Commercial Solar Guy
@commercialsolarguy.com
Solar (tech/finance/project) news.
Consult/Develop/Construct: https://commercialsolarguy.com/
Editor: https://pv-magazine-usa.com/author/johnweaver/
Professional: https://www.linkedin.com/in/johnfitzgeraldweaver
Born 336.74
Cambridge, MA, USA, Earth
Consult/Develop/Construct: https://commercialsolarguy.com/
Editor: https://pv-magazine-usa.com/author/johnweaver/
Professional: https://www.linkedin.com/in/johnfitzgeraldweaver
Born 336.74
Cambridge, MA, USA, Earth
Pinned
Melissa Hortman, who was assassinated last night, was the Speaker of the Minnesota House in the 2023-2024 session, when Democrats ran the state government.
That means she had a leading role in shepherding the many landmark reforms that Dems adopted in that period—an important legacy. Brief 🧵.
That means she had a leading role in shepherding the many landmark reforms that Dems adopted in that period—an important legacy. Brief 🧵.
Thank you Representative Hortman
Reposted by Commercial Solar Guy
Something to be thankful for!
Utah's largest coal-fired power plant—the Intermountain Power Project, located in the west desert near Delta and serving southern California—stopped burning coal at mid-day on Wednesday, just in time for Thanksgiving. 🔌💡
Utah's largest coal-fired power plant—the Intermountain Power Project, located in the west desert near Delta and serving southern California—stopped burning coal at mid-day on Wednesday, just in time for Thanksgiving. 🔌💡
November 28, 2025 at 2:29 PM
Something to be thankful for!
Utah's largest coal-fired power plant—the Intermountain Power Project, located in the west desert near Delta and serving southern California—stopped burning coal at mid-day on Wednesday, just in time for Thanksgiving. 🔌💡
Utah's largest coal-fired power plant—the Intermountain Power Project, located in the west desert near Delta and serving southern California—stopped burning coal at mid-day on Wednesday, just in time for Thanksgiving. 🔌💡
Let us change the game, and make so many batteries that people stop caring about transmission and dispatchability.
You know all about the Chinese solar boom but you haven't seen anything yet
Here comes the battery boom, and it is going to be big 🤯
Here comes the battery boom, and it is going to be big 🤯
December 2, 2025 at 4:01 PM
Let us change the game, and make so many batteries that people stop caring about transmission and dispatchability.
Been doing a lot of trenching the past weeks. Right now doing medium voltage AC work.
December 2, 2025 at 1:17 PM
Been doing a lot of trenching the past weeks. Right now doing medium voltage AC work.
I just answered this survey and I think they’re gonna throw out my response as the ramblings of a mad individual…
December 2, 2025 at 1:15 PM
I just answered this survey and I think they’re gonna throw out my response as the ramblings of a mad individual…
And potentially, at its end of life, solar can be recycled. So far, we cannot capture and recycle extra coal/gas components (or CO2)…
December 2, 2025 at 10:08 AM
And potentially, at its end of life, solar can be recycled. So far, we cannot capture and recycle extra coal/gas components (or CO2)…
‘Most modules used in large projects will be required to have an efficiency of 21%…Industry executives estimate that as much as 40% of India’s panel manufacturing uses obsolete technology’
Interesting to see. China is pushing 27% cells as their next technology goal, that’s about 23% modules.
Interesting to see. China is pushing 27% cells as their next technology goal, that’s about 23% modules.
India Plans to Raise Efficiency Requirement for Solar Modules
India plans to raise efficiency requirements for new solar modules made in the country, an update that would render a part of the country’s panel-making capacity redundant.
www.bloomberg.com
December 2, 2025 at 10:07 AM
‘Most modules used in large projects will be required to have an efficiency of 21%…Industry executives estimate that as much as 40% of India’s panel manufacturing uses obsolete technology’
Interesting to see. China is pushing 27% cells as their next technology goal, that’s about 23% modules.
Interesting to see. China is pushing 27% cells as their next technology goal, that’s about 23% modules.
