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Oct 27Tue
  1. Utility Dive

    BNEF raises U.S. energy storage deployment forecast by 30% despite trade barriers

    BloombergNEF said in its semiannual energy storage outlook that the United States will deploy 30% more energy storage capacity over the next 10 years than it forecast six months ago, reaching cumulative deployments of 213.9 GW by 2030 and 434.4 GW by 2036. BNEF puts the combined duty on stationary storage batteries imported from mainland China at 40.9%, and cites import restrictions on foreign-made power conversion systems and recent broad limits on imports of bulk power system equipment among the trade barriers.

Oct 26Mon
  1. Solar Power World

    Maryland Energy Administration launches $200 million Megawatts for Maryland clean energy auction

    The Maryland Energy Administration is launching Megawatts for Maryland, a $200 million auction program to build new clean energy generation over the next two years, established through the Utility RELIEF Act signed by Gov. Wes Moore earlier this year. The program can draw up to $100 million annually from the state's Strategic Energy Investment Fund and will award grants to renewable energy generation and storage developers to curb development and construction costs. The press release states the program was developed to fill in for the investment tax credits the Trump administration ended through the One Big Beautiful Bill Act.

  2. Utility Dive

    Wood Mackenzie reports 2.8 GW of U.S. wind turbine orders in Q2 ahead of 45Y and 48E tax credit deadlines

    Wood Mackenzie said in an October 26, 2026 report that U.S. wind turbine orders reached 2.8 GW in the second quarter as developers raced to commence construction before July 4, 2026, deadlines tied to the 45Y production tax credit and 48E investment tax credit under the One Big Beautiful Bill Act. Projects that missed the commence construction deadline must be placed in service by December 31, 2027, to qualify, while projects that met the July 4 deadline have until December 31, 2030.

  3. pv magazine USA

    Intertek CEA forecasts 15% to 30% decline in U.S. energy storage prices by 2030 as trade barriers and 45X rules reshape supply

    Intertek CEA's ESS Price Forecasting Report (Q3 – 2026) projects U.S. DC block prices will decline roughly 15% to 30% by 2030, while import markets could see reductions exceeding 40% as Chinese manufacturers shift from standard prismatic cells to larger formats. The companion ESS Supply, Technology, and Policy Report (Q3 – 2026) cites supply concentration in China, delayed U.S. factory timelines and evolving tax incentives, with about 11% of announced 2026 U.S. production capacity at risk of slipping into 2027.

  4. pv magazine USA

    Samsung SDI signs 1 GWh U.S.-made NCA battery storage supply agreement with Alpha Omega Power

    Samsung SDI has signed an agreement to supply 1 GWh of nickel cobalt aluminum (NCA) battery storage to U.S. utility and independent power producer Alpha Omega Power, with all cells and modules to be manufactured at Samsung SDI's StarPlus Energy plant in Kokomo, Indiana. The Samsung Battery Box (SBB) 1.7 containerized energy storage is to be delivered before the end of 2026, for projects scheduled to begin construction in 2027 in the WECC and ERCOT markets. The deal brings Samsung SDI's contracted supply to APO to 1.5 GWh, following an earlier contract signed in 2025.

Oct 23Fri
  1. pv magazine (Global)

    EnergySage report finds U.S. residential solar quotes up 3.2% in first half of 2026 as third-party ownership expands

    EnergySage's Home Electrification Marketplace Report, based on quotes submitted through its marketplace from January to June 2026, found the median quoted residential solar price reached $2.57/W, a 3.2% increase from $2.49/W in the second half of 2025, while solar-only pricing stayed flat at $2.62/W. The share of installers quoting third-party ownership products rose from about 14% in January to 41% by the end of June, after the Section 25D residential tax credit expired at the end of 2025; EnergySage says qualifying third-party-owned projects can still access federal commercial tax incentives through 2027.

  2. pv magazine USA

    EnergySage report: U.S. residential solar quotes rise 3.2% to $2.57/W in first half of 2026

    EnergySage's Home Electrification Marketplace Report states that the median quoted U.S. residential solar price rose 3.2% to $2.57/W in the first half of 2026, from $2.49/W in the second half of 2025, based on quotes submitted through its marketplace between January and June 2026. Solar-only pricing stayed flat at $2.62/W, while the solar portion of solar-plus-storage quotes rose nearly 5% to $2.55/W, excluding battery cost. The share of installers quoting third-party ownership products rose from about 14% in January to 41% by the end of June, after the Section 25D residential tax credit expired at the end of 2025.

