Battling the elements – 09-2025

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Battling the elements – 09-2025
2025
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Battling the elements – 09-2025
2025
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2025

Battling the elements

Despite oncoming policy obstacles, acceleration is the word of the day for US solar. Project timelines are moving forward to get construction underway much quicker than planned, and financiers and component suppliers are reacting to the change.

This urgency is necessary. And it’s already being reflected in the stock market. In his monthly look at solar stocks, Roth Capital’s Jesse Pichel attributes recent outperformance for solar compared to the broader market to expedited project plans as developers in the US adapt to the impending removal of incentives.

Solar Energy Industries Association (SEIA) President and CEO Abigail Ross Hopper reminds us this month that solar and storage have been vital when managing heatwaves and providing homes and businesses with backup power when the grid goes down. “Americans in every state are recognizing the true power of solar,” she wrote in a guest article, adding that this is down to the grit and passion of the people in the industry.

Elsewhere in the world, growth continues despite new challenges. The sector is laser-focused on increasing global solar deployment. Whether it’s commercializing perovskite-silicon tandems in the United States, building out battery energy storage in India, implementing grid flexibility reforms in Brazil and Poland, or working to ensure clean energy benefits the communities where projects are being built, this month’s magazine features many who are taking action to speed things up.

The storms solar and storage developers must weather are literal as well as metaphorical. And in this September issue we focus on extreme weather solutions, including industry collaboration on high angle stowing and other efforts to mitigate hail damage, better protection of monitoring systems during storms, and exploring how solar asset owners can leverage data to monitor weather damage and other climate risks.

Other topics in this issue:

  • Pakistan’s next steps: Local experts weigh in on what huge import volumes mean for solar and storage.
  • Gulf of expectation: Investor confidence in Mexico’s PV sector will be steady rather than spectacular.
  • EL testing with drones: An aerial approach to diagnosing hidden module defects.
  • Grids and data centers: Batteries’ role in balancing the grid amid data center demand.
  • A PV pioneer: Interview with SunPower founder Dick Swanson.

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Excerpt from the magazine

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Can BESS answer US data center power demand?

Data centers’ energy demand is well-documented. Hyperscale AI data centers owned by big-tech companies are placing acute strain on energy infrastructure in the United States, the global data center capital, and many more are expected to come online. There is ongoing debate about how policymakers, grid operators, regulators and the energy industry – renewable or otherwise – can respond to the situation. Battery energy storage systems (BESS) can provide grid-balancing solutions, but not all are convinced they can fully replace gas.
Blathnaid O’Dea
Sep 16, 2025
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The climate gap in PV financing

Some in the energy sector have suggested that a changing climate might actually be a blessing for solar power, claiming that higher temperatures will come with more sun, hence more energy. That may not be the case. Everoze Partner Nicolas Chouleur and climate expert Alberto Troccoli dive into the findings of a study conducted under the Copernicus Climate Change Service Enhanced Energy Service.
Mark Hutchins
Sep 08, 2025
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Poland set to shake up connection agreements

The problem of available grid connection capacity has been growing in Poland for several years. Energy law expert Piotr Mrowiec examines the latest developments, as Poland considers a comprehensive proposal to reform the process of connecting new projects to the grid. The proposal also includes solutions to curb the practice of blocking connection capacity, while a short amendment recently adopted by Poland’s parliament opens further possibilities for cable pooling.
pv magazine
Sep 08, 2025
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Pricing polysilicon

Coordinated efforts to rationalize excess manufacturing capacity have pushed solar prices to multi-month highs across the Chinese supply chain, but skepticism lingers over the feasibility of such plans. Hanwei Wu of OPIS examines recent efforts to rein in oversupply in the upstream supply chain.
pv magazine
Sep 08, 2025
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Safely stowed

Hail damage has become a real headache for project developers in the United States, where growing deployment has increased exposure to weather-related risk. As project owners seek to limit the impact of hail on their bottom line, innovations in tracking systems and insurance can help.
Mark Hutchins
Sep 08, 2025
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Inverter market shifts

Despite inverter shipments being projected to grow in 2025, the mood in the industry remains tense. S&P Global’s Liam Coman sees an evolving competitive landscape increasingly dominated by Chinese suppliers. With demand shifting to markets like Saudi Arabia, India and emerging residential markets, established players may still be left chasing a slice of a shrinking pie.
Mark Hutchins
Sep 08, 2025
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Taking the next step in Pakistan

Surging solar module imports in Pakistan made global headlines in 2024, but where has all that capacity gone and what does it mean for the country’s wider energy sector? Industry experts and analysts in Pakistan tell pv magazine about the challenges that persist, as well as the opportunities for solar and storage in a nation with significant electrification potential.
Matthew Lynas
Sep 08, 2025
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Gulf of expectation

Although new terms of investment and government targets have been introduced in Mexico and investor confidence in the country’s PV sector appears to be cautiously increasing, the turnaround is likely to be steady rather than spectacular, writes Neil Ford.
pv magazine
Sep 08, 2025
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Scaling tandems’ US prospects

Three US manufacturers actively working to commercialize their respective perovskite-silicon tandem technologies make the case for tandem modules. CubicPV, Caelux and Swift Solar argue a commercial future for perovskites is inevitable, and they tell pv magazine the current policy environment could work in the technology’s favor.
Blathnaid O’Dea
Sep 08, 2025
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All set for storage

The 18th Renewable Energy India Expo, co-located with the third Battery Show India, returns to the India Expo Centre in Greater Noida from Oct. 30 to Nov. 1, 2025. Ahead of the event, pv magazine spoke with Rajneesh Khattar, senior group director of energy and construction portfolio at Informa Markets, about India’s latest moves in solar and storage.
Mark Hutchins
Sep 08, 2025
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The fast and the fair

