Markets A Norwegian trial confirmed heavy electric trucks can handle winter maintenance on mountain highways, though with some operational limits. Meanwhile, Sweden is pursuing a hydrogen-fueled alternative, and Beijing has ordered a fleet of multifunction snow-removal vehicles.
Policy The California Solar & Storage Association has delivered a policy roadmap to Governor-elect Xavier Becerra, proposing expanded distributed energy and virtual power plants to address the state's energy affordability crisis. The plan includes establishing statewide virtual power plant programs by 2028 and implementing community storage projects to alleviate localized grid strain.
Policy SolarBridge Technology has introduced its Golden Gate STC-P135, a 135 kW bidirectional power conversion system designed to meet emerging US regulatory requirements. The Dallas-based company plans to begin commercial production in early 2027, citing federal rules that restrict foreign-made equipment from accessing tax credits.
Finance Dutch offshore wind foundation maker Sif will close one of three production lines at Maasvlakte 2 and reduce operations at Roermond due to funding challenges linked to a delayed 2GW project. The company reports a material uncertainty regarding its ability to continue as a going concern while negotiating bridge financing with multiple stakeholders.
Storage Italian startup Sizable Energy has moved from concept validation to active project development for its offshore gravity-based energy storage system. The company plans to deploy an integrated demonstrator with a Naples data center in the first half of 2027, following successful tests in Italy and the Netherlands.
Markets A recent survey by New Energy Nexus Philippines indicates that price competition and system reliability have replaced supply issues as the primary challenges for rooftop solar installers. This shift follows a surge in demand triggered by a national energy crisis declared in March.
Policy A Safer Foundation initiative on Chicago’s West Side uses a transitional center to prepare justice-involved individuals for solar installation careers. The program has certified over 100 people and placed 79 in jobs since its launch, supported by state and federal grants.
Finance The Western Australian government has allocated $15 million from its Investment Attraction Fund to support Australian Vanadium Limited’s V-Nomad project. The funding aims to build a relocatable facility for manufacturing vanadium flow battery electrolyte, with the company covering the remaining costs.
Markets A Nankai University study projects that silver recovered from retired Chinese photovoltaic modules will peak at 739 metric tonnes annually in 2044, nine years before the peak in retired capacity. The research highlights that while silver intensity per watt has dropped significantly, the sheer volume of installed modules ensures substantial future secondary supply.
Policy The International Energy Agency states that Southeast Asia needs to triple its renewable energy generation to support a projected 65% rise in electricity demand by 2035. The report highlights that current policies are insufficient, leaving the region reliant on coal and facing rising fossil fuel import costs.
Markets APGENCO has issued a tender for 1.65 MWp of solar PV modules to support a 400 MW solar power project in Anantapuramu district. The procurement offers two supply options with distinct technical specifications and payment structures, with bids due via the AP e-procurement portal in November 2026.
Policy China's Ministry of Commerce has proposed adding 12 photovoltaic manufacturing technologies to its export-control list, with the public consultation closing on 15 November. India, which has already faced curbs on solar-manufacturing technology exports from China, is now exposed to broader restrictions that could impact its plans for thin-wafer processes and fluidised-bed polysilicon.
Policy A series of severe weather events in 2026 damaged solar and wind infrastructure across Rajasthan, Gujarat, and other states, causing generation losses and project delays. The Ministry of Power’s Draft National Electricity Policy, 2026 now requires utilities to incorporate specific de-risking measures during the planning and construction phases.
Solar Firefly Solar’s analysis of 573 Alberta systems shows average 2025 output of 1,309 kWh/kW, significantly exceeding European Commission PVGIS estimates for Germany and the UK. While trade rule changes split Canada and the US, physical performance in Alberta remains robust despite seasonal winter dips.
Markets The Global Carbon Budget released at COP31 projects a slight decline in fossil fuel emissions for 2026, driven by renewable energy expansion and an oil supply shock. However, total global CO₂ emissions are expected to rise due to land-use changes, leaving less than four years of carbon budget for the 1.5°C target.
Markets The Global Carbon Project projects India’s fossil fuel emissions will increase by 4.4% this year, outpacing its decade average, while global emissions are expected to dip by 0.4%. This divergence highlights India’s distinct trajectory against a backdrop of geopolitical shocks affecting other major economies.
Finance Australian economist Nicki Hutley estimates India's transition to net-zero emissions by 2070 represents a $22.7 trillion investment opportunity, with a projected funding gap of $6.5 trillion. Hutley argues that global capital should view the shift not just as a climate obligation, but as a major business prospect across sectors like renewable power and green hydrogen.