  3. pv magazine USA

    China solar module prices hold at $0.107/W as proposed price floors draw skepticism

    China's TOPCon module export prices held steady for a second week despite a proposal by eight major polysilicon manufacturers, discussed at an October 11 meeting in Hangzhou, for minimum selling prices of CNY 0.79/W for TOPCon modules and CNY 0.86/W for back-contact modules, alongside a minimum polysilicon price of CNY 43/kg inclusive of tax. The OPIS Global Solar Markets Report released October 20 put the Chinese Module Marker for TOPCon modules below 645 W at $0.107/W FOB China, unchanged, with Q1 2027 forward prices at $0.106/W.

  4. Utility Dive

    Trump orders trade talks, not new tariffs, after Section 232 wind turbine probe

    President Donald Trump signed a proclamation following a Section 232 investigation, launched by the Commerce Department in August 2025, into imports of wind turbines and their components, directing Commerce Secretary Howard Lutnick and U.S. Trade Representative Jamieson Greer to open or continue negotiations with trading partners and report on progress within 180 days. The proclamation states the U.S. is reliant on wind turbine and part imports and that foreign-made turbines and parts present unique cybersecurity risks, citing inverters in particular.

  5. pv magazine (Global)

    China solar module prices hold at $0.107/W as proposed price floors draw skepticism

    China's TOPCon module export prices held steady for a second week, with the OPIS Chinese Module Marker for TOPCon modules below 645 W from China unchanged at $0.107/W FOB China in the Oct. 20 OPIS Global Solar Markets Report, despite a proposal by eight major polysilicon manufacturers at an Oct. 11 meeting in Hangzhou for minimum selling prices of CNY 0.79/W for TOPCon modules, CNY 0.86/W for back-contact modules and CNY 43/kg for polysilicon, inclusive of tax. Trade sources questioned whether the floors could be sustained, since industry self-discipline agreements are not legally enforceable price controls.

Oct 22Thu
  1. pv magazine (Global)

    T1 Energy announces Commerce waiver to import up to 1.725 GW of solar cells ahead of Section 232 tariffs

    T1 Energy, a Texas-based module maker, announced it received a Department of Commerce waiver allowing it to import up to 1.725 GW of solar cells for its module assembly operations in Wilmer, Texas, without penalty for stockpiling under the Section 232 tariffs that take effect December 4, 2026, when polysilicon and silicon-based solar products become subject to a 15% tariff alongside minimum import prices. Ahead of that date, Commerce's Bureau of Industry and Security issued an emergency rule setting criteria for evidence of stockpiling, import prohibition penalties for noncompliance and a process for companies to obtain a waiver.

  2. pv magazine USA

    T1 Energy says Commerce granted Section 232 stockpiling waiver for 1.725 GW of solar cell imports

    T1 Energy announced that the Department of Commerce granted it a waiver allowing it to import up to 1.725 GW of solar cells for its module assembly operations in Wilmer, Texas, without penalty for stockpiling under the Section 232 tariffs that take effect December 4, 2026, when polysilicon and silicon-based solar products become subject to a 15% tariff and minimum import prices. Ahead of that date, Commerce's Bureau of Industry and Security issued an emergency rule setting criteria for evidence of stockpiling, import prohibition penalties for noncompliance and a process for companies to obtain a waiver.

Oct 21Wed
  1. Utility Dive

    LevelTen reports solar PPA prices rose 4.9% in Q3 2026, partly on Section 232 tariffs

    LevelTen Energy reports that the average solar power purchase agreement price rose 4.9% to $64.23/MWh in the third quarter of 2026, up 6% year-over-year, with tariffs driving most of the recent increase. Sarah Wolf, LevelTen's director of North America transactions, said the Section 232 tariffs announced in early August could add $3/MWh to $7/MWh once they take effect later this year, and that much of the quarterly increase is anticipatory as buyers try to secure contracts before then. Wind PPA prices were relatively flat in the quarter but up 13.8% year-over-year, held back by federal permitting challenges.

