get sold fresh.
Ring Road’s first harvest used both methods, and the filing doesn’t break down how the 325 barrels split between them, in case you’re wondering. This year’s harvest goes entirely dry, with the same equipment. Given that only dry-picked fruit sells fresh, you can see where they’re aiming. The crews also pruned the vine canopy during last fall’s dry pass, which the filing expects to raise fruit quality this season.
Two more changes are already in. About 10 acres, roughly a third of the bog, gets mowed this year instead of harvested, to push the vines into denser regrowth, and the farm automated its two irrigation pumps so the water goes on in the early morning, when less of it evaporates before the plants get to it.
The filing also puts a number on what the panels alone are expected to cost in a normal year: a projected 750 barrels with the array against 1,000 without it. Both figures are estimates on a form, not measurements, and the 10 mowed acres won’t add a berry to either one.
The Massachusetts picking window runs from mid-September into early November, so the second harvest under these panels is getting started right about now. Ring Road goes into it picking dry and chasing 750 barrels.
Did we nail it or blow it?
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RECPDCL to Solarise 76 ICAR Institutes with 11.1 MW Rooftop PV – Energetica India Magazine

REC Power Development and Consultancy has partnered with the Indian Council of Agricultural Research to implement 11.1 MW of rooftop solar across 76 institutes in 24 States and Union Territories, with annual generation estimated at 1.73 crore units.
September 25, 2026. By Mrinmoy Dey

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In 2014, a small group in Goulburn began pursuing a community-owned solar farm; 12 years later, 300 mostl – timesofindia.indiatimes.com

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The Balcony Solar Craze Has Reached the US. Here’s What to Know Before You Buy – Gizmodo

Reading time 4 minutes
Power Shift is Ellyn Lapointe’s ongoing Gizmodo series that explores advancements in green technology, with a focus on renewable energy, grid modernization, and emissions reduction. 
Amid surging energy demand from AI data centers, costly efforts to upgrade the aging power grid, and tightened global gas supplies, electric bills are skyrocketing across the United States. As Americans try to cut costs, an affordable DIY solution first popularized in Europe is now sweeping the nation.
Plug-in solar, also known as “balcony solar,” is exactly what it sounds like: compact solar energy systems that plug right into a wall outlet to supplement your home’s energy supply. Despite the nickname, these systems don’t have to run on a balcony. They can work anywhere sunlight is available, from your back patio to the roof of your garden shed. They’re significantly more affordable than large rooftop solar systems, and while they don’t generate as much energy, they can still take a big chunk out of your electric bill.
Just ask Ben Paulos. He’s a researcher with the Clean Energy States Alliance who set up plug-in solar at his home in Berkeley, California, as part of his research. It generates about 150 kilowatt hours of electricity per month, which is roughly 17% of the average American household’s monthly energy consumption, according to the U.S. Energy Information Administration.
Paulos built his own 900-watt plug-in solar system for about 65 cents per watt. That’s generally more affordable than purchasing an off-the-shelf system in the United States. His paid for itself in just 18 months, but that certainly won’t be the case for everyone.
Because Paulos’s home was already outfitted with rooftop solar, he is billed through a net-metering system, which means he gets credit for any extra power he exports to the grid. Electricity rates are high in California at about 35 cents per kilowatt hour, so that exported energy is worth a lot. Living a relatively low-energy lifestyle in such a sunny place also helps, he told Gizmodo.
An 18-month return on investment is “probably about as good as you can get” for a plug-in solar system in the U.S. right now, Paulos said. He said a more realistic timeframe might be a few years, as the vast majority of users won’t be able to partake in net metering, and some places are simply sunnier than others. What’s more, plug-in solar isn’t legal in every state yet.
So, when considering whether plug-in solar is right for you, there are some important questions to ask. Here’s what you need to know before purchasing one of these systems.
Plug-in solar legislation is advancing rapidly across the United States. In the last year, 11 states have legalized it: Utah, California, Colorado, Virginia, Maryland, New Jersey, New York, Connecticut, Vermont, New Hampshire, and Maine. A bill passed the Massachusetts House of Representatives in February, and legislation is also active in Washington D.C. and Pennsylvania.
The legal framework around plug-in solar varies significantly by state. Different states have different safety standards, utility requirements, output limits, and ways of handling exports to the grid, so it’s important to know what the rules are where you live before you invest in a system.
If your state hasn’t legalized plug-in solar, there’s a good chance that could change in the next several years.
“High energy prices are a top-tier issue right now, and this is something legislatures can do to help their constituents lower their energy prices,” Paulos said. 
Not every household is a good fit for plug-in solar. Firstly, these systems are going to make the biggest difference for folks whose energy rates are highest, so users in California and New England will get bigger bang for their buck than users in Utah, for example.
Secondly, plug-in solar systems require a sunny location with enough space for at least one solar panel, a microinverter, and a standard household electrical outlet. They are particularly well-suited to renters and can work great on a balcony or patio. They can also be a good fit for homeowners with shaded rooftops but sunny yards.
But homeowners with roofs that have good solar orientation and can accommodate larger panels should probably opt for a rooftop solar system, according to Paulos. “They cost more, but they also save more,” he said.
If you decide to go the plug-in route, the next question to consider is whether you should purchase a battery. These are typically sold separately from plug-in solar kits and can be expensive, but they are often worth it for those with high nighttime energy rates or those who do not earn credit for power exports to the grid.
This is the million dollar question, and the answer depends on many different factors. The biggest savers are going to be plug-in users like Paulos who pay high electricity rates, live in a sunny place, and benefit from net-metering.
Most state legislation excludes plug-in solar systems from net-metering. Paulos earns credit for his exported energy because California allows owners of existing net-metered rooftop solar to expand their capacity by up to 1 kilowatt, or 10% of the original system’s capacity, with a plug-in system. These rules vary by state and utility, but in most situations, having a plug-in solar system won’t allow you to earn credit for your energy exports.
With that said, every kilowatt hour you avoid pulling from the grid directly lowers your utility costs and protects you from rising rates. According to EnergySage, a typical 400- to 800-watt plug-in system costs $500 to $1,500 and can save you roughly $15 to $50 on your monthly electric bill.
As more states legalize plug-in solar and U.S. manufacturing scales up, these systems should become more affordable, leading to even faster paybacks. Right now, plug-in solar isn’t exactly a boon for the energy affordability crisis, but it could make a big difference for the right household.
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Cuba Receives a New Shipment of Solar Panels from China – Havana Times


