Markets & Policy
In highly regulated energy markets, policy decisions can make or break new technologies, strategies, and even entire industries.
Support from policymakers, in the form of procurement exercises, priority dispatch, tax incentives and a wealth of other instruments, has been vital to the global solar industry’s success, and new mechanisms to support growth in energy storage are an increasingly important part of the story today.
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Latest News
The Iberian BESS paradox
On a Monday in April 2025, 60 million people across Spain and Portugal lost power. The blackout was no minor technical accident, and it exposed the Achilles’ heel of the Iberian energy transition. The system collapsed because it lacked sufficient storage, because synchronous generators were being displaced, and because the interconnection with France remains a bottleneck.
Jul 24, 2026
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The Hydrogen Stream: Over $1 billion in funds for projects in Spain, the Netherlands
The Spanish government has allocated €274.2 million for four renewable hydrogen projects with a combined electrolysis capacity of 102.27 MW, while the European Commission has approved a €780 million Dutch scheme to support renewable hydrogen production.
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The Hydrogen Stream: Over $1 billion in funds for projects in Spain, the Netherlands
The Spanish government has allocated €274.2 million for four renewable hydrogen projects with a combined electrolysis capacity of 102.27 MW, while the European Commission has approved a €780 million Dutch scheme to support renewable hydrogen production.
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US announces tariffs, minimum import price on polysilicon imports
Following a Section 232 investigation into polysilicon and its derivatives, the White House has announced plans to implement a 15% tariff on polysilicon imports to the United States, along with price floors for polysilicon along with solar ingots, wafers, cells and modules derived from the material.
Latvia’s solar capacity surpasses 1.5 GW
Latvia has installed around 600 MW of solar so far this year, meaning 2026 has already broken the country’s record for solar deployed in a calendar year. Solar was Latvia’s largest source of electricity in May and June, with figures for July yet to be released.
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