  2. Solar Power World

    NeoVolta opens 4-GWh battery storage factory in Georgia through joint venture with PotisEdge

    NeoVolta Power, a joint venture between NeoVolta and PotisEdge, a LONGi Green Energy company, opened a 4-GWh lithium battery energy storage system manufacturing site in Pendergrass, Georgia, in September, with a second line planned to reach 8 GWh as orders warrant. CEO Ardes Johnson said the site is designed to support FEOC-compliant and domestic content-eligible solutions, that NeoVolta holds the controlling interest and 100% of the board, and that the FEOC rules are still being finalized by the IRS. He said U.S.-made cells are not yet available at the needed volume or price, so Chinese-sourced cells have bridged the gap in the near term.

Oct 19Mon
  1. pv magazine (Global)

    China's MIIT proposes stricter solar cell and module efficiency standards in draft 2026 specifications

    China's Ministry of Industry and Information Technology (MIIT) released for public consultation on Oct. 16 draft 2026 Photovoltaic Manufacturing Industry Specifications that would replace the 2024 rules and raise minimum average conversion efficiencies, with the consultation open until Nov. 15. New and expanded cell lines would need 26.2% for n-type TOPCon, 26.0% for HJT and 26.6% for BC, up from a uniform 26.0% for new n-type cells; existing lines would need 25.3% for TOPCon and HJT and 25.6% for BC, against 25.0% previously.

  2. ARMA · Alberta Recycling What's New

    ARMA opens consultation on proposed 2027 EPR oversight fees for Alberta producers

    The Alberta Recycling Management Authority (ARMA) has opened its 2027 EPR Oversight Fee Consultation, inviting producers to review proposed oversight fees and the oversight fee methodology and to submit feedback, including at a scheduled webinar. ARMA states that the consultation presentation, the 2027 EPR Oversight Fee Calculator and the webinar recording are coming soon, and that the Fee Setting Policy and current oversight fee FAQs are available. The notice does not state the proposed fee amounts or the consultation deadline.

Oct 17Sat
  1. pv magazine (Global)

    Qcells plans U.S.-made aluminum frames for Q.Tron AC and Q.Peak Duo AC residential panels by end of 2026

    Qcells announced plans to launch versions of its Q.Tron AC and Q.Peak Duo AC residential solar panel lines with aluminum frames extruded, anodized and fabricated at Aluko Group's facility in Halls, Tennessee, by the end of 2026. Qcells says the domestic frames are aimed at helping residential installers and third-party ownership providers qualify for the Investment Tax Credit domestic content bonus adder, which under Treasury Department guidance requires solar hardware to meet specific domestic manufacturing thresholds for the 10% bonus. Aluko's Lauderdale County, Tennessee plant is expected to reach full commercial production by the end of 2026, with planned annual capacity to support 4 GW of solar modules.

Oct 16Fri
  2. pv magazine USA

    Linton files patent suit against JSG over crystal pullers for 10 GW Texas solar line

    Linton Crystal Technologies filed a patent infringement complaint in the U.S. District Court for the Eastern District of Texas against Chinese machinery manufacturer Zhejiang Jingsheng Mechanical and Electrical (JSG), alleging JSG infringed its patented seed-lifting and rotating systems used in Czochralski crystal pullers. Linton claims JSG won a contract to supply crystal-growth furnaces for a 10 GW photovoltaic production line in Texas using the contested designs and began importing the equipment, with deliveries scheduled in 2026. Tesla is not named as a defendant; the case, Linton Crystal Technologies Corp. v. Zhejiang Jingsheng Mechanical and Electrical Co., Ltd., is pending before Judge Rodney Gilstrap in the Marshall Division.

  3. Utility Dive

    USITC finds injury from solar cell imports from India, Indonesia and Laos

    The U.S. International Trade Commission found in a Wednesday vote that U.S. solar manufacturing has been injured by imports of crystalline silicon photovoltaic cells from India, Indonesia and Laos, aligning with Commerce's finding last month and setting up Commerce to finalize antidumping and countervailing duty orders. Counsel for petitioner the Alliance for American Solar Manufacturing and Trade said dumping margins for India were 123% for all producers and countervailing duty rates 126%, and that the alliance expects final orders on Nov. 2. The ITC said it will release its full report on Nov. 23.