Díaz-Canel announced this Wednesday the intention to “make Havana’s water pumping independent” with solar energy.
By: EFE/14ymedio
HAVANA TIMES – A new shipment of 5,000 solar photovoltaic panels donated by the Chinese Government arrived in Cuba, destined for a project to electrify public facilities and homes in remote regions of the Island.
China’s ambassador to Cuba, Hua Xin, announced on social media the arrival of the donation, which came from his country and was transported in 200 containers.
“China is supporting Cuba’s energy transition and supporting its efforts to improve the living conditions of the people with concrete actions,” the Chinese diplomat said in a video accompanying the announcement.
Havana and Beijing maintain close political and economic relations in which the Asian country stands out as one of the Island’s main allies, although the statements have gone no further than mere verbal support and occasional donations such as the current one.
In a message on social media, Cuban Foreign Minister Bruno Rodríguez thanked “the Communist Party, Government and people of China for their solidarity and sincere material assistance, at a time when the U.S. Government is intensifying its blockade against Cuba and maintaining an energy siege that causes considerable harm to the population.”
This is the third donation of 5,000 photovoltaic panels sent by China in recent months, following the one received in November 2025 for homes that were left isolated in the easternmost part of the Island after the passage of Hurricane Melissa.
Last August, a similar shipment arrived and was assigned to health services and emergency medical institutions, daycare centers, funeral homes, state facilities for children without family protection, and bank branches, among other facilities, according to information provided at the time by the Ministry of Foreign Trade and Foreign Investment.
The Ministry of Energy and Mines reported in March on a plan to install solar systems at vital facilities in all of the country’s municipalities, as well as in isolated homes, including those that have never had access to electricity.
This Wednesday, Cuban President Miguel Díaz-Canel said in his new radio program, Criterio Compartido [Shared Views], that, to date, 1,418 megawatts (MW) of photovoltaic capacity have been installed in the country, distributed among 144 solar parks, and he cited a target of more than 1,500 MW by the end of the year.
Regarding renewable sources, he said that they currently account for 21.4% of the country’s electricity generation. He also detailed that these have been installed in 99% of polyclinics, 47% of hospitals, 89% of nursing homes and grandparents’ homes, 99% of maternity homes, 98% of funeral homes, and 16% of state homes for children without family protection.
He also indicated that 72% of banks, 97% of radio stations, and 25% of radio base stations have photovoltaic systems.
The intention is also to achieve, in the first months of next year, “the independence of Havana’s water pumping from the National Electric System.”
The biggest problems are still the lack of batteries to store the energy generated, as well as the impossibility of using the total amount to help compensate for the shortage of thermal generation. Most of the thermoelectric power plants, responsible for 40% of generation, were built in the 1960s and 1970s, and every day around half of the 16 generating units installed are not operational because of breakdowns or lack of maintenance.
Under these circumstances, the country’s energy situation is “critical” and “extremely tense,” and has reached record levels in recent months with eight total disconnections of the National Electric System so far in 2026.
The Cuban Government’s main strategy for emerging from this crisis has been solar energy, mainly with Chinese support, and it has launched a program to build 92 solar parks with companies from that country to reach a total installed capacity of about 2,000 megawatts (MW).
But the scale of the crisis is such that the deficit continues to increase despite the expansion of solar energy. For this Thursday, an impact of 2,133 MW is forecast during the peak hour, after reaching 2,170 MW yesterday.
Electricity production from the photovoltaic solar parks this Wednesday was 3,343 MWh, with 520 MW as the maximum power delivered, which moderated the deficit during the morning hours, when it was 1,660 MW.
The lack of fuel for distributed generation and breakdowns at the thermoelectric plants, which reduce this contribution by 467 MW, are at the root of the precarious situation. Unit 8 of Mariel, Antonio Guiteras, Unit 6 of Nuevitas, Unit 2 of Felton, and Unit 6 of Rente are out of service. Due to maintenance, Units 3 of Santa Cruz del Norte, 5 of Nuevitas, and 5 of Rente are also not contributing.
Translated by Regina Anavy for Translating Cuba.
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Solar Project Within Two Months of Fully Being Online with the Greene County School District – Raccoon Valley Radio

Solar panels getting installed at the high school. Photo by Coltrane Carlson-Raccoon Valley Radio
A project to help lower energy costs for the Greene County School District is nearing completion.
Superintendent Brett Abbotts says the elementary school is the closest building to starting up with solar energy in a couple of weeks, while the middle school will be about two weeks after that and the high school will be coming online approximately mid-November. He explains one critical step that is needed in order for the solar panels to be fully functional, which the elementary school has already been through.
“There is a day where both the middle school and the high school will have to be shut down. Thankfully, we do have full day PDs (Professional Development) where it won’t interrupt student learning where the buildings will actually get powered down basically while the interconnection happens and then they’ll turn back on.”
Abbotts reminds everyone the estimated savings that solar power will give the district overall.
“We’re spending anywhere between $525,000 and $600,000 a year in electrical costs. It’s estimated that that total, or overall cost, once we have the batteries up and running, taking off the demand charge that we’re going to be under $200,000. So we’re looking at potentially a $350,000 to $400,000 a year savings. 
Additionally, Abbotts says the district qualified for federal tax credits and will receive between $950,000 to $1.3 million on the $5.1 million authorization of Physical Plant and Equipment Levy (PPEL) funds. He adds that the district is also applying for grants to further offset the cost. Abbotts appreciates working with One Source Solar, Story Construction and 8×8 Electrical Contracting in Ankeny.
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China Cell, Wafer, Polysilicon Prices Fall: What It Means for India – Energetica India Magazine

Chinese solar cell prices have declined for a third consecutive week since peaking in late August, with lower wafer and polysilicon prices also easing upstream costs, a trend that could influence India’s module pricing and its ongoing shift towards domestic ingot-wafer-cell manufacturing.
September 25, 2026. By Mrinmoy Dey

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Solar Panel Wiring and Stringing: Voltage, Current, and Power Guide – News and Statistics – IndexBox

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Solar panel wiring, often called stringing, is a core subject for anyone installing solar systems, according to Aurora Solar. The company, in a September 25, 2026 article, explains that understanding how different stringing configurations affect the voltage, current, and power of a solar array matters when choosing an inverter and ensuring a system works effectively.
The consequences of getting stringing wrong are significant. Aurora Solar notes that when an array voltage goes above an inverter maximum, production is capped at what the inverter can deliver, and depending on how far the voltage exceeds the limit, the inverter lifetime may be shortened. On the other side, an array voltage that is too low for the selected inverter leads to underproduction, because the inverter does not begin operating until its start voltage is reached. The same underproduction can occur when shade is not factored into how system voltage changes over the course of a day.
According to Aurora Solar, the topic covers both the fundamentals of wiring solar panels together and the ways different stringing setups influence array performance. The company points to its website for the full story.
Interactive table based on the Store Companies dataset for this report.
This report provides an in-depth analysis of the Solar Panels market in the World, including market size, structure, key trends, and forecast. The study highlights demand drivers, supply constraints, and competitive dynamics across the value chain.
The analysis is designed for manufacturers, distributors, investors, and advisors who require a consistent, data-driven view of market dynamics and a transparent analytical definition of the product scope.
This report covers photovoltaic (PV) solar panels, which are devices that convert sunlight directly into electricity. It encompasses the global market for finished modules, including all major product technologies and form factors designed for a wide range of end-use applications.
The market data is classified and analyzed according to international trade codes, primarily under the Harmonized System (HS) headings for photovoltaic cells and electric generating sets. This ensures consistent tracking of trade flows for assembled solar modules and relevant apparatus across global markets.
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All data are normalized to a common product definition and mapped to a consistent set of codes. This ensures that comparisons across time are aligned and actionable.
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Market Size, Growth and Scenario Framing
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Where Demand Comes From and How It Behaves
Supply Footprint, Trade and Value Capture
Trade Flows and External Dependence
Price Formation and Revenue Logic
Who Wins and Why
Where Growth and Supply Concentrate
Commercial Entry and Scaling Priorities
Where the Best Expansion Logic Sits
Leading Players and Strategic Archetypes
Detailed View of the Most Important National Markets
How the Report Was Built
World's largest solar wafer manufacturer
Consistently top module shipper globally
Major producer of cells and modules
Pioneer in module technology and Vertex series
Vertically integrated, strong in project pipeline
Largest US-based manufacturer, unique technology
Major investment in US manufacturing
Significant producer with heterojunction focus
World's largest solar cell producer
Maxeon manufactures SunPower's legacy technology
Pioneer in heterojunction technology
Part of GCL Group, large-scale manufacturer
Vertically integrated under Chint Group
Significant global shipments
Major Indian manufacturer with global presence
Part of Adani Group, large integrated capacity
Exited solar business in 2022 but legacy remains
Historic leader, now smaller scale
Largest US residential solar company
Former industry leader, still significant
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Cleantech Solar commissions 36 MWp of open-access solar projects in Tamil Nadu – pv magazine India

