Outlook Obscured – 03-2025

Table of content
Table of content
Outlook Obscured – 03-2025
2025
Close
pv magazine Global March 2025 TOC
Preview
Preview
Outlook Obscured – 03-2025
2025
Close
2025

Outlook obscured

It’s fair to say that many in the United States renewable energy industry are unsure what will happen next. The new administration has already pulled the country out of the Paris Climate Agreement and is threatening far more widespread use of tariffs on imports from many other countries – which may have wide reaching impacts on solar markets in the United States and beyond. Efforts to drastically reduce federal spending, along with other policy moves and market developments, may have implications for solar that, for now, are difficult to foresee. 

Solar in the US continued to grow under the previous Trump administration. And while the picture is still not clear, analysts have predicted that the industry is unlikely to suffer too much under the new government, though growth may slow and a question mark remains over the ambitious solar manufacturing plans that the previous administration embarked upon. The United States now hosts around 50 GW of PV module assembly capacity. Efforts to integrate this upstream and build out capacity for cell manufacturing as well as wafer, ingot and polysilicon, may falter if support for them is removed.

As in previous years, this month’s magazine includes a section jointly developed with Solar Promotion, organizer of global energy industry events including The smarter E Europe, Europe’s largest renewable energy event. In this section, we look at the increasing challenge of intergrating solar intro electricity networks around the world, and innovative solutions including vehicle to grid, hybrid systems, sophisticated energy management, and more.

In this edition we also introduce a new, improved pv magazine test program. Alongside new industry partners, we will be putting PV modules through their paces in the lab, and outdoors in China and in the harsh desert climates of the Middle East. Check out the first test results from the new outdoor site hosted by Yangtze Institute of Solar Technology.

Other topics in this issue:

  • Nearshoring far away: Western economies struggle to develop domestic manufacturing.
  • Shaped by policy: In China, how long can voluntarily imposed factory utilization cuts last?
  • Data centers: US data center developers must satisfy growing energy demand.
  • Floating African solar: Numerous hydroelectric sites could shore up grid supply across the continent.
  • Flow batteries’ trump card: Highlighting the fossil fueled elements of flow batteries.

Already a subscriber?
Login

Excerpt from the magazine

View article

US polysilicon prospects

Despite rising tariffs on imports and a looming US Department of Commerce investigation, American solar-grade polysilicon production is expected to keep pace with the growth of the domestic PV supply chain.
Anne Fischer
Mar 05, 2025
View article

Highway to the solar zone

Italian company Elgea specializes in integrating solar on highway networks. CEO Laura Onnis told pv magazine it has identified 300 sites along 3,000 km of Italian highways and is pushing ahead with project development. The first plants will be built in the northern Italian provinces of Milan and Vercelli, and in Molise, to the south.
Sergio Matalucci
Mar 05, 2025
View article

Storing up panel problems

Clean Energy Associates (CEA) is receiving more calls from solar developers concerned about warehouse panel damage. CEA senior engineering manager Claire Kearns-McCoy explains how improper handling, stacking, and storage conditions can lead to long-term issues.
pv magazine
Mar 05, 2025
View article

Beyond the hype

After a global flurry of green hydrogen announcements, fuel cell company insolvencies, and a sharp market reassessment, solar developers are questioning near-term green hydrogen demand. pv magazine’s Carrie Hampel takes a look at the international landscape.
Carrie Hampel
Mar 05, 2025
Subscribe now for instant access to this issue and every published issue since 2016.
Subscribe
View article

Shaped by policy

Restraint from China’s biggest polysilicon producers slashed output during January but with hydropower prices falling, how long will voluntarily imposed factory utilization rates of less than 40% persist?
pv magazine
Mar 05, 2025
View article

UP: Tracing the outline

In December 2024, the Solar Stewardship Initiative (SSI) published its Supply Chain Traceability Standard in a bid to establish best practices for monitoring and sharing information on solar supply chains. pv magazine spoke to Alexia Ruvoletto, SSI’s outgoing head of secretariat, about the initiative and its achievements.
Mark Hutchins
Mar 05, 2025
View article

