Articles written by Vincent Shaw

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Markets & Policy
China moves to curb overcapacity in PV industry with mandatory energy consumption standards China has introduced mandatory national standards tightening energy consumption and efficiency requirements across the PV value chain, from polysilicon to modules and inverters. The rules, effective Jan. 1, 2027, are expected to reshape manufacturing, procurement and project selection toward higher-efficiency, lower-energy-intensity products.
Vincent Shaw
Jul 03, 2026
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Markets & Policy
Chinese PV Industry Brief: TCL Zhonghuan completes acquisition of Das Solar TCL Zhonghuan has completed its acquisition of Das Solar, gaining 20 GW of n-type TOPCon cell capacity and 50 GW of module capacity while outlining plans to upgrade 20 GW of cell and 25 GW of module production to back-contact technology.
Vincent Shaw
Jul 03, 2026
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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