The price of policy
Policy decisions from China to the United States could have a major impact in 2026, while grid bottlenecks continue to obstruct progress. Despite this, solar pushes on.
For the global solar industry, 2026 is already off to an eventful start. Policymakers in China began the year with the announcement that export rebates for solar products would be removed as of April 1, driving an immediate surge in shipments and an increase in prices (pp. 22-23, 30-31). The effects of this move are …
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