Global energy transition hits a hardware bottleneck
As transformer lead times double and U.S. prices surge 79%, a manufacturing “supercycle” struggles to keep pace with the explosive growth of AI data centers and renewable energy.
Sunrun touts record storage attachment rate, positive cash flow in 2025 earnings report
The company also predicts positive cash flow for 2026 as it shifts away from affiliate partners and toward a direct model under which it sells half of the storage and solar systems it builds to a third party upon installation.
Can solar and energy storage plug the gas leak?
Demand for gas turbines has never been higher, with an anticipated spike in future energy demand filling order books for years to come. Complex engineering makes expanding manufacturing capacity tough, but can solar and energy storage plug the gaps left by gas?
A winter survival checklist for residential solar and storage
Otovo provides tips for solar customers to avoid getting caught with a dead battery or snow-covered panels when the next winter storm hits the grid.
Tigo Energy debuts real-time solar equipment commissioning software at IESNA 2026
The solar equipment and software provider said its new platform will help installers complete jobs faster and reduce the need for repeat truck rolls.
OMCO Solar announces acquisition of parent company by global industrial manufacturer MacLean-Fogg
The acquisition brings together two privately held multi-generational businesses with more than 170 years of combined operational history.
Shoals reports record $148 million Q4 revenue, full-year growth of 19%
The company ended 2025 with a record $748 million backlog as expansion into BESS and international markets offset tariff-related margin pressure.
Supplier attestations alone won’t satisfy FEOC scrutiny
As MACR thresholds rise under the One Big Beautiful Bill Act, traceability audits and contract reviews are becoming essential to avoid long-term tax credit recapture exposure.
U.S. government sets preliminary countervailing duties on solar imports from India, Indonesia and Laos
The U.S. Department of Commerce has issued preliminary findings that solar manufacturers in India, Indonesia and Laos benefited from government subsidies, paving the way for countervailing duties of up to 143.30%.
First Solar reports 2025 earnings, announces Oxford PV licensing agreement, alleges patent infringement in new ITC action
The company’s stock price fell more than 12% in extended trading following the earnings announcement, partly due to lower-than-expected guidance for 2026 sales and revenue.
