Grid transformers face significant supply deficits, says Wood Mackenzie
Power transformer supply may fall short 30% this year, while distribution transformers may reach a 10% supply deficit in 2025, said the firm.
Global solar inverter manufacturer rankings
Quality assurance firm Sinovoltaics updated its inverter manufacturer financial stability ranking with APSystems (Yuneng Technology), Sinexcel, and Eaton in the top three spots.
Growing electricity demand collides with uncertainty in renewables policies
A Reuters white paper outlines disruptive shifts in the U.S. power market.
What nonprofits need to know about new solar rules in Trump’s big bill
A tax expert shared valuable information for non-profits about safe harbor timelines, FEOC restrictions and the congressional process that brought about sweeping changes to federal solar rules.
Tesla remains top global battery energy storage system integrator
Tesla retained the top spot for global market share of battery energy storage systems, though the gap is closing in the “incredibly intense” competitive landscape, said Wood Mackenzie.
Global electricity demand to rise in 2026 as renewables lead, says IEA
Global electricity demand is set to rise more than 3% per year through 2026, driven by growth in Asia and greater use across industry, data centers, and transport, with renewables, gas, and nuclear meeting most of the increase, says the International Energy Agency (IEA).
Federal budget bill to cut residential solar in half through 2030, said Wood Mackenzie
The One Big Beautiful Bill Act policy changes could cut installations by up to 46%, but long-term market has “massive potential.”
Revised solar stock investment risks
The Invesco Solar ETF (TAN) underperformed the S&P 500 and Dow Jones Industrial Average (DJIA) in April 2025. Jesse Pichel of Roth Capital Partners attributes this to concern over proposals included in the U.S. administration’s budget reconciliation bill that could be detrimental to the solar industry.
Non-stop solar innovation despite module oversupply
It’s no secret that prices throughout the solar supply chain have been at rock bottom over the past 18 months. Alex Barrows and Molly Morgan of CRU Group explore how the market reached the imbalance that caused PV prices to crash, what this has meant for innovation, and how it might affect future technology transitions.
ComEd flips the switch on Chicagoland rooftop community solar portfolio
The project is the first of 45 rooftop community solar projects owned by Prologis that will serve ComEd’s northern Illinois area.
