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Beyond modules: why US solar’s future depends on upstream manufacturing scale-up

As solar imports to the US face increasing restrictions, domestic manufacturers are racing to build upstream production capability. With 66GW of module capacity chasing just 11GW of domestic cells, the supply chain crunch is reaching a critical inflection point, write Moustafa Ramadan and Joe Hennessy.

TOYO announces 1.5GW US HJT cell line weeks after AD/CVD hits Ethiopia factory

Toyo has announced plans to add 1.5GW of heterojunction technology solar cell production capacity at its Houston, Texas facility.

US solar installer SUNation, cell producer Suniva merge to create manufacturing and services platform

US solar installer SUNation Energy and merchant cell manufacturer Suniva have agreed to merge to create an integrated platform combining US-based solar manufacturing with residential and commercial installation services.

Top tracker manufacturers investing in AI to improve performance

The top 10 PV tracker manufacturers are investing in artificial intelligence applications or advanced materials to improve tracker performance or reduce solar project costs.

SNEC 2026: Industry leaders signal shift from destructive price wars to value competition

The opening of this week’s SNEC show in Shanghai was marked by a shared recognition of the need for China’s PV industry to move beyond unchecked capacity expansion and brutal competition, writes Carrie Xiao.

Gearing up for the coming wave of PV decommissioning

The solar industry’s readiness for an expected surge in end-of-life PV projects and equipment is the subject of a special report that leads issue 45 of PV Tech Power, out now.
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The utility-scale Turning Sun solar plant will operate under a 25-year power purchase agreement (PPA) with provincial utility SaskPower. Image: Raphael Cruz via Unsplash

GSI, OMNN break ground on 100MW Saskatchewan solar project in Canada

News
June 8, 2026
Greenwood Sustainable Infrastructure (GSI) and the Ocean Man Nakoda Nation (OMNN) have broken ground on the 100MWac solar project in Saskatchewan, Canada.
An MSolar Manufacturing facility.

MSolar to build US$23.7 million solar glass, cell and module factory in Virginia

News
June 8, 2026
MSolar Manufacturing has announced plans to invest US$23.7 million into a new vertically-integrated solar manufacturing facility.
Solar panels in Saudi Arabia.

Arctech Solar inks 3GW of tracker deals, pushes robotic solutions at SNEC

News
June 8, 2026
Chinese solar tracker producer Arctech Solar signed 3GW of supply deals at the SNEC conference in Shanghai, China, last week.
The project will be in Teruel province and is expected to feature more than 284,000 solar modules installed across approximately 360 hectares. Image: Engie.

Engie to build 155MW solar PV at gas plant in Spain 

News
June 5, 2026
French utility Engie will invest close to €100 million (US$114 million) in a 155MW solar PV project at its Castelnou power station. 
Located near Gympie in southeast Queensland, the facility is expected to begin operations in late 2028. Image: Lightsource bp.

Lightsource breaks ground on solar-plus-storage project in Queensland

News
June 5, 2026
Lightsource has started construction on Queensland's 380MWdc Lower Wonga solar and 281MW/843MWh battery project.
Boralex will invest US$6.8 billion through 2030, with an additional US$1.2 billion allocated to post-2030 projects. Image: Boralex via LinkedIn.

Boralex shareholders approve Brookfield acquisition

News
June 5, 2026
Shareholders of Canadian IPP Boralex have approved the acquisition by global investment firm Brookfield Asset Management.
The Meitner Energy Centre, located across Gray and Roberts Counties, will combine a Google data centre with more than 1GW of co-located wind, solar and storage capacity. Image: Intersect Power.

Google, Intersect launch 1GW-plus clean energy-backed data centre project in Texas

News
June 5, 2026
Tech giant Google and US renewable energy developer Intersect have partnered to develop a new data centre and energy complex in Texas.
AgriPV research project from BayWay r.e. in Germany. Image: BayWay r.e.

Germany’s inheritance tax rules could slow growth of ground-mounted PV on agricultural land

News
June 5, 2026
The German Association of Energy and Water Industries (BDEW) has called for a reform of the country’s current inheritance tax treatment of agricultural land leased to ground-mounted solar PV.
Jenya Meydbray - Nextpower
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Domestic content compliance drives engineering of steel module frames

Features, Interviews
June 5, 2026
PV Talk: Jenya Meydbray speaks with PV Tech about Nextpower's roadmap for its steel module frames and the advantages over aluminium frames.
Image: Naturgy.

