Spain installed 1.14 GW of solar capacity for self-consumption in 2025, lifting cumulative capacity to 9.3 GW, as residential and commercial installations declined while industrial and off-grid segments showed greater resilience, according to data from the Spanish Photovoltaic Union.
Solar self-consumption capacity in Spain reached a cumulative 9.3 GW in 2025, according to data from the Spanish Photovoltaic Union (UNEF).
Spain added 1,139 MW of new self-consumption capacity during the year, representing a 3.7% slowdown compared with 2024. UNEF said the deceleration signals a phase of market stabilization following several years of rapid growth.
The residential segment accounted for 229 MW across 36,330 new installations, a year-on-year decline of 17%. UNEF attributed the contraction to the phase-out of tax incentives linked to energy-efficient home renovations and lower compensation for surplus electricity exported to the grid under deregulated market contracts.
UNEF said falling surplus compensation prices are reducing the attractiveness of oversized systems designed primarily for grid injection. As a result, demand is shifting toward installations optimized for instantaneous self-consumption. The association is calling for revisions to the simplified regulated compensation mechanism to enable broader settlement of surplus energy and improve economic signals for small-scale systems.
The commercial segment installed 176 MW in 2025, down 15% from the previous year. Collective self-consumption remains limited despite its potential to optimize shared generation and demand. Industry representatives said pending regulatory updates are needed to enable aggregated management models, dynamic energy allocation, and an expansion of eligible self-consumption areas.
Industrial self-consumption installations totaled 679 MW, marking a slight increase compared with 2024. UNEF said growth in this segment is being driven by larger medium-voltage systems aimed at reducing electricity costs and partially covering electrified thermal demand. Project viability increasingly depends on tariff structures with a higher variable component and more streamlined permitting for medium-sized installations.
Off-grid installations reached 55 MW in 2025, reflecting growing uptake of hybrid solar-plus-storage systems in rural areas and locations without grid access. Battery integration in grid-connected installations also continued to rise, improving controllability of generation and supporting system flexibility.
UNEF said Spain will need to deploy an average of around 2 GW of self-consumption capacity per year to meet the 19 GW target set out in the country’s National Integrated Energy and Climate Plan. Achieving that level will require regulatory stability, administrative simplification, and more effective integration of distributed energy storage.
54% of respondents cited “energy availability and redundancy” as the single greatest obstacle to successful data center development between now and 2030.
aw firm Foley & Lardner LLP released today its 2026 Data Center Development Report, focusing on the growth and challenges in the data center boom that aims to sustain the growth in AI and LLM usage.
A major focus was on energy, with 54% of respondents citing “energy availability and redundancy” as the single greatest obstacle to successful data center development between now and 2030.
Want to learn more about matching renewables with data center demand?
The event will spotlight how solar and energy storage solutions are driving sustainable and reliable infrastructure, with a particular focus on powering the country’s rapidly growing data center sector.
In terms of the right energy mix for data centers, 55% of respondents agreeing that the ideal energy mix to meet the growing power demand of data centers is largely renewables (41%), followed by natural gas (17%), nuclear (16%), and BESS (14%).
Nearly half (48%) of industry participants named advances in energy efficiency (which often includes storage optimization) as the greatest opportunity for development through the end of the decade, and nearly three in four respondents (74%) said advanced energy storage systems like batteries, hybrid solutions, and microgrids are the best way to ensure energy resilience.
Only 14% of developers are actually pursuing modular and small modular nuclear reactors as a viable energy opportunity.
Intriguingly, 63% anticipate a “strategic correction” in the market by 2030, driven by the intense competition for power, with one unnamed banking executive in the report saying, “Once power runs out in 2027 or 2028, that’s where we think deal flow will start to slow down.”
105 U.S.-based respondents were qualified to participate in the survey, including those who had direct experience in data center development, energy procurement, technology delivery, or operations within the past 24 months.
Daniel Farris, partner and co-lead of Foley’s data center and digital infrastructure team: “There is a Gold Rush mentality right now around securing power. That’s a big part of why people feel there’s a bubble,” said “There’s going to a period in the next two to three years where power at necessary levels is going to be really hard to come by.”
Rachel Conrad, senior counsel and co-lead of Foley’s data center and digital infrastructure team: “Over the next five to 10 years, power providers will need to either grow capacity or increase efficiency to meet the demand fueled by data centers.”
Brazil curtailed about one-fifth of its solar and wind generation in 2025, wasting an estimated BRL 6.5 billion ($1.23 billion), as grid constraints and demand mismatches pushed the power system close to operational safety limits on 16 days, according to a report from Volt Robotics.
Brazil failed to use roughly 20% of the solar and wind electricity it generated in 2025, resulting in an estimated loss of BRL 6.5 billion, according to Volt Robotics’ Annual Curtailment Report.
Volt Robotics said the scale of curtailment reflects an unprecedented period of renewable oversupply combined with operational constraints in Brazil’s national electricity system.
Average generation cuts reached 4,021 MW over the year, equivalent to the monthly output of a large hydroelectric plant. On at least 16 days in 2025, system operation approached the lower technical safety limit, a sharp increase from 2024, when only one comparable event was recorded.
Volt Robotics said the 2025 events were driven by excess electricity supply rather than scarcity, marking a structural shift in system risk dynamics.
Curtailment intensified between August and October, when historically high levels of generation coincided with transmission constraints and weaker demand. The report attributes the peak losses to a combination of operational limitations, grid congestion, and insufficient flexibility to absorb surplus power.