Onshore and prospering

Efforts to establish solar manufacturing in the United States, on the back of generous Inflation Reduction Act (IRA) subsidies, have had mixed results. While module assembly facilities appeared swiftly, cell production capacity trails far behind and current policy uncertainty is leaving more questions than answers for solar manufacturers of all sizes.
Jonathan Gifford
Mar 05, 2025
View article

Feeding data center demand

Developers from the renewable energy and data center markets are working to find common ground to meet surging energy demand fueled by the AI boom.
Blathnaid O’Dea
Mar 05, 2025
View article

The growing challenge for agrivoltaics

Agrivoltaics combines clean energy generation on dual-use sites where land productivity can continue, and even be enhanced, offering big possibilities for Italy, as Everoze partners Simon Hughes and Dario Brivio explain.
pv magazine
Mar 05, 2025
View article

How to trump the flow battery doubters

While some clean energy executives are worried over the new US administration and its stance on the energy transition, others have been talking up the fossil fuel industry-friendly aspects of flow batteries that may be needed to power a boom in artificial intelligence-focused data centers.
Max Hall
Mar 05, 2025
View article

It’s time to celebrate success

Entries are now open for the pv magazine Awards 2025, the gold standard for excellence in the solar and storage industries. If you have recently launched a new product, commissioned a new project, or taken a major step with sustainability, then we would like to hear from you.
pv magazine
Mar 05, 2025
View article

Solar may slow but it won’t stop

The second Donald Trump administration has put up roadblocks to clean energy investment but renewable energy analysts say superior technology and its economic benefits will ultimately prevail.
Ryan Kennedy
Mar 05, 2025
View article

The Smarter E: V2G: A paradox of plenty

The numbers tell a compelling story. With approximately 40 million electric vehicles (EVs) on the road worldwide in 2024, mobile energy storage potential has reached an estimated 1.3 TWh, dwarfing the 360 GWh capacity of the world’s stationary battery energy storage systems.
Tristan Rayner
Mar 05, 2025
View article

The Smarter E: Financing the future

Solar is slowing in key markets, even with panels selling below production cost and nations failing to meet their clean energy targets. Chief among the challenges for PV is the lack of planning and investment needed to integrate new renewables into power grids.
Mark Hutchins
Mar 05, 2025
View article

Unleashing uncertainty

  Now with its feet well under the Oval Office table, the new US administration has begun a major policy upheaval sure to affect the lives of many. As far as renewables and the energy transition go, Donald Trump’s return to the White House is sure to throw up new challenges, as well as some […]
Mark Hutchins
Mar 05, 2025
View article

Tariff troubles

Days after entering office, the Trump administration announced tariffs on key US trading partners. While Canada and Mexico negotiated a one-month stay, it appears tariffs are set to play an even larger role in US trade policy through 2029. Paula Mints examines the history of US tariffs with a focus on the solar industry.
pv magazine
Mar 05, 2025
View article

pv magazine test: December 2024 and January 2025 results

As pv magazine test settles into its new home in Yinchuan, China, George Touloupas – vice president for environmental, social, and corporate governance (ESG) and new services at Clean Energy Associates (CEA) – analyzes the first set of monthly outdoor results.
pv magazine
Mar 05, 2025
View article

pv magazine test 2.0

After more than seven years, pv magazine test is entering a new phase. Significant changes are on the horizon as we update and overhaul the program. George Touloupas, vice president for environmental, social, and corporate governance and new services at Clean Energy Associates (CEA), and Huatian Xu, director of technology and quality at CEA, introduce the new “pv magazine test 2.0” setup to assess PV modules in the lab and outdoors.
pv magazine
Mar 05, 2025
View article

The Smarter E: Five startups to watch in 2025

The Startup Area at The smarter E Europe exhibition and conference will be a must for investors, researchers, and companies seeking partnerships with emerging startups. Here, we spotlight five innovative software companies heading to Munich in May.
Blathnaid O’Dea
Mar 05, 2025
View article

