Ryan Kennedy
Residential solar demand shifts from incentives to infrastructure as homeowners seek control
The U.S. residential solar market is transitioning from an incentive-driven luxury to an essential infrastructure necessity, as homeowners prioritize energy independence and grid resilience in the face of rising utility rates and increasing electrification.
Pacific ridge reversal brings Western U.S. solar conditions back to average in April
In a new weekly update for pv magazine, Solcast, a DNV company, reports that April 2026 marked a reversal from March’s widespread high irradiance across North America, as weakening Atlantic and Pacific high-pressure systems brought more cloud cover to the western U.S. and neutralized Mexico’s earlier sunshine gains, while the eastern U.S. remained sunnier and warmer than average. Meanwhile, Canada stayed under persistent cold, cloudy conditions linked to polar vortex disruptions, and coastal Texas saw significantly reduced irradiance due to tropical moisture and heavy rainfall.
SEG Solar to expand U.S. manufacturing with 4 GW Houston module plant
The $200 million investment will bring the company’s total domestic production capacity to 6 GW by late 2026.
FEOC, uncertainty and constraints: Real estate capital for energy storage developers is more critical than ever
As energy storage developers navigate the tightening squeeze of FEOC compliance and a bifurcated lending market, unlocking the embedded value of project real estate is emerging as a critical, non-dilutive strategy for securing the pre-construction capital needed to meet 2026 supply chain deadlines.
SolarEdge hits Q1 beat, targets breakeven as U.S. manufacturing ramps up
Bolstered by a sixth consecutive quarter of margin expansion and a stabilizing U.S. footprint, the inverter giant is pivoting toward its Nexis platform and AI data-center power solutions.
Sunrun maintains 2026 guidance despite Q1 headwinds, pivots toward storage and grid services
While the nation’s leading residential solar-plus-storage provider reported a mixed Q1 2026, management reiterated its full-year outlook, emphasizing a “margin of safety” strategy amid broader industry volatility.
Renew Risk launches storm catastrophe model for U.S. solar projects
Renew Risk has launched a catastrophe modeling tool designed to help insurers and reinsurers price the financial risks of severe convective storms for utility-scale solar assets.
U.S. inverter market faces policy, supply headwinds despite safe harbor pipeline
A new report from Intertek CEA suggests that while U.S. inverter demand will grow at a 6% CAGR through 2028, developers face a tightening regulatory environment driven by “Foreign Entity of Concern” (FEOC) rules and cybersecurity mandates.
The infrastructure investment case for solar and storage
As electricity demand accelerates, economics and financing flexibility are reshaping what qualifies as foundational infrastructure.
Shoals opens 638,000-square-foot Tennessee manufacturing facility
The Portland, Tennessee “Mega Facility” consolidates three existing sites and marks a $30 million investment in domestic solar and energy storage supply chains.
