Certainty and uncertainty take center stage at Intersolar and Energy Storage North America 2026
With affordability and reliability as its watchwords, leaders of the modern solar and storage industries are sure they can address the major questions of today’s energy landscape, but uncertainty lingers regarding external factors.
Solar LCOE to fall 30% by 2035, says BloombergNEF
Analysis from BloombergNEF finds the levelized cost of electricity (LCOE) of a typical fixed-axis solar farm increased by 6% year-on-year in 2025 to stand at $39/MWh, but innovation and competition are expected to see costs fall by 30% through to 2035.
When the sun sets, batteries rise: 24/7 solar in California
On February 1, 2026, California’s batteries bridged the solar gap with seamless precision. After discharging through the night until sunrise, they spent the daylight hours charging, then pivoted back to exporting power well past midnight—effectively sustaining the state on solar energy for a full 24-hour cycle.
Global cadmium telluride solar module manufacturing capacity could reach 100 GW by 2030
In a perspective paper in Joule, a group of U.S. researchers described technology and supply chain efforts required to reach worldwide annual cadmium telluride (CdTe) solar PV capacity of 100 GW by 2030.
TotalEnergies signs 1 GW of solar PPAs for Google’s Texas data centers
The two 15-year power purchase agreements cover a 805 MW and a 195 MW solar project, set for construction this year, that will power data centers in Texas belonging to Google.
Reliability over rates: U.S. power markets pivot as demand surges 34%
Solar developers need to adapt to new realities and seize new opportunities, said a report from Enverus Intelligence Research.
A “sorting year” for solar and storage
2026 is emerging as a decisive moment as capital concentrates around projects that can demonstrate early procurement and execution certainty.
Lunar Energy raises $232 million to accelerate development of residential storage, VPP software
The Silicon Valley startup, led by former Tesla Energy executive Kunal Girotra, says the funding will support product innovation and expansion of its operations and manufacturing base.
U.S. PPA volumes fell 22% in 2025 due to policy shocks
Solar PPA prices rose 8% last year as tax credit uncertainty and FEOC compliance reduced the pool of bankable projects, according to a new report from Pexapark.
Luminace adds 9.3 MW to Illinois community solar pipeline with Renewable Properties acquisition
The deal marks the second transaction between the two companies in Illinois and brings Luminace’s total operating and under-construction capacity in the state to over 200 MW.