Naturgy’s GPG brings 360MW of new solar capacity online in Australia

News
June 5, 2026
Naturgy's Global Power Generation (GPG) has commissioned two utility-scale solar PV power plants in Australia, totalling 360MW.
Image: UNSW.

Western Australia commits AU$17.8 million to solar module and battery recycling

News
June 5, 2026
The Western Australian government has allocated AU$17.8 million (US$12.7 million) in its 2026-27 State Budget to build the state's capacity to recycle solar modules and embedded batteries, under its Remade in WA programme.
Frontier Energy’s Waroona Renewable Energy Project will be developed across multiple stages. Image: Frontier Energy.

Frontier Energy secures AU$110 million equity raise for 132MW solar-plus-storage project in Western Australia

News
June 5, 2026
Frontier Energy has secured firm commitments for an AU$110 million equity raising for the 132MW first stage of its Waroona project in WA.
Image: SEC.
Premium

NEM Data Spotlight: Solar generation contracts 21% in May as mid-month pricing spike hits AU$225/MWh

Features, Long Reads
June 4, 2026
Australian NEM solar generation fell 21.2% to 3,038GWh in May 2026, while a sharp mid-month pricing spike reversed April's stabilisation trend.
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Engie to build 155MW solar PV at gas plant in Spain 

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Domestic content compliance drives engineering of steel module frames

Features, Interviews

Boralex shareholders approve Brookfield acquisition

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MSolar to build US$23.7 million solar glass, cell and module factory in Virginia

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Beyond modules: why US solar’s future depends on upstream manufacturing scale-up

Features, Editors' Blog

Inox Clean Energy acquires Vena Energy India’s 6GW renewable portfolio

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Industry Updates

AIKO to unveil fourth-generation Infinite Ultra module at Intersolar Europe

By AIKO

Mibet showcases innovations at SNEC 2026

By Mibet

Hoymiles unveils HoyPrime AC at SNEC 2026

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JinkoSolar signs 10 Tiger Neo 3.0 orders during SNEC 2026

By JinkoSolar

Suntech and HY Solar highlight integrated N-type solar and storage solutions at SNEC

By HY Solar / Suntech

KSTAR showcases integrated PV and energy storage solutions at SNEC

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Sponsored Papers

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DeepBlue 3.0

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Domestic content compliance drives engineering of steel module frames

Features, Interviews
June 5, 2026
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NEM Data Spotlight: Solar generation contracts 21% in May as mid-month pricing spike hits AU$225/MWh

Features, Long Reads
June 4, 2026
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Global debut: Sigenergy unveils SigenAgent, an AI energy agent

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SNEC 2026: Industry leaders signal shift from destructive price wars to value competition

Editors' Blog, Features
June 4, 2026

Energy Storage

esVolta closes US$450 million expanded credit facility to expand US BESS portfolio

June 8, 2026

Data centre developer DayOne signs solar and BESS PPAs in Malaysia with TNB subsidiaries

June 8, 2026

Contracting, audits and operational controls: How to protect your BESS investment

June 8, 2026

EDF and Masdar enter 15-year PPAs for 160MWh hybrid California BESS

June 5, 2026

Manufacturing

TOYO announces 1.5GW US HJT cell line weeks after AD/CVD hits Ethiopia factory

News
June 8, 2026

US solar installer SUNation, cell producer Suniva merge to create manufacturing and services platform

News
June 8, 2026

MSolar to build US$23.7 million solar glass, cell and module factory in Virginia

News
June 8, 2026

Domestic content compliance drives engineering of steel module frames

Features, Interviews
June 5, 2026

Markets & Finance

US solar installer SUNation, cell producer Suniva merge to create manufacturing and services platform

News
June 8, 2026

Boralex shareholders approve Brookfield acquisition

News
June 5, 2026

Germany’s inheritance tax rules could slow growth of ground-mounted PV on agricultural land

News
June 5, 2026

Western Australia commits AU$17.8 million to solar module and battery recycling

News
June 5, 2026

Power Plants

US solar installer SUNation, cell producer Suniva merge to create manufacturing and services platform

News
June 8, 2026

GSI, OMNN break ground on 100MW Saskatchewan solar project in Canada

News
June 8, 2026

Arctech Solar inks 3GW of tracker deals, pushes robotic solutions at SNEC

News
June 8, 2026

Top tracker manufacturers investing in AI to improve performance

News
June 8, 2026

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