Sunday mornings emerged as the most frequent stress point for the grid. Volt Robotics said reduced economic activity during weekends lowers electricity demand, while solar output peaks and is often reinforced by strong wind generation. This recurring mismatch leads to network overloads, forced generation cuts, and system operation near the lower safety threshold.
The report also highlights the risk of system instability caused by excess renewable generation. During the 16 critical days, Brazil’s National System Operator classified conditions as severe and implemented emergency measures, supported by the National Electric Energy Agency, including extraordinary generation curtailments.
Volt Robotics warned that without structural adjustments, surplus clean energy itself can become a source of operational risk.
The economic impact extends beyond immediate revenue losses. Frequent curtailment increases perceived investment risk, raises financing costs, and weakens Brazil’s appeal for new renewable energy projects, the report said. Both regulated and free-market projects were affected, with exposure to contractual penalties and the Settlement Price of Differences.
Regionally, Minas Gerais, Ceará, and Rio Grande do Norte recorded the highest levels of curtailed energy, forming what Volt Robotics described as Brazil’s “curtailment triangle.” Southern states experienced significantly lower losses.
Volt Robotics said the situation reflects a structural mismatch between rapid renewable capacity expansion, rising distributed generation, transmission bottlenecks, and tariff structures that do not adequately signal when electricity consumption is most valuable.
The report recommends the introduction of more dynamic time-of-use tariffs, stronger demand-side participation, and regulatory reforms to reduce curtailment and maintain the stability of Brazil’s electricity system.
French researchers have developed a high-resolution computational framework to model microclimate effects of large floating solar PV systems, enabling accurate predictions of heat transfer, ambient temperatures, and water evaporation based on panel configuration and wind conditions. The model can inform thermal performance, environmental impacts, and optimize designs for utility-scale floating PV, as well as ground-mounted and agrivoltaic installations.
French researchers have developed a framework to model microclimate effects of large-sized floating PV systems.
The new model can be used to determine wind-dependent convective heat transfer coefficients (CHTC), ambient temperatures, and to estimate evaporation patterns in partially covered bodies of water based on a variety tilt angles, module heights, and pitch distances.
“The main novelty of this work lies in the numerical methodology we developed, specifically an upscaling method to quantify panel-atmosphere interactions at the module scale then model the micrometeorology at the power plant scale with a relatively fine resolution of about 4 meters,” Baptiste Amiot, corresponding author of the research told pv magazine, adding that the resolution is significantly higher than others in this field.
“Applying this methodology enables us to map the thermal performance across utility-scale installations and to provide insights into local environmental effects, such as evaporative losses,” he said.
The precursor model is geometrically adaptable: tt can handle various tilt angles, mounting heights, and inter-row spacings, according to Amiot. “It is particularly well-suited for large-scale installations exposed to sufficiently windy conditions,” Amiot added.
The researchers used a computational fluid dynamics (CFD) precursor model, a microclimate CFD model supporting the PV parameterization, and an experimental survey. A wind-tunnel setup typical of a land-based application was used to confirm accuracy of altitude-based wind profiles.
In addition, a geometrical layout of a commercial floating PV (FPV) installation was used for the atmosphere boundary layer parameters. The wind direction effects were assessed using the microclimate CFD model that reproduced the localized conditions of the commercial FPV array.
“The atmospheric component is fundamentally similar to regional climate models (RCMs) but deploying it within a CFD framework offers advantages in terms of surface element parameterization and the spatial discretization we can achieve,” said Amiot.
Some of the findings included temperature gradients range between 1.3 C/km and 5.8 C/km; headwinds and tailwinds relative to the front surface of the PV modules generate the greatest turbulence levels. Furthermore, the team was able investigate how turbulent flows influence water-saving gains based on PV coverage of the water surface.
Assessing the results, the researchers noted that the precursor method “readily determines” heat transfer coefficient correlations as a function of wind speed and direction. “This is essential to obtain the thermal U-values that govern panel cooling,” added Amiot.
The model can be extended to model large ground-mounted systems and agrivoltaics, including dynamic configurations where panels adjust orientation throughout the day, according to Amiot. It is suitable for inland and nearshore FPV, but not offshore FPV.
The researchers are currently focused on developing CFD models to predict both the energy output and environmental trade-offs of dual-use photovoltaics systems and FPV evaporation research at finer spatial scales, coupled with in-situ measurements. It is also working on an agrivoltaics CFD-plant model to predict crop response below PV canopies.
After hitting an all-time high of $121.65/oz on Jan. 29, silver prices have tumbled to $79.44/oz, with analysts warning of a potential drop toward $50/oz.
After reaching an all-time high of $$121.65 per ounce (oz) on Jan. 29, silver prices have fallen sharply in recent days, dropping to $79.44/oz this morning.
The downturn had been anticipated by two analysts interviewed by pv magazine on Jan. 27, who warned that the steep rally seen in previous weeks could reverse abruptly in the days ahead.
One of the two analysts, Mike McGlone, senior commodity strategist at Bloomberg Intelligence, said the price could stabilize around $50/oz, although he did not provide a timeframe for when this new trend might materialize.
“Reversion toward $50 appears as a normal path for the commodity known as the ‘devil's metal' due to its volatility,” he told pv magazine.
Rhona O’Connell, head of market analysis for EMEA and Asia at StoneX, said on Jan. 27 that investors might soon rethink their rush into silver. She explained that speculative buying had pushed the metal into risky territory, making prices vulnerable to a sharp correction. O’Connell also said fears of potential U.S. tariffs fueled the recent rally, swelling COMEX inventories as metal flowed into the U.S. Further gains are unlikely, she added, dismissing even $100/oz as unsustainable and warning of a potentially severe price reversal.
