Markets

The US Department of Justice (DoJ) has withdrawn from defending the executive order that paused certain tariffs on imported solar components, leaving private industry groups and companies to continue the appeal. The withdrawal increases legal uncertainty over potential retroactive duties tied to imports from Cambodia, Malaysia, Thailand, and Vietnam.

Research analyzing surface solar radiation data across the past three and coming three decades finds Europe has gotten sunnier at an average rate of 2.4 W per decade. This increase in solar radiation is anticipated to slow in the next three decades.

Carbon dioxide removal is most likely needed for rebalancing the climate to comply with the 1.5 C target set in the Paris Agreement, as data suggest this level has already been breached on an annual basis. Beneath natural climate solutions and land use change, technological and bio-technical solutions are most promising. Solar PV may play a key role in minimizing area demand and supporting cost optimization even in unexpected places such as Iceland.

The Canadian Renewable Energy Association is forecasting Canada’s cumulative solar capacity, which stands at 5.4 GW today, could surge to around 21 GW by 2035, driven by a healthy procurement pipeline across most provinces. Official deployment figures for behind the meter solar installations last year, which are driving Canada’s solar market today, are yet to be finalized.

EnBW says it is seeking a new investor for its Senec storage subsidiary Senec to support further growth, though the company could remain wholly owned. The search comes after a comprehensive restructuring and aims to fund expansion in software, hardware, and international markets.

The seventh allocation round (AR7) awarded contracts to 157 solar plants due online by 2029.

Battery leasing is gaining traction in Europe as a way for households with rooftop solar to increase self-consumption without the upfront cost of purchasing a storage system.

Indian manufacturer Pahal Solar has secured inclusion on India’s Approved List of Models and Manufacturers (ALMM) and Bureau of Indian Standards (BIS) 2023 certification for expanded module capacity and has started building a new solar cell and aluminium frame manufacturing complex.

Shoals Technologies Group has secured a favorable initial determination from a US International Trade Commission (ITC) judge, who found that Voltage violated US trade law by importing trunk bus products that infringe Shoals’ patents.

China’s PV industry expects 238 GW to 287 GW of domestic capacity additions in 2026 as it pivots away from volume-led growth after a loss-making year driven by overcapacity and sharp price declines. The shift follows rapid expansion in 2021-25 that lifted cumulative capacity above 1.2 TW, annual additions beyond 300 GW and exports over $180 billion.