Oh buddy…I can only think of the excuses guys will use now…
December 2, 2025 at 10:03 AM
Oh buddy…I can only think of the excuses guys will use now…
'Tender 8 targets 4 GW/16 GWh clean dispatchable capacity with minimum 2-hour storage at COD...Aggregated projects are eligible, with at least 30 MW total capacity and a minimum of 5 MW per project...operational before December 31, 2030...February 6, 2026, as the last date for bid submissions'
Australia Launches CIS Tender 8 For Dispatchable Capacity
Australia has invited proposals for 4 GW/16 GWh or 4-hour equivalent clean dispatchable capacity under its Capacity Investment Scheme (CIS) – Dispatchable Capac
taiyangnews.info
December 1, 2025 at 1:49 PM
'Tender 8 targets 4 GW/16 GWh clean dispatchable capacity with minimum 2-hour storage at COD...Aggregated projects are eligible, with at least 30 MW total capacity and a minimum of 5 MW per project...operational before December 31, 2030...February 6, 2026, as the last date for bid submissions'
'Chinese polysilicon 93.5% of global output' Johannes Bernreuter
Tongwei – 910,000 MT
GCL – 480,000 MT
Daqo – 350,000 MT
Xinte – 300,000 MT
Lihao – 130,000 MT
East Hope – 335,000 MT
Asia Silicon – 100,000 MT
Wacker – 80,000 MT
Hongyuan – 60,000 MT
Goens Energy – 65,000 MT (suspended production)
Tongwei – 910,000 MT
GCL – 480,000 MT
Daqo – 350,000 MT
Xinte – 300,000 MT
Lihao – 130,000 MT
East Hope – 335,000 MT
Asia Silicon – 100,000 MT
Wacker – 80,000 MT
Hongyuan – 60,000 MT
Goens Energy – 65,000 MT (suspended production)
China takes 9 of Top 10 polysilicon manufacturer spots, expanding industry dominance
The latest rankings of the the top polysilicon manufacturers in the world show that nine of the Top 10 are based in China. “The Chinese polysilicon
www.solarpowerworldonline.com
December 1, 2025 at 1:48 PM
'Chinese polysilicon 93.5% of global output' Johannes Bernreuter
Tongwei – 910,000 MT
GCL – 480,000 MT
Daqo – 350,000 MT
Xinte – 300,000 MT
Lihao – 130,000 MT
East Hope – 335,000 MT
Asia Silicon – 100,000 MT
Wacker – 80,000 MT
Hongyuan – 60,000 MT
Goens Energy – 65,000 MT (suspended production)
Tongwei – 910,000 MT
GCL – 480,000 MT
Daqo – 350,000 MT
Xinte – 300,000 MT
Lihao – 130,000 MT
East Hope – 335,000 MT
Asia Silicon – 100,000 MT
Wacker – 80,000 MT
Hongyuan – 60,000 MT
Goens Energy – 65,000 MT (suspended production)
Just a whole bunch of battery deals all around Europe going on right now...
Multiple gigawatts of European BESS project M&A, financing and route-to-market deals
European BESS news from project owners Premier Energy Group, Verbund, Eco Stor, Ingrid Capacity, Ric Energy, Ganfeng Lithium, EP Group, RWE and Giga Storage, securing acquisitions, financings and rout...
www.energy-storage.news
December 1, 2025 at 1:45 PM
Just a whole bunch of battery deals all around Europe going on right now...
'Chinese solar cell exports up 90.1% YoY...13.6% of all PV product exports..reflects growth of overseas localized manufacturing...Africa exports 58.5% annual increase...of 57 African nations, 44 experienced growth, largest from Algeria, Egypt, Nigeria, and the Democratic Republic of Congo'
China’s 9M 2025 Solar PV Exports Rise As Prices Rebound
China Photovoltaic Industry Association (CPIA) notes that China’s solar market in 9M 2025 moved unevenly at home, with a policy-driven, ‘pulse-like’ jump in ins
taiyangnews.info
December 1, 2025 at 1:42 PM
'Chinese solar cell exports up 90.1% YoY...13.6% of all PV product exports..reflects growth of overseas localized manufacturing...Africa exports 58.5% annual increase...of 57 African nations, 44 experienced growth, largest from Algeria, Egypt, Nigeria, and the Democratic Republic of Congo'
'solar up 29.9% September 2025 vs '24...9.7% of nation’s electricity, up from 7.6%...Utility-scale solar up 35.8%, small-scale up 11.2%...3X month - utility-scale solar >electricity than wind...Q1-Q3'25 wind plus solar 18.8% U.S. total demand, up from 17.1% same in 2024...renewables+nuclear ~45-46%'
Solar output beats wind power for third straight month in US
The latest "Electric Power Monthly" report from the U.S. Energy Information Administration (EIA) shows that solar grew by 29.9% in September 2025 compared
www.solarpowerworldonline.com
December 1, 2025 at 1:26 PM
'solar up 29.9% September 2025 vs '24...9.7% of nation’s electricity, up from 7.6%...Utility-scale solar up 35.8%, small-scale up 11.2%...3X month - utility-scale solar >electricity than wind...Q1-Q3'25 wind plus solar 18.8% U.S. total demand, up from 17.1% same in 2024...renewables+nuclear ~45-46%'
Wondering if storage will drive module deployment expansions...
