At 17:24 local time on 22 October, the 65-megawatt photovoltaic project in Bacolod, Philippines, constructed by China Energy Engineering Group Anhui Electric Power Construction Second Engineering Co., Ltd., successfully completed reverse power transmission. All parameters remain stable, laying a solid foundation for subsequent grid connection.   To ensure the reverse power transfer succeeded at the first attempt, the project team meticulously planned and deployed targeted construction and commissioning schemes. Collaborating with the client and the main contractor, they completed the civil installation, electrical works, and commissioning for the substation and photovoltaic area ahead of schedule, while providing detailed technical and safety briefings to operational staff. During the reverse power transfer, on-site personnel worked with clear divisions of labour and close coordination. The entire power reception process was rigorous and orderly, with all system equipment operating stably under live conditions and parameters meeting regulatory requirements.   Located in Bacolod City, Negros Occidental Province, Philippines, this project marks BG Thailand's inaugural investment and operational venture in the Philippines. Construction commenced on 27 July 2024. Upon completion, the facility will generate 70 million kilowatt-hours annually, significantly alleviating local power shortages while providing robust impetus for the Philippines to optimise its energy structure and achieve carbon reduction targets.

On October 19 local time, the Abidos Phase II 1GW+600MWh photovoltaic-storage project in Egypt—contracted by China Energy Engineering Group International in consortium with Zhejiang Huodian and Southwest Institute—officially launched the comprehensive installation of photovoltaic modules. This marks accelerated progress toward the project's grid-connected power generation target.   As Africa's largest photovoltaic-storage project currently under construction, the initiative plans to install over 2 million high-efficiency monocrystalline silicon PV modules manufactured in China. The project team proactively planned and collaborated closely with the owner to expedite module shipments while conducting rigorous technical briefings on installation standards and safety protocols, laying a solid foundation for subsequent modular and high-efficiency construction. Currently, the project team is advancing multiple concurrent operations including site leveling for the PV area, pile foundation construction, and mounting structure installation. They are striving to achieve full-capacity grid connection, aiming to establish this project as a green energy cooperation benchmark under the Belt and Road Initiative and a model for regional energy transition.   Located in Egypt's southern desert, the project spans over 20 square kilometers and includes a 1GW PV plant, 600MWh energy storage, a 500kV substation, and related ancillary works. Upon grid connection, it will meet the electricity needs of over 500,000 households while reducing annual carbon dioxide emissions by 1.56 million tons, providing crucial support for Egypt's green and low-carbon energy transition and socioeconomic development.

  It is understood that the Esmeralda 7 project is jointly developed by several well-known energy companies including NextEra Energy, Arevia Power, ConnectGen, and Invenergy. It is a large-scale energy project integrating solar power generation and energy storage. The project plans to construct 7 solar power plants with supporting energy storage systems, and its overall scale is extremely large — the planned land area reaches 185 square miles, which is close to the area of Las Vegas; the installed capacity of the project is as high as 6.2 gigawatts. According to the original plan, after completion, it could provide stable power supply to nearly 2 million households. Therefore, this project is also widely regarded as one of the largest under-construction solar energy projects in North America. It is worth mentioning that the permitting process of this project was officially initiated during the Biden administration and was once placed with high expectations of promoting the development of clean energy. ​ In August this year, a statement made by former US President Trump seemed to have already indicated the inevitable outcome of the Esmeralda 7 project. At that time, Trump posted publicly: "Any state that relies on wind turbines and solar energy for power supply is experiencing record-breaking increases in electricity bills and energy costs. This is the scam of the century! We will not approve wind power projects, nor will we approve solar energy projects that harm the interests of farmers." This statement, which clearly opposes solar energy projects, further confirms the inevitability of the termination of the "Esmeralda 7" (i.e., Esmeralda 7) project. ​ In fact, since taking office, Trump has continuously launched multiple rounds of attacks on the renewable energy sector. The "Great American Act" (Great American Act), which he strongly promoted, has directly revoked a number of preferential policies related to clean energy, including the early termination of clean energy tax credits and the cancellation of tax deductions for electric vehicle purchases. These policy adjustments have caused a significant impact on the development of the renewable energy industry. More notably, shortly before the Esmeralda 7 project was officially announced as cancelled, the U.S. Department of Energy also announced the termination of 223 energy projects, and the vast majority of these projects are related to the clean energy and renewable energy sectors. The cancellation of the Esmeralda 7 project is undoubtedly another important event in this series of tightening measures targeting the renewable energy sector.

