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Cost and prices

Permitting headwinds and geopolitics drive solar PPA prices higher in Q1

A report from LevelTen Energy finds North American solar PPA prices rose 4.6% in the first quarter of 2026 as developers navigate a complex regulatory and geopolitical environment.

Silver demand from PV industry expected to drop 19% this year

A new report from Metal Focus reveals that global silver market remains structurally tight, with elevated prices, a fifth consecutive annual supply deficit in 2025, and ongoing mine and recycling constraints despite modest production growth. At the same time, PV-driven silver demand is falling sharply due to cost pressure and thrifting.

Generac and CPower announce DER program for commercial and industrial customers

The partnership will bring access to distributed energy programs across the PJM interconnection for Generac’s C&I customers through CPower’s platform.

U.S. solar module prices face upward pressure as trade risks and FEOC rules dominate Q1 2026

Median solar module pricing in the United States reached $0.28 per watt as the market adjusted to intensified trade enforcement and new Foreign Entity of Concern compliance requirements, according to the Q1 2026 Quarterly Pricing & Domestic Content Report from Anza.

Silver prices find new floor around $70 an ounce

Silver prices have fallen by more than 40% since early January, when they reached an all-time peak of about $120/oz.

Intertek CEA forecasts rising U.S. solar module prices through 2027 amid tariff uncertainty

The firm’s quarterly market intelligence reports highlight rising module costs across the globe, with the largest potential impacts to U.S. buyers coming through impending Section 232 tariffs set to take effect this year.

U.S. solar industry adds 43 GW in 2025, leading capacity additions for fifth consecutive year

The latest Solar Market Insight report from SEIA and Wood Mackenzie reveals that solar and energy storage accounted for 79% of all new U.S. electrical capacity in 2025 even as installation volumes fell late in the year, while domestic manufacturing reached major milestones despite uncertain federal policy.

Silver prices resume upward trend

Silver prices have resumed their climb, reaching $95 per ounce this morning. Silver analyst Philip Newman tells pv magazine that escalating tensions in the Middle East are expected to continue driving investment demand for safe-haven assets such as gold and silver.

Uncertainty looms as solar PPA prices climb for second straight quarter

A report from LevelTen Energy finds solar PPA prices in North America rose 3.2% in Q4 2025, marking a nearly 9% year-over-year increase as developers and buyers navigate a complex “post-OBBBA” regulatory environment.

Sodium-ion battery cells already near lithium-ion cost parity, set to get cheaper

By 2050, sodium-ion batteries with fast learning rates could deliver storage at $12.76 – $16.24/MWh – cheaper than lithium-ion at $18.56 – $25.52/MWh – while also offering higher energy-to-power ratios and high cycle durability, a new research finds.

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