Professional services that support cross-border investment, technology transfer, and market expansion in new energy sectors such as solar, energy storage, hydrogen, and EV infrastructure.

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Canada’s trade tribunal terminated the expiry review covering certain photovoltaic modules and laminates from China and rescinded the related 2021 order.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.