Good morning with good news: Global battery system deployment skyrocketed 38% to 156 GWh in first 10 months of 2025, compared to 2024!
Global: +38%
• China: +27%
• Europe: +21%
• North America: +21%
• ROW: +242%
Global BESS pipeline up 23% to 732 GWh!
rhomotion.com/news/global-... #energysky
Global: +38%
• China: +27%
• Europe: +21%
• North America: +21%
• ROW: +242%
Global BESS pipeline up 23% to 732 GWh!
rhomotion.com/news/global-... #energysky
December 1, 2025 at 1:06 PM
Wondering if storage will drive module deployment expansions...
I am this many years old.
December 1, 2025 at 12:43 PM
I am this many years old.
USTR Extends China Section 301 Tariff Exemptions for 12 Months, Including 14 Solar Manufacturing Items, including:
Silicon growth furnaces, Band saws for cutting cylindrical monocrystalline silicon ingots, Machines to align and bond square ingots, Diamond wire saws for cutting squareingots...etc
Silicon growth furnaces, Band saws for cutting cylindrical monocrystalline silicon ingots, Machines to align and bond square ingots, Diamond wire saws for cutting squareingots...etc
USTR Extends China Section 301 Tariff Exemptions for 12 Months, Including 14 Solar Manufacturing Items – PVTIME
www.pvtime.org
December 1, 2025 at 12:35 PM
USTR Extends China Section 301 Tariff Exemptions for 12 Months, Including 14 Solar Manufacturing Items, including:
Silicon growth furnaces, Band saws for cutting cylindrical monocrystalline silicon ingots, Machines to align and bond square ingots, Diamond wire saws for cutting squareingots...etc
Silicon growth furnaces, Band saws for cutting cylindrical monocrystalline silicon ingots, Machines to align and bond square ingots, Diamond wire saws for cutting squareingots...etc
Just a nice collection of perovskites stuff from yesterday.
1. Aiming for a 35% cell in four years:
1. Aiming for a 35% cell in four years:
'dedicated KRW 33.6 billion (approximately US$22.9 million) to support research and development...goal is to achieve world-first commercialization and world-leading efficiency levels of 35% for tandem cells and 28% for modules within the next five years.”
South Korea sets 2030 goal for perovskite-silicon tandem solar panels
South Korea has allocated KRW 33.6 billion ($22.8 million) for R&D on perovskite-silicon tandem solar technology with a goal of commercializing 28%-efficient modules by 2030, according to the Ministry...
www.pv-magazine.com
December 1, 2025 at 10:38 AM
Just a nice collection of perovskites stuff from yesterday.
1. Aiming for a 35% cell in four years:
1. Aiming for a 35% cell in four years:
*New England Clean Energy Connect (NECEC) transmission line
*1.2 GW of Canadian hydroelectricity
*Competing utility - Nextera - funded referendum that voted against line
*jury ruled in 2023 that developers had a constitutional right to proceed
*Final testing to be completed by mid-December
*1.2 GW of Canadian hydroelectricity
*Competing utility - Nextera - funded referendum that voted against line
*jury ruled in 2023 that developers had a constitutional right to proceed
*Final testing to be completed by mid-December
This is great news for a New England grid that desperately needs a non-intermittent source of clean power to satisfy both state climate and clean energy laws and rising electricity demand. (1/2)
www.nbcboston.com/news/local/c...
www.nbcboston.com/news/local/c...
Controversial hydropower project gets final Maine permit despite losing referendum
The energy company Avangrid has received the final permit it needs from Maine to build a controversial hydropower transmission line to power hundreds of thousands of homes in Massachusetts. The projec...
www.nbcboston.com
December 1, 2025 at 10:04 AM
*New England Clean Energy Connect (NECEC) transmission line
*1.2 GW of Canadian hydroelectricity
*Competing utility - Nextera - funded referendum that voted against line
*jury ruled in 2023 that developers had a constitutional right to proceed
*Final testing to be completed by mid-December
*1.2 GW of Canadian hydroelectricity
*Competing utility - Nextera - funded referendum that voted against line
*jury ruled in 2023 that developers had a constitutional right to proceed
*Final testing to be completed by mid-December
Reposted by Commercial Solar Guy
She thicc. Also, Caterpillar mining division has several openings in their marketing & sales dept.