Dow Jones OPIS reported in its latest global solar market report that China's FOB TOPCon M10 cell prices rose 1.04% to $0.0387/W this week, with quotes ranging from $0.0362 to $0.0401/W. Since their low in early July, TOPCon cell prices have risen 24.4%.   Industry sources indicate that cell prices are tracking module prices, with market expectations of a potential price floor and stricter production regulations influencing price trends.   It is understood that industry associations and government departments plan to introduce a legally binding module price floor in the fourth quarter of 2025, expected to be RMB 0.759 per watt (equivalent to $0.098/W, including VAT rebate, FOB). As a result of this measure, some expect module prices to gradually strengthen before November, driving a short-term rise in cell prices.   Sources added that regulatory enforcement is currently primarily focused on the upstream sector, while cell and module production remains under relatively weak regulation, resulting in slow price adjustments downstream.   In addition to price controls, the China Photovoltaic Industry Association has also strengthened the enforcement of production quotas. A market insider revealed that a major 210R cell manufacturer was summoned by authorities for significant overproduction and ordered to cut production.   Another industry insider familiar with the matter stated that the industry association had issued annual production quotas to manufacturers last year, strictly breaking them down into quarterly targets. The company failed to meet the limits set for the third quarter of 2025, drawing regulatory scrutiny.   The tightening of regulations comes amidst the recent joint release of the "2025-2026 Action Plan for Stabilizing Growth in the Electronic Information Manufacturing Industry" by the Ministry of Industry and Information Technology and the State Administration for Market Regulation. The plan calls for maintaining an average annual revenue growth of at least 5%, promoting high-quality development in the photovoltaic, module, and lithium battery industries, and curbing low-price competition and disorderly capacity expansion.   Despite this, spot demand for cell products in China remains sluggish, and the earlier buying frenzy fueled by market rumors has gradually subsided. Rumors that China might cut or eliminate its 9% export tax rebate fueled a surge in purchases in August, but that momentum has now ended.   Industry insiders noted that purchasing activity in the export market returned to "normal" levels last week, following recent rumors that the policy adjustment may be delayed.   Meanwhile, cell manufacturers are facing a severe profit squeeze. The China Nonferrous Metals Industry Association stated that while overseas cell demand remains stable, silicon wafer producers continue to demand price increases due to high polysilicon costs.   In the module market, multiple industry source...

The Saudi Power Procurement Company (SPPC) recently announced the launch of the seventh round of the National Renewable Energy Program (NREP) and issued prequalification (RFQ) notices for four projects totaling 3.1 GW of solar capacity. These include a 1.4 GW (AC) power plant near Hima in Juv Governorate, a 600 MW (AC) plant planned for Bissa in Asir Governorate, a 500 MW (AC) project in Madina Governorate, and a 600 MW (AC) project near Mawqaq in Khaire Governorate.   The winning developers are required to develop and operate the plants under a build-own-operate (BOO) model. The prequalification deadline is September 29.   In September 2024, the SPPC launched a tender round allocating 3 GW of solar capacity to four projects. These include a 1.4 GW power plant near Hima in Najlan Province, a 600 MW plant near Ad Darb in Jizan Province, a 600 MW project in Jizan Province, and a 400 MW project near Al Sufun in Khairi Province.   In October 2024, the SPPC announced the winners of its fifth round of projects, totaling 3.7 GW across four projects: the 2 GW Al Sadawi power plant in the eastern region, the 1 GW Al Masa'a project in Hail in the north, the 400 MW Al Henakiyah 2 power plant west of Medina, and the 300 MW Rabigh 2 power plant west of Makkah.

