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Modules & Upstream Manufacturing

13 European PV equipment makers pitch their machines to U.S. PV manufacturers

A $1 to $1.5 billion U.S. market opportunity awaits PV equipment manufacturers through 2030, said a McKinsey consultant, at a Washington D.C. event that brought together potential equipment buyers and sellers.

DC:DC hybrid solar to EV optimizer distributor raises $7 million in funding

Enteligent’s time-of-generation EV charging technology allows real-time charging from solar, resulting in what the company says is up to 25% in energy savings, versus traditional DC to AC configurations.

Bipartisan group files to repeal solar tariff moratorium

The tariff reaches as high as 250% of the cost of solar components shipped from four Southeast Asian countries responsible for 80% of the supply of solar in the US.

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Sunrise brief: New Mexico law seeks solar on every roof, and an EV charger in every garage 

Also on the rise: 50 states of solar incentives–Illinois. Falling costs, 15 GW of US solar module production, and TOPCon trends. And more.

Startup begins producing 40%-efficient thermophotovoltaic cells

Antora Energy says its new 2 MW factory will make thermophotovoltaic cells for thermal storage applications. The cells are based on III-V semiconductors and reportedly have a heat-to-electricity conversion efficiency of more than 40%.

Sunrise brief: IRA to drive $114 billion in U.S. renewable energy investments by 2031

Also on the rise: Is NEM 3.0 based on flawed modeling? Virginia governor kills Ford-CATL battery plant, calling it a “front for the Chinese Communist Party”. And more.

IRA to drive $114 billion in U.S. renewable energy investments by 2031, report says

The advanced manufacturing production (AMPC) credit and domestic content requirement (DCR) are key to spurring a more rapid U.S. renewable energy economy, Wood Mackenzie notes.

U.S. Patent Trial and Appeal Board rules in favor of Q Cells in patent dispute with REC

The Board issued a favorable decision for Hanwha Q Cells over REC Solar’s patent claims. The court has ruled that the contested claims of REC’s U.S. patent were not patentable. The decision is similar to those in courts in China and Europe, according to Q Cells.

Sunrise brief: Crafting a California community solar market 

Also on the rise: Department of Defense maintains strong commitment to renewable energy. Longroad Energy begins construction of its largest solar-plus-storage project. And more.

Longi plans new 100 GW wafer plant, 50 GW solar cell factory in China

Longi Solar said it will invest approximately $6.6 billion in 100 GW of wafer capacity and 50 GW of solar cell capacity in Shaanxi province, China.

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