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Markets & Policy
Why China is struggling to consolidate its PV industry pv magazine spoke with Alexander Brown, Senior Analyst at the Mercator Institute for China Studies (MERICS), about why consolidation in China’s PV industry is taking longer than expected, how the current downturn differs from previous overcapacity cycles, and why intense competition, technological change and local government support are making it difficult to remove excess manufacturing capacity.
Emiliano Bellini
Aug 28, 2026
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Markets & Policy
Chinese PV Industry Brief: Leading solar manufacturers report H1 losses Persistent oversupply and low module prices continue to weigh on the profitability of China’s leading PV manufacturers.
Vincent Shaw
Aug 28, 2026
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Markets & Policy
China TOPCon solar module prices rise on upstream cost pressure as deals lag offers In a new weekly update for pv magazine, OPIS, a Dow Jones company, provides a quick look at the main price trends in the global PV industry.
OPIS
Aug 28, 2026
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Markets & Policy
Nextnova announces plans for 2 GW solar cell manufacturing in Oklahoma The company, a partner of Thornova Solar, says it expects to begin mass production by March 2027, employing as many as 300 people. Nextnova says the facility could expand to 5 GW in annual capacity as market demand grows.
Ben Zientara
Aug 28, 2026
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Markets & Policy
Silver prices rebound as AI, data centers add to industrial demand Silver prices have resumed their upward trend amid a broader precious-metals rally, while the market heads toward a sixth consecutive annual structural deficit. Growing demand from AI, data centers and electrification is emerging alongside photovoltaics as an increasingly important driver of silver consumption.
Emiliano Bellini
Aug 25, 2026
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Markets & Policy
Chinese PV Industry Brief: polysilicon market shows tentative recovery as wafer prices surge China’s polysilicon market showed early signs of stabilization, while wafer prices jumped sharply on stronger downstream demand and increased overseas purchasing.
Vincent Shaw
Aug 21, 2026
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Markets & Policy
China TOPCon cell prices jump on firmer upstream sentiment and rising export demand In a new weekly update for pv magazine, OPIS, a Dow Jones company, provides a quick look at the main price trends in the global PV industry.
OPIS
Aug 21, 2026
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Markets & Policy
Section 232 minimum import prices force foreign solar to match U.S. production costs The Trump Administration has unveiled a comprehensive Section 232 trade framework on polysilicon and downstream solar components, establishing stage-by-stage import price floors and a 15% tariff to force foreign equipment pricing into direct alignment with U.S. manufacturing costs.
Ryan Kennedy
Aug 17, 2026
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Markets & Policy
China wafer prices hold steady as market weighs early signs of upstream stabilization In a new weekly update for pv magazine, OPIS, a Dow Jones company, provides a quick look at the main price trends in the global PV industry.
OPIS
Aug 14, 2026