Articles written by Vincent Shaw

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Markets & Policy
Chinese PV Industry Brief: Polysilicon prices continue to edge lower Polysilicon prices continued to edge lower in China this week, while wafer prices remained unchanged, reflecting ongoing weakness in the upstream solar supply chain.
Vincent Shaw
Jun 26, 2026
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Markets & Policy
SNEC 2026 ESS readout: Storage moves from add-on to grid asset At SNEC 2026, energy storage shifted from a PV add-on to core grid infrastructure, driven by long-duration systems, grid-forming technology, sodium-ion scaling, AI data center demand, and rapid vertical integration across the value chain. The industry is moving toward system-level competition where duration, intelligence, and full-stack capability matter more than standalone battery performance.
Vincent Shaw
Jun 22, 2026
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Markets & Policy
Chinese PV Industry Brief: Polysilicon prices decline for third consecutive week The price decline is attributable to continued inventory pressure and the restart and ramp-up of output by some producers in June, which have reinforced expectations of rising supply and prompted some polysilicon manufacturers to cut prices to reduce stock levels.
Vincent Shaw
Jun 19, 2026
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Technology & Products
Rept Battero unveils 320 Ah sodium-ion cell for long-duration storage Rept Battero has unveiled a 320 Ah sodium-ion battery cell for long-duration energy storage, claiming more than 20,000 cycles. Commercial production is scheduled to start in 2027.
Vincent Shaw
Jun 17, 2026
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Markets & Policy
China Resources New Energy launches Shenzhen IPO targeting record $3.4 billion raise The proceeds will fund 7.18 GW of wind and solar projects across China, supporting the company’s expansion and its parent’s strategy to separately list its renewable energy business on the mainland.
Vincent Shaw
Jun 17, 2026
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Markets & Policy
China proposes PV product grading system in bid to drive industry consolidation China has proposed a PV product grading system that classifies modules into three quality tiers based on reliability, performance, and environmental attributes. The framework is expected to influence procurement, financing, and insurance decisions in a bid to drive industry consolidation.
Vincent Shaw
Jun 16, 2026
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Technology & Products
UtmoLight launches new perovskite solar module series UtmoLight unveiled its Chuangshi S2 and S1 perovskite modules at SNEC 2026, targeting durability and lightweight deployment challenges that have limited commercial adoption of perovskite PV. The 500 W S2 module is designed for harsh weather conditions and certified for high mechanical loads, while the ultra-light S1 targets distributed PV, BIPV and low-load rooftop applications.
Vincent Shaw
Jun 16, 2026
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Applications & Installations
World’s largest solar-hydrogen-storage project goes online in China CHN Energy has completed construction of a 400 MW solar-hydrogen-storage project in Jiangsu, combining coastal PV, battery storage and green hydrogen production in a single integrated system. The project, which includes a 60 MW/120 MWh battery and a hydrogen facility producing 482 tons annually, is expected to begin full operations after hydrogen commissioning in August 2026.
Vincent Shaw
Jun 15, 2026
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Technology & Products
Antaisolar unveils 80-meter multi-drive solar tracker At SNEC 2026, Antaisolar unveiled its upgraded TAI-Universal 2P multi-drive solar tracker with reinforced structure, up to 80 m spans and 60 m/s wind resistance.
Vincent Shaw
Jun 12, 2026