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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Follow the money
Since 2024, solar tracker companies in North America have invested more than $1.6 billion in corporate acquisitions, expanding beyond solar mounting to enter adjacent segments of the clean energy value chain. The majority of this capital has circulated within the United States, led by North America’s largest tracker suppliers. Lorenz Golser of S&P Global sees a wider strategy to build a one-stop shop for clean energy.
6 hours ago
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South Korea details auction market to replace renewable quota system
Draft rules for South Korea’s new renewables auction market provide for monthly difference payments from Korea Electric Power Corp. (Kepco), a separate track for projects up to 500 kW, and an exit route for renewable energy certificate (REC) spot-market sellers.
Brazil’s retail electricity market opening raises credit and liquidity concerns, study finds
A study based on 88,000 consumer units participating in subscription-based solar generation schemes in Brazil has identified a 17% average monthly payment delinquency rate and 4% monthly customer churn. The findings highlight potential credit, liquidity and consumer protection challenges as the country prepares to open its free electricity market to low-voltage consumers.
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US: Solar industry poised to create 200,000 jobs
200,000 domestic jobs and 10 gigawatts (GW) of new solar installations could be created in the U.S. if the Department of Treasury Grant Program (TGP) was extended by two years and solar manufacturing was included in the industries’ existing tax credit, says the Solar Energy Industries Association (SEIA).
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PV Legal launches new database highlighting "bureaucratic barriers" to PV development
The PV Legal consortium has launched an online database containing quantitative and qualitative data on project development processes and bureaucratic barriers that, they say, are hampering the set-up of photovoltaic (PV) systems.
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