Solar PV led world energy demand growth in 2025, but the U.S. turned to fossil fuels, says IEA report
The International Energy Agency’s latest Global Energy Review shows solar PV accounted for 27% of all energy demand growth, while demand grew 62% faster in the U.S. than the world total, largely driven by a 10% increase in coal use, as the world enters what the report’s authors call the “Age of Electricity.”
Solar developers face high-stakes tax credit risks as FEOC rules tighten
New restrictions under the One Big, Beautiful Bill Act are reshaping project bankability, with developers facing a steep learning curve on effective control and material assistance limits.
U.S.-Israeli conflict with Iran tests solar supply
The U.S.-Israeli conflict with Iran is unlikely to materially affect solar manufacturing projects in the Middle East for now, as most of these investments remain at an early stage. OPIS analyst Brian Ng sees the most immediate risk in logistics. If disruptions persist, shipments of solar products into the region could be delayed and export pricing may turn volatile.
U.S. ITC opens Section 337 probe into global TOPCon supply chain
The U.S. International Trade Commission (ITC) has opened a Section 337 investigation into tunnel oxide passivated contact (TOPCon) solar cells, modules, panels, and related products following a complaint by First Solar, naming 47 entities across 11 countries as respondents.
U.S. determines China not undercutting domestic battery anode makers
The U.S. International Trade Commission (ITC) has blocked the imposition of anti-dumping and countervailing duties on Chinese active anode material (AAM), providing a massive sigh of relief for the domestic battery storage sector.
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.
WTO rules U.S. clean energy tax credits violate trade rules
The WTO ruled that U.S. clean energy tax credits under the Inflation Reduction Act violate international trade rules by giving domestic products preferential treatment over Chinese goods. The decision specifically targets the ITC and PTC Domestic Content Bonus Credits.
U.S. authorities find no definitive evidence of hidden devices in Chinese solar inverters
New documents reveal U.S. government found two cases of communications in Chinese inverters that differed from official documentation. The discrepancies were deemed “non-malicious” and “non-intentional” by investigators.
China extends anti-dumping duties on solar-grade silicon from U.S.
The duties range from 53.3% to 57% for U.S. producers and from 2.4% to 48.7% for South Korean companies and will remain in force for a further five years.
Trina Solar completes sale of 5 GW U.S. module plant to T1 Energy
Trina Solar has completed the sale of its 5 GW US solar module factory to T1 Energy, exiting direct manufacturing while retaining a minority equity stake.
