Historical Insights

Victoria Requires New Data Centres to Bring Their Own Renewables and Storage as AI Demand Reshapes Grid Access

Canada Rescinds Trade-Remedy Order on Chinese Solar Modules: A New Market-Access Window for China-Canada Clean Energy Trade

On September 17, Canada’s trade tribunal terminated the expiry review covering certain photovoltaic modules and laminates from China and rescinded the related 2021 order. As a result, the Canada Border Services Agency will not continue imposing the anti-dumping and countervailing duties covered by that order. The change removes an important trade-remedy barrier for the affected products, while other customs, product-compliance and market-entry requirements remain relevant.

U.S. Solar Trade Case Tightens: Final AD/CVD Findings Hit India, Indonesia and Laos

The U.S. Department of Commerce has issued final affirmative antidumping and countervailing duty determinations on crystalline-silicon photovoltaic cells and modules from India, Indonesia and Laos. The case places another major trade barrier around access to the U.S. solar market and shows that supply-chain diversification across Asia does not by itself eliminate trade-remedy risk. The final injury decision still rests with the U.S. International Trade Commission, whose vote is scheduled for October 14, 2026.

China Signals Tighter Storage Capacity Expansion: New Projects Face an Approval Pause as Competition Shifts to Quality

China’s battery-storage manufacturing sector is showing a new capacity-control signal after several years of rapid expansion. Industry sources say authorities are surveying existing and planned capacity and have temporarily slowed approvals and advancement of projects that remain at the planning stage and have not formally started construction, while filed projects already under construction are currently unaffected. With new storage deployment growth moderating even as cell manufacturing plans continue to expand, competition is moving from pure scale toward utilization, product quality, application fit and global market execution.

Korean Battery Capacity Shifts Toward U.S. Energy Storage as SK On Signs 9 GWh LFP Deal

South Korean battery manufacturer SK On has signed a long-term agreement with U.S.-based NeoVolta Power to supply 9 GWh of lithium iron phosphate (LFP) pouch cells over five years from 2027, with production in Georgia. The companies also plan to expand their cooperation to a potential 18 GWh. The deal reflects a broader market shift: as electric-vehicle battery demand softens and U.S. energy-storage demand grows, Asian battery manufacturers are redirecting existing manufacturing capacity toward grid storage, while local production and policy compliance become increasingly important competitive requirements.

India’s Renewable Curtailment Exposes a Transmission Bottleneck: Grid Capacity Is Becoming a Core Financing Variable

India’s renewable-energy buildout is accelerating, but transmission infrastructure has not expanded at the same pace. The resulting curtailment is now causing material revenue losses for project owners and raising financing risk. The government is considering low-cost, long-tenure loans for affected projects. The broader signal is clear: project value is increasingly determined not only by generation cost, but also by grid access, transmission availability, storage configuration and financing structure.

Europe’s Record Solar Output Is Driving Negative Prices — and Shifting Value Toward Storage and Grid Flexibility

Europe generated a record 129 TWh of solar electricity in the second quarter of 2026, nearly 20% above any previous second quarter. Abundant midday output lowered marginal power prices but also produced more negative-price hours, curtailment and intraday volatility. Spain, Portugal and France recorded 596, 462 and 370 negative-price hours respectively in the first half of the year. The market signal is clear: the next stage of renewable competition is not only about adding generation, but about building storage, interconnection, demand response and more sophisticated trading capability.

Canada Enters a Trillion-Dollar Power Expansion Cycle: Clean Energy Investment Grows While Gas Retains a Balancing Role

Canada is preparing for a multi-decade expansion of its power system. The new national electricity strategy calls for roughly doubling generation and grid capacity by 2050, with estimated investment of about C$1 trillion. Wind, solar, storage, hydro and nuclear remain central, while gas-fired generation is retained as a balancing resource for peak demand, regional differences and rapid load growth from AI data centres. For suppliers and developers, opportunity will increasingly depend on provincial regulation, interconnection, financing, localization and long-term service capability.

U.S. Wind and Solar Subsidy Cuts Meet Rising AI Power Demand: Clean Electricity Costs Face New Pressure

The U.S. clean power market is entering a more difficult phase as wind and solar tax incentives are reduced while electricity demand from AI, data centers, advanced manufacturing, and electrification continues to rise. For clean energy developers, corporate power buyers, and overseas suppliers, the key issue is no longer only whether renewable energy is cheaper in theory, but whether projects can secure financing, supply chains, grid access, and delivery timelines under changing policy conditions.

Rising Power Prices Drive a Rooftop Solar Rush in the Philippines: Southeast Asia’s Distributed Energy Market Is Opening Faster

The Philippines Moves to Tighten Solar and Battery Product Certification: Southeast Asia's Market Access Bar Is Rising

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.

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.

China’s Solar Exports to Africa and Southeast Asia Keep Rising Despite Price Concerns

HSBC’s $4 Billion Financing Plan Highlights the Next Stage of China’s Clean-Tech Global Expansion

Texas Solar Generation Expected to Surpass Coal for the First Time in 2026

Canada’s Plan to Double Electricity Grid Capacity by 2050 Signals Massive Long-Term Demand for Clean Energy Infrastructure

China's Clean-Tech Exports Gain Momentum as Energy Security Pressures Reshape Global Demand

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

Energy Security Reshapes the Clean Energy Transition: Opportunities and Boundaries for China-Canada Cooperation

EU CBAM Enters the Charging Phase: How Guangdong Exporters Can Turn Compliance Pressure into a Green Upgrade Opportunity

Zambia Launches Major Solar and Storage Project: Grid Stability Demand Accelerates in Emerging Markets

China's Power Market Enters a New Phase: Renewable Expansion and Capacity-Based Mechanisms

Global Energy Transition Accelerates: Tighter Regulation and Technological Breakthroughs Advance in Parallel