The U.S. Court of International Trade (CIT) recently ruled that the Biden administration's two-year suspension of tariffs on solar cell and module imports from Southeast Asia was illegal. This ruling means that large quantities of low-priced solar products imported from Southeast Asia (mostly produced in China) between June 6, 2022, and June 6, 2024, will now face retroactive tariffs.   The core initiators of this lawsuit are Auxin Solar Inc. and Concept Clean Energy Inc. In their lawsuit, the two companies argue that the Biden administration's suspension of tariffs exceeded the presidential authority and that the Department of Commerce's tariff suspension was illegal.   The plaintiffs emphasize that the tariff suspension unreasonably allowed low-priced imports into the U.S. market, harming domestic manufacturing.   With the court ruling in effect, U.S. Customs and Border Protection (CBP) can immediately initiate retroactive tariff collection procedures, imposing tens of billions of dollars in tariffs on solar cells and modules imported from Cambodia, Malaysia, Thailand, and Vietnam during the suspension period.   According to the Coalition for a Prosperous America report, "Revenue Impact of Retroactive Tariffs on U.S. Solar Imports During the 2022-2024 Tariff Suspension Period," released this spring, a conservative estimate suggests that these retroactive tariffs could generate $54 billion in revenue for the U.S. Treasury. The report also states that retroactive tariffs will level the playing field for domestic solar manufacturers, alleviating the unfair competition they have long faced from subsidized and artificially low-priced Chinese imports. Thomas Beline, an attorney representing plaintiffs Auxin Solar Inc. and Concept Clean Energy Inc., told the media: "This is a clear victory."   In fact, the case centered on the legality of federal Proclamation 10414. The Biden administration issued a two-year emergency suspension of anti-dumping and countervailing duties on solar cells and modules from four Southeast Asian countries. Although the US government had previously preliminarily determined that Chinese companies were circumventing existing tariffs through Southeast Asian countries, the original purpose of the suspension was to ensure smooth import channels and facilitate the implementation of US solar projects. Notably, Auxin Solar Inc., one of the plaintiffs in this case, initially filed the anti-circumvention lawsuit against Southeast Asian solar products. During the suspension, the US Department of Commerce instructed Customs and Border Protection to suspend the collection of the relevant tariffs.   The plaintiffs' victory in the case means the US government must rescind all tariff suspensions and retroactively impose tariffs on all products imported during the suspension period that have not yet been cleared. These tariffs could cause significant losses and uncertainty for importers, developers, and utilities...

The U.S. International Trade Commission (ITC) issued a final Section 337 determination regarding certain photovoltaic trunk bus cable assemblies and components thereof (Investigation No. 337-TA-1438). The ITC issued a final Section 337 determination regarding certain photovoltaic trunk bus cable assemblies and components thereof (Investigation No. 337-TA-1438). The ITC denied review of the Administrative Law Judge's initial determination (No. 19) issued on July 21, 2025, partially granting the applicant's motion to determine that the patents were not unenforceable because the disputed concealed information lacked but-for materiality. The ITC found that material issues of fact existed with respect to other aspects of unenforceability (including serious misconduct) and the allegations of unclean hands, but rejected those allegations.   On February 11, 2025, the U.S. International Trade Commission (ITC) voted to initiate a Section 337 investigation (Investigation No. 337-TA-1438) into certain photovoltaic trunk bus cable assemblies and components thereof. On January 10, 2025, Shoals Technologies Group, LLC of Portland, Tennessee, filed a Section 337 investigation with the ITC, alleging that the export, import, and sale of these products into the United States violate Section 337 (infringing U.S. Patent Nos. 12,015,375 and 12,015,376) and requesting a limited exclusion order and a cease and desist order.   Voltage, LLC of Chapel Hill, N.C., and Ningbo Voltage Smart Production Co., Ningbo, China, are named as defendants.

The EU has launched a second sunset review of its anti-dumping and countervailing duties on Chinese solar glass. On July 22, 2025, the European Commission announced the initiation of a second sunset review of its anti-dumping and countervailing duties on solar glass originating in China, following applications filed by Interfloat Group, i.e., Interfloat Corporation, and GMB Glasmanufaktur Brandenburg GmbH on April 18 and 19, 2025. The investigation examines whether the damage caused by dumping and subsidies to the EU domestic industry by the products in question would continue or recur if the existing anti-dumping and countervailing measures were lifted. The EU CN code for the products in question is ex7007 19 80 (TARIC codes are 700719 80 12, 7007 19 80 18, 7007 19 80 80, and 7007 19 80 85). The sunset review investigation period runs from July 1, 2024, to June 30, 2025, and the industry injury investigation period runs from January 1, 2022, until the end of the investigation period.   On February 28, 2013, the European Commission launched an anti-dumping investigation into solar glass originating in China. On April 27, 2013, the European Commission launched a countervailing duty investigation into solar glass originating in China. On May 14, 2014, the European Commission issued final anti-dumping and countervailing duty rulings on solar glass originating in China. On May 14, 2019, the European Commission initiated the first sunset review of anti-dumping and countervailing duty investigations into solar glass originating in China. On July 23, 2020, the European Commission issued the first final sunset review of anti-dumping and countervailing duty rulings on solar glass originating in China.