  4. Solar Power World

    Qcells to offer U.S.-made aluminum frames on Q.TRON AC and Q.PEAK DUO AC residential panels

    Qcells announced it will offer domestic-frame options for its Q.TRON AC and Q.PEAK DUO AC residential solar panels in the United States, with aluminum frames extruded, anodized and fabricated in Tennessee by ALUKO Group at its Halls, Tennessee facility. Qcells says the frames will help meet minimum domestic content requirements for certain third-party owned solar projects. The facility is expected to begin full production by the end of 2026, with planned annual capacity to support 4 GW of solar panels; ALUKO plans 285 new full-time jobs and more than $107 million invested in Tennessee within five years.

  5. pv magazine (Global)

    USITC finds material injury from solar cell imports from India, Indonesia and Laos

    The USITC issued a final affirmative injury determination in its Solar IV investigation into crystalline silicon photovoltaic cells, whether or not assembled into modules, from India, Indonesia and Laos, clearing the way for Commerce to issue AD/CVD orders in early November 2026. Combined rates reach as high as 249% for India, 268% for Indonesia and 219% for Laos, stacking on existing executive tariffs and Section 232 minimum import price floors. Final dumping margins are 123.04% for all Indian producers, 94.36% for all Indonesian producers and 65.43% for all Lao exporters, with countervailing rates of 126.09% for India, 73.2% to 173.7% for Indonesia and 82.03% to 153.67% for Laos.

  6. pv magazine USA

    China proposes export ban on perovskite and tandem solar manufacturing technology

    China's Ministry of Commerce and Ministry of Science and Technology proposed on Oct. 16, under Joint Announcement No. 48 of 2026, adding 12 photovoltaic technologies to the Catalogue of Technologies Prohibited or Restricted from Export, covering perovskite-silicon tandem cell processes for wafers of at least 182 mm and efficiencies of 30% or higher, slot-die coating at widths of at least 1.1 meters, single-junction perovskite modules of at least 1 square meter at 18% or higher, and tandem modules of the same area at 28% or higher.

  7. pv magazine USA

    USITC finds material injury in Solar IV case on cells and modules from India, Indonesia and Laos

    The USITC issued a final affirmative injury determination in its Solar IV investigation into crystalline silicon photovoltaic cells, whether or not assembled into modules, from India, Indonesia and Laos, finding that dumped and subsidized imports materially injure domestic solar manufacturers. Commerce is scheduled to issue AD and CVD orders in early November 2026, with combined rates as high as 249% for India, 268% for Indonesia and 219% for Laos. Final dumping margins are 123.04% for all Indian producers with a 126.09% countervailing rate, 94.36% for all Indonesian exporters with countervailing rates of 73.2% to 173.7%, and 65.43% for all Laotian exporters with countervailing rates of 82.03% to 153.67%.

  8. pv magazine USA

    Qcells to launch residential solar panels with U.S.-made aluminum frames by end of 2026

    Qcells announced plans to launch new versions of its residential solar panel series, including the Q.TRON AC and Q.PEAK DUO AC lines, featuring aluminum frames extruded, anodized and fabricated at ALUKO Group's facility in Halls, Tennessee, by the end of 2026. The company says the domestic frames are aimed at helping residential installers and third-party ownership providers qualify for the Investment Tax Credit domestic content bonus adder, which under Treasury Department guidance requires solar hardware to meet specific domestic manufacturing thresholds for the 10% bonus. The statutory domestic content threshold for clean energy projects begins stepping up toward 55% for projects commencing construction in 2027.

  9. pv magazine (Global)

    China proposes export ban on perovskite and tandem solar manufacturing technology

    China's Ministry of Commerce and Ministry of Science and Technology proposed on Oct. 16, under Joint Announcement No. 48 of 2026, adding 12 photovoltaic technologies to the Catalogue of Technologies Prohibited or Restricted from Export, covering perovskite-silicon tandem cell processes for wafers of at least 182 mm and efficiencies of 30% or higher, slot-die coating at widths of at least 1.1 meters, and single-junction perovskite modules of at least 1 square meter at 18% or higher.