Markets New analysis shows battery electric vehicles now displace 1.2 million barrels of oil per day, a fivefold increase from 2021. The report highlights that BEVs account for 25% of new global car sales, though they still represent a small fraction of the total vehicle fleet.
Markets An analysis of 4,525 U.S. solar job listings shows that O&M roles increasingly require diverse technical skills across electrical, mechanical, and digital domains. Despite this complexity, only 9% of postings strictly mandate an electrician license, with most treating it as preferred or state-dependent.
Policy MNRE’s 14th ALMM-II revision lists Reliance Industries with an annual capacity of 3,369 MW for its heterojunction technology cells. The company is currently the only HJT-based solar cell manufacturer in India, having commissioned its first production line in Jamnagar.
Solar A new study by The Brattle Group finds that addressing barriers to distributed energy resources could save the US $614 billion through 2050. The analysis, funded by the Pew Charitable Trusts, highlights how expanded rooftop solar, storage, and demand flexibility can reduce grid investment needs.
Solar Tongwei has developed a TOPCon solar cell featuring a high sheet resistance selective emitter, achieving a certified efficiency of 26.03%. The research, published in Solar Energy Materials and Solar Cells, demonstrates that this structure can improve minority carrier lifetime and maintain high fill factors.
Storage Snowy Hydro has confirmed that the Snowy 2.0 project will face a 10-month commissioning delay and increased costs, prompting AEMO to revise its annual Electricity Statement of Opportunities. The updated report, expected in early December, indicates no unserved energy before 2032-33 but flags potential blackout risks in NSW, SA, and Victoria.
Solar JAKSON Engineers plans to build 3 GW of integrated ingot, wafer, and cell capacity in India by the end of 2028, utilizing TOPCon 3.0 technology. The company also identifies a potential post-2028 expansion to 10 GW of ingot-wafer capacity, subject to market conditions.
Markets US solar module imports fell 37.7% year-on-year in the first half of 2026, according to InfoLink data, with African sources becoming the largest import origin in July. Trade policy uncertainty and domestic capacity buffers are cited as primary drivers of the decline.
Wind Peoria County, Illinois, has approved the 500-megawatt Four Creeks wind farm, a $1.5 billion project by Repsol Renewables, following a 12-5 vote. The development includes 113 turbines on 27,000 acres and is expected to generate significant local tax revenue over its lifespan.
Finance Three major Chinese solar manufacturers disclosed financial results showing increased net losses for the first nine months of 2026. JA Solar, Longi, and Tongwei all reported revenue declines year on year alongside expanded deficits.
Finance Sunrun reported $1.1 billion in Q3 2026 revenue, a 51.7% year-over-year increase, while SolarEdge outlined cost reductions amid softer demand. Shoals and Array Technologies announced a merger, with Shoals reporting strong growth and Array posting a net loss.
Storage Wood Mackenzie analysis indicates that sodium-ion battery supply agreements have exceeded 70 GWh, driven primarily by Chinese manufacturers. While cell-level cost parity with lithium iron phosphate is expected by late 2026, full system-level parity is projected to arrive only after 2030.
Markets University of Glasgow researchers have demonstrated a laser-based recycling technique that selectively recovers more than 95% of silver from end-of-life crystalline silicon modules. The study, published in Communications Materials, shows that targeting the encapsulant-silicon interface with a fiber laser enables high-purity material separation without energy-intensive pyrolysis.
Policy The Union Cabinet has approved a five-year capital expenditure support scheme to establish domestic processing capacity for lithium and nickel. The initiative aims to reduce India's dependence on imports of high-purity materials for sectors like electric mobility and defence.
PM Surya Ghar: eligibility, subsidy and how to apply
ALMM explained: List-I modules, List-II cells and the 2028 wafer rule
Maharashtra rooftop solar subsidy: PM Surya Ghar, the SMART scheme and MSEDCL net metering
Rajasthan rooftop solar subsidy: PM Surya Ghar, the ₹17,000 state top-up and 150 free units
Gujarat rooftop solar subsidy: PM Surya Ghar, what happened to SURYA Gujarat, and GERC net metering
Tamil Nadu rooftop solar subsidy: PM Surya Ghar plus the new state top-up, and TNERC net metering
Andhra Pradesh rooftop solar subsidy: free plants for SC/ST homes, BC top-up and APERC net metering
Telangana rooftop solar subsidy: Gruha Jyothi solar plan, PM Surya Ghar and TGERC net metering
Madhya Pradesh rooftop solar subsidy: PM Surya Ghar, MPERC’s 2026 fee waiver and net metering rules
Odisha rooftop solar subsidy: up to ₹1,38,000 with the state top-up, and OERC’s net metering rules
