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.
Ohm Analytics 2025 VPP market report reveals 21% growth in overall capacity
Ohm analysts tracked over 150 actions taken by utilities, regulators and legislators in 2025 and noted a 153% year-over-year increase in residential battery enrollments, with ample room to grow.
U.S., Europe on track for 2030 solar goals despite pipeline gaps
A report from McKinsey and Company says the relative ease of building out solar projects means the U.S and Europe are likely to meet their end-of-decade deployment targets, despite current pipeline gaps of around 205 GW and 181 GW.
Solar to anchor U.S. load growth as data center demand surges
Wood Mackenzie report forecasts solar as a vital contributor to near-term power demand despite federal policy volatility.
