Articles written by Vincent Shaw

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Markets & Policy
Chinese polysilicon majors pledge to end loss-making sales China’s top eight polysilicon producers, controlling more than 90% of effective Chinese polysilicon capacity, have signed an industry pricing and capacity-discipline initiative.
Vincent Shaw
Aug 07, 2026
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Markets & Policy
Chinese authorities suspend 18.33 GW ingot expansion over 3-for-1 capacity requirement Chinese manufacturer Yunnan Yuze New Energy has been told it must retire existing PV manufacturing facilities equivalent to three times the new capacity it plans to add in Yunnan province, as local authorities move to curb overcapacity.
Vincent Shaw
Aug 05, 2026
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Markets & Policy
China puts battery storage at center of renewable energy strategy China’s latest five-year renewable energy plan, which targets more than 2.8 TW of solar and wind capacity by 2030, links energy storage with grid reliability, firm power capacity, grid-forming technology and new market-based revenue mechanisms.
Vincent Shaw
Aug 05, 2026
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Markets & Policy
China draws a line under the solar price war Regulators in China are calling on domestic manufacturers to end destructive below-cost competition but are yet to impose a formal price floor.
Vincent Shaw
Aug 04, 2026
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Applications & Installations
Ulanqab selects developers for 4.4 GWh grid-forming storage buildout The city of Ulanqab in Inner Mongolia, China, has assigned five independent storage projects to developers including Datang and China Resources New Energy.
Vincent Shaw
Aug 03, 2026
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Markets & Policy
China’s solar market heads for first annual contraction since 2019 The China Photovoltaic Industry Association says domestic installations are returning to more sustainable levels but expects both China’s market and global PV additions to shrink in 2026.
Vincent Shaw
Jul 29, 2026
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Solar-grade polysilicon
Markets & Policy
China adopts tougher mandatory energy limits for polysilicon plants China has published a stricter mandatory energy consumption standard for polysilicon production, lowering the maximum allowable energy use for existing rod-silicon plants and tightening accounting rules. The revised standard, effective Jan. 1, 2027, could significantly reduce China’s compliant polysilicon capacity, although the near-term supply impact may be limited because much of the affected capacity is already idle.
Vincent Shaw
Jul 24, 2026
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Markets & Policy
Chinese PV Industry Brief: H1 solar additions total just 72 GW In other news, Shenzhen Energy’s subsidiary Sunon Asogli Power (Ghana) Ltd. plans to invest $34 million in a 50 MW solar project in Ghana’s Savannah Region, marking the company’s first overseas solar investment. Meanwhile, Dinto Solar secured a 1 GW HJT module supply lot in China Datang Group’s 11 GW PV module framework tender. In China’s upstream market, polysilicon and wafer prices continued to decline amid weak demand, rising inventories, and cautious downstream purchasing, with manufacturers maintaining relatively stable but subdued operating rates.
Vincent Shaw
Jul 24, 2026
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Technology & Products
JinkoSolar targets retail power bills with Sunny 365 solar-storage platform JinkoSolar has launched a standardized solar-plus-storage package for commercial and industrial customers, combining solar modules, liquid-cooled batteries, and AI-based energy management under one platform.
Vincent Shaw
Jul 24, 2026