Markets

In a week marked by the largest sodium-ion battery order to date, widely seen as a watershed moment for the technology’s commercialization at scale, one of Europe’s emerging players, Spain’s Bihar Batteries, is strengthening the outlook for European-made sodium-ion batteries.

Over a 30-year asset life, corrosion can evolve into a structural, electrical, and fire safety issue. Corrosion drives up operations and maintenance (O&M) costs, reduces resilience to extreme events, and in some cases, can force premature decommissioning or complete structural replacement Intertek CEA’s Nicholas Hudson and Ankil Sanghvi advise on best practices.

RCT Hydrogen has launched operations at a new electrolyzer manufacturing facility in Saarbrücken, Germany, with planned annual production capacity of 250 MW and a first 5 MW system scheduled for assembly in 2026.

Rosi has raised more than €20 million in a Series B funding round to scale its photovoltaic module recycling business and build a new 10,000-tonne-per-year facility in Teruel, Spain. The company uses pyrolysis-based technology to recover high-purity materials including silver, silicon, copper, aluminium and glass from end-of-life solar modules.

Korea Rural Community Corp. (KRC) says it plans to increase floating solar capacity on agricultural reservoirs to 3 GW by 2030, from 105 MW currently in operation.

The divestment, already partially secured via escrow, reflects regulatory pressure from U.S. FEOC policy changes. Boviet Solar also continues negotiations to sell a separate U.S. cell project.

Some of the consequences of the blackout include a 589% increase in installed BESS capacity in Spain between April 2025 and April 2026, the introduction of renewable participation in voltage control, a greater role for gas in the generation mix, and continued progress on interconnections.

Solar Energy Corporation of India has invited proposals to set up interstate transmission system (ISTS)-connected renewable energy projects for assured peak power supply of 1,500 MWh (500 MW for three hours) under a contract-for-difference (CfD) mechanism.

For years, the battery energy storage (BESS) story has followed a familiar script: costs fall, deployment accelerates, economics improve. Even when cell costs rose and system prices briefly flattened during the 2021-22 lithium price spike, the narrative largely held. Paola Perez Peña, senior principal analyst at S&P Global Energy, examines why the latest jump in lithium prices has only had limited impacts on overall BESS costs so far.

New federal data shows solar and battery assets will comprise nearly 80% of all new utility-scale power additions planned for the U.S. electric grid this year.