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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Australian solar drives renewables to record 80.4% share of NEM generation
Solar power drove renewables and storage to a record 80.4% share of Australia’s National Electricity Market generation in Q3 2026, with rooftop solar leading the surge. Distributed and grid-scale solar set new output records, while rapid battery growth helped shift renewable energy into evening peaks and lower electricity prices.
U.S. module maker announces Department of Commerce waiver allowing cell imports
T1 Energy says it has secured federal approval to import up to 1.725 GW of solar cells for its Texas module assembly plant ahead of the Section 232 polysilicon tariffs and minimum import prices set to take effect on Dec. 4.
Aiko to convert PERC factory into 6 GW of ABC cell capacity
The Chinese company says it will convert the manufacturing capacity at its base in Tianjin into its proprietary all-back-contact (ABC) technology as the efficiency of passivated emitter and rear contact (PERC) solar cells reaches “a bottleneck”.
Spanish region announce tax on ground mounted PV
The Spanish region of Castilla y León plans to extend its environmental impact tax to ground-mounted solar installations from 2027. Spanish solar association UNEF has criticised the proposal, arguing that PV projects already face multiple taxes and that the new levy lacks environmental justification.
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Is CIGS ready for a comeback?
The CIGS PV market is poised for a comeback according to a new report, which identifies three markets ripe for development, and discusses Chinas potential to take the production lead. However, if it wants to make an impact, it must first overcome its manufacturing hurdles.
Mounting systems: strategies and competitive landscapes
Mounting equipment may not be the most high-profile PV component, but it is a critical piece where innovative designs can make a big difference to costs. In an interview, Unirac executives discuss their strategies for the North American and U.S. solar markets, and the competitive landscape of a sector that is getting crowded.
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