Cleantech Solar, a commercial and industrial (C&I) renewable energy solutions provider operating across India and Southeast Asia, has commissioned 36 MWp of open-access solar projects for clients in the automotive, industrial manufacturing and engineering sectors.
The projects, located at Cleantech Solar’s 200 MWp renewable energy park in Thoothukudi district, Tamil Nadu, will supply clean, reliable power on a captive basis to power the clients’ manufacturing requirements.
According to the company, the projects were completed well ahead of schedule.
Power from the newly commissioned projects will be supplied under long-term power purchase agreements (PPAs), enabling clients to access clean and cost-competitive whilst advancing their decarbonisation goals.
“This commissioning at our Thoothukudi park reflects the continued trust that leading corporates place in Cleantech Solar’s ability to deliver bankable, high-quality renewable energy solutions in Tamil Nadu. It is pertinent to note these projects have been delivered in record time and well ahead of schedule, whilst adhering to the highest health and safety standards,” said Sanjay Gupta, chief executive officer at Cleantech Solar.
Headquartered in Singapore, Cleantech Solar has numerous solar and wind hybrid projects across India and Southeast Asia, covering approximately 1.2 GWp of assets in operations, construction and development stages. This includes installations in India, Singapore, Cambodia, Indonesia, Malaysia, Thailand and Vietnam. The company is backed by long-term strategic shareholders including Keppel Ltd, Keppel Asia Infrastructure Fund and partners.
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Appeal related to large solar farm project in rural Northampton County to be heard Monday – wfmz.com

Mostly cloudy, breezy and cool with a shower or two possible..
Mostly cloudy, breezy and cool with a shower or two possible.
Updated: September 25, 2026 @ 3:10 pm
Bulletin: …WIND ADVISORY REMAINS IN EFFECT FROM 6 PM THIS EVENING TO 6 AM EDT SUNDAY… * WHAT…North winds 15 to 25 mph with gusts up to 45 mph expected. * WHERE…In New Jersey, Morris and Hunterdon Counties. In Pennsylvania, Eastern Chester, Upper Bucks, Western Chester, and Western Montgomery Counties. * WHEN…From 6 PM this evening to 6 AM EDT Sunday. * IMPACTS…Gusty winds will blow around unsecured objects. Tree limbs could be blown down and a few power outages may result. PRECAUTIONARY/PREPAREDNESS ACTIONS… Winds this strong can make driving difficult, especially for high profile vehicles. Use extra caution. Secure outdoor objects. &&
Info:
Type: Wind Advisory
start_time_local: 2026-09-25T18:00:00-04:00
end_time_local: 2026-09-27T06:00:00-04:00
county_name:
state: PA
headline: Wind Advisory from FRI 6:00 PM EDT until SUN 6:00 AM EDT
county_fips:
category: Met
url:
urgency: Expected
severity: Moderate
certainty: Likely
geographicname: Upper Bucks County
state_name: Pennsylvania
Bulletin: …WIND ADVISORY REMAINS IN EFFECT FROM 6 PM THIS EVENING TO 6 AM EDT SUNDAY… * WHAT…North winds 15 to 25 mph with gusts up to 45 mph expected. * WHERE…In New Jersey, Morris and Hunterdon Counties. In Pennsylvania, Eastern Chester, Upper Bucks, Western Chester, and Western Montgomery Counties. * WHEN…From 6 PM this evening to 6 AM EDT Sunday. * IMPACTS…Gusty winds will blow around unsecured objects. Tree limbs could be blown down and a few power outages may result. PRECAUTIONARY/PREPAREDNESS ACTIONS… Winds this strong can make driving difficult, especially for high profile vehicles. Use extra caution. Secure outdoor objects. &&
Info:
Type: Wind Advisory
start_time_local: 2026-09-25T18:00:00-04:00
end_time_local: 2026-09-27T06:00:00-04:00
county_name:
state: PA
headline: Wind Advisory from FRI 6:00 PM EDT until SUN 6:00 AM EDT
county_fips:
category: Met
url:
urgency: Expected
severity: Moderate
certainty: Likely
geographicname: Western Montgomery County
state_name: Pennsylvania
Bulletin: …WIND ADVISORY REMAINS IN EFFECT FROM 6 PM THIS EVENING TO 6 AM EDT SUNDAY… * WHAT…North winds 15 to 25 mph with gusts up to 45 mph expected. * WHERE…Portions of central and northern Delaware, central, northern, and southern New Jersey, and southeast Pennsylvania. * WHEN…From 6 PM this evening to 6 AM EDT Sunday. * IMPACTS…Gusty winds will blow around unsecured objects. Tree limbs could be blown down and a few power outages may result. PRECAUTIONARY/PREPAREDNESS ACTIONS… Winds this strong can make driving difficult, especially for high profile vehicles. Use extra caution. Secure outdoor objects. &&
Info:
Type: Wind Advisory
start_time_local: 2026-09-25T18:00:00-04:00
end_time_local: 2026-09-27T06:00:00-04:00
county_name:
state: PA
headline: Wind Advisory from FRI 6:00 PM EDT until SUN 6:00 AM EDT
county_fips:
category: Met
url:
urgency: Expected
severity: Moderate
certainty: Likely
geographicname: Lower Bucks County
state_name: Pennsylvania
Bulletin: …WIND ADVISORY REMAINS IN EFFECT FROM 6 PM THIS EVENING TO 6 AM EDT SUNDAY… * WHAT…North winds 15 to 25 mph with gusts up to 45 mph expected. * WHERE…In New Jersey, Morris and Hunterdon Counties. In Pennsylvania, Eastern Chester, Upper Bucks, Western Chester, and Western Montgomery Counties. * WHEN…From 6 PM this evening to 6 AM EDT Sunday. * IMPACTS…Gusty winds will blow around unsecured objects. Tree limbs could be blown down and a few power outages may result. PRECAUTIONARY/PREPAREDNESS ACTIONS… Winds this strong can make driving difficult, especially for high profile vehicles. Use extra caution. Secure outdoor objects. &&
Info:
Type: Wind Advisory
start_time_local: 2026-09-25T18:00:00-04:00
end_time_local: 2026-09-27T06:00:00-04:00
county_name:
state: NJ
headline: Wind Advisory from FRI 6:00 PM EDT until SUN 6:00 AM EDT
county_fips:
category: Met
url:
urgency: Expected
severity: Moderate
certainty: Likely
geographicname: Hunterdon County
state_name: New Jersey

WFMZ.com Reporter

Amy Unger is an Executive Producer and WFMZ.com Reporter.
WASHINGTON TWP., Pa.- A proposal for a large solar farm in Washington Township, Northampton County goes under the microscope on Monday.
The township’s zoning hearing board has scheduled a public hearing on an appeal, request and challenge filed by the developer of the project on two sides of Franklin Hill Road.
According to an application filed with the township, the project involves five parcels: 223, 237, 239 and 245 Franklin Hill Road, which are a combined 25.35 acres; as well as a 55.27-acre parcel across the street.
All five parcels were purchased in 2007 by Sharp Development LLC, which lists Califon, New Jersey as the basis of its operations. The land is currently zoned for agriculture. 
The project’s applicant is a pair of LLCs (FFP PA Washington Project 1 and FFP PA Washington West Project 1) associated with the San Francisco-based ForeFront Power company.
For the 25.35-acre plot, plans call for a 3-megawatt (MW) ground-mounted solar energy system consisting of fixed-tilt solar panels, plus mounting equipment, cables and other infrastructure. The total construction area would be about 12 acres, the application says.
The development for the larger, 55.27-acre area would include one 3-MW and one 2-MW solar system, plus the accompanying equipment, in a 22-acre zone.
In March, the township’s zoning officer determined that a solar energy system as a principal use is not a permitted use or a special exception use in the agricultural zoning district, and that a solar energy system is permitted only as an accessory use in that district.  
The developer is appealing that decision and also requesting that the zoning hearing board grant the applications for special exception. The developer is also challenging the validity of the zoning ordinance and questioning whether it is exclusionary when it comes to solar farm projects.
In April, the township updated its zoning ordinance to include provisions for solar farms that would be considered a principal use. 
The public hearing hosted by the zoning hearing board begins at 6:30 p.m. on Monday, September 28. It’s being held at the Washington Township Firehall Complex at 920 Washington Blvd.
WFMZ.com Reporter

