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Opinion & Analysis

Who are the Top 100 PV manufacturers today?

The Terawatt PV 100 ranks the top 100 solar manufacturing companies using a new methodology based on production scale, financial strength, and corporate transparency, with Tongwei leading the Q1 2026 list and most top firms headquartered in China. The analysis highlights increasing global supply-chain scrutiny driven by tariffs and ESG mandates, while also showing rising influence from Indian companies and strong positions for key materials and equipment suppliers.

Solar 2.0: India’s solar revolution moves beyond gigawatts

India’s first solar decade was about speed and volume. The next will be about intelligence and performance. High-efficiency modules, bifacial panels, agrivoltaic systems, advanced power electronics, and integrated battery storage are no longer emerging technologies — they are the infrastructure of Solar 2.0.

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How AI can transform India’s energy ecosystem

By applying advanced machine learning and data analytics, AI can improve energy efficiency, strengthen grid resilience, and enable more intelligent and effective resource utilisation. Strategies for energy efficiency and innovations in smart grids powered by AI could generate up to $1.3 trillion in economic value by 2030.

China wafer prices unchanged as resumed purchases fail to lift market

In a new weekly update for pv magazine, OPIS, a Dow Jones company, provides a quick look at the main price trends in the global PV industry.

AI-powered BESS: The next frontier in grid stability and renewable integration

AI is transforming battery energy storage systems (BESS) through predictive load management, smart dispatch, and real-time performance optimisation – critical to India’s renewable energy ambitions.

Grid-forming BESS set to stabilize Australia’s hyperscale data centers

Australia has become one of the world’s most attractive destinations for hyperscale data centers, ranking among the top five to 10 markets globally by capacity. Drivers include large land availability in Renewable Energy Zones, renewable penetration exceeding 40% across the National Electricity Market (NEM), geopolitical stability, Five Eyes membership, and proximity to Asia-Pacific demand hubs.

7 reasons AI is the missing link in the energy transition

The AI revolution has given us the ability to create predictive analyses, autonomy, and resilience in our energy systems. This will allow for the transformation of decentralized and disconnected energy systems into a single integrated network providing flexible, adaptive solutions.

Why Gujarat continues to attract large-scale renewable energy investment

As India’s clean energy ambitions scale, investment will increasingly follow regions that can deliver outcomes, not just intent. Gujarat’s experience suggests that long-term renewable growth depends as much on institutional preparedness and grid integration as it does on natural resources.

China polysilicon prices fall over 13% year-to-date as below-cost selling persists

In a new weekly update for pv magazine, OPIS, a Dow Jones company, provides a quick look at the main price trends in the global PV industry.

From 132kV to 765kV: How higher voltage levels are redefining grid efficiency

Ultra high voltage transmission corridors, including 765kV networks, are increasingly becoming the backbone of this energy transition. These corridors enable bulk power transfer across long distances while maintaining system availability. By consolidating large volumes of electricity onto fewer transmission lines, they also reduce the need for extensive land acquisition and infrastructure duplication, which are often major constraints in transmission expansion.

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