Silver prices surged by approximately 130% in the past six months and around 243% over the past year. The average silver price was $28.27/oz in 2024, $23.38/oz in 2023, and $21.80/oz in 2022.
Renewables and storage could reliably power data centers, but success requires active grids, coordinated planning, and the right mix of technologies. Hitachi Energy CTO, Gerhard Salge, tells pv magazine that holistic approaches ensure technical feasibility, economic viability, and energy system resilience.
As data centers grow in size and complexity, supplying them with cheap and reliable power has never been more pressing. Gerhard Salge, chief technology officer (CTO) at Hitachi Energy, a unit of Japanese conglomerate Hitachi, shed light on the relationship between renewable energy and data center operations, noting that while technically feasible, success requires careful planning, the right infrastructure, and a holistic approach.
“When we look at what's happening in the grids, then renewables are an active element on the power generation side, and the data centers are an active element on the demand side,” Salge told pv magazine. “What you need in addition to that is in the dimensions of flexibility, for which we need storage and a grid that can actively act also here in order to bring all these elements together.”
Want to learn more about matching renewables with data center demand?
The event will spotlight how solar and energy storage solutions are driving sustainable and reliable infrastructure, with a particular focus on powering the country’s rapidly growing data center sector.
According to Salge, the key is active grids, not passive systems that simply react to conditions. With more renewables, changing demand patterns, new load centers, and storage options like batteries and existing facilities such as pumped hydro, it is crucial to coordinate these resources actively to maintain supply security, power quality, and cost optimization.
“But when you talk about the impact and the correlation between renewables and data centers, you need always to consider this full scope of the flexibility in a power system of all the elements—demand side, generation side, storage side, and the active grid in between,” he said, noting that weak or congested grids would not serve this purpose.
AI data centers
Salge warned that not all data centers are the same. “There are conventional data centers and AI data centers,” he said. “Conventional data centers are essentially high-load systems with some fluctuations on top. They contain many processors handling requests—from search engines or other applications—so the workload is distributed stochastically across them. This creates a baseline load with random ups and downs, which is the typical load pattern of a conventional data center.”
AI workloads, in contrast, rely heavily on GPUs or AI accelerators, which consume significant power continuously. Unlike conventional data centers, AI data centers often run at sustained high load, sometimes close to maximum capacity for long periods.
Htitachi Energy CTO Gerhard Salge
Image: Hitachi Energy
“AI data centers are specifically good in doing parallel computing,” Salge explained. “So many of them are triggered with the same demand pattern at the same time, which creates these spikes up and down in the demand profile, and they come in parallel all together.”
These fluctuations challenge both the power supply and the voltage and frequency quality of the connected grid. “So, you need to transport active power from an energy storage system or a supercapacitor to the demand of the AI data center. And that then needs to involve really the control of the data center’s active power. What you need is the interaction between the storage unit and then the AI data center to provide active power or to absorb it afterwards when the peak goes down. That can be also done by a supercapacitor.”
Batteries can store much more energy than supercapacitors, but the latter can ramp smaller energies more frequently. “However, if you put a battery that is smaller than the load, and you really need to cycle the battery through its full capacity, the battery will not survive very long with your data center, because the frequency of these bursts is so high, then you are aging the battery very, very quickly, yeah, so supercapacitors can do more cycles,” Salge emphasized.
He also noted that batteries and supercapacitors are both mature technologies, but the optimal setup—whether one, the other, or a combination with traditional capacitors—depends on storage size, number of racks, voltage levels, and overall system design.
Managing AI training bursts
Salge stressed the importance of complying with grid codes across geographies. “You need to become a good citizen to the power system,” he said. “You have to collaborate with local utilities to make sure that you are not infringing the grid codes and you are not disturbing with the data center back into the grid. A good way to do this, when renewables and data centers are co-located, is to manage renewable energy supply already inside the data center territory. Moreover, having a future-fit developed grid is a clear advantage. Because you have much more of these flexibility elements and the active elements to manage storage and renewable integration and to manage the dynamic loads of the data centers.”
If the grid is not future-fit with modern, actively operating equipment, operators will see significantly more stress. “With holistic planning, instead, you can even use some of the data center flexibility as a controllable and demand response kind of feature,” Salge said, adding that data center operators could coordinate AI training bursts to periods when the power system has more available capacity. This makes the data center a predictable, controllable demand, stressing the grid only when it is prepared.
“In conclusion, regarding technical feasibility: yes, it’s possible, but it requires the right configuration,” Salge said.
Economic feasibility
On economics, Salge believes solar and wind remain the cheapest power sources, even when accounting for the grid flexibility needed to integrate them with data centers. Solar is fastest to deploy, wind complements it well, and both can be scaled in parallel.
“Any increase in data center demand requires investment, whether from renewables or conventional power. Economics depend on the market, and market mechanisms, regulations, and technical grid planning are interconnected, influencing energy flow, pricing, and system stability,” he said.
“We recommend developers to work with all stakeholders—utilities, technology providers, and planners—from the start to ensure reliability, affordability, and social acceptance. Holistic planning avoids reactive fixes and leads to better long-term outcomes,” Salge concluded.
GigaWatt, multi-brand platform serving DIY and prosumer customers through well-known names such as Unbound Solar, GoGreen Solar, AltE Store and Real Goods, is raising funding through StartEngine to accelerate development and certification of Real Goods-branded inverters, batteries, panels and the Real Goods Hub centralized software platform. With federal tax credits phasing down and residential electricity…
For two decades, the U.S. solar module supply chain has navigated more turbulence than nearly any other global market. Yet it remains a key target for overseas companies, enticed by premium U.S. pricing and the prestige of serving the world’s leading economy. Asia has dominated module supply channels since 2010, but the overseas focus is…
Researchers in Iraq have developed biomimetic leaf vein–inspired fins for photovoltaic panels, with reticulate (RET) venation reducing panel temperature by 33.6 C and boosting efficiency by 18% using passive cooling. Their study combines 3D CFD simulations and electrical evaluations to optimize fin geometry, offering a sustainable alternative to conventional cooling methods.
