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Modules & Upstream Manufacturing

Silver prices forecast to strengthen further this year

The Silver Institute has said the amount of silver used for manufacturing is set to fall this year, driven by developments in the solar sector. The institute also says the silver market will remain in deficit for the sixth consecutive year. Philip Newman, Managing Director of independent research consultancy Metals Focus, told pv magazine the fact prices have recovered quite well after the end-January correction demonstrates the underlying strength of investor interest in silver.

Qcells, LG Energy Solution Vertech ink 5 GWh U.S. battery storage deal

The agreement secures American-made LFP battery supply for Qcells’ utility-scale projects from 2028 to 2030, reinforcing a shared commitment to domestic manufacturing.

Gigawatt, Inc. opens public investment round, plans to re-introduce Real Goods brand

The California-based solar and storage provider is seeking to raise more than $1.2 million to fund the development of its “Real Goods” hardware line and an AI-driven software hub.

Tesla introduces U.S.-manufactured solar panels, completing home energy ecosystem

The new Tesla Solar Panel and mounting system pairs with the company’s inverter, Powerwall battery, EV charging and vehicles, creating an all-Tesla residential solar offering for the first time.

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Analysts warn of possible, sudden silver price fall

pv magazine has spoken with silver analysts from Bloomberg and StoneX about the vertiginous growth of silver prices in recent weeks. They both agree that when prices rise too fast, investors’ behavior may change quickly. Meanwhile, the price of the precious metal has reached another all-time high today at $110 per ounce.

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South Carolina county court dismisses challenge to Silfab Solar manufacturing facility

A York County circuit court judge has dismissed a resident-led lawsuit seeking to halt construction of Silfab’s PV module assembly plant, ruling that the plaintiff lacked standing and failed to exhaust administrative remedies.

Elon Musk at WEF: SpaceX and Tesla to produce 100 GW each of PV per year in the U.S. this decade

Elon Musk targets 100 GW of annual solar manufacturing for both Tesla and SpaceX within three years to solve the energy bottleneck threatening the AI revolution.

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First Solar wins key round in TOPCon patent dispute

The federal patent office rejected separate challenges from JinkoSolar, Canadian Solar and Mundra Solar to invalidate intellectual property that First Solar claims is fundamental to the manufacturing of crystalline silicon solar cells.

Beyond the tariff wall: How Heliene is navigating the 2026 regulatory pivot

Heliene CEO Martin Pochtaruk explains how strategic R&D and “FEOC-free” sourcing are essential for navigating 2026’s evolving domestic content requirements and trade barriers.

China extends anti-dumping duties on solar-grade silicon from U.S.

The duties range from 53.3% to 57% for U.S. producers and from 2.4% to 48.7% for South Korean companies and will remain in force for a further five years.

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