FEOC, uncertainty and constraints: Real estate capital for energy storage developers is more critical than ever
As energy storage developers navigate the tightening squeeze of FEOC compliance and a bifurcated lending market, unlocking the embedded value of project real estate is emerging as a critical, non-dilutive strategy for securing the pre-construction capital needed to meet 2026 supply chain deadlines.
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.
U.S. solar panel manufacturers need to learn to solder
CEA’s 2026 manufacturing quality report finds that yield rates vary widely based on the age of solar module assembly facilities, with mature Chinese firms nearing 100% and U.S. outlier facilities ranging all the way down to 30%.
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.
PV module recycling technologies ‘progressing’, says IEA-PVPS
Latest report from the International Energy Agency’s (IEA) Photovoltaic Power Systems Programme (PVPS) finds measurable advancements in PV module recycling performance compared to its prior studies, including higher material recovery rates, improved process yields and higher output purity.
Texas PV module production to exceed 15 GW in 2026
Propelled by a select group of high-capacity manufacturers including T1 Energy and Canadian Solar, Texas is set to exceed 15 GW of solar PV module production in 2026, accounting for nearly half of all U.S. silicon-based manufacturing and serving as the primary hub for the inaugural Solar Manufacturing USA conference in Austin this September.
