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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Large-scale solar projects in Australia reach record 3.5 GW of annual investment decisions
The latest Clean Energy Regulator data shows investment in solar is setting a new annual record with solar final investment decisions for the September 2026 quarter at 1 GW, adding to 3.5 GW already achieved in 2026.
China proposes ban on exports of perovskite, tandem solar manufacturing technology
China has proposed banning exports of selected high-efficiency perovskite and tandem solar manufacturing technologies, alongside new restrictions on advanced polysilicon, wafer and crystalline-silicon cell production processes. The proposed measures would cover 12 photovoltaic technologies, with public consultation open until Nov. 15.
The Hydrogen Stream: P2X starts selling renewable methane to European markets
Europe’s renewable hydrogen and e-fuels sector continues to gain momentum, with new developments spanning e-methane certification and offtake, electrolyser technology, large-scale green hydrogen projects and strategic investments. Recent announcements from companies including P2X Solutions, Stargate Hydrogen, ITM Power, Nel and Hy24
Chinese PV Industry Brief: Trina Solar expands upstream ties with stake in encapsulation film maker
Trina Solar plans to acquire a 1.6% stake in Chinese PV encapsulation film manufacturer Betterial for CNY 40 million ($5.88 million). The investment aims to strengthen upstream supplier ties and improve supply chain stability.
Big highs and lows across Asia in September
In a new weekly update for pv magazine, Solcast, a DNV company, reports that September 2026 saw extreme solar irradiance variations across Asia, with Japan and Borneo experiencing up to 30% below-normal levels, while China, Korea, the Philippines and eastern Indonesia recorded significant surpluses. Typhoons drove much of the variability, while strengthening El Niño is expected to bring sunnier conditions to Southeast Asia and increased cloudiness to Japan and eastern China through year-end.
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