Markets & Prices
US utility solar costs rise 7% as technology dominates new capacity
US utility-scale solar supplied roughly half of all new electricity generating capacity in 2025, while levelized costs edged higher for a third straight year, according to the latest annual report fro...
Brazil PLD price spikes 2,409% as ONS raises October load forecast
Brazil's electricity market saw extreme price volatility on October 15, when the PLD — the Price of Settlement of Differences — surged to R$ 1,437/MWh from a floor of R$ 57.31/MWh. That represents a v...
Copper faces supply gap as other transition metals stay adequate
Copper is the only transition metal that faces a structural supply deficit through 2050, according to BloombergNEF's Transition Metals Outlook 2026, released on October 20. Nine of ten key materials f...
Daily Synthesis: Gas Markets and Solar Industry Implications
The intersection of natural gas markets and solar energy continues to shape investment decisions across the power sector. A recent internal synthesis on gas market developments offers insights relevan...
Solar exports surge as Nigeria and Kenya power sub-Saharan Africa trade
Solar energy is rapidly reshaping trade dynamics in sub-Saharan Africa, with Nigeria and Kenya emerging as the region's fastest-growing solar markets. New data shows solar panel exports from the regio...
China's $1.5 Trillion Trade Surplus Fuels Solar Export Debate
China is on course to post a record $1.5 trillion trade surplus this year, with its massive solar panel industry playing a central role in the export boom. The figure, drawn from the latest Chinese tr...
Texas leads US solar manufacturing as global capacity shifts
The solar and energy storage industry saw several notable developments this week, from shifting manufacturing geography in the United States to new data on battery reliability and global capacity tren...
Global Solar Forecast Cut to 584 GW as China Slowdown Reshapes Market
The global solar industry faces a sharply divided market in 2026, with a dramatic slowdown in China dragging down worldwide installation forecasts even as the rest of the world outperforms expectation...
Global solar capacity triples to 3 TW as boom accelerates worldwide
The global solar industry has crossed the 3 TW milestone in under two years after reaching 2 TW, marking an acceleration that industry observers say has no historical precedent in energy technology de...
Emerging economies leapfrog fossil fuels with solar at record pace
A structural shift is underway in global energy markets. Emerging economies are skipping the fossil-fuel-heavy industrialisation path that defined the 19th and 20th centuries, turning directly to sola...