Markets & Prices
BNEF Cuts 2026 Solar Forecast as China Installations Plunge
BloombergNEF (BNEF) has sharply revised its 2026 global solar forecast downward to 584 GW, a 10.8% decline from the 655 GW installed worldwide in 2025. The revision marks a dramatic reassessment: BNEF...
Hybrid PPAs and grid access reshape renewable energy economics
The economics of renewable energy are shifting. While production costs have reached historic lows, project profitability increasingly depends on location, grid access and clever contract structures ra...
MIT Study: Utility-Scale Solar Cuts Bills, Rooftop Raises Them
A study from the MIT Center for Energy and Environmental Policy Research (CEEPR) is challenging widely held assumptions about how solar energy affects consumer electricity prices — and the findings dr...
Weekly Synthesis: Solar Module Market Update for Industry Professionals
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U.S. module capacity already double demand, TOYO warns at analyst day
The United States now has roughly double the solar module manufacturing capacity needed to meet projected annual demand, according to TOYO Co., Ltd., which presented its market outlook at a Solar Anal...
MIT Study: Utility-Scale Solar Cuts Bills, Rooftop Increases Them
A study from MIT's Center for Energy and Environmental Policy Research (CEEPR) has challenged a long-standing assumption in energy policy debates: that large-scale solar farms drive up consumer electr...
Brazil Solar Market Splits Between Grid Relief and Amazon Off-Grid Surge
Brazil's solar sector faces two sharply different realities as of October 2026: a national grid returning to its most favorable tariff status after two difficult years, and a dramatic acceleration of ...
UK Electric Car Sales Hit Record 99,827 in September
The UK registered 99,827 new battery electric vehicles (BEVs) in September, according to data from New AutoMotive — a 37.5% year-on-year increase and the highest monthly total on record. The Society o...
India Scales Solar Manufacturing While U.S. Battles Financing Gaps
Two sharply different solar stories are unfolding simultaneously as of October 2026. In southern India, state-backed capital is flowing into vertically integrated photovoltaic (PV) manufacturing at a ...
Brazil Energy Trading Volumes Rise as Futures Prices Fall Sharply
Brazil's free energy market showed renewed momentum in September, with trading volumes and transaction counts climbing sharply on the BBCE platform despite a broad decline in energy futures prices. Th...