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Markets & Policy

SolarEdge hits Q1 beat, targets breakeven as U.S. manufacturing ramps up

Bolstered by a sixth consecutive quarter of margin expansion and a stabilizing U.S. footprint, the inverter giant is pivoting toward its Nexis platform and AI data-center power solutions.

Sunrun maintains 2026 guidance despite Q1 headwinds, pivots toward storage and grid services

While the nation’s leading residential solar-plus-storage provider reported a mixed Q1 2026, management reiterated its full-year outlook, emphasizing a “margin of safety” strategy amid broader industry volatility.

Signature Solar announces Reno, NV distribution center, targets South Carolina for next facility

The Texas-based solar distributor says the 76,000 square-foot Reno facility will serve DIY and B2B buyers from its distribution center and retail storefront, shortening shipping time and reducing freight costs for west coast customers.

Renew Risk launches storm catastrophe model for U.S. solar projects

Renew Risk has launched a catastrophe modeling tool designed to help insurers and reinsurers price the financial risks of severe convective storms for utility-scale solar assets.

U.S. inverter market faces policy, supply headwinds despite safe harbor pipeline

A new report from Intertek CEA suggests that while U.S. inverter demand will grow at a 6% CAGR through 2028, developers face a tightening regulatory environment driven by “Foreign Entity of Concern” (FEOC) rules and cybersecurity mandates.

Lessons from Australia for scaling rooftop solar and home batteries

Rooftop solar in Australia has reached a high system capacity and is prompting rapid growth in home batteries. To explore how to transfer that success to the U.S., a study group of U.S. regulators met with energy sector leaders in Australia.

Overview Energy awarded contract to provide space-based solar power to U.S. Air Force

The company will use its orbit-to-grid energy technology to provide resilient power for Department of War operations in “logistically constrained environments.”

Oregon Department of Energy announces $1.1 million in re-purposed funding for solar and storage rebates

The one-time funding, which comes from administrative savings and canceled or incomplete rebate projects from prior rounds, will become available to homeowners and low-income service providers on June 15, 2026.

Why storage developers are engaging communities six months before zoning

Battery energy storage system developers are encouraged to prioritize early-phase permitting and community acceptance, as local opposition is increasingly viewed as a leading financial risk for projects.

Enphase moves into AI data center power with solid-state transformer

Enphase Energy has detailed the architecture of its IQ Solid-State Transformer (IQ SST), a distributed power conversion system designed to supply regulated 800 VDC power to AI data center infrastructure.

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