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Navigating US solar cell supply: a framework for a fractured market

In the second of a two-part post, Moustafa Ramadan, head of PV Tech Research, explores the increasingly complex risks associated with solar cell procurement in the US.

EU plans to make Europe ‘the world’s first electro-continent’ through Electrification Action Plan

The European Commission has released its final Electrification Action Plan to “make Europe the world’s first ‘electro-continent’.”

The summer solar surge is here for many. The challenge now is not scale, but flexibility

Renewable energy generation is now accelerating faster than energy systems can absorb it, according to Schneider Electric’s Frédéric Godemel.

US DOC starts AD/CVD probe into Ethiopian solar cell producers, Toyo claims it ‘does not use Chinese wafers’

The US Department of Commerce (DOC) has begun an antidumping and countervailing duty (AD/CVD) investigation into solar cells produced in Ethiopia.

SMA Solar increases 2026 guidance due to ‘improved market conditions’

German solar inverter producer SMA Solar has raised its full-year 2026 financial guidance following its preliminary Q2 financial results.

China’s new standards for PV production set to cut outdated technology across value chain – PV Tech Research

China’s new set of rules, unveiled last week, are expected to “do a good job in cutting out low-cost, outdated technology across the value chain”, according to a report from PV Tech Research.
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Headshot of Solargis' Martin Opatovsky.

Site adaptation is the non-negotiable standard for utility-scale solar

Features, Guest Blog
July 21, 2026
Site adaptation has become the backbone of solar project finance and modern technical designs, according to Solargis' Martin Opatovsky.
Sofab Inks' leadership team.
Premium

Perovskites are moving beyond ‘demonstration era’, says Sofab Inks as it raises US$6 million in seed funding

Features, Interviews, Long Reads
July 21, 2026
Sofab Inks has today announced that it has secured US$6 million in to expand its tin-based ETL solution for use in perovskite solar cells.
Solar-plus-storage project from Prevalon Energy in Chile.

Nextpower completes Prevalon acquisition

News
July 21, 2026
Solar PV solutions provider Nextpower has completed the acquisition of battery energy storage system (BESS) integrator Prevalon Energy.
Statkraft's Clonfad solar PV project in Ireland.

Statkraft makes FID in 131MW European solar PV as it reduces net loss in Q2 2026

News
July 21, 2026
Norwegian IPP Statkraft has made final investment decisions (FID) in two solar PV projects in Ireland and the UK, combining 131MWp, in the second quarter of 2026.
Image: Jason Mavrommatis/Unsplash

2.5GW Brazil gas bill could increase curtailment by 12% – Aurora Energy Research

News
July 21, 2026
A Brazilian government bill mandating 2.5GW of new gas-fired power plants will increase the curtailment of renewable energy plants by 12%, according to analysis from Aurora Energy Research.
Avantus' Aratina 1 solar-plus-storage project in California.

Avantus starts commercial operations at Aratina 1 solar-plus-storage project in California

News
July 21, 2026
Avantus has started commercial operations at its Aratina 1 project in California, which combines 200MW of solar PV and 500MWh of batteries.
PV modules from Chinese manufacturers on display at an industry event

Top Chinese PV players’ combined deficit tops RMB10 billion in H1 2026

News
July 21, 2026
Listed Chinese PV companies have taken a heavy hit from persistent overcapacity across the industry chain in the first half of 2026, as reflected in their interim performance forecasts.
A Larsen & Toubro solar PV project.
Premium

Strong domestic market and Middle East demand drive growth in Indian solar EPC and O&M work

News
July 21, 2026
'Home market strength plus Middle Eastern demand' has driven a surge in solar PV capacity in India, according to RenewAtlas and Wiki-Solar.

PV Manufacturing USA

The latest from across the US solar supply chain

‘We’ll be producing heterojunction this year in the US,’ says SEG Solar CEO

Long Reads, Features, Interviews

Navigating US solar cell supply: a framework for a fractured market

Features, Editors' Blog

T1 Energy seeking US PV component partners as Austin plant taps semiconductor talent pool

News

Every component counts: T1 Energy’s plan to fill US solar’s supply chain gaps

Features, Featured Articles

ES Foundry completes 2GW solar cell expansion in South Carolina

News
Existing hydropower plants across seven major European Union markets could accommodate 25GW of new wind and solar capacity. Image: Ember.
Premium

Ember: EU hybridisation could unlock 25GW solar PV and wind without new grids

News, Features, Interviews
July 21, 2026
PV Tech Premium speaks with Ember's Elisabeth Cremona on the 25GW of hydropower hybridisation potential across seven EU countries.
European Energy's Lancaster solar project in Australia.

Australia achieves record renewables and storage connections with 9.1GW reaching full output in FY26

News
July 20, 2026
Australia’s National Electricity Market (NEM) connected 9.1GW of new generation and energy storage to full output in FY26.
A solar project in Germany.