A research group from Iraq’s Al-Furat Al-Awsat Technical University has numerically investigated the thermal and electrical performance of PV panels integrated with leaf vein–inspired fins. They have simulated four types of venation used by plants, namely pinnate venation (PIN), reticulate venation (RET), parallel venation along the vertical axis (PAR-I), and parallel venation along the horizontal axis (PAR-II).
“The key novelty of our research lies in introducing and systematically optimizing biomimetic leaf vein–inspired fin geometries as passive heat sinks for photovoltaic panels,” corresponding author Yasser A. Jebbar told pv magazine. “While conventional cooling approaches rely on simple straight fins, fluids, or active systems, our study is among the first to directly translate natural leaf venation patterns—particularly RET structures—into manufacturable backside fins specifically tailored for PV thermal and electrical performance.”
The team combined detailed 3D computational fluid dynamics (CFD) modeling with electrical efficiency analysis to identify geometries that maximize heat dissipation without additional energy input or water consumption. Next steps include experimental validation of the leaf vein fin designs under real outdoor conditions, particularly in hot climates.
The simulated PV panel consisted of five layers: glass, two ethylene-vinyl acetate (EVA) layers, a solar cell layer, and a Tedlar layer, with a copper heat sink and fins attached. All fin configurations were initially 0.002 m thick, 0.03 m high, and spaced 0.05 m apart. Panels measured 0.5 m × 0.5 m, with a surrounding air velocity of 1.5 m/s and incident irradiance of 1,000 W/m².
RET fins outperformed all other designs, reducing operating temperature by 33.6 C and increasing electrical efficiency from 12.0% to 14.19% —an 18 % relative improvement—compared to uncooled panels.
“This temperature reduction rivals, and in some cases exceeds, water-based or hybrid cooling methods, despite relying solely on passive air cooling,” Jebbar noted. The study also highlighted the significant impact of fin height, more than spacing or thickness, on cooling performance.
The team further optimized the RET fins, varying spacing from 0.02–0.07 m, height from 0.02–0.07 m, and thickness from 0.002–0.007 m. The optimal geometry—0.03 m spacing, 0.05 m height, and 0.006 m thickness—achieved the maximum 33.6 C temperature reduction and 18% efficiency gain.
UNSW researchers identified a new damp-heat degradation mechanism in TOPCon modules with laser-fired contacts, driven primarily by rear-side recombination and open-circuit voltage loss rather than series-resistance increase. The study highlights that magnesium in white EVA encapsulants accelerates degradation, guiding improved encapsulant and backsheet selection for more reliable modules in humid environments.
A research team from the University of New South Wales (UNSW) has identifed a new damp heat-induced degradation pathway in TOPCon modules fabricated with laser-assisted fired contacts.
“Unlike earlier studies dominated by series-resistance increase, the primary degradation driver here is a reduction in open-circuit voltage, linked to enhanced rear-side recombination,” the research's lead author, Bram Hoex, told pv magazine. “The new degradation mechanism emerged under extended damp-heat (DH) exposure.”
The scientists conducted their analysis on 182 mm × 182 mm TOPCon cells fabricated in 2024 with laser-assisted firing.
The TOPCon solar cells employed a boron-doped p⁺ emitter, along with a front-side passivation stack consisting of unintentionally grown silicon dioxide (SiOₓ), aluminium oxide (Al₂O₃), and hydrogenated silicon nitride (SiNₓ:H), capped with a screen-printed H-pattern silver (Ag) contact grid. On the rear side, the structure comprised a SiO₂/phosphorus-doped n⁺ polycrystalline silicon/SiNₓ:H stack, also contacted by a screen-printed H-pattern Ag grid.
The researchers encapsulated the cells with different bill of materials (BOMs): two types of ethylene vinyl acetate (EVA); two types of polyolefin elastomer (POE); and one type of EVA-POE-EVA (EPE). They also used commercial coated polyethylene terephthalate (PET) composite (CPC) backsheets.
“The mini modules were laminated at 153 C for 8 min under standard industrial lamination conditions,” the academics explained. “All modules underwent DH test at 85 C and 85% relative humidity (RH) in an ASLi climate chamber for up to 2,000 h to study humidity-induced failures.
Schematic of the TOPCon solar cells and modules
Image: UNSW, Solar Energy Materials and Solar Cells, CC BY 4.0
The tests showed that maximum power losses ranged from 6% to 16%, with the difference among these values depending strongly on the encapsulation BOM.
“The modules with POE on both sides were the most stable at around 8%, while those using white EVA on the rear side, especially in combination with EPE, showed the largest losses at around 16%,” said Hoex. “The primary driver of the degradation was a reduction in open-circuit voltage rather than the increased series resistance after DH testing, which diverges from previous findings that predominantly attributed DH-induced degradation to metallisation corrosion.”
The research team explained that higher levels of degradation were attributable to additives containing magnesium (Mg) in white EVA, which migrate under DH, hydrate, and create an alkaline micro-environment. “This alkaline chemistry corrodes the rear SiNx passivation layer, increases interfacial hydrogen concentration, induces local pinhole-like defects, and raises dark saturation current, ultimately reducing open-circuit voltage,” Hoex emphasized.
