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Markets & Policy

DOJ drops defense of tariff moratorium, leaving industry exposed to $70 billion in retroactive duties

The Department of Justice has withdrawn from the legal defense of a two-year tariff pause on solar modules, leaving private developers and trade groups to face the threat of billions in retroactive duties alone.

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.

Shoals secures initial ITC win in patent dispute with Voltage

The Tennessee-based EBOS company is hoping the second time is the charm in its efforts to stop Voltage, LLC from selling its trunk bus products in the U.S.

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.

People on the move: BluEarth Renewables, Palmetto, Solar Stack and more

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

ERCOT BESS interconnection applications drop 50% in H2 2025 as faults in the boom emerge

New data out of Modo Energy suggests only about 85% of large batteries with signed interconnection agreements are likely to be built, as queue timelines stretch beyond four years.

NextPower leads Wood Mackenzie tracker rankings as U.S., China dominate

Wood Mackenzie ranked NextPower as the world’s top PV tracker manufacturer in the first half of 2025, with companies headquartered in the United States, China and Spain occupying all top 10 positions.

Create Energy adds former Graze Robotics assets to its ecosystem

The company, known for its “one-stop shop” solar solutions, says it will integrate the former autonomous mowing company’s technology into its Plant Wide Controller (PWC) network.

TerraForm Power acquires 1.5 GW Illinois solar project

Steward Creek Solar project includes a 600 MW interconnection agreement and capacity for battery storage.

Missouri declares war on solar

A Missouri State Senator, with vocal support from the Governor, has submitted a bill stopping all solar construction immediately, and placing a moratorium on all new solar construction starts until December 31, 2027 – or when new rules are developed by the state.

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