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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.

Global-warming-induced degradation could raise rooftop solar LCOE by up to 20%

A global study finds climate change will sharply increase high-temperature risks, accelerate degradation, and raise costs for rooftop PV, with economically disadvantaged regions hit hardest. Researchers warn current IEC standards underestimate future risks, urging urgent updates to avoid stranded assets and rising electricity costs.

Mexico could become data center hub, but clean power lags behind

Mexico is attracting US data centers seeking faster power connections, but these facilities will initially rely on firm gas generation from the Comisión Federal de Electricidad (CFE), with renewables as a potential future option, Mexican energy expert Santiago Barcón told pv magazine.

NREL researchers quantify UV-induced degradation levels in TOPCon solar cells

Researchers at NREL found that UV exposure can cause significant, partly non-recoverable degradation in TOPCon solar cells, with strong cell-to-cell and intra-cell variability linked to passivation and processing inconsistencies. While some UV-related losses recover quickly under light and are unlikely to affect field performance, the findings highlight gaps in current qualification tests and the need for improved UV aging standards.

When the sun sets, batteries rise: 24/7 solar in California

On February 1, 2026, California’s batteries bridged the solar gap with seamless precision. After discharging through the night until sunrise, they spent the daylight hours charging, then pivoted back to exporting power well past midnight—effectively sustaining the state on solar energy for a full 24-hour cycle.

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PowerBank revenue climbs to $22.3 million, announces solar-powered space-based AI computing

PowerBank Corporation, a North American developer and operator of solar and battery energy storage projects, reported $22.3 million in revenue for the first half of its fiscal year and secured new credit facilities to expand its project pipeline.

Inside Portland’s experiment that turned interconnection limits into a microgrid blueprint

A market-rate, subsidy-free solar-plus-storage microgrid in downtown Portland highlights how grid-forming buildings can overproduce clean power, island during outages and work around strict interconnection limits.

High-voltage DC solar architecture solves the AI datacenter bottleneck

High-voltage DC distribution enables solar and storage to bypass AC conversion stages for massive gains in data center efficiency and cost, said a whitepaper from Enteligent.

Doubling the pace of adding solar and storage in the PJM region could save $178 billion by 2035

Adding 78 GW more solar and 54 GW more battery storage in the PJM grid region than projected in a status quo scenario would drive a 20% reduction in system costs and improve reliability through 2035, says a study. The study’s sponsor called for enabling policies to improve interconnection and permitting, with roles for both PJM and states.

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.

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