Amy Unger is an Executive Producer and WFMZ.com Reporter.
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India Adds 50.6 GW Solar Module Capacity In 1H 2026 – TaiyangNews

India’s cumulative solar module manufacturing capacity reached 261.7 GW by June 2026, while cell capacity stood at 36.6 GW, says Mercom
Gujarat accounted for nearly 45% of India’s module manufacturing capacity in June 2026
Solar cell and module imports rose 18% YoY in H1 2026, with cells making up 81% of imports
India added 50.6 GW of solar PV module manufacturing capacity and 9.7 GW of cell capacity in H1 2026, as domestic solar manufacturing continued to expand. However, cell availability remained a constraint despite the growth in installed capacity, according to Mercom India Research. 
In its report titled State of Solar PV Manufacturing in India 1H 2026, Mercom counts cumulative module manufacturing capacity of the country having reached 261.7 GW by June 2026, while cell manufacturing capacity stood at 36.6 GW.
However, the capacity listed under the government’s Approved List of Models and Manufacturers (ALMM) was lower. While ALMM List-I module capacity reached 225.5 GW, ALMM List-II cell capacity stood at nearly 35.5 GW as of the report’s release, says Mercom.
In terms of technology, TOPCon accounted for the largest share of ALMM-listed module manufacturing capacity as of June 2026, with an 80% share. Monocrystalline PERC/TOPCon accounted for 11%, followed by mono PERC at 4%. Heterojunction (HJT) represented 3%, while thin-film technology accounted for the remaining 2%, according to the report.
The concentration of manufacturing capacity is also significant, as the report specifies that the top 10 manufacturers accounted for 60% of India’s module manufacturing capacity.
Gujarat remained the largest location for module manufacturing, accounting for nearly 45% of capacity at the end of June 2026. Rajasthan and Tamil Nadu followed, with module manufacturing capacities of 26.1 GW and 23.4 GW, respectively.
Gujarat also had the largest share of India’s annual solar cell production capacity at 37%. Tamil Nadu and Telangana followed with 4.3 GW and 4.2 GW, respectively.
Mercom Capital Group CEO Raj Prabhu said domestic cell shortages had become a near-term challenge for India’s solar market. “Module capacity has expanded rapidly, but cell supply has not kept pace,” Prabhu said. He added that limited domestic cell availability was tightening supply and increasing prices for compliant modules.
According to Prabhu, installed solar cell capacity does not necessarily represent commercially available supply because new manufacturing lines can take months to reach stable production. Additionally, the introduction of ALMM List-II has increased dependence on domestic cells before sufficient capacity became commercially available.
The supply constraint is affecting manufacturers and project developers. Prabhu added, “Many module manufacturers are struggling to maintain production because of limited domestic cell availability.” On the other hand, developers are experiencing commissioning delays until commercially available cell supply catches up with demand.
India’s imports of solar cells and modules increased 18% in H1 2026 compared with the same period in 2025. Cells accounted for 81% of total imports, while modules made up the remaining 19%.
On the export side, the US remained India’s largest destination during the period, accounting for 92% of total solar cell and module exports.
The complete report can be purchased from Mercom’s website.  
TaiyangNews 2024

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Built on 450 acres of Waikato sheep pasture, 329,000 panels lit up the New Zealand grid this July as the country's most hydro dependent electricity system energised its largest solar farm by a factor of three – Energies Media

Energies Media
On a July morning in the Waikato, a lone sheep stood beneath a tracker row while the panel above it fed electrons to a grid that had never seen this much solar at once.
The connection had just been made.
Four hundred and fifty acres of converted dairy pasture near Te Aroha had become something the national system had never held before: a solar farm large enough to matter on a dry day.
So what took New Zealand so long to build it, and what changes now that it exists?
New Zealand’s electricity system is built on water. Roughly 80 percent of the country’s power flows from hydroelectric stations fed by alpine catchments, a setup that works well in wet years and badly in dry ones.
Solar generation does not care about rainfall in the mountains. Every megawatt hour a panel produces on a dry sunny afternoon is one the hydro reservoirs do not have to release. That simple arithmetic, long understood but rarely acted on at scale, finally found its expression in a flat Waikato paddock.
A crisis triggered by gas shortages and low rainfall sharpened commercial interest in diversifying the generation mix. In a grid that depends on snowmelt and catchment rainfall, a long dry spell is not an inconvenience but a supply emergency that shows up on every household bill within weeks.
The Tauhei solar farm sits near Te Aroha in the Matamata Piako District, rated at 202 MWp and 150 MW of grid connected capacity, spread across 450 acres, a footprint roughly equal to 340 American football fields laid side by side.
The project converted a dairy farm to sheep, with farming continuing alongside electricity generation. Sheep graze low and do not damage the tracker hardware the way cattle do, and their movement between the rows keeps ground cover from trapping the moisture that accelerates corrosion on mounting frames.
Around 40 percent of the workforce came from the Matamata Piako District, and over 100,000 native plants were established across the site to restore biodiversity. So the same paddock that once held a dairy herd now holds native plantings, grazing sheep and tracker rows that follow the sun from dawn to dusk. Construction began in April 2025, and the final panel went in during May 2026, just fifteen months from first steel to live generation.
Tauhei replaces the 63 MWp Lauriston solar plant as New Zealand’s largest solar installation. Lauriston had claimed that title when it opened in April 2025 and was eclipsed within fifteen months. At 202 MWp, Tauhei is more than three times the size of the farm it displaced.
Commercial operations are expected by October 2026, roughly four months ahead of the original schedule. Once fully operational, the plant will generate an estimated 280 GWh of renewable electricity per year, enough to power approximately 35,000 homes.
All output from the first ten years has been contracted to a major gentailer under a power purchase agreement. That bankable offtake structure enabled the project to move from consent to energisation inside four years. The developer’s managing director said the energisation milestone was achieved “well ahead of schedule,” as reported by PV Tech at energisation.
The site is not a desert, and that matters to the equipment. Waikato weather is humid, frequently overcast and prone to low angle winter sun that forces tracker algorithms to work harder than a high irradiance location would demand.
Soiling from sheep grazed pasture settles on panels differently than sandy desert grit, and cleaning schedules have to account for that. Tracker motor performance must be validated across the full humidity range, and grounding systems are stress tested against the wet clay soils that underlie much of the Waikato Basin.
The project will undergo several months of testing as output rises to the full 150 MW plant capacity. None of that is unusual for a large solar farm in a temperate climate, but it does mean the gap between energisation and full commercial output is real work. The farm the grid operator receives in October will be a different machine entirely from the one that first pushed power in July.
Tauhei is New Zealand’s largest solar farm today, but the pipeline suggests it will not hold that title long. A 400 MW project is already under construction further north, and the appetite for non hydro generation sharpened by the energy crisis has not dulled.
The honest caveat is that 280 GWh a year, while the largest solar contribution from a single New Zealand site, represents a fraction of a national system that in a good hydro year generates around 40,000 GWh. The scale gap is still real. But the developer also holds a pipeline of more than 500 MW of further capacity, with three additional solar farms with energy storage already granted approval.
Each new approval is another hedge against the dry years that have always been the grid’s deepest vulnerability. For the Matamata Piako farmers who watched fifteen months of construction, the simplest measure is the sheep still moving between the rows on a July morning, much as livestock and panels have learned to share land elsewhere, while 280 GWh of annual output flows toward a grid that will be grateful for every dry summer ahead.
Hugo is an engineer with strong technical expertise. Multilingual from an early age, his writing combines technical clarity with a strong interest in science and energy.
Hugo is an engineer with strong technical expertise. Multilingual from an early age, his writing combines technical clarity with a strong interest in science and energy.
Hugo is an engineer with strong technical expertise. Multilingual from an early age, his writing combines technical clarity with a strong interest in science and energy.

