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.
EG4 Electronics partners with Leap to expand VPP offerings
The collaboration will integrate Leap’s distributed energy platform with EG4’s hardware ecosystem, which the companies say will allow homeowners to monetize their energy storage systems through automated grid services while maintaining backup reliability.
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.
Joint venture NeoVolta Power will bring BESS manufacturing to Georgia
The partnership with PotisEdge and LONGi marks NeoVolta’s first move into domestic manufacturing.
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.
Solar module prices lagging behind soaring silver costs
Solar manufacturers are facing rising cost pressure as silver paste now accounts for up to 30% of total cell production costs. OPIS analyst Hanwei Wu tells pv magazine that module producers currently have limited ability to raise panel final prices, which is accelerating efforts to reduce silver use across all mainstream cell technologies.
TOYO secures U.S. polysilicon to navigate solar trade barriers
The agreement establishes a dual-source supply chain to support regulatory compliance for TOYO’s solar manufacturing operations in Ethiopia and the United States.
T1 Energy completes $160 million sale of production tax credits
The transaction involves Section 45X credits generated from solar module manufacturing through December 2025.
Trina Solar completes sale of 5 GW U.S. module plant to T1 Energy
Trina Solar has completed the sale of its 5 GW US solar module factory to T1 Energy, exiting direct manufacturing while retaining a minority equity stake.