  10. pv magazine (Global)

    OPIS reports China TOPCon cell prices fell after Golden Week as industry weighs proposed price floors

    The OPIS Global Solar Markets Report released Oct. 13 shows FOB China TOPCon M10 cell prices fell 0.86% week on week to $0.0463/W and TOPCon 210R cells fell 0.66% to $0.0454/W, ending two weeks of stability and leaving both formats about 13% below late-August peaks. A trader source said U.S. restrictions on stockpiling, under a temporary rule covering polysilicon and its derivatives ahead of Section 232 measures taking effect Dec. 4, were expected to further weaken overseas demand.

Oct 14Wed
  1. Federal Register · Treasury / IRS (OBBB)

    Treasury and IRS publish Federal Register document on the Premium Tax Credit

    The Federal Register posted a Treasury Department and Internal Revenue Service document titled "Premium Tax Credit." The available text is a FederalRegister.gov access notice about automated scraping and CAPTCHA verification, not the document's contents, so the document's subject matter, effective date and any requirements are not stated.

  2. ARMA · Alberta Recycling What's New

    ARMA releases first EPR annual report on Alberta's producer-funded recycling system

    The Alberta Recycling Management Authority (ARMA) released its 2025 Extended Producer Responsibility (EPR) Annual Report, covering the first transitional year of Alberta's EPR framework following the April 1, 2025 launch of Phase I of the Single-Use Products, Packaging and Paper Products (PPP) and Hazardous and Special Products (HSP) programs. At launch, 217 communities representing approximately 94% of Alberta's population received EPR-funded services, with more than 5,300 producers and suppliers participating in ARMA-administered EPR.

  3. Solar Power World

    USITC makes affirmative final injury determination on solar cells and modules from India, Indonesia and Laos

    The U.S. International Trade Commission issued an affirmative final injury determination in the AD/CVD investigations of silicon solar cells and modules from India, Indonesia and Laos, finding that the domestic solar panel manufacturing industry has been harmed by unfairly priced imports from the three countries. Commerce issued its final tariff calculations last month and will issue the AD/CVD orders on November 2, after which CBP will begin collecting cash deposits on subject solar cells and modules from India, Indonesia and Laos. The Alliance for American Solar Manufacturing and Trade petitioned for the investigation in July 2025, alleging that manufacturers relocated operations to the three countries to avoid existing tariffs.

  4. pv magazine (Global)

    EcoFlow launches Titan 5000 residential storage systems in the US

    EcoFlow launched its Titan series of residential battery storage systems in the US, with the Titan 5000 Classic, Titan 5000 and Titan 5000 Plus starting at 5 kWh and expanding to 30 kWh, available from Oct. 13. The Titan 5000 and 5000 Plus offer 7.2 kW output, while the Classic provides 4 kW at 120 V; all three carry five-year warranties and FCC authorization dated July 20.

  5. USITC · News Releases

    USITC makes affirmative final injury determinations on solar cells from India, Indonesia and Laos

    The USITC determined on October 14, 2026 that a U.S. industry is materially injured by reason of imports of crystalline silicon photovoltaic cells, whether or not assembled into modules, from India, Indonesia and Laos that Commerce found sold at less than fair value and subsidized, in Inv. Nos. 701-TA-772-774 and 731-TA-1756-1758 (Final). As a result, Commerce will issue antidumping and countervailing duty orders on these products from the three countries. The USITC made negative critical circumstances determinations for certain imports from India and Laos and affirmative critical circumstances determinations for certain imports from Indonesia.

Oct 13Tue
  1. Federal Register · Treasury / IRS (OBBB)

    Treasury and IRS request comments on information collection for Qualifying Advanced Energy Project Credit under Notice 2023-18

    The Treasury Department and the Internal Revenue Service published a Federal Register notice requesting comments on information collection activities for the Qualifying Advanced Energy Project Credit under Notice 2023-18. The notice concerns the paperwork and reporting associated with that credit. The notice does not state a comment deadline, an effective date or the specific information to be collected.

  2. CIT · Slip Opinions

    CIT denies GameChange Solar challenge to scope ruling on off-grid solar charging modules from China

    The U.S. Court of International Trade denied GameChange Solar Corp.'s motion for judgment on the agency record in Court No. 24-00174, upholding Commerce's final scope ruling that the company's off-grid solar charging module is within the scope of the 2012 antidumping and countervailing duty orders on crystalline silicon photovoltaic cells from China. In Slip Op. 26-125, Judge Timothy C. Stanceu found the plain scope language dispositive and rejected GameChange's arguments that Commerce failed to identify specific scope language and that the consumer good and off-grid CSPV panel exclusions applied.

