United States

The divestment, already partially secured via escrow, reflects regulatory pressure from U.S. FEOC policy changes. Boviet Solar also continues negotiations to sell a separate U.S. cell project.

India’s renewable power generation from solar, wind, hydro and bioenergy rose by a record 98 TWh (+24%) in 2025, driven by strong growth in solar and wind, according to a report by Ember. The increase was twice the nation’s electricity demand growth of 49 TWh, which was abnormally low owing to milder temperatures and slower industrial activity. As a result, India’s fossil power generation fell by 3.3%. 

Median solar module pricing in the United States reached $0.28 per watt as the market adjusted to intensified trade enforcement and new Foreign Entity of Concern compliance requirements, according to the Q1 2026 Quarterly Pricing & Domestic Content Report from Anza.

Job advertisements on Tesla’s website outline the 100 GW ambition and follow reports the company is in talks with Chinese firms for the purchase of $2.9 billion worth of equipment for solar manufacturing.

Increased solar deployment and stricter enforcement of renewable purchase obligations across states and industries can help Indian manufacturers get over a volatile period and position themselves to compete better in a global market, according to Bengaluru-based think tank Climate Risk Horizons.

Waaree Solar Americas Inc. has entered into a share subscription agreement with United Solar Holdings Inc., a Cayman Islands-based polysilicon producer, to subscribe to around 5.37 million Series B preferred shares for about $30 million.

The Solar Energy Industries Association (SEIA) and Benchmark Mineral Intelligence say US battery installations reached a record 57.6 GWh in 2025, up 30% year on year, as the industry enters what they describe as a new phase of sustained, high-volume deployment.

Leading solar manufacturers say proposed US countervailing duties on Indian solar cells and modules are unlikely to materially impact their businesses.

The U.S. Department of Commerce has issued preliminary findings that solar manufacturers in India, Indonesia and Laos benefited from government subsidies, paving the way for countervailing duties of up to 143.30%.

The US Department of Justice (DoJ) has withdrawn from defending the executive order that paused certain tariffs on imported solar components, leaving private industry groups and companies to continue the appeal. The withdrawal increases legal uncertainty over potential retroactive duties tied to imports from Cambodia, Malaysia, Thailand, and Vietnam.