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Brazil approves law linking data center incentives to renewable energy use
Brazil’s Senate has approved Redata, a tax incentive regime requiring data centers to meet their electricity demand with renewable or low-emission energy. The new provisions could boost demand for solar and wind projects, PPAs and self-generation as Brazil’s data center market expands.
Sep 03, 2026
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India’s solar module overcapacity pushes factory utilization to 35–40%
India’s solar module manufacturing capacity has surged to 233 GW, outpacing domestic demand and pushing factory utilization down to 35–40%. A new IEEFA-JMK Research report warns that continued capacity additions could intensify pressure on margins and increase the risk of stranded assets.
Mexico’s CFE plans to deploy 5.4 GW of solar by 2030
Mexico’s CFE plans MXN 651 billion ($32.9 billion) of investment through 2030, including 18.6 GW of new generation capacity, 82% of which it classifies as renewable.
The program includes 5.48 GW of identified solar projects and mentions battery storage, although it sets no specific storage capacity or investment targets.
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Global solar O&M market reaches 348 GW as consolidation accelerates
The global solar PV O&M market reached 348 GW in 2025, with the 15 largest providers controlling 57% of managed capacity as consolidation accelerated. NovaSource remained the global leader, while rapid portfolio growth reshaped provider rankings and regional markets.
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