The scientists also explained that, although Mg in white EVA encapsulants and its role in acetic acid–induced degradation was previously reported, the effect of MgO on performance degradation in TOPCon modules was not explicitly studied.
“We hope this work helps refine encapsulant and BOM selection strategies for next-generation TOPCon modules, particularly for humid-climate deployment,” Hoex concluded. “It provides clear guidance for controlling Mg content in rear encapsulants and optimising rear-side passivation robustness. The mechanistic insights from this study have already informed upstream design changes, substantially reducing risk in commercial modules.”
A report from LevelTen Energy finds solar PPA prices in North America rose 3.2% in Q4 2025, marking a nearly 9% year-over-year increase as developers and buyers navigate a complex “post-OBBBA” regulatory environment.
Renewable energy power purchase agreement (PPA) prices continued their upward trajectory in the final quarter of 2025, driven by persistent policy headwinds and a shifting tax credit landscape.
According to the Q4 2025 PPA Price Index from marketplace operator LevelTen Energy, solar P25 prices rose by 3.2% following a 4% increase in the third quarter.
While solar costs climbed, wind PPA prices saw a slight dip, declining 1%. However, on an annual basis, both technologies have seen prices surge by nearly 9% compared to the same period last year.
Post-OBBBA
The market is currently adjusting to the “One Big Beautiful Bill Act” (OBBBA), which introduced tax credit cuts. LevelTen noted the second half of 2025 was defined by “ruthless” prioritization as firms scrambled to safe-harbor projects.
Despite these challenges, a November survey of developers representing over 230 GW of capacity found that more than 75% of projects slated to go online before 2029 expect to successfully retain access to tax credits.
This clarity has allowed some developers to dial in pricing by removing risk premiums that had previously accounted for OBBBA-related uncertainties, said the report.
Regional pricing
The report highlights significant price disparity across North American ISOs. For solar, P25 prices reached as high as $115 per MWh in ISO-NE and $81.03/MWh in PJM, while ERCOT remained the most competitive at $49 per MWh.
ISO Market
Solar P25 Price ($/MWh)
ISO-NE
$115.00
PJM
$81.03
MISO
$64.95
CAISO
$62.00
ERCOT
$49.00
In the wind sector, ERCOT has seen a massive 19% year-over-year price hike, fueled by an ongoing boom in data center development and a premium on available capacity.
Buyer headwinds
LevelTen pointed to several factors that could continue to apply upward pressure on prices:
Tariff uncertainties: Ongoing Section 232 investigation tariffs are adding direct development costs.
Permitting hurdles: “Harsh” new federal permitting procedures have stalled substantial amounts of development nationwide.
FEOC: The industry is still awaiting guidance on Foreign Entity of Concern (FEOC) rules, which are expected to add compliance costs and further complicate tax credit qualification.
Corporate strategy
Many corporate buyers are now pausing or adjusting their procurement strategies due to proposed updates to the Greenhouse Gas Protocol (GHGP) Scope 2 standards, said the report. The updates, expected to be finalized in 2027, may introduce more stringent accounting for hourly matching and physical deliverability.
“The current uncertainty has caused some buyers… to adjust or even delay their procurement strategies,” the report said.
LevelTen encourages industry players to weigh in on the proposal, as 97% of companies tracking emissions currently utilize the GHGP.
As buyers and sellers work to establish a “pricing equilibrium,” the report said in markets where contract values are challenging, sellers may need to find more transactable pricing levels to get deals done.
**1. Bidding Process**
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**2. Contract Details**
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Wuxi DK Electronic Materials is pursuing two patent infringement cases against domestic competitors, seeking injunctions, equipment destruction, and combined damages of CNY 400 million ($57.5 million).
Wuxi DK Electronic Materials has filed two patent infringement lawsuits with the Jiangsu High People’s Court against Jiangsu Riyu Photovoltaic New Materials and Suzhou Jinyin New Materials Technology , seeking CNY 200 million in damages and related legal costs in each case.
The company said both filings have been formally accepted and registered by the court, although hearing dates have not yet been scheduled.
The lawsuits concern two Chinese invention patents, ZL201180032359.1 and ZL201180032701.8, covering thick-film conductive paste formulations for semiconductor devices, including solar cells. DKEM said the patents are held by its subsidiary Solamet Electronic Materials and relate to lead-tellurium-lithium and oxide-based paste technologies.
DKEM is seeking injunctions to halt the manufacture, sale, and offering for sale of the allegedly infringing pastes. The company is also requesting the destruction of dedicated production equipment and molds, and compensation for economic losses, enforcement costs, and related expenses.
The patents trace back to the intellectual property portfolio of DuPont’s former Solamet photovoltaic paste business, acquired by another entity in 2021 for $190 million. DKEM later consolidated control of the Solamet assets and associated intellectual property.
Suzhou Jinyin is described in Chinese financial reporting as a leading supplier of front-side silver paste for solar cells, ranking third globally by market share. Founded in 2011, it was later acquired by listed electronics firm Suzhou Good-Ark Electronics. Jiangsu Riyu is a fast-growing paste supplier that filed a Hong Kong listing application in 2025, with plans to expand into n-type and back-contact paste products.
This follows earlier high-value patent actions by DKEM. In 2025, its subsidiary filed a suit against Zhejiang Guangda Electronic Technology seeking similar remedies. A Solamet-linked entity also pursued related claims against Changzhou Juhe New Materials in 2021, with domestic and overseas disputes reportedly settled in August 2022.
Separately, DKEM flagged earnings pressure, forecasting a net loss of CNY 200 million to CNY 300 million for 2025, primarily linked to non-operating factors, according to Chinese financial media.