On the road with pv magazine

Where we’ve been: RE+ Northeast, Boston, USA In 2024, the RE+ Northeast event in Boston, Massachusetts, outgrew its original home at the conference center of the Westin Hotel and moved across the street to the Boston Convention Center. This year, the event continued to grow as around 3,000 industry professionals and more than 200 regional and […]
pv magazine
Mar 05, 2025
View article

US is facing net losses

Many US states are evaluating net metering rules that require utilities to pay solar customers for exporting their excess electricity to the grid. Any change to the regime could dampen return on investment for PV and make battery energy storage a critical component of home solar.
Ryan Kennedy
Mar 05, 2025
View article

Nearshoring: further away than ever

After decades of strategic investment, China is the undisputed leader of cleantech manufacturing and dominates supply chains. Western economies are struggling to develop domestic manufacturing to boost their economies and secure supply. While the benefits of that are clear, a more expensive energy transition is inevitable.
pv magazine
Mar 05, 2025
View article

US reshapes the non-China solar supply chain

The US Department of Commerce (DOC) revised antidumping and countervailing duties (AD/CVDs) on Vietnamese and Malaysian solar products in December 2024. The move has reshaped the non-Chinese supply chain, with further use of tariffs likely under the new administration, explains InfoLink’s Corrine Lin.
pv magazine
Mar 05, 2025
View article

It’s time to reframe clean energy

Jessica Fishman, director of renewable energy at Kiterocket
pv magazine
Mar 05, 2025
View article

Floating an African solar solution

Solar arrays on Africa’s many large hydroelectric sites could shore up patchy grid electricity supply. Finance is difficult but possible, as demonstrated by plants such as the 250 MW Kariba Dam project in Southern Africa, backed by the African Export-Import Bank (Afreximbank). Options include utilities, big energy users, and even crowdfunding participants, as Neil Ford reports.
pv magazine
Mar 05, 2025
View article

Making batteries better

A panel of battery energy storage system (BESS) experts at Abu Dhabi Sustainability Week, in January, discussed emerging technologies, new materials, risk avoidance, and ways to maximize energy density and return on investment.
Blathnaid O’Dea
Mar 05, 2025
View article

Open tax and tariff questions

The Invesco Solar Exchange-Traded Fund (ETF) kicked off 2025 with growth in January, but the evolving policy landscape in the United States continues to make forecasting a challenge. Jesse Pichel, of Roth Capital Partners, explores the latest developments in the US solar market.
pv magazine
Mar 05, 2025
View article

System-wide solutions

The solar industry faces significant challenges in 2025 as renewables continue to make up a growing share of the global energy mix, requiring systems to adapt. In the following pages, pv magazine and event organizer Solar Promotion explore energy management, battery storage, grid integration, and other innovations crucial to enabling a 24/7 renewable energy supply. Many will be on display at key industry events this year, as we heard from Solar Promotion CEO Markus Elsässer.
Mark Hutchins
Mar 05, 2025
View article

The Smarter E: Two become one

As intermittent generation becomes more pervasive on grids around the world, the business case for locating solar and energy storage together is growing. For renewables developers, adding energy storage to a solar project can mitigate risk and provide the kind of firm power that utilities and corporate energy offtakers crave.
Matthew Lynas
Mar 05, 2025

Check out our range of subscriptions

pv magazine Global

Digital Subscription

  • 12 monthly issues for only € 89 (incl. VAT)
  • Online access to our digital archive and other services
  • Immediate access to the latest issue
  • Special rate for students if applicable 
(€ 59 incl. VAT/year)
€ 89,00 $ 99.00
/ year
What’s included
  • 12 monthly issues for only € 89 (incl. VAT)
  • Online access to our digital archive and other services
  • Immediate access to the latest issue
  • Special rate for students if applicable 
(€ 59 incl. VAT/year)
pv magazine Global

Digital & Print Subscription

  • 12 issues for the special rate of € 199 incl.
  • VAT
Free worldwide delivery
  • Online access to the pv magazine global archives 
and reader services
  • Automatic extension of your annual subscription
€ 199,00 $ 220.66
/ year
What’s included
  • 12 issues for the special rate of € 199 incl.
  • VAT
Free worldwide delivery
  • Online access to the pv magazine global archives 
and reader services
  • Automatic extension of your annual subscription