Canadian Solar posts $1.2 billion in Q4 revenue, missing analyst targets
The company reported a net loss of $86 million in the fourth quarter as lower module and storage volumes offset record annual shipments to the U.S. market.
Minnesota LMI community solar reaches 179 MW amid regulatory shifts
The state’s shift to a “capped” system means developers are now racing for limited space. The program exceeds its goals for low-income participation, addressing access gaps in the energy transition.
Cheap new modules are stalling the used solar market
Data from EnergyBin and Buckstop shows used panels accounted for just 1% of resale listings in 2025, as record-low prices for new modules undermine the economics of reuse.
U.S. data center pipeline growth slows as grid constraints mount
New data center capacity additions fell 50% quarter-over-quarter in Q4 2025, signaling a shift in developer focus toward executing existing projects amid power queue bottlenecks.
Inside the massive private power grids fueling the U.S. data center boom
As the buildout of data centers in the United States accelerates, developers are often targeting remote locations where land availability is high. Off-grid solar paired with batteries offers an opportunity to power data centers in areas that would otherwise not have access to dependable utility infrastructure.
Solar key to space-based AI
Elon Musk, the CEO of both Tesla and SpaceX, raised some eyebrows at this year’s World Economic Forum (WEF) in Davos, Switzerland, when he predicted “that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.” pv magazine reported on Musk’s vision on our global website www.pv-magazine.com on Jan. 26, 2026, and exactly one week later SpaceX announced that it was acquiring xAI “to form the most ambitious, vertically integrated innovation engine on (and off) Earth, with AI, rockets, space-based internet, direct-to-mobile device communications, and the world’s foremost real-time information and free speech platform.”
Treasury domestic content guidance on blue wafers creates compliance risks for solar developers
A legal alert from Wiley indicates that importing silver silicon wafers for domestic anti-reflective coating may disqualify solar cells from the 10% domestic content bonus credit despite conflicting customs rulings.
How on-site batteries are fast-tracking data center grid connections
Battery energy storage systems (BESS) are already regularly deployed in uninterruptible power supply (UPS) applications for data centers, but current market conditions are now driving new deployment needs and strategies. Blathnaid O’Dea hears from industry insiders about increasingly popular approaches like bring your own capacity (BYOC) and flexible grid connections (FGC), and why batteries can provide services beyond speed to power that gas turbines can’t.
LG and GM pivot Ultium Cells JV to LFP battery production for U.S. storage market at Tennessee plant
LG Energy Solution and GM are converting part of their Spring Hill battery joint venture to LFP production for energy storage, as another North American battery manufacturing plan shifts from EVs toward stationary storage.
Tackling the AI power conversion tax
SolarEdge and Enteligent are stripping away AC bottlenecks to reclaim gigawatts of wasted data center capacity.