The Fast and Fair Renewables & Grids Initiative creates a framework to involve local communities in the development process for renewable energy and grid infrastructure projects. Launched in 2025 by the European secretariat of Local Governments for Sustainability (ICLEI), the initiative’s principles have now been published. pv magazine spoke with Arthur Hinsch, an ICLEI Europe sustainable energy systems expert, about the initiative and its aims.
Mark Hutchins
Sep 08, 2025
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‘This group of people is not going to be thwarted’

Dick Swanson has left his fingerprints all over the modern solar industry. He is widely known for spreading the word on solar’s impressive learning curve with what has become known as Swanson’s Law, for developing the interdigitated back contact (IBC) cell, and for founding SunPower. In June, Swanson was named 2025 IEEE Photonics Society Aron Kressel Award Recipient and spoke with pv magazine to reflect on his work.
Jonathan Gifford
Sep 08, 2025
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Sustainable capital in a shifting landscape

As the impacts of US energy policy upheaval begin to spread, new capital structures are emerging. In the short term, developers will race to finish projects to qualify for federal incentives being removed on an accelerated timeline. pv magazine spoke with Trenton Allen, CEO of Sustainable Capital Advisors, who sees this period as an opportunity to build momentum that will endure beyond the policies that supported it.
Ryan Kennedy
Sep 08, 2025
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On the road with pv magazine

Meet our team at key industry events in September and October 2025.
Mark Hutchins
Sep 08, 2025
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The sky is the limit for EL drone testing

Infrared drone inspections are now routine for solar projects, but post-installation electroluminescence (EL) testing remains misunderstood and underutilized, argue Jörg Althaus of Clean Energy Associates (CEA) and Andreas Fladung of Aerial PV Inspection. The pair examine EL’s ability to detect microcracks, early-stage degradation, and installation-induced damage, revealing how good planning and execution can lead to meaningful results.
pv magazine
Sep 08, 2025
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Networks are the new frontier

As Brazil moves forward with the expansion of renewables, experts and companies in the sector warn that the country’s electricity grid, under its current model of operation and regulation, is nearly exhausted. Modern infrastructure, the role of distributors, the urgency of flexibility, and the integration of energy storage are central to the advancement of the energy transition in Brazil, as Livia Neves reports.
Lívia Neves
Sep 08, 2025
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pv magazine Awards: Inverters

Inverters are critical to the efficiency, performance and safety of solar installations across all segments. From residential arrays to utility-scale solar farms, investing in the right inverter for the job can impact how long it takes to secure a return on investment.
pv magazine
Sep 08, 2025
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Storm-proofing your PV data

Extreme weather is no longer a rare event for PV sites across the United States. It’s a costly, recurring reality eroding performance, reliability, and profitability. Wayne Burnett, chief strategy officer and chief technology officer at sensor equipment supplier EKO Instruments, offers insights from projects in hard-hit regions. With lessons learned from the US, Europe, Asia, and the Middle East, he examines how these are shaping best practices for long-term energy yield and resilience.
pv magazine
Sep 08, 2025
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Final thought: Resilience starts at home

Emily Walker, Director of content & insights at EnergySage
pv magazine
Sep 08, 2025
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Seize the day

Solar module prices hit a historic low in August 2025, according to data from pvXchange.com, and Martin Schachinger is calling for action. The trading platform founder sees political headwinds for solar in Europe and wants urgent deployment to ensure the industry seizes the moment by building as many PV systems and energy storage facilities as possible.
Mark Hutchins
Sep 08, 2025
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Whatever the weather

As the dusts settles from this summer’s passing of the One Big Beautiful Bill Act, many in the US solar industry are left thinking, “it could have been worse.”
Mark Hutchins
Sep 08, 2025
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US trade barriers take their toll

The United States has stepped up its use of tariffs on international trade partners, alongside the removal of many renewable energy incentives. Most imports from China are now subject to 30% tariffs and other barriers, along with further measures specific to solar products. InfoLink’s Alan Tu examines key changes in US policy and their likely impact on the domestic PV market.
pv magazine
Sep 08, 2025
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Indian battery buildout begins

India has built gigawatts of PV installations in recent years and taken big strides to establish a domestic supply chain. Now it is turning its attention to energy storage. Cutting dependence on battery imports won’t be easy, but commitments from the government mean the pieces are falling into place, as Wood Mackenzie analyst Harshul Kanwar tells pv magazine.
Mark Hutchins
Sep 08, 2025
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Solar stocks rally

The Invesco Solar ETF (TAN) outperformed the S&P 500 and Dow Jones Industrial Average in July. Jesse Pichel of Roth Capital Partners attributes this to expedited project plans as developers in the United States adapt to the accelerated removal of incentives.
pv magazine
Sep 08, 2025
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The path forward for the solar industry

The significant shifts experienced in 2025 by solar in the United States mean the industry must renew its focus, adaptability, and resolve. Solar Energy Industries Association (SEIA) President and CEO Abigail Ross Hopper vows to keep fighting for energy freedom and a brighter future.
pv magazine
Sep 08, 2025
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New risks for US solar

The One Big Beautiful Bill Act (OBBBA), a related executive order and other policy developments introduce new risks to the solar and energy storage industries in the United States. Changes to tax law affect everything from residential rooftop systems to utility-scale projects. Jesse Pichel and Lev Seleznov of Roth Capital Partners examine the key provisions in recent US policy announcements and their likely impact on the industry.
pv magazine
Sep 08, 2025

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