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North America

US government withdraws defense of solar tariff pause

The US Department of Justice (DoJ) has withdrawn from defending the executive order that paused certain tariffs on imported solar components, leaving private industry groups and companies to continue the appeal. The withdrawal increases legal uncertainty over potential retroactive duties tied to imports from Cambodia, Malaysia, Thailand, and Vietnam.

Canada adds only 57 MW of utility-scale solar in 2025

The Canadian Renewable Energy Association is forecasting Canada’s cumulative solar capacity, which stands at 5.4 GW today, could surge to around 21 GW by 2035, driven by a healthy procurement pipeline across most provinces. Official deployment figures for behind the meter solar installations last year, which are driving Canada’s solar market today, are yet to be finalized.

Global cadmium telluride solar module manufacturing capacity could reach 100 GW by 2030

In a perspective paper in Joule, a group of U.S. researchers described technology and supply chain efforts required to reach worldwide annual cadmium telluride (CdTe) solar PV capacity of 100 GW by 2030.

Shoals secures initial ITC win in patent dispute with Voltage

Shoals Technologies Group has secured a favorable initial determination from a US International Trade Commission (ITC) judge, who found that Voltage violated US trade law by importing trunk bus products that infringe Shoals’ patents.

All agrivoltaic cropping systems at a glance

An international research team reviewed agrivoltaic systems, highlighting challenges in design, crop performance, and PV efficiency, while mapping their global potential. They call for innovative layouts, targeted crop selection, and improved modeling to maximize energy yield and land-use efficiency.

TotalEnergies signs 1 GW of solar PPAs for Google’s Texas data centers

The two 15-year power purchase agreements cover a 805 MW and a 195 MW solar project, set for construction this year, that will power data centers in Texas belonging to Google.

Voltage Energy Announces Planned Global Headquarters in Roxboro, North Carolina

The 72-acre site has been upgraded with a manufacturing space over 246,000 square feet in size, which will produce the company’s solutions for the solar and clean energy industries.

US solar market positioned for continued growth in 2026

Affordability, project pipelines secured through safe harbor provisions, and expanding domestic manufacturing capacity are supporting US solar deployment despite policy and trade uncertainty.

Missouri declares war on solar

A Missouri State Senator, with vocal support from the Governor, has submitted a bill stopping all solar construction immediately, and placing a moratorium on all new solar construction starts until December 31, 2027 – or when new rules are developed by the state.

Winter Storm Fern disrupts North American solar in late January

In a new weekly update for pv magazine, Solcast, a DNV company, reports that January 2026 began with relatively mild, solar-favorable conditions across much of the eastern U.S., but ended with Winter Storm Fern, as a polar vortex disruption triggered widespread cold, clouds, and sharply reduced solar generation. A rare S4-level solar radiation storm was also recorded in mid-January, though it had no direct impact on photovoltaic performance or solar data quality.

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