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Modules & Upstream Manufacturing

Sunrise brief: Robust demand for transferable tax credits

Also on the rise: Solar wins on cost. Retrofitting batteries increases solar plant revenue 29% to 81%. And more.

Sunrise brief: First Solar misses on Q3 revenue, lowers 2025 guidance

Also on the rise: ESS uses iron flow battery deployments to adapt to new customer requirements. ESIG calls for adopting standards for transmission-connected renewables, storage. And more.

Solar module manufacturing capacity could exceed 1.5 TW by 2035, says IEA

The International Energy Agency’s (IEA) latest report, which maps out the future evolution of clean energy manufacturing, says the combined global market for PV, wind turbines, electric cars, batteries, electrolyzers, and heat pumps will rise from $700 billion in 2023 to more than $2 trillion by 2035.

First Solar misses on Q3 revenue, lowers 2025 guidance

The U.S. thin-film solar manufacturer posted revenues roughly 18% short of Wall Street consensus expectations.

U.S. CHIPS Act makes solar manufacturing eligible for significant tax credits

Upstream solar manufacturing will be supported by the Investment Tax Credit, based on final rules released by the Department of the Treasury.

Sunrise brief: Longi Green Energy sets world record for solar panel efficiency

Also in the news: PV Hardware unveils solar tracker, LG Energy Solutions plans U.S. battery manufacturing, and more.

Sunrise brief: Solar panels: Larger, thinner… and weaker?

Also on the rise: TOPCon risks. Positive early results from first test of perovskite tandem solar cells in space.

U.S. solar factories: From announcements to reality

Now that incentives from the US Inflation Reduction Act (IRA) are well understood, global manufacturers are announcing factories in the United States to constitute much of the solar supply chain. While some plans have been scrapped already, and more cancellations are expected, the broader trend is unprecedented growth.

Tax credits announced for solar ingot and wafer manufacturing

New incentives support solar manufacturers and encourage the domestic buildout of the earlier stages of the solar supply chain.

Sunrise brief: General Motors launches residential storage system

Also on the rise: Powering restaurants with rooftop PV, reversible fuel cells. JinkoSolar, Trina say TOPCon modules outperform p-type back-contact panels. And more.

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