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
Polysilicon playbook
Now that the United States has finally announced the outcome of its Section 232 investigation into polysilicon imports, industry analysts and investors alike have been weighing up the expected pros and cons of the policy’s likely impacts, particularly on ingot, wafer and cell manufacturing.
Sep 08, 2026
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Sungrow turns to Samsung SDI battery cells to sustain its energy storage business
ungrow plans to procure Samsung SDI battery cells for its energy storage systems, primarily to support continued deliveries to the U.S. market amid tightening restrictions on China-linked supply chains. The potential three-year, multi-GWh LFP deal could leverage Samsung SDI’s expanding U.S. production footprint, although procurement volumes, manufacturing locations and commercial terms remain undisclosed.
From more than 50 GW to under 10 GW: Ukraine doesn’t need its old energy system back
Six air-raid alerts on the first day, backup generators on almost every street corner, and discussions about the rapid reconstruction of severely damaged energy infrastructure: my trip to Kyiv and Lviv showed me why decentralized solar and energy storage are far more than climate technologies for Ukraine. They are part of the country’s security architecture. They also underscore why German solar companies should be engaging with Ukraine today.
France’s installed PV capacity hits 34 GW
France connected 3 GW of new solar capacity in the first half of 2026, slightly above the 2.9 GW deployed in the same period of 2025. Large-scale installations above 500 kW accounted for 28% of newly connected capacity, despite representing just 0.3% of new connections. Systems below 9 kW dominated installation numbers, accounting for 78% of new connections but only 8% of added capacity.
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All Markets & Policy news
Sungrow turns to Samsung SDI battery cells to sustain its energy storage business
ungrow plans to procure Samsung SDI battery cells for its energy storage systems, primarily to support continued deliveries to the U.S. market amid tightening restrictions on China-linked supply chains.
The potential three-year, multi-GWh LFP deal could leverage Samsung SDI’s expanding U.S. production footprint, although procurement volumes, manufacturing locations and commercial terms remain undisclosed.
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From more than 50 GW to under 10 GW: Ukraine doesn’t need its old energy system back
Six air-raid alerts on the first day, backup generators on almost every street corner, and discussions about the rapid reconstruction of severely damaged energy infrastructure: my trip to Kyiv and Lviv showed me why decentralized solar and energy storage are far more than climate technologies for Ukraine. They are part of the country’s security architecture. They also underscore why German solar companies should be engaging with Ukraine today.
France’s installed PV capacity hits 34 GW
France connected 3 GW of new solar capacity in the first half of 2026, slightly above the 2.9 GW deployed in the same period of 2025. Large-scale installations above 500 kW accounted for 28% of newly connected capacity, despite representing just 0.3% of new connections. Systems below 9 kW dominated installation numbers, accounting for 78% of new connections but only 8% of added capacity.
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Italian solar redrew the day, but gas still sets the price
Solar growth softened Italy’s midday power squeeze in summer 2026, but higher heat-driven demand and weaker hydro and wind left gas to cover most of the 7.9 TWh supply gap. The result was a sharper evening exposure: gas generation surged, prices rose most after sunset, and solar-heavy southern zones increasingly faced midday oversupply and weaker capture rates.
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