News and Insights

Manufacturing and Supply Chain

IRA drives record $12.2B in U.S. solar manufacturing capex

Cumulative U.S. solar manufacturing capex is set to reach $12.2 billion by end of 2026, over half of all domestic PV investments since 2001.

September 23, 2026

Grid Operations and Technology

Battery deployment forecast faces policy-driven slowdown

RMI’s new analysis forecasts 30% annual growth in U.S. battery deployments, yet policy headwinds threaten momentum through 2031.

September 23, 2026

Policy and Regulation

Texas PUC eases interconnection rules for large data centers

Texas regulators have removed a proposed non-refundable interconnection fee and extended energization milestone deadlines for data centers.

September 23, 2026

Market Data and Outlook

US energy storage installations hit new record in Q2 2026

The US energy storage market set a new record with 18.9 GWh installed in Q2 2026, driven by demand from longer-duration systems and data centers.

September 23, 2026

Manufacturing and Supply Chain

Premier Energies launches 7GW solar cell plant in Andhra Pradesh

Premier Energies has inaugurated a 7GW N-type TOPCon solar cell plant in Andhra Pradesh with production capacity reaching 10.6GW.

September 21, 2026

Grid Operations and Technology

Grid-forming and AI tools reshape renewable integration

Huawei’s grid-forming and AI-driven energy systems help stabilize weak grids and boost economics for large-scale renewable projects.

September 21, 2026

Policy and Regulation

Poland opens new subsidy program for farm-based solar and biogas

Poland will offer farmers subsidies up to PLN 1.7 million to support solar, biogas, and energy efficiency investments starting October 2026.

September 21, 2026

Market Data and Outlook

CleanCounts enhances tracking for high-value US solar RECs

CleanCounts will introduce granular hourly, agrisolar, and tribally-sited project tracking for solar RECs across North America by year-end.

September 21, 2026

Market Data and Outlook

Big battery financing and grid tensions drive US power week

Battery storage financings, grid reliability warnings, and federal action on data center tariffs defined the week, with $1.4 billion committed to new storage.

September 18, 2026

Finance and Transactions

Georgia Power completes 128 MW battery facility near Air Force base

Georgia Power has brought a 128 MW battery storage facility online near Robins Air Force Base, strengthening grid capacity in central Georgia.

September 18, 2026