PV Talk: According to kWh Analytics' Jason Kaminsky, 'there’s more capital available for risk and risk exposure' in the present investment environment.
Amazon, Google, OpenAI and other tech firms have signed the 'ratepayer protection pledge' to build, bring or buy the energy required to build and operate data centres.
Analysis: Just as the energy crisis following Russia’s invasion of Ukraine led to a European pivot on clean energy, the US-Israel war on Iran presents another potential turning point, this time with a wider global reach.
From a net profit of RMB632 million (US$91.5 million) to a loss of nearly RMB10 million — what went wrong for Arctech Solar, China’s leading PV tracker manufacturer, in 2025?
Analysis: As new duties threaten to block PV producers from India, Laos and Indonesia from the US market, the outcome of the Section 232 polysilicon investigation could put an end to the question of who will be next.