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Huron County Planning Commission approves controversial Pinesap Solar application – Huron Daily Tribune

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India Solar Manufacturing 1H 2026: 50.6 GW Modules, 9.7 GW Cells Added – News and Statistics – IndexBox

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India expanded its solar manufacturing base in the first half of 2026, adding 50.6 GW of module capacity and 9.7 GW of cell capacity, according to a report by Mercom India titled State of Solar PV Manufacturing in India 1H 2026. The findings, reported by pv magazine, put cumulative module manufacturing capacity at 261.7 GW and cumulative cell manufacturing capacity at 36.6 GW as of June 2026.
As of the report’s release, module capacity under the Approved List of Models and Manufacturers List-I totaled 225.5 GW, while cell capacity under ALMM List-II stood at nearly 35.5 GW.
Raj Prabhu, chief executive at Mercom Capital Group, described domestic cell shortages as the most pressing near-term issue for the Indian solar market. He noted that module capacity has grown quickly while cell supply has lagged, tightening availability of compliant modules, raising their prices and slowing project activity. Many module makers, he added, are finding it difficult to sustain production because domestic cells are in short supply.
Prabhu also indicated that installed cell capacity overstates what is actually available, since new lines require months before reaching stable commercial output. He said ALMM List-II has added pressure by raising reliance on domestic cell supply before sufficient capacity was commercially ready.
TOPCon represented 80% of total ALMM-listed module manufacturing capacity as of June 2026. Monocrystalline PERC and TOPCon together accounted for 11%, mono PERC for 4%, HJT for 3% and thin-film technology for 2% of that listed capacity.
Prabhu commented that the industry will stay under strain until commercially available cell supply matches demand, leaving manufacturers with production constraints and developers with commissioning delays.
Gujarat remained the leading destination for solar module manufacturing, holding nearly 45% of cumulative capacity as of June 2026. Rajasthan followed with 26.1 GW of module production capacity and Tamil Nadu with 23.4 GW.
Gujarat also held the largest annual solar cell production capacity at 37%. Tamil Nadu and Telangana were the other leading states, with cell capacities of 4.3 GW and 4.2 GW respectively.
India’s imports of solar cells and modules rose 18% in the first half of 2026 compared with the same period in 2025. Cells made up 81% of total imports, with modules accounting for 19%.
The United States remained India’s largest solar export destination in the first half of 2026, taking 92% of total exports.
Interactive table based on the Store Companies dataset for this report.
This report is an independent strategic market study that provides a structured, commercially grounded analysis of the market for Solar Cells and Module in India. It is designed for battery and storage manufacturers, power-electronics suppliers, system integrators, EPC partners, developers, utilities, investors, and strategic entrants that need a clear view of deployment demand, technology positioning, manufacturing exposure, safety and qualification burden, project economics, and competitive structure.
The analytical framework is designed to work both for a single specialized storage or conversion component and for a broader renewable energy generation component, where market structure is shaped by chemistry, duration, project economics, system integration, safety requirements, route-to-market, and grid-interface logic rather than by one narrow customs heading alone. It defines Solar Cells and Module as Semiconductor devices that convert sunlight directly into electricity, manufactured as individual cells and assembled into modules (panels) for integration into solar power systems and examines the market through deployment use cases, buyer environments, upstream input dependencies, conversion and integration stages, qualification and safety requirements, pricing architecture, commercial channels, and country capability differences. Historical analysis typically covers 2012 to 2025, with forward-looking scenarios through 2035.
This report is designed to answer the questions that matter most to decision-makers evaluating an energy-storage, battery, renewable-integration, or power-conversion market.
At its core, this report explains how the market for Solar Cells and Module actually functions. It identifies where demand originates, how supply is organized, which technological and regulatory barriers influence adoption, and how value is distributed across the value chain. Rather than describing the market only in broad terms, the study breaks it into analytically meaningful layers: product scope, segmentation, end uses, customer types, production economics, outsourcing structure, country roles, and company archetypes.
The report is particularly useful in markets where buyers are highly specialized, suppliers differ significantly in technical depth and regulatory readiness, and the commercial landscape cannot be understood only through top-line market size figures. In this context, the study is designed not only to estimate the size of the market, but to explain why the market has that size, what drives its growth, which subsegments are the most attractive, and what it takes to compete successfully within it.
The report is based on an independent analytical methodology that combines deep secondary research, structured evidence review, market reconstruction, and multi-level triangulation. The methodology is designed to support products for which there is no single clean official dataset capturing the full market in a directly usable form.
The study typically uses the following evidence hierarchy:
The analytical framework is built around several linked layers.
First, a scope model defines what is included in the market and what is excluded, ensuring that adjacent products, downstream finished goods, unrelated instruments, or broader chemical categories do not distort the market boundary.
Second, a demand model reconstructs the market from the perspective of consuming sectors, workflow stages, and applications. Depending on the product, this may include Grid-connected solar farms, Commercial rooftop installations, Residential solar systems, Industrial self-consumption projects, Off-grid electrification, and Solar-powered consumer electronics and mobility across Power Generation (Utilities/IPPs), Commercial Real Estate, Industrial Manufacturing, Residential Construction, Telecommunications, and Public Infrastructure and Technology R&D and Pilot Lines, Capacity Planning and CAPEX Deployment, Supply Chain Sourcing and Qualification, Manufacturing Process Optimization, Quality Assurance and Certification, Sales Channel and Distribution Setup, and Project Design and System Integration. Demand is then allocated across end users, development stages, and geographic markets.
Third, a supply model evaluates how the market is served. This includes Polysilicon, Silicon Wafers (Mono Grown, Cast Multi), Solar Glass, Encapsulation Materials (EVA, POE), Backsheets, Frames (Aluminum), Silver Paste & Conductive Adhesives, and Specialty Gases and Chemicals, manufacturing technologies such as Passivated Emitter and Rear Cell (PERC), Tunnel Oxide Passivated Contact (TOPCon), Heterojunction Technology (HJT), Interdigitated Back Contact (IBC), Bifacial Module Design, Half-Cell and Shingled Cell Interconnection, and Advanced Module Encapsulation and Framing, quality control requirements, outsourcing, contract manufacturing, integration, and project-delivery participation, distribution structure, and supply-chain concentration risks.
Fourth, a country capability model maps where the market is consumed, where production is materially feasible, where manufacturing capability is limited or emerging, and which countries function primarily as innovation hubs, supply nodes, demand centers, or import-reliant markets.
Fifth, a pricing and economics layer evaluates price corridors, cost drivers, complexity premiums, outsourcing logic, margin structure, and switching barriers. This is especially relevant in markets where product grade, purity, customization, regulatory burden, or service model materially influence economics.
Finally, a competitive intelligence layer profiles the leading company types active in the market and explains how strategic roles differ across upstream material suppliers, component and controls providers, OEMs, storage-system integrators, EPC partners, project developers, and distribution or service channels.
This report covers the market for Solar Cells and Module in its commercially relevant and technologically meaningful form. The scope typically includes the product itself, its major product configurations or variants, the critical technologies used to produce or deliver it, the core input categories required for manufacturing, and the services directly associated with its commercial supply, quality control, or integration into end-user workflows.
Included within scope are the product forms, use cases, inputs, and services that are necessary to understand the actual addressable market around Solar Cells and Module. This usually includes:
Excluded from scope are categories that may be technologically adjacent but do not belong to the core economic market being measured. These usually include:
The exact inclusion and exclusion logic is always a critical part of the study, because the quality of the market estimate depends directly on disciplined scope boundaries.
The report provides focused coverage of the India market and positions India within the wider global energy-storage and renewable-integration industry structure.
The geographic analysis explains local deployment demand, domestic capability, import dependence, project-development relevance, safety and approval burden, and the country’s strategic role in the wider market.
This study is designed for strategic, commercial, operations, project-delivery, and investment users, including:
In many energy-transition, storage, power-conversion, and project-driven markets, official trade and production statistics are not sufficient on their own to describe the true market. Product boundaries may cut across multiple tariff codes, several product categories may be bundled into the same official classification, and a meaningful share of activity may take place through customized services, captive supply, platform relationships, or technically specialized channels that are not directly visible in standard statistical datasets.
For this reason, the report is designed as a modeled strategic market study. It uses official and public evidence wherever it is reliable and scope-compatible, but it does not force the market into a purely statistical framework when doing so would reduce analytical quality. Instead, it reconstructs the market through the logic of demand, supply, technology, country roles, and company behavior.
This makes the report particularly well suited to products that are innovation-intensive, technically differentiated, capacity-constrained, platform-dependent, or commercially structured around specialized buyer-supplier relationships rather than standardized commodity trade.
The report typically includes:
The result is a structured, publication-grade market intelligence document that combines quantitative modeling with commercial, technical, and strategic interpretation.
Energy-Storage Market Structure and Company Archetypes
Part of Adani Group; one of India's largest integrated solar manufacturers.
India's largest solar module exporter; capacity over 12 GW.
Leading module producer with global certifications.
Subsidiary of Tata Power; established player in solar manufacturing.
Integrated manufacturer of solar modules and encapsulation materials.
Rapidly expanding module capacity; strong domestic and export presence.
Known for high-efficiency modules and EPC services.
Diversified energy company with solar manufacturing division.
Focus on residential and commercial solar modules.
Manufacturer of polycrystalline and monocrystalline modules.
Part of Chiripal Group; new entrant with large capacity plans.
Known for high-efficiency mono PERC modules.
Exports to multiple countries; ALMM certified.
Growing manufacturer with focus on quality and innovation.
Part of the Goyal Group; produces mono and poly modules.
Diversified engineering group with solar manufacturing arm.
Major supplier of solar glass to module manufacturers.
One of India's oldest solar cell manufacturers; recently revived.
Part of Moser Baer Group; cell and module producer.
Specializes in solar cell production; under restructuring.
Integrated manufacturer with cell and module lines.
Part of Borosil group; produces modules for domestic market.
Focus on off-grid and rooftop solar solutions.
Part of Mahindra Group; major solar project developer.
Independent power producer; large solar portfolio.
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Australia weighs first mandatory solar panel recycling plan as NSW waste heads for 98,000 tons – Yahoo

