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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South Korea’s solar crossroads
South Korean solar is entering a new stage, where structural quality and sustainability are judged more important than speed of growth. The country’s annual solar installations in 2026 are projected to reach approximately 4 GW, similar to 2025 figures. Companies and public bodies see electricity as a long-term risk to be managed, rather than as an expense to be minimized, and the market is shifting from a supply logic centered on power generators to a choice logic centered on electricity consumers.
13 hours ago
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When the rivers ran warm: how a heatwave thinned France’s nuclear export cushion
UK-based engineering and professional services consulting firm WSP explains how a late-June 2026 heatwave forced France to cut output at river-cooled nuclear reactors as the Rhône, the Garonne and the Seine approached their thermal limits. The afternoon surplus that France exports to its neighbours fell from 11–12 GW to under 3 GW within days, even though the month’s total exports remained normal. The episode shows how rising river temperatures can become a recurring constraint on French nuclear output.
Solar can outcompete grid power in rural India
A new study finds that solar-based distributed renewable energy (DRE) systems can supply electricity in rural India at lower cost than conventional grid power when projects are tailored to local demand, storage, and grid conditions. It recommends Village Energy Plans (VEPs) as the foundation for scaling reliable, cost-effective DRE deployment through integrated planning and stronger utility participation.
Portugal sets September auction for 1.05 GW of energy storage
Portugal will hold an auction on Sept. 14 for 1.05 GW of energy storage capacity, including 750 MW of standalone battery storage and 300 MW paired with renewable energy projects, under a new national strategy targeting 3 GW of battery storage by 2030.
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The Hydrogen Stream: TalusAg starts green ammonia production in Iowa
Landus and TalusAg have launched commercial green ammonia production in Iowa, backed by US federal clean hydrogen tax credits, while Iberdrola España and BP have started building Spain’s largest green hydrogen project, with 25 MW of capacity.
Feb 11, 2025
Chinese PV Industry Brief: Huasun secures 3 GW HJT solar panel order
Huasun Energy says it has signed a 3 GW supply deal with Hongyang New Energy Development Group for heterojunction (HJT) solar panels. The PV modules will be used in Hongyang’s solar-plus-storage hydrogen-ammonia projects in China’s Xinjiang region, with delivery set by the end of 2026.
Feb 11, 2025
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US startup developing defrost-free residential heat pump for cold climates
TerraVis Energy claims its new heat pump system can achieve a seasonal coefficient performance of 3.5 and deliver 30 C of heat indoors at -50 C. CEO Lorenzo Rossi told pv magazine that the system could be produced at a lower cost than conventional models.
Feb 11, 2025
Philippines certifies 17.6 GW of renewables under CEPNS program
The government of the Philippines issued Certificates of Energy Projects of National Significance (CEPNS) for 149 power and transmission projects between May and December 2024, covering 91 renewable energy projects totaling 17.6 GW of capacity.
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Trina Solar sues Canadian Solar over patents in $147 million lawsuit
Trina Solar has filed a lawsuit against Canadian Solar and its subsidiary, seeking $147 million in damages for alleged infringement of tunnel oxide passivated contact (TOPCon) cell patents. The case, accepted by the Jiangsu High Court, underscores the rise of intellectual property disputes in China’s competitive solar sector.
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