Solar module manufacturer financial stability rankings
Hong Kong-based quality assurance provider Sinovoltaics reported Insolation Energy, Waaree Renewable Technologies, and Solex Energy maintained their top three spots in the ranking this quarter. The number of companies with healthier Altmann-Z scores stayed the same at nine.
Federal budget bill to cut residential solar in half through 2030, said Wood Mackenzie
The One Big Beautiful Bill Act policy changes could cut installations by up to 46%, but long-term market has “massive potential.”
Following backlash, New York Power Authority updates its renewables plan
The plan doubles the total renewable energy capacity from NYPA’s inaugural plan following pushback that said 3.3 GW was not enough.
Storage growth spreads as California and Texas lose market share
U.S. energy storage hit new highs in Q1 2025, but developers are navigating tariffs, price spikes, and OBBB uncertainty heading into the second half.
How long do residential solar panels last?
Several factors affect the productive lifespan of a residential solar panel. In the first part of a series, we look at the solar panels themselves.
Revised solar stock investment risks
The Invesco Solar ETF (TAN) underperformed the S&P 500 and Dow Jones Industrial Average (DJIA) in April 2025. Jesse Pichel of Roth Capital Partners attributes this to concern over proposals included in the U.S. administration’s budget reconciliation bill that could be detrimental to the solar industry.
Trade headwinds fragment PV prices
Tempestuous trade conditions and policy uncertainty have led to module price fragmentation in the United States. Ahead of an expected reduction in manufacturing capacity utilization, leading manufacturers in China produced a high volume of cells in the spring. OPIS editorial director Hanwei Wu explains the latest market developments.
How to mitigate solar glass breakage
Solar modules are getting bigger, thinner, and more powerful. But from Texas to Thailand, the same problem is appearing: broken glass. Not from hail or mishandling, but from cracks that spider from frame edges, splinter near clamps, and web across modules. In cases seen by Jörg Althaus, director of engineering and quality assurance at Clean Energy Associates (CEA), it starts with a few panels – then dozens, hundreds, even thousands.
Tesla taps LG Energy for $4.3 billion energy storage deal
Tesla has selected LG Energy Solution (LGES) to supply lithium iron phosphate (LFP) batteries for its US energy storage products in a deal reportedly worth $4.3 billion, according to South Korean media.
Non-stop solar innovation despite module oversupply
It’s no secret that prices throughout the solar supply chain have been at rock bottom over the past 18 months. Alex Barrows and Molly Morgan of CRU Group explore how the market reached the imbalance that caused PV prices to crash, what this has meant for innovation, and how it might affect future technology transitions.