Australia weighs first mandatory solar panel recycling plan as NSW waste heads for 98,000 tons  Yahoo
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Weaker monsoon lifts irradiance in western India as August storms dim the east – pv magazine Global

Northwestern and southern India and Pakistan saw above-average solar irradiance during the 2026 summer monsoon, while August tropical depressions reduced irradiance in eastern and central India, according to analysis using the Solcast API. Fortunately, the majority of India’s utility-scale PV capacity is in the regions with favourable conditions. After late-August flood damage in Nepal, India began exporting electricity there, supported in part by Indian PV generation.
The monsoon arrived slowly in June and rainfall has been below average in the sunnier regions. Early June–September analysis, using forecasts out to the end of September, puts irradiance around 5% above the long-term average in those areas, whilst August saw up to 10% above average. The weaker monsoon is consistent with the strong El Niño that has developed throughout 2027. These effects are also influenced by a marginal positive Indian Ocean Dipole, an Indian Ocean temperature pattern that can counteract El Niño’s influence.
Accumulated irradiance at Jodhpur, near Rajasthan’s PV-producing areas, is provisionally tracking as the second-highest year since 2007. Bahawalpur, near solar installations in Pakistan’s Punjab province, is tracking at the top of its comparison years since 2007.
Eastern and central India followed a different course. Several tropical depressions, or low-pressure systems formed over the Bay of Bengal in August and moved northwest across land, carrying cloud and heavy rain. August irradiance in the affected areas was 20–30% below the monthly average. The provisional June–September estimate is around 10% below average across Chhattisgarh, Jharkhand, Odisha, eastern Madhya Pradesh and
Maharashtra.
Spot analysis of time-series data in impacted locations demonstrates the impact this has for local solar production, revealing the impacts of the onset of the monsoon. Seen below, Nagpur started above average after the late monsoon onset, but August rain pushed its seasonal total below average. Abikapur, in Chhattisgarh, is tracking toward its lowest accumulated summer-monsoon irradiance in the comparison record after an average start.
Less PV capacity is deployed in these eastern areas than in India’s main solar-producing regions in the northwest. The sharp local irradiance decline therefore had a more limited bearing on national PV production potential than the August irradiance data alone might suggest.
Late-August floods in Nepal and Tibet, attributed glacial collapse, damaged 12 hydropower plants, PV facilities and transmission lines. Nepal’s generating capacity fell by 10%. Normally an exporter of hydropower to India during the summer monsoon, Nepal instead began importing electricity from India after the damage. Indian PV generation supported those exports, alongside the favourable irradiance across India’s main solar-producing
regions.
Solcast produces these figures by tracking clouds and aerosols at 1-2km resolution globally, using satellite data and proprietary AI/ML algorithms. This data is used to drive irradiance models, enabling Solcast to calculate irradiance at high resolution, with typical bias of less than 2%, and also cloud-tracking forecasts. This data is used by more than 350 companies managing over 350 GW of solar assets globally.
The views and opinions expressed in this article are the author’s own, and do not necessarily reflect those held by pv magazine.
This content is protected by copyright and may not be reused. If you want to cooperate with us and would like to reuse some of our content, please contact: [email protected].
This content is protected by copyright and may not be reused. If you want to cooperate with us and would like to reuse some of our content, please contact: [email protected].
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Photovoltaic Power Generation Fault Diagnosis Model Based on Multi-Source Data Fusion Using Neural Network Algorithms – Wiley Online Library

Photovoltaic Power Generation Fault Diagnosis Model Based on Multi-Source Data Fusion Using Neural Network Algorithms  Wiley Online Library
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India Solar Manufacturing 1H 2026: 50.6 GW Modules, 9.7 GW Cells Added – News and Statistics – indexbox.io

