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02.04.26 - 12:30
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Solar Installations Fell 22% In 2025 (ZeroHedge)
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Solar Installations Fell 22% In 2025
By Diana DiGangi of UtilityDive,
Solar developers installed 26.5 GW last year, down 22% from the 33.8 GW they installed in 2024, according to the Federal Energy Regulatory Commission (FERC).
The decline in solar installations took place despite the ongoing rush to bring projects online in order to qualify for the Inflation Reduction Act tax credits, which had their timelines curtailed by the One Big Beautiful Bill Act.
Despite this decrease, solar still led all other generation sources in 2025 installations. As of December, solar now makes up 12.2% of installed generating capacity in the U.S., according to FERC — trailing only natural gas, at 42.2%, and coal, at 14.3%.
SEIA noted that in the first three quarters of 2025, solar installations remained largely the same year over year, “but in the fourth quarter, volumes fell by nearly 40% year-over-year. By the end of 2025, installations totaled just under 35 GW as many utility-scale projects were de...
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01.04.26 - 09:06
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Ganfeng Lithium forecasts strong battery demand amid China-US rivalry in renewable energy (SCMP)
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China's Ganfeng Lithium, the world's largest producer of lithium metal, is envisioning an “explosive growth” in the global energy storage system (ESS) market in 2026, spurred by higher prices of the key battery material and buoyant demand for renewable energy infrastructure.
Executives including president Wang Xiaoshen told an investors' conference on Tuesday that the global decarbonisation drive had created a strong and sustainable trajectory for Ganfeng, which swung from loss to profit last......
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01.04.26 - 06:33
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Was die neuen Regeln für Chinas Solarzellen-Exporte bedeuten (DPA-AFX)
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PEKING (dpa-AFX) - Chinas Solarwirtschaft muss seit heute auf eine Steuererleichterung für ihre Exporte verzichten. Die Regeländerung erfolgt vor dem Hintergrund eines starken Überangebots in China und erbitterten Preiskämpfen, die bei Pekings Handelspartnern ......
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31.03.26 - 17:06
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Solar Stocks Surge As Energy Shock Revives Renewables Trade (ZeroHedge)
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Solar Stocks Surge As Energy Shock Revives Renewables Trade
Goldman analyst Adam Wijaya asked clients whether this year's surge in SolarEdge, Enphase Energy, and other solar stocks is reviving a familiar trade: higher crude oil and natural gas prices in Europe and globally, strengthening the case for renewables as the energy shock sparks a return to coal switching.
"Are we back to running the 2022 playbook?" Wijaya asked in a note published Monday.
Wijaya said, "Certainly seems that way based on recent px action in residential solar."
"SEDG is +79% YTD vs ENPH +18% and RUN -32%... oil + gas prices moving higher in Europe/globally + coal switching coming into the equation begs the question 'do we start to see more renewables adoption in the EU given demand needs?'".
SolarEdge shares are up 64% year to date, broadly tracking Brent crude and the European natural gas benchmark. The logic behind the trade is that higher fossil fuel prices improve the economics of ...
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31.03.26 - 11:39
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Windräder an Land gefragt - Interesse an großen Solaranlagen auf Dächern gering (Reuters)
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Die Nachfrage nach neuen Windrädern an Land ist in Deutschland ungebrochen hoch, während das Interesse an großen Solaranlagen auf Dächern schwächelt. Dies geht aus den Ergebnissen der jüngsten Ausschreibungsrunden vom 1. Februar hervor, die die Bundesnetzagentur am Dienstag in Bonn veröffentlichte. Die Ausschreibung für Windenergie an Land war demnach stark überzeichnet. Bei einer ausgeschriebenen Menge von rund 3450 Megawatt (MW) wurden Gebote für fast 7900 MW eingereicht. Der hohe Wettbewerb drückte die Preise. Der durchschnittliche Zuschlagswert sank auf 5,54 Cent je Kilowattstunde (ct/kWh) von 6,06 ct/kWh in der Vorrunde. "Die Zuschlagswerte sanken abermals deutlich", sagte Behördenchef Klaus Müller. Dies sei der geringste Wert seit der Ausschreibung im Februar 2018...
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