Oct 11Sun
  1. pv magazine (Global)

    Wood Mackenzie report finds battery storage cheaper than gas peakers in 43 markets, with U.S. and Canada facing tariff-driven cost headwinds

    Wood Mackenzie's latest Levelized Cost of Electricity report finds four-hour battery storage has fallen below open-cycle gas turbines on cost in all 43 global markets it modeled, and single-axis tracker solar is the lowest-cost new-build source in 43 of 48 markets. In North America, the report says near-term solar costs remain elevated under tariffs, AD/CVD actions and Section 232 import restrictions, with module prices projected to climb about 5% annually through 2030 and residential and commercial module prices forecast to jump 6% in 2027 and a further 14% in 2028.

  2. pv magazine (Global)

    pv magazine analysis: U.S. solar tracker suppliers shift to integrated systems via M&A

    pv magazine reports that U.S. solar tracker suppliers are pursuing mergers and acquisitions to expand beyond trackers into adjacent components, citing NextPower, Array Technologies and GameChange Energy as the leading acquirers, with NextPower spending more than $1.1 billion. The article attributes the shift to a saturated domestic tracker market, forecast declining U.S. tracker shipments from 2026 to 2035, and the roughly 10% share of utility-scale solar capex that mounting systems represent. It also cites the Section 45X credit and the 10% domestic content bonus as incentives to manufacture in the United States, and notes the EU's Carbon Border Adjustment Mechanism entered into force in January 2026.

  3. pv magazine (Global)

    China's solar anti-involution campaign adds mandatory efficiency and energy standards from Jan. 1, 2027

    China's anti-involution campaign against below-cost competition in solar manufacturing now combines CPIA's standardized cost-accounting model, an Aug. 6 pledge by eight polysilicon producers representing more than 90% of effective capacity to price at or above full cost, and three mandatory national standards taking effect Jan. 1, 2027. The standards cap polysilicon energy consumption at 6.3 kg of standard coal equivalent per kilogram and set minimum Grade 3 module conversion efficiency of 23.2% for TOPCon and HJT and 23.5% for BC. The Silicon Industry Branch estimates effective polysilicon capacity will fall to about 2.4 million MT after restructuring, 16.4% below end-2024 levels.

Oct 9Fri
  1. pv magazine USA

    pv magazine roundup: sodium-ion specs, California plug-in solar law and U.S. solar manufacturing financing

    pv magazine USA's weekly roundup reports that the U.S. energy storage market is developing its own sodium-ion specification amid federal domestic content policies, FEOC sourcing rules and UL 9540A testing, and that California Governor Gavin Newsom signed SB 868, allowing portable solar devices to connect through a receptacle. It also reports that the New York Public Service Commission approved a two-year meter socket adapter pilot, that more than 70% of announced U.S. solar manufacturing expansion plans are not yet financed, and that a Wood Mackenzie report finds four-hour storage cheaper than open-cycle gas in 43 modeled markets while tariffs threaten near-term U.S. gains.

  2. pv magazine (Global)

    Report: US polysilicon minimum import price increase may slip past Dec. 4

    Industry checks reported by pv magazine indicate that an increase in US minimum import prices under the polysilicon Section 232 framework may not occur until after Dec. 4, with implementation potentially moving into early 2027, reflecting Commerce's desire to observe how the initial proclamation operates and to gather further investor feedback. The report says Commerce and CBP are expected to scrutinize imports declared at the minimum price, and shipments may be detained while the underlying transaction is verified.

  3. pv magazine USA

    China wafer prices hold steady as BIS stockpiling rule curbs U.S.-bound demand

    China's N-type M10 and 210R wafer FOB prices were unchanged week on week at $0.149/pc and $0.153/pc, per the OPIS Global Solar Markets Report released Oct. 6, with wafer inventories estimated at around 25 GW. A temporary final rule issued in late September by the U.S. Department of Commerce's Bureau of Industry and Security restricts stockpiling of polysilicon and polysilicon derivatives ahead of Section 232 import adjustments taking effect Dec. 4, 2026, covering imports during the transition period from Sept. 22 to Dec. 3.