The EU's first mandatory energy storage law Law 255/2024 is a true "atomic bomb" for energy storage! Honestly, no country in Europe has dared to take such a direct, hard line approach—limiting grid-connected power if you don't install energy storage. However, it's important to note that this law is currently under review at the president's request, and the specific implementation details may still be adjusted.   While major energy storage countries like Germany and Italy rely on subsidies to "entice" users to install energy storage, Romania is directly "forcing" it through law—a rather drastic move. The 195,000 existing PV users must complete energy storage upgrades by the end of 2027, or their grid-connected power will be cut from tens of kW to 3 kW. Who can bear this?   Romania's household energy storage market is indeed at a critical juncture of explosive growth. The 2.2 billion RON Casa Verde funding, the clear 5 GW installation target, and the large base of 195,000 PV users are all substantial positive factors.   But the key issue is implementation. Law 255/2024 is still under review, and the final version may differ from the current one. It's also unclear whether the supply chain can withstand concentrated demand of 2-3 GWh. Technical standards are still being refined.   For investors, the opportunity is clear, but risk management is crucial. While the policy direction is sound and funding is plentiful, don't bet on a single policy. Focus on carefully planning your supply chain and tracking technical standards.   Do you think this market deserves your attention? Leave a comment to share your thoughts.

Recently, the Spanish Ministry of Ecological Transformation (MITECO) officially launched an important initiative to open 3.68GW of grid capacity access applications, aiming to further promote the development of the country's photovoltaic industry and accelerate the transformation of the energy structure to clean energy.   It is understood that as the first tender, the grid capacity of eight power transmission nodes in Andalucia, Aragon, Castilla-La Mancha, Catalonia, Galicia and Basque Country will be allocated. Previously, the large user applications for these grid nodes have exceeded the quota, and each application is evaluated separately. Due to the overload of some nodes, a competitive process is now introduced. When the Spanish grid operator Red Eléctrica de España (REE) receives an access demand application for a specific node, it will be announced on its website. If additional applications are received within one month and the available capacity is insufficient, the node will be allocated through bidding to all interested parties who expressed interest during this period. According to the document, applicants have one month to submit the required documents. The review may include a report from REE, and MITECO will complete the resolution of each tender within six months after the tender is issued. Developers must submit financial guarantees based on three criteria, each at €25/kW. These guarantees will be refunded after compliance verification. This is the first time that electricity access has been allocated through a regulated tender using three evaluation criteria. The criteria include emission reduction (decarbonization impact), planned investment amount, and electricity start-up timeline. The process marks a shift to prioritize projects that reduce CO2 emissions, such as electrification of industrial processes. After this initial criterion, projects will be scored based on investment scale and expected commissioning timeline. Approved grid-connected photovoltaics reached 65.8GW, and power rationing issues are prominent Spain has abundant solar resources, with an average annual sunshine duration of about 3,000 hours, making it one of the countries with the best solar irradiation conditions in Europe. In recent years, Spain has made significant progress in the field of renewable energy. According to incomplete statistics, as of the end of March 2025, the country had about 129.57GW of renewable energy projects that had obtained grid connection permits, of which photovoltaic projects accounted for a large proportion, and the approved photovoltaic installed capacity reached 65.8GW. However, the Spanish photovoltaic market also faces some challenges. On the one hand, the growth rate of new photovoltaic installations has slowed down. In 2024, Spain's new self-generated and self-used photovoltaic installed capacity will be 1.431GW, a year-on-year decrease of 26.3%. The cumulative installed capacity in this field will r...