Global solar enters period of adjustment, as market conditions redefine rules of competition
Global solar growth is flattening in major markets as oversupply from China and India drives prices down and shifts competition from sheer volume to execution, policy alignment, and system integration. Across the U.S., Europe, and China, energy storage is becoming essential for project viability, making PV-plus-storage and strong EPC partnerships the new basis for winning projects in 2026 and beyond.
Uniper, AM Green sign long-term offtake agreement for up to 500,000 tons per year of renewable ammonia from India
Uniper has signed the agreement to offtake up to 500,000 tons per year from AM Green’s green ammonia projects. The first shipment is expected to happen as early as 2028 from AM Green Ammonia’s first 1 million ton per annum (MTPA) under construction plant in Kakinada, Andhra Pradesh.
Sodium-ion battery cells already near lithium-ion cost parity, set to get cheaper
By 2050, sodium-ion batteries with fast learning rates could deliver storage at 11–14 €/MWh – cheaper than lithium-ion at 16–22 €/MWh – while also offering higher energy-to-power ratios and high cycle durability, a new research finds.
China to abolish solar export tax rebates in April
China will scrap value-added tax export rebates for PV products from April 1, 2026, while cutting battery rebates ahead of a full phaseout, raising export costs for manufacturers and potentially pulling shipments forward into early 2026.
N-type wafer prices rise over 10% as silver-driven cell costs increase
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.
Astronergy launches 670 W TOPCon solar module with 24.8% efficiency
China’s Astronergy says its ASTRO N7 Pro module targets utility-scale PV plants and commercial rooftops, offering quarter-cell architecture, bifacial gains, and a 30-year performance guarantee.
China connects world’s largest vanadium flow battery project
The GWh-scale long-duration energy storage project is expected to reduce curtailment in Xinjiang, a region of China with high solar and wind generation, and transmission bottlenecks. The flow battery installation is co-located with a PV plant.
French startup offers on-site solar module repair solution
France-based DOTSun has developed an on-site repair solution for solar panels with degraded backsheets, compatible with PA, PVDF, and PET types. The system uses a compact laminator to apply a protective film to the rear side of the module, reportedly restoring insulation and extending the service life of up to 2,000 panels per site.
Google acquires Intersect Power for nearly $5 billion
Google is set to acquire solar and storage developer Intersect Power, arming itself with the tools to bypass grid bottlenecks and build the projects that will power its AI data centers.
China strengthens intellectual property protection in solar industry
Chinese authorities are planning to implement a series of policy measures to introduce stronger intellectual property protection to the country’s photovoltaic sector. Chinese enterprises are being encouraged to accelerate technological advancements and reserve basic patents for developing technologies.