We use cookies to improve your experience and for marketing. Read our cookie policy Manage cookies
Search across reports, market insights, and blog stories.
India expanded its solar manufacturing base in the first half of 2026, adding 50.6 GW of module capacity and 9.7 GW of cell capacity, according to a report by Mercom India titled State of Solar PV Manufacturing in India 1H 2026. The findings, reported by pv magazine, put cumulative module manufacturing capacity at 261.7 GW and cumulative cell manufacturing capacity at 36.6 GW as of June 2026.
As of the report’s release, module capacity under the Approved List of Models and Manufacturers List-I totaled 225.5 GW, while cell capacity under ALMM List-II stood at nearly 35.5 GW.
Raj Prabhu, chief executive at Mercom Capital Group, described domestic cell shortages as the most pressing near-term issue for the Indian solar market. He noted that module capacity has grown quickly while cell supply has lagged, tightening availability of compliant modules, raising their prices and slowing project activity. Many module makers, he added, are finding it difficult to sustain production because domestic cells are in short supply.
Prabhu also indicated that installed cell capacity overstates what is actually available, since new lines require months before reaching stable commercial output. He said ALMM List-II has added pressure by raising reliance on domestic cell supply before sufficient capacity was commercially ready.
TOPCon represented 80% of total ALMM-listed module manufacturing capacity as of June 2026. Monocrystalline PERC and TOPCon together accounted for 11%, mono PERC for 4%, HJT for 3% and thin-film technology for 2% of that listed capacity.
Prabhu commented that the industry will stay under strain until commercially available cell supply matches demand, leaving manufacturers with production constraints and developers with commissioning delays.
Gujarat remained the leading destination for solar module manufacturing, holding nearly 45% of cumulative capacity as of June 2026. Rajasthan followed with 26.1 GW of module production capacity and Tamil Nadu with 23.4 GW.
Gujarat also held the largest annual solar cell production capacity at 37%. Tamil Nadu and Telangana were the other leading states, with cell capacities of 4.3 GW and 4.2 GW respectively.
India’s imports of solar cells and modules rose 18% in the first half of 2026 compared with the same period in 2025. Cells made up 81% of total imports, with modules accounting for 19%.
The United States remained India’s largest solar export destination in the first half of 2026, taking 92% of total exports.
Interactive table based on the Store Companies dataset for this report.
This report is an independent strategic market study that provides a structured, commercially grounded analysis of the market for Solar Cells and Module in India. It is designed for battery and storage manufacturers, power-electronics suppliers, system integrators, EPC partners, developers, utilities, investors, and strategic entrants that need a clear view of deployment demand, technology positioning, manufacturing exposure, safety and qualification burden, project economics, and competitive structure.
The analytical framework is designed to work both for a single specialized storage or conversion component and for a broader renewable energy generation component, where market structure is shaped by chemistry, duration, project economics, system integration, safety requirements, route-to-market, and grid-interface logic rather than by one narrow customs heading alone. It defines Solar Cells and Module as Semiconductor devices that convert sunlight directly into electricity, manufactured as individual cells and assembled into modules (panels) for integration into solar power systems and examines the market through deployment use cases, buyer environments, upstream input dependencies, conversion and integration stages, qualification and safety requirements, pricing architecture, commercial channels, and country capability differences. Historical analysis typically covers 2012 to 2025, with forward-looking scenarios through 2035.
This report is designed to answer the questions that matter most to decision-makers evaluating an energy-storage, battery, renewable-integration, or power-conversion market.
At its core, this report explains how the market for Solar Cells and Module actually functions. It identifies where demand originates, how supply is organized, which technological and regulatory barriers influence adoption, and how value is distributed across the value chain. Rather than describing the market only in broad terms, the study breaks it into analytically meaningful layers: product scope, segmentation, end uses, customer types, production economics, outsourcing structure, country roles, and company archetypes.
The report is particularly useful in markets where buyers are highly specialized, suppliers differ significantly in technical depth and regulatory readiness, and the commercial landscape cannot be understood only through top-line market size figures. In this context, the study is designed not only to estimate the size of the market, but to explain why the market has that size, what drives its growth, which subsegments are the most attractive, and what it takes to compete successfully within it.
The report is based on an independent analytical methodology that combines deep secondary research, structured evidence review, market reconstruction, and multi-level triangulation. The methodology is designed to support products for which there is no single clean official dataset capturing the full market in a directly usable form.
The study typically uses the following evidence hierarchy:
The analytical framework is built around several linked layers.
First, a scope model defines what is included in the market and what is excluded, ensuring that adjacent products, downstream finished goods, unrelated instruments, or broader chemical categories do not distort the market boundary.
Second, a demand model reconstructs the market from the perspective of consuming sectors, workflow stages, and applications. Depending on the product, this may include Grid-connected solar farms, Commercial rooftop installations, Residential solar systems, Industrial self-consumption projects, Off-grid electrification, and Solar-powered consumer electronics and mobility across Power Generation (Utilities/IPPs), Commercial Real Estate, Industrial Manufacturing, Residential Construction, Telecommunications, and Public Infrastructure and Technology R&D and Pilot Lines, Capacity Planning and CAPEX Deployment, Supply Chain Sourcing and Qualification, Manufacturing Process Optimization, Quality Assurance and Certification, Sales Channel and Distribution Setup, and Project Design and System Integration. Demand is then allocated across end users, development stages, and geographic markets.
Third, a supply model evaluates how the market is served. This includes Polysilicon, Silicon Wafers (Mono Grown, Cast Multi), Solar Glass, Encapsulation Materials (EVA, POE), Backsheets, Frames (Aluminum), Silver Paste & Conductive Adhesives, and Specialty Gases and Chemicals, manufacturing technologies such as Passivated Emitter and Rear Cell (PERC), Tunnel Oxide Passivated Contact (TOPCon), Heterojunction Technology (HJT), Interdigitated Back Contact (IBC), Bifacial Module Design, Half-Cell and Shingled Cell Interconnection, and Advanced Module Encapsulation and Framing, quality control requirements, outsourcing, contract manufacturing, integration, and project-delivery participation, distribution structure, and supply-chain concentration risks.
Fourth, a country capability model maps where the market is consumed, where production is materially feasible, where manufacturing capability is limited or emerging, and which countries function primarily as innovation hubs, supply nodes, demand centers, or import-reliant markets.
Fifth, a pricing and economics layer evaluates price corridors, cost drivers, complexity premiums, outsourcing logic, margin structure, and switching barriers. This is especially relevant in markets where product grade, purity, customization, regulatory burden, or service model materially influence economics.
Finally, a competitive intelligence layer profiles the leading company types active in the market and explains how strategic roles differ across upstream material suppliers, component and controls providers, OEMs, storage-system integrators, EPC partners, project developers, and distribution or service channels.
This report covers the market for Solar Cells and Module in its commercially relevant and technologically meaningful form. The scope typically includes the product itself, its major product configurations or variants, the critical technologies used to produce or deliver it, the core input categories required for manufacturing, and the services directly associated with its commercial supply, quality control, or integration into end-user workflows.
Included within scope are the product forms, use cases, inputs, and services that are necessary to understand the actual addressable market around Solar Cells and Module. This usually includes:
Excluded from scope are categories that may be technologically adjacent but do not belong to the core economic market being measured. These usually include:
The exact inclusion and exclusion logic is always a critical part of the study, because the quality of the market estimate depends directly on disciplined scope boundaries.
The report provides focused coverage of the India market and positions India within the wider global energy-storage and renewable-integration industry structure.
The geographic analysis explains local deployment demand, domestic capability, import dependence, project-development relevance, safety and approval burden, and the country’s strategic role in the wider market.
This study is designed for strategic, commercial, operations, project-delivery, and investment users, including:
In many energy-transition, storage, power-conversion, and project-driven markets, official trade and production statistics are not sufficient on their own to describe the true market. Product boundaries may cut across multiple tariff codes, several product categories may be bundled into the same official classification, and a meaningful share of activity may take place through customized services, captive supply, platform relationships, or technically specialized channels that are not directly visible in standard statistical datasets.
For this reason, the report is designed as a modeled strategic market study. It uses official and public evidence wherever it is reliable and scope-compatible, but it does not force the market into a purely statistical framework when doing so would reduce analytical quality. Instead, it reconstructs the market through the logic of demand, supply, technology, country roles, and company behavior.
This makes the report particularly well suited to products that are innovation-intensive, technically differentiated, capacity-constrained, platform-dependent, or commercially structured around specialized buyer-supplier relationships rather than standardized commodity trade.
The report typically includes:
The result is a structured, publication-grade market intelligence document that combines quantitative modeling with commercial, technical, and strategic interpretation.
Energy-Storage Market Structure and Company Archetypes
Part of Adani Group; one of India's largest integrated solar manufacturers.
India's largest solar module exporter; capacity over 12 GW.
Leading module producer with global certifications.
Subsidiary of Tata Power; established player in solar manufacturing.
Integrated manufacturer of solar modules and encapsulation materials.
Rapidly expanding module capacity; strong domestic and export presence.
Known for high-efficiency modules and EPC services.
Diversified energy company with solar manufacturing division.
Focus on residential and commercial solar modules.
Manufacturer of polycrystalline and monocrystalline modules.
Part of Chiripal Group; new entrant with large capacity plans.
Known for high-efficiency mono PERC modules.
Exports to multiple countries; ALMM certified.
Growing manufacturer with focus on quality and innovation.
Part of the Goyal Group; produces mono and poly modules.
Diversified engineering group with solar manufacturing arm.
Major supplier of solar glass to module manufacturers.
One of India's oldest solar cell manufacturers; recently revived.
Part of Moser Baer Group; cell and module producer.
Specializes in solar cell production; under restructuring.
Integrated manufacturer with cell and module lines.
Part of Borosil group; produces modules for domestic market.
Focus on off-grid and rooftop solar solutions.
Part of Mahindra Group; major solar project developer.
Independent power producer; large solar portfolio.
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Australia weighs first mandatory solar panel recycling plan as NSW waste heads for 98,000 tons – The Cool Down