Scientists have grown organic romaine lettuce under 13 different types of PV modules, in an unusual hot Canadian summer. Their analysis showed lettuce yields increased by over 400% compared to unshaded control plants.
A research group from Canada’s Western University has investigated the performance of organic romaine lettuce, a heat-sensitive crop, under a broad range of agrivoltaic conditions. The test was conducted in London, Ontario, in the summer of 2025, during which 18 days had temperatures over 30 C.
“Our study explores how agrivoltaic systems can be tailored to optimize crop growth, especially under extreme heat conditions, while contributing to sustainable energy generation,” corresponding researcher Uzair Jamil told pv magazine.
“This becomes especially relevant in the context of climate change, where we are experiencing temperature extremes across the world,” Jamil added. “We examined the performance of organic romaine lettuce under thirteen different agrivoltaic configurations – ranging from crystalline silicon PV to thin-film-colored modules (red, blue, green) – in outdoor, high-temperature stress conditions.”
More specifically, the experiment included c-Si modules with 8%, 44% and 69% transparency rate; blue c-Si modules with transparency of 60%, 70%, and 80%; green c-Si modules with transparency of 60%, 70%, and 80%; and red c-Si modules with transparency of of 40%, 50%, 70%, and 80%.
All agrivoltaics installations had a leading-edge height of 2.0 m and a trailing-edge height of 2.8 m, and the modules were oriented southwards at 34◦. Pots with organic romaine lettuce were placed under all configurations, along with three pots fully exposed to ambient sunlight without shading, used as controls.
In addition to measurements against the control, the scientific group has compared the results to the national average per-pot yield for 2022, which included less high-temperature days and was therefore considered typical. Those data points were taken from agricultural census data, which later enabled the researcher also to create nationwide projections of their results.
“Lettuce yields increased by over 400% compared to unshaded control plants, and 200% relative to national average yields,” Jamil said about the results. “60% transparent blue Cd-Te and 44% transparent crystalline silicon PV modules delivered the highest productivity gains, demonstrating the importance of both shading intensity and spectral quality in boosting plant growth.”
Jamil further added that if agrivoltaic were to scale up to protect Canada’s entire lettuce crop, they could add 392,000 tonnes of lettuce.
“That translates into CAD $62.9 billion (USD $46.6 billion) in revenue over 25 years,” he said. “If scaled across Canada, agrivoltaics could also reduce 6.4 million tonnes of CO2 emissions over 25 years, making it a key player in reducing the agricultural sector’s environmental footprint.”
Polysilicon trading in China remained largely inactive, with production cuts accelerating and wafer prices falling week on week, while downstream cell prices continued to rise and module prices held steady, according to a trade group representing China's nonferrous metals sector.
The China Nonferrous Metals Industry Association (CNMA) said polysilicon trading remained largely stalled, with only limited exploratory orders completed. One leading producer has halted operations, while two others have implemented production cuts. January output is expected to fall by about 15% month on month, broadly in line with wafer production schedules, with February output forecast at 82,000 to 85,000 metric tons. The association said most wafer prices declined week on week, with average transaction prices at CNY 1.26 per piece for n-type G10L wafers, down 3.82%; CNY 1.32 for n-type G12R wafers, down 7.04%; and CNY 1.52 for n-type G12 wafers, down 8.43%. Downstream cell prices rose to CNY 0.41/W to CNY 0.45/W, up 4.88%, while module prices were stable at CNY 0.71/W to CNY 0.75/W.
Hoymiles has signed a supply contract with Indian renewable energy solutions provider KOSOL Energie to deliver 360 MW of its HMS series microinverters in 2026. The company said the products are optimized for India’s high-temperature, high-humidity, and high-irradiance conditions, as well as for larger module formats, large-scale commercial and industrial rooftops, and complex grid environments.
Boway Alloy has issued a profit warning, forecasting full-year 2025 net profit attributable to shareholders of CNY 100 million to CNY 150 million, down 88.9% to 92.6% year on year. The China-listed parent of Vietnam-based Boviet Solar said the decline reflects impairment charges linked to high US anti-dumping and countervailing duties on Vietnam-manufactured products, which made relocating production uneconomic, as well as reduced subsidies and order losses at its United States subsidiary following passage of the United States “Big and Beautiful” Act. Boway Alloy said it is exploring equity divestment options.
PowerChina has signed an engineering, procurement and construction (EPC) contract through its Colombia branch for a 251 MW solar project in Santander province, Colombia. The scope includes PV plant development, equipment supply, installation and commissioning, with a string inverter plus tracking system configuration intended to improve generation efficiency and operational stability.
Deye said it submitted an application on Jan. 27 to issue H shares and list on the main board of the Hong Kong Stock Exchange. The company said its listing application materials were published on the exchange’s website the same day.
In a new weekly update for pv magazine, Solcast, a DNV company, reports that in January most of East Asia experienced normal to above-average solar irradiance, with southeastern China seeing surges due to reduced clouds and low aerosol levels under lingering La Niña effects. In contrast, the Philippines faced below-average irradiance from early Tropical Storm Nokaen, while other regional cities like Seoul, Tokyo, and Taipei recorded modest gains.
Most of East Asia recorded normal to above‑normal solar irradiance in January, as weak La Niña conditions continued to influence regional weather patterns. The largest gains were observed across southeastern China, where suppressed cloud formation and reduced aerosol-effects delivered a strong start to the year for solar operators, while unusual early tropical storm activity brought significant rainfall and irradiance losses to parts of the Philippines. With two days left in January at time of publishing, this data uses live data from 1-29 January, and forecasts for 30-31 Jan from the Solcast API.
