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Modules & Upstream Manufacturing

Sunrise brief: Lion Energy donates $400,000 worth of portable solar PV modules and generators to Ukraine

Also on the rise: Gigawatt-scale Hydrogen Optimized water electrolyzer factory planned for South Texas. Vermont brewery installs the largest solar canopy in the state. CubicPV, Waaree sign 1 GW PV cell supply deal. Anti-rooftop solar bill vetoed: An industry reacts. Commercial and industrial solar EPC firm takes a holistic approach to greening buildings.

CubicPV, Waaree sign 1 GW PV cell supply deal

CubicPV will supply 1 GW of Direct Wafer silicon solar cells per year to Indian manufacturer Waaree Energies under a five-year contract. The cells will be supplied from its upcoming 2 GW factory in India.

Wacker falls to fourth in global polysilicon ranking

The German company’s decision to cede market share to Chinese companies producing the material for solar panels, in order to focus on semiconductor-ready, electronic grade product, has seen it slip behind its rivals in terms of production scale.

Yotta Energy secures $16.5 million in funding, lands Air Force base microgrid deal

The new funds will allow the company to accelerate the scaling of its panel-level solar-plus-storage system, develop new technology, and increase its headcount.

Sunrise brief: Reduce, re-use, recycle–PV ICE modeling tool helps predict flow of solar materials

Also on the rise: Minnesota’s renewable generation has risen 60% over the past decade, providing 28% of Minnesota’s generation in 2021. Mosaic solar finance company reaches $7 billion in loans funded. Leeward Renewable Energy, First Solar come to terms on module supply agreement. Growatt unveils solar rechargeable portable power station.

PV in the Circular Economy: Modeling tool helps predict flow of solar materials

PV ICE uses the latest data from the solar industry to model the flow of PV materials over the next several decades, helping to predict the effects of different market trends, technological developments, and government policies.

Leeward Renewable Energy, First Solar come to terms on module supply agreement

The deal expands the two companies’ supply agreements to over 3 GW and will enable Leeward to develop 18 new solar facilities in its 20 GW US solar development and construction pipeline through 2024.

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Sunrise brief: Two surveys on fallout from anti-circumvention investigation show a hard road ahead for US solar industry

Also on the rise: Broad Reach Power procures 900 MWh of battery systems from CATL for solar portfolio in Texas. Job moves at Maxeon Solar Technologies, PowerMarket, Ulteig and more. Sunrun says better policy is needed to add “vast” amounts of distributed solar and storage. Ohio regulators to review two massive renewable energy project proposals. California utility SDG&E sees utility scale solar growing greater than 10X by 2045. New JM Steel manufacturing plant will have a Nextracker tracker production line.

Anti-circumvention survey results indicate that ‘baseless investigation’ stands in the way of achieving President Biden’s climate goals

More than 600 respond to SEIA anti-circumvention survey, indicating a threat to business profits, careers and a slowing of the tremendous progress that the US solar industry has made toward a clean energy future.

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People on the Move: Maxeon Solar Technologies, PowerMarket, Ulteig and more

Job moves in solar, storage, cleantech, utilities, and energy transition finance.

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