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“Most end-of-life PV panels continue to be landfilled, stockpiled or illegally dumped.”
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Australia’s biggest rooftop solar market is facing a fast-growing challenge: what to do with millions of aging solar panels once they reach the end of their useful lives.
New South Wales’ government has begun consulting on a plan that could make it the first place in Australia to require solar manufacturers and importers to help pay to collect and recycle old panels, rather than sending them to landfill.
The state is weighing a mandatory product stewardship model for solar panels that would make manufacturers and importers shoulder part of the cost of handling panels at the end of their lives. As PV Magazine reported, the idea is to recover useful materials from discarded photovoltaic panels and reduce dumping, stockpiling, and landfill disposal.
Submissions are open until 16 November as the government seeks feedback through an issues paper on how NSW can expand panel recycling, remanufacturing, and manufacturing. Under the proposal, regulated PV panels supplied in NSW would be covered, and the funding would support collection, recycling, and resource recovery across the state.
The amount of retiring solar equipment is already significant. NSW has more than 1.18 million rooftop solar systems, and about 15,400 tons (14,000 metric tons) of panel waste is produced each year. That total is projected to climb to 98,100 tons (89,000 metric tons) by 2045 as older systems are phased out and households switch to newer, more efficient technology.
Solar panels reduce emissions while generating power, but the pace of adoption has created a disposal problem that current systems have not caught up with.
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According to the NSW Environment Protection Agency, “Current disposal pathways are insufficient to safely and sustainably manage this growing waste stream.”
The agency added, “Most end-of-life PV panels continue to be landfilled, stockpiled or illegally dumped.”
NSW Energy Minister Penny Sharpe said the proposal could create value from recovered materials as well.
“NSW has embraced rooftop solar, and now we’re making sure those panels don’t become tomorrow’s landfill problem,” Sharpe said.
Under the proposed rules, the companies that make or import the panels would help finance the collection and processing system.
She added, “Solar panels contain valuable materials that can be recovered and put back to work.”
Business groups say a single state cannot fully solve what is effectively a national waste challenge. Smart Energy Council Chief Executive David McElrea said the draft legislation creates a strong foundation for a circular economy, but argued that federal leadership will be needed to avoid a patchwork of rules across Australia.
“NSW is showing leadership, but unless transitioned into a Commonwealth scheme, over 70% of Australia’s decommissioned solar panels will remain uncaptured outside NSW,” McElrea said. “The federal government has to step up and deliver a national product stewardship framework to provide the scale, consistency, and certainty Australia needs.”
Efforts to deal with retired solar panels are already taking shape in several places.
• In Georgia, Qcells is building a solar panel recycling operation alongside US manufacturing expansion.
• In Odessa, Texas, SolarCycle opened a dedicated recycling facility to process retired photovoltaic modules.
• In China, engineers have found a more efficient way to separate and recycle panel materials.
• In Tennessee, TerrePower plans to recycle over 125,000 solar modules each year.
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Erova, Finlight sign 15-year PPA for 107MW UK solar portfolio – Solar Power Portal

“As UK solar capacity grows, asset owners need long-term partners who can manage market risk and optimise performance over time,” said Erova CEO Nick Williams, following the signing of the deal.
September 25, 2026
Dublin-headquartered renewable energy optimiser Erova Energy has signed a 15-year power purchase agreement (PPA) with European energy company Finlight for a 107MW solar PV portfolio in England.
The portfolio consists of the Finlight's 55.5MW Skeeby site in north Yorkshire and the 51.9MW Osberton facility in Nottinghamshire. Under the terms of the deal, Erova will provide route-to-market and optimisation services for the two-project portfolio for the duration of the deal.
The deal mirrors a similar offtake agreement signed between Erova and independent power producer (IPP) Elgin Energy in July, in which Erova also said it would provide optimisation services. Optimisation is becoming an increasingly valuable tool in the UK’s energy mix, which is increasingly reliant on renewable energy—in July this year, solar was responsible for over 14% of all power generated—and Erova said that it would help Finlight “access intraday market opportunities” in this context.
Related:Ampyr Distributed Energy bags equity investment from Stonepeak
“As UK solar capacity grows, asset owners need long-term partners who can manage market risk and optimise performance over time,” said Erova CEO Nick Williams. “This agreement reflects Erova’s ability to support renewable projects with flexible PPA and risk management solutions tailored to each asset.”
The news follows Finlight’s merger with UK-headquartered distributed solar PV firm Atrato Onsite Energy earlier this year, as part of Finlight’s plans to increase its operational solar capacity in Europe to over 2GW by the end of the decade. Finlight CEO Gurpreet Gujral said that the Skeeby and Osberton projects are an “important part of our growing UK portfolio”.
Last year, Solar Media Market Research’s Josh Cornes wrote a guest blog for Solar Power Portal in which he described a “boom” in mergers and acquisitions in the UK solar sector as portfolios grow too large for single companies to operate, and named the Osberton project, then owned by Atrato, as an example of one such project that had changed hands.
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Caelux Signs Supply Agreements with Navitas Solar and Rayzon Solar for Advanced Photovoltaic Module Manufacturing in India – Global Legal Chronicle – Global Legal Chronicle

Caelux Signs Supply Agreements with Navitas Solar and Rayzon Solar for Advanced Photovoltaic Module Manufacturing in India – Global Legal Chronicle  Global Legal Chronicle
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Zeeland Township leaders want Trump’s attention in fight against solar farm – MLive.com

Zeeland Township leaders want Trump’s attention in fight against solar farm  MLive.com
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