Irradiance in southeastern China surged well above historical averages in January, with Hong Kong exceeding 25% above average. A dominant Siberian high pressure system, with temperatures in parts of Siberia more than 10 C below normal, extended into western China. The resulting northerly flow delivered drier air into southeastern China, reducing both precipitation and cloud formation. This irradiance pattern aligns with typical La Niña effects, even though the La Niña signal was weak and fading toward neutral by late January. Additionally, lower than normal aerosol levels contributed to above average irradiance in coastal parts of China.
In a continuation of the irradiance and aerosol pattern seen in 2025, many parts of China, in particular low-lying industrial areas saw significant drops in aerosol load and a corresponding increase in available irradiance. Both Hong Kong and Shanghai regions saw significantly lower winter average aerosol loads, than the historical average for winter months from 2007-2026. Whilst this supported the exceptionally high irradiance in Hong Kong through January, Shanghai recorded slightly above-average irradiance, despite experiencing a rare snowfall late in the month. By contrast, Beijing has historically lower aerosol loads, however still saw slightly below-average irradiance due to prevailing cloud levels.
Elsewhere in East Asia, irradiance levels were generally normal to above normal for this month. Seoul and Tokyo recorded irradiance 5–10% above January averages and Taipei saw gains exceeding 10%. Across the maritime continent, irradiance and precipitation anomalies were near normal.
The most significant negative irradiance anomaly in the region was associated with Tropical Storm Nokaen (Ada), which marked an unusually early start to the 2026 Pacific typhoon season. Making landfall in January—the first such occurrence since 2019— Nokaen delivered intense rainfall and heavy cloud cover to the central and northern Philippines. Daily rainfall totals reached up to 200 mm, triggering mudslides and widespread disruption. Irradiance across the northern Philippines dropped by as much as 10% below average, while the southern parts of the archipelago, spared from the worst of the storm, saw irradiance climb to 10% above average.
Solcast produces these figures by tracking clouds and aerosols at 1-2km resolution globally, using satellite data and proprietary AI/ML algorithms. This data is used to drive irradiance models, enabling Solcast to calculate irradiance at high resolution, with typical bias of less than 2%, and also cloud-tracking forecasts. This data is used by more than 350 companies managing over 300 GW of solar assets globally.
Researchers at SUPSI found that six Swiss PV systems installed in the late 1980s and early 1990s show exceptionally low degradation rates of just 0.16% to 0.24% per year after more than 30 years of operation. The study shows that thermal stress, ventilation, and material design play a greater role in long-term module reliability than altitude or irradiance alone.
A research group led by Switzerland's University of Applied Sciences (SUPSI) has carried out a long-term analysis of six south-facing, grid-connected PV systems installed in Switzerland in the late 1980s and early 1990s. The researchers found that the systems’ annual power loss rates averaged 0.16% to 0.24%, significantly lower than the 0.75% to 1% per year commonly reported in the literature.
The study examined four low-altitude rooftop systems located in Möhlin (310m-VR-AM55), Tiergarten East and West in Burgdorf (533m-VR-SM55(HO)), and Burgdorf Fink (552m-BA-SM55). These installations use ventilated or building-applied rooftop configurations. The analysis also included a mid-altitude utility-scale plant in Mont-Soleil (1270m-OR-SM55) and two high-altitude, facade-mounted systems in Birg (2677m-VF-AM55) and Jungfraujoch (3462m-VF-SM75).
All systems are equipped with either ARCO AM55 modules manufactured by US-based Arco Solar, which was the world’s largest PV manufacturer with just 1 MW capacity at the time, or Siemens SM55, SM55-HO, and SM75 modules. Siemens became Arco Solar’s largest shareholder in 1990. The modules have rated power outputs between 48 W and 55 W and consist of a glass front sheet, ethylene-vinyl acetate (EVA) encapsulant layers, monocrystalline silicon cells, and a polymer backsheet laminate.
The test setup included on-site monitoring of AC and DC power output, ambient and module temperatures, and plane-of-array irradiance measured using pyranometers. Based on site conditions, the researchers classified the installations into low-, mid-, and high-altitude climate zones.
“For benchmarking purposes, two Siemens SM55 modules have been stored in a controlled indoor environment at the Photovoltaic Laboratory of the Bern University of Applied Sciences since the start of the monitoring campaign,” the researchers said. They also applied the multi-annual year-on-year (multi-YoY) method to determine system-level performance loss rates (PLR).
The results show that PLRs across all systems range from -0.12% to -0.55% per year, with an average of -0.24% to -0.16% per year, well below typical degradation rates reported for both older and modern PV systems. The researchers also found that higher-altitude systems generally exhibit higher average performance ratios and lower degradation rates than comparable low-altitude installations, despite exposure to higher irradiance and ultraviolet radiation.
The study further revealed that modules of the same nominal type but with different internal designs show markedly different degradation behaviour. Standard SM55 modules exhibited recurring solder bond failures, leading to increased series resistance and reduced fill factor. By contrast, SM55-HO modules benefited from a modified backsheet design that provides higher internal reflectance and improved long-term stability.
Overall, the findings indicate that long-term degradation in early-generation PV modules is driven primarily by thermal stress, ventilation conditions, and material design, rather than altitude or irradiance alone. Modules installed in cooler, better-ventilated environments demonstrated particularly stable performance over multiple decades.
“The study identified the bill-of-material (BOM) as the most critical factor influencing PV module longevity,” they concluded. “Despite all modules belonging to the same product family, variations in encapsulant quality, filler materials, and manufacturing processes resulted in significant differences in degradation rates. Early-generation encapsulants without UV stabilisation showed accelerated ageing, while later module designs with optimised backsheets and improved production quality demonstrated outstanding long-term stability.”
