Markets

Aurora Energy Research says uncompensated PV curtailment will remain elevated in 2026 and 2027, reaching 3.05 TWh next year and 3.38 TWh in 2027, as grid constraints persist despite planned reinforcements.

The Solar Energy Industries Association (SEIA) and Benchmark Mineral Intelligence say US battery installations reached a record 57.6 GWh in 2025, up 30% year on year, as the industry enters what they describe as a new phase of sustained, high-volume deployment.

The PV facility transforms a coal-subsidence zone into one of China’s largest utility-scale solar and transmission hubs. It is part of a 6 GW solar cluster, of which 4 GW are now operational.

French grid operator RTE says almost 3 TWh of renewable energy was curtailed in 2025, driven by higher solar output and more frequent negative-price market periods.

Osaki Electric says it has signed an agreement to formalize joint development of its AI-based energy management system (EMS), integrating solar generation and lithium iron phosphate (LFP) battery storage. It aims to sign a final contract by December 2026.

Silver prices have resumed their climb, reaching $95 per ounce this morning. Silver analyst Philip Newman tells pv magazine that escalating tensions in the Middle East are expected to continue driving investment demand for safe-haven assets such as gold and silver.

RENA Technologies says it will supply advanced wet chemical processing systems for Celloraa Energy’s 1.2 GW tunnel-oxidized passivated contact (TOPCon) solar cell line in Gujarat, India, with water consumption cut by 50%, H₂O₂-free processes, and start of cell production targeted for the end of fiscal 2026–27.

Solar battery installers have been warned to “do it once and do it well” as the number of batteries installed across Australia under the federal government’s Cheaper Home Batteries Program surges past the 250,000 milestone, delivering a combined 6.3 GWh of capacity.

EnergySage says the looming expiration of the federal residential solar tax credit drove a 205% surge in homeowner engagement in the second half of 2025, with median pricing of $2.49/W, an average system size of 11.8 kW, and a decline in storage attachment rates as customers rushed to install systems before the end of the year.

Premier Energies Ltd today unveiled India’s first zero-busbar (0BB) TOPCon solar cell at Intersolar India. The 0BB design marks a structural shift from traditional 10BB and 16BB architectures, replacing thick silver busbars with a dense matrix of ultra-fine silver lines to collect current.