Historical Insights
Browse all published IKOS insights, ordered from newest to oldest.
Industry Watch
China’s Solar Manufacturers Turn to Energy Storage as Panel Growth Slows
China’s leading solar panel manufacturers are accelerating their move into energy storage as photovoltaic panel sales face slower growth, weaker demand, and record-low prices. The shift reflects a broader market transition: solar companies are no longer competing only on panel supply, but increasingly on integrated solar-plus-storage solutions for global renewable energy projects.
Industry Watch
Rising Aluminium Prices Add New Cost Pressure to U.S. Commercial Solar Projects
A sharp increase in aluminium prices is adding new cost pressure to U.S. commercial solar projects, especially because aluminium is widely used in mounting systems, frames, racks and balance-of-system components. For IKOS, the issue highlights a broader lesson for clean-energy deployment: renewable energy competitiveness depends not only on module prices, but also on metals, logistics, tariffs, financing and supply-chain resilience.
Industry Watch
China’s Solar Exports to Africa and Southeast Asia Keep Rising Despite Price Concerns
Industry Watch
HSBC’s $4 Billion Financing Plan Highlights the Next Stage of China’s Clean-Tech Global Expansion
Industry Watch
Texas Solar Generation Expected to Surpass Coal for the First Time in 2026
Industry Watch
Canada’s Plan to Double Electricity Grid Capacity by 2050 Signals Massive Long-Term Demand for Clean Energy Infrastructure
Industry Watch
China's Clean-Tech Exports Gain Momentum as Energy Security Pressures Reshape Global Demand
Policy Watch
Beijing Opens Public Consultation on Full-Process Supervision Measures for Renewable Energy Use in Construction Projects: Urban Green Building Governance Enters a More Refined Phase
Strategic Insight
Energy Security Reshapes the Clean Energy Transition: Opportunities and Boundaries for China-Canada Cooperation
Policy Watch
EU CBAM Enters the Charging Phase: How Guangdong Exporters Can Turn Compliance Pressure into a Green Upgrade Opportunity
Project Watch
Zambia Launches Major Solar and Storage Project: Grid Stability Demand Accelerates in Emerging Markets
Market Reform
China's Power Market Enters a New Phase: Renewable Expansion and Capacity-Based Mechanisms
Industry Watch