In a new weekly update for pv magazine, OPIS, a Dow Jones company, provides a quick look at the main price trends in the global PV industry.
China’s TOPCon cell prices rose for a fourth consecutive week, led by higher production costs from surging silver prices and ongoing discussions around the removal of export tax rebates. In contrast, PERC cell prices declined amid weakening demand, due to the industry’s continued technological shift towards TOPCon cells, according to trade sources.
According to the OPIS Global Solar Markets Report released on January 20, Chinese TOPCon M10 cell prices were assessed 2.24% higher on the week at $0.0547/W Free-On-Board (FOB) China. Meanwhile, FOB China Mono PERC M10 cells fell 2.53% to $0.0463/W over the same period.
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Silver prices have surged to record highs, gaining more than 40% year-to-date, driven by rising industrial demand and increased investment flows. Chinese policy developments have also further tightened the market, with authorities introducing export restrictions on silver through 2027.
Under the new framework, only 44 approved companies are permitted to export silver under a quota-based licensing system, requiring exporters to secure approval for overseas shipments.
Market sources said silver prices have become a key variable for cell pricing, as silver now represents one of the largest cost components in TOPCon cell manufacturing. Several sources noted that even if upstream prices soften from Q2 2026, cell and module prices are unlikely to retreat to 2025 price levels should silver prices remain elevated.
Since the start of this year, downstream OPIS TOPCon cell prices have surged 46%, while TOPCon module prices climbed nearly 35%. Upstream cost increases have been more modest, with OPIS China Mono Premium—OPIS' assessment for mono-grade polysilicon used in N-type ingot production—up 0.15% and N-type wafer prices up around 13% over the same period.
This week, upstream polysilicon and wafers segments showed early signs of weakness, with OPIS China Mono Premium and N-type M10 wafers down 2.34% and 2.20%, respectively. In contrast, FOB China TOPCon modules continued to edge higher by 3.48% over the same period.
According to the China Nonferrous Metals Industry Association (CNMIA), sentiment in the wafer segment remained cautious this week, with upstream and downstream players locked in a stalemate. Despite continued price gains in cells and modules, driven by export tax rebate policy changes and rising silver prices, price increases have yet to effectively transmit upstream.
CNMIA noted that domestic end demand remains sluggish, and under cost pressure, cell manufacturers have become increasingly reluctant to accept high-priced wafers, resulting in few wafer procurement orders.
With downstream demand unlikely to recover meaningfully before the Lunar New Year, and polysilicon prices showing signs of softening, the wafer market is expected to stay weak in the near term, the association added.
Downstream sources added that higher production costs, combined with weak end-user module demand, could limit cell output levels in the longer term.
Market analysts have previously projected China’s installation demand to fall by over 20% in 2026, following the transition from feed-in-tariffs to a market-based electricity pricing mechanism. Furthermore, the planned removal of export tax rebates may weigh on overseas demand, reinforcing a bearish demand outlook for cells later this year, sources said.
OPIS, a Dow Jones company, provides energy prices, news, data, and analysis on gasoline, diesel, jet fuel, LPG/NGL, coal, metals, and chemicals, as well as renewable fuels and environmental commodities. It acquired pricing data assets from Singapore Solar Exchange in 2022 and now publishes the OPIS APAC Solar Weekly Report.
The UK-based perovskite solar PV specialist has announced a new metrology research project with Swansea University and a new development agreement with Renolit, a German plastic films, sheets and polymer solutions company.
Power Roll, a UK-based perovskite solar PV specialist, has announced a new metrology research project with Swansea University and a joint development agreement with Renolit, a German plastic films, sheets and polymer solutions company, which will begin with an outdoor field trial in Germany.
In the U.K., samples of Power Roll's patented flexible, micro-groove perovskite solar PV film will be provided to researchers at Swansea University and the National Physical Laboratory in a six-month feasibility project to support the development of inline and end-of-line testing tools for perovskite solar cells.
It also involves the development of stability guidelines for industry standards. Without these advancements, perovskite solar cell companies “could face significant hurdles in achieving product accreditation,” noted the company.
“The project will support scalable roll-to-roll manufacturing of lightweight perovskite PV, delivering commercial prototypes, testing protocols, and an invited academic review to strengthen UK capability in advanced semiconductor photovoltaics,” Nathan Hill, Power Roll Senior Scientist, told pv magazine.
It entails assessment of standards, metrology techniques, equipment, routes to characterize large scale devices and artificial intelligence (AI) pertaining to monitoring during manufacture.
In December, Renolit and Power Roll announced an 18-month joint development agreement that will begin with an outdoor trial of the UK company’s micro-groove perovskite prototypes on a Renolit building façade in Germany.
The initial deployment will be one to two square meters. There are plans to scale it up in size and power capacity as the project progresses, according to Hill.
“The purpose is to monitor and validate real-world performance and durability, and to understand the potential of the micro-groove solar technology,” Neil Spann, Power Roll CEO, told pv magazine.
Renolit has a commercial interest as a potential supplier of certain film layers to Power Roll, but also to explore integrating Power Roll's solar film into its existing building materials product lines, and to explore the potential of manufacturing under license in Europe, according to Spann.
Power Roll has also completed tests of smaller devices at its headquarters.
Renolit France, the French branch of the German company, recently launched a new PVC-based mounting product for rooftop PV systems.
Power Roll, founded in 2012, has proven its technology and manufacturing process, and secured 27 patent families.
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