Malaysia launches 2.5GW solar-plus-storage tender

News
July 20, 2026
The government of Malaysia has unveiled the next round of its Large-scale solar (LSS) program tender seeking 2.5GW solar PV co-located with 1.25GW battery energy storage system (BESS).
MNRE stressed there would be "no change" to the government's policy on implementing ALMM List-II for solar PV cells. Image: MNRE

MNRE extends ALMM List-II exemption for net-metering and open access solar projects

News
July 20, 2026
India's renewable energy ministry has extended the exemption from the ALMM List-II on PV cells for net-metering and open-access solar projects until the end of December 2026.
JA Solar Begins Module Deliveries for Masdar's World-First 24/7 Gigascale Clean Energy Project

JA begins module shipments for 5.2GW 24/7 Abu Dhabi project, Trina eyes 1.5GW Yemen PV pipeline

News
July 20, 2026
JA has begun shipping modules under a multi-gigawatt order bound for a 5.2GW “round-the-clock” solar-plus-storage project in Abu Dhabi.
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Newsletter

PV Manufacturing USA

The latest from across the US solar supply chain

‘We’ll be producing heterojunction this year in the US,’ says SEG Solar CEO

Long Reads, Features, Interviews

Navigating US solar cell supply: a framework for a fractured market

Features, Editors' Blog

T1 Energy seeking US PV component partners as Austin plant taps semiconductor talent pool

News

Every component counts: T1 Energy’s plan to fill US solar’s supply chain gaps

Features, Featured Articles

ES Foundry completes 2GW solar cell expansion in South Carolina

News

Most Read

Australia to legally require large data centres to become net-generators of renewable energy

News

EU plans to make Europe ‘the world’s first electro-continent’ through Electrification Action Plan

News

US DOC starts AD/CVD probe into Ethiopian solar cell producers, Toyo claims it ‘does not use Chinese wafers’

News

Ember: EU hybridisation could unlock 25GW solar PV and wind without new grids

News, Features, Interviews

Sol Systems reaches financial close on 123MW Illinois solar portfolio

News

China’s new standards for PV production set to cut outdated technology across value chain – PV Tech Research

News

Industry Updates

JinkoSolar’s Tiger Neo 3.0 module receives CPTV energy efficiency Grade 1 certification

By JinkoSolar

TrinaTracker and Renvolt expand long-term partnership with project in Ireland

By TrinaTracker

KSTAR highlights adaptable solar and energy storage solutions at Syria Energy

By KSTAR

LONGi and Saudi Water Authority sign strategic MoU

By LONGi

AIKO continues partnership with Norway’s Nordlys NTNU

By AIKO

Suntech opens Frankfurt solar and storage service centre

By Suntech

Sponsored Papers

White Paper on 182mm wafer based module. Optimal Module Solution for Achieving Lower LCOE at Utility Scale Photovoltaic Power Stations

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Study: Operating Temperatures of the 210mm Ultra-high Power Module

Trina Solar publishes its Vertex module technology white paper, unveiling a brand new technology heading towards 600W

Tiger Module Technology White Paper

Empowering your solar business with wireless monitoring and smart connectivity

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Features

Headshot of Solargis' Martin Opatovsky.

Site adaptation is the non-negotiable standard for utility-scale solar

Features, Guest Blog
July 21, 2026
Sofab Inks' leadership team.
Premium

Perovskites are moving beyond ‘demonstration era’, says Sofab Inks as it raises US$6 million in seed funding

Features, Interviews, Long Reads
July 21, 2026
Premium

Ember: EU hybridisation could unlock 25GW solar PV and wind without new grids

News, Features, Interviews
July 21, 2026
A solar PV project in Austria.

The summer solar surge is here for many. The challenge now is not scale, but flexibility

Features, Guest Blog
July 17, 2026

Energy Storage

‘Set it and forget it’: California BESS operators miss out on millions with static bidding strategies, Gridmatic says

July 21, 2026

Spearmint Energy receives permit for 600MWh Minnesota BESS

July 21, 2026

FEOC compliance for BESS is a decade-long obligation

July 21, 2026

Return and Engie, EnBW and Zelestra agree long-term BESS tolls in Spain, Italy

July 21, 2026

Manufacturing

Perovskites are moving beyond ‘demonstration era’, says Sofab Inks as it raises US$6 million in seed funding

Features, Interviews, Long Reads
July 21, 2026

China’s new standards for PV production set to cut outdated technology across value chain – PV Tech Research

News
July 20, 2026

JA begins module shipments for 5.2GW 24/7 Abu Dhabi project, Trina eyes 1.5GW Yemen PV pipeline

News
July 20, 2026

Qcells secures ‘first’ UL, IEC certifications for perovskite tandem tech

News
July 17, 2026

Markets & Finance

Nextpower completes Prevalon acquisition

News
July 21, 2026

Statkraft makes FID in 131MW European solar PV as it reduces net loss in Q2 2026

News
July 21, 2026

2.5GW Brazil gas bill could increase curtailment by 12% – Aurora Energy Research

News
July 21, 2026

Top Chinese PV players’ combined deficit tops RMB10 billion in H1 2026

News
July 21, 2026

Power Plants

Site adaptation is the non-negotiable standard for utility-scale solar

Features, Guest Blog
July 21, 2026

Avantus starts commercial operations at Aratina 1 solar-plus-storage project in California

News
July 21, 2026

Strong domestic market and Middle East demand drive growth in Indian solar EPC and O&M work

News
July 21, 2026

Ember: EU hybridisation could unlock 25GW solar PV and wind without new grids

News, Features, Interviews
July 21, 2026

Publications

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PV Tech Power

The solar industry’s leading downstream publication, PV Tech Power addresses all key stakeholder groups accelerating the global large-scale deployment of solar PV and energy storage technologies. 

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Photovoltaics International

Launched in 2008, Photovoltaics International remains the only independent journal within the PV industry that carries technical papers written by recognised industry experts, highlighting technological innovation and manufacturing excellence.

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