Highlights

Wood Mackenzie’s latest analysis explores how 13 of the world’s leading power markets are impacted by the current fuel crisis, with those most reliant on fuel imports facing the greatest risk exposure. The consultancy says the average cost of generation is set to increase by $2.30/MWh across these 13 markets if a de-escalation of the conflict enables fuel price moderation in the latter half of 2026, increasing to an average of around $8.30/MWh if current elevated price levels persist through the year.

Polysilicon prices have fallen sharply over recent weeks due to persistent oversupply and weakening demand, briefly dipping to low levels before stabilizing slightly above CNY 50 ($7.31)/kg, though still near historical lows and below production costs. OPIS analyst Summer Zhang tells pv magazine that despite policy signals and potential future regulations, unclear implementation and continued excess capacity mean market conditions remain weak, with further demand declines and possible production cuts or discounted sales expected in the near term.

In an industry where even a small fraction of a percentage impacts efficiency, it is critical to ensure that all cables used in solar energy applications are UV-resistant, halogen-free, and flame-retardant. This creates a strategic opportunity for domestic manufacturers with vertically integrated manufacturing capabilities, sophisticated quality control programs, and a commitment to sustainability.

IT security firm Jakkaru has identified a vulnerability in microinverters from AP Systems that could enable a “kill switch” scenario, potentially shutting down tens of thousands of inverters simultaneously and disrupting grid operations.

Solar-powered irrigation under the PM KUSUM Scheme offers an opportunity to reduce the agricultural power subsidy burden while providing reliable daytime electricity and boosting farmers’ incomes, according to a new report. However, the report notes several practical challenges that have slowed its uptake. 

Tata Power has announced the enterprise-wide adoption of the Databricks platform to accelerate its data and AI transformation, aiming to improve operational efficiency, decision-making, and digital innovation across all its business clusters.

Premier Energies Ltd has received orders worth INR 2,577 crore in Q4 FY 2026 for the supply of 1.6 GW of solar cells and modules. The orders are scheduled for execution across FY 2027 and FY 2028.

Analysis from Wiki-Solar finds the world’s 33 largest utility-scale solar markets had a cumulative capacity of 1,008 GWac by the end of last year.

Renalfa Power Clusters plans to combine newly acquired solar and battery assets in Romania into a hybrid project using lithium-ion and sodium-ion storage.

For decades, the “energy trilemma” – balancing energy security, affordability, and environmental sustainability – has shaped how nations think about energy strategy. For much of the Global South, it has served as a practical compass. But today, that compass may no longer be sufficient.