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Insights

The latest in energy and data center infrastructure.

Policy moves, new projects, and the trends reshaping power, land, and grid access for the markets we serve.

All Data Centers & AI Markets Policy Grid & Tech Manufacturing Finance Transmission

Manufacturing and Supply Chain

TALON PV’s Cell Manufacturing Platform to Strengthen U.S. Solar Supply Chain

TALON PV’s establishment of a 9.6 GW domestic solar cell manufacturing capacity marks a pivotal step in securing U.S. leadership in photovoltaic technology and supply chain resilience.

June 23, 2026

Manufacturing and Supply Chain

Global Solar Manufacturing Subsidies Exceed $21 Billion Since 2010

Industrial subsidies for solar module manufacturing have surpassed $21 billion globally since 2010, with China dominating but OECD countries increasing expenditure.

June 17, 2026

Manufacturing and Supply Chain

Create Energy Expands Solar Solutions with SOL Components Acquisition

Create Energy has acquired SOL Components, enhancing its integrated solar equipment portfolio with advanced solar tracking technology.

June 16, 2026

Manufacturing and Supply Chain

Shifting Metrics in U.S. Solar Manufacturing: From Politics to Production

U.S. solar manufacturing is transitioning from political rhetoric to tangible production metrics, emphasizing capital expenditures over capacity figures to gauge sector progress.

June 10, 2026

Manufacturing and Supply Chain

Structuring US BESS Manufacturing Deals with Chinese Partners Amid FEOC Compliance

Navigating FEOC compliance, US battery energy storage system manufacturing partnerships with Chinese firms present strategic, regulatory, and infrastructure challenges.

June 4, 2026

Manufacturing and Supply Chain

Nextpower Initiates Patent Litigation Over Solar Tracker Technology

Nextpower has filed a patent infringement lawsuit against Gamechange Energy, highlighting critical IP issues in solar tracker technology as the market evolves.

June 2, 2026

Manufacturing and Supply Chain

SEG Solar Expands U.S. Manufacturing with Next-Gen HJT Cell Facility

SEG Solar’s new 4.6 GW U.S. plant enhances domestic solar manufacturing capacity and advances the shift to high-efficiency heterojunction (HJT) photovoltaic technology.

June 1, 2026

Manufacturing and Supply Chain

U.S. Clean Energy Manufacturing Set to Surpass 950 Facilities by 2030

The U.S. clean energy manufacturing sector is poised for significant expansion, with over 950 facilities expected by 2030, driving substantial job growth and economic impact.

May 29, 2026

Manufacturing and Supply Chain

Thornova Unveils 640W Solar Module With Armored Glass to Combat Severe Hail

Thornova Solar introduces a 640-watt utility-scale module featuring reinforced armored glass, designed to withstand 65 mm hail impacts in challenging weather regions.

May 26, 2026

Manufacturing and Supply Chain

China’s Gotion and Richardson Electronics Collaborate on US-Based Battery Energy Storage Systems

China’s Gotion Corporation partners with Richardson Electronics to produce battery energy storage systems in the US, signaling shifts in global supply chains and regional energy infrastructure development.

May 15, 2026

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