November 30, 2025 at 10:43 PM
She thicc. Also, Caterpillar mining division has several openings in their marketing & sales dept.
Wanna know the future of the power grid's challenges? Go to Australia.
Wanna know the future of power grids that solve many of those challenges? Go to South Australia.
reneweconomy.com.au/australias-m...
Wanna know the future of power grids that solve many of those challenges? Go to South Australia.
reneweconomy.com.au/australias-m...
November 30, 2025 at 11:05 PM
Wanna know the future of the power grid's challenges? Go to Australia.
Wanna know the future of power grids that solve many of those challenges? Go to South Australia.
reneweconomy.com.au/australias-m...
Wanna know the future of power grids that solve many of those challenges? Go to South Australia.
reneweconomy.com.au/australias-m...
LONGi was a chunk ahead of them a few months back...how long till a 35% cell? LONGi's next announcement might be it. Might be motivated by this new Jinko record.
34.85%! LONGi Breaks World Record for Crystalline Silicon-Perovskite Tandem Solar Cell Efficiency Again -LONGi
Recently, the world leading solar technology company LONGi has made another significant breakthrough in solar cell R&D.
www.longi.com
November 30, 2025 at 11:02 PM
LONGi was a chunk ahead of them a few months back...how long till a 35% cell? LONGi's next announcement might be it. Might be motivated by this new Jinko record.
New perovskite efficiency record '34.76% N-type TOPCon-perovskite tandem cell....previous record 34.22%...Jinko notes - high-efficiency N-type TOPCon bottom cell, perovskite bottom interface defect passivation, novel crystallization techniques, and optimized charge vertical transport'
Jinko Solar-动态详情
www.jinkosolar.com
November 30, 2025 at 11:00 PM
New perovskite efficiency record '34.76% N-type TOPCon-perovskite tandem cell....previous record 34.22%...Jinko notes - high-efficiency N-type TOPCon bottom cell, perovskite bottom interface defect passivation, novel crystallization techniques, and optimized charge vertical transport'
'per TÜV SÜD certification...company’s 30 × 40 cm single-junction perovskite cell achieved efficiency of 24%...large-format 1.2 m × 0.6 m perovskite module reached efficiency >22%, output of 158.4 W...RenShine Solar stated both represent new world records for products respective categories.'
RenShine Solar announces 2 new perovskite world records | Perovskite-Info
Chinese perovskite manufacturer RenShine Solar recently reported 2 technological breakthroughs that it says set new world records. According to TÜV SÜD certification, the company’s 30 × 40 cm single-j...
www.perovskite-info.com
November 30, 2025 at 10:57 PM
'per TÜV SÜD certification...company’s 30 × 40 cm single-junction perovskite cell achieved efficiency of 24%...large-format 1.2 m × 0.6 m perovskite module reached efficiency >22%, output of 158.4 W...RenShine Solar stated both represent new world records for products respective categories.'
'dedicated KRW 33.6 billion (approximately US$22.9 million) to support research and development...goal is to achieve world-first commercialization and world-leading efficiency levels of 35% for tandem cells and 28% for modules within the next five years.”
South Korea sets 2030 goal for perovskite-silicon tandem solar panels
South Korea has allocated KRW 33.6 billion ($22.8 million) for R&D on perovskite-silicon tandem solar technology with a goal of commercializing 28%-efficient modules by 2030, according to the Ministry...
www.pv-magazine.com
November 30, 2025 at 10:53 PM
'dedicated KRW 33.6 billion (approximately US$22.9 million) to support research and development...goal is to achieve world-first commercialization and world-leading efficiency levels of 35% for tandem cells and 28% for modules within the next five years.”
India: 'projected 41.5 GW new solar fiscal 2026 (ends 03/31/26)...74% up vs 25's 23.8 GW...~32 GW utility, 8 GW rooftop, 1.5 GW off-grid...top developers wind+solar - Adani 40.5 GW, ReNew 22.9 GW, NTPC 16.9 GW, Greenko 15.4 GW...Mono-PERC 500W modules INR 18.12 ($0.20)/W Q3'25...+2.4% vs Q2.'
India forecast to add 41.5 GW of new solar capacity in fiscal 2026
JMK Research expects India to install 41.5 GW of solar capacity in fiscal 2026, including 32 GW from utility-scale projects, 8 GW from rooftop systems and 1.5 GW from off-grid installations.
www.pv-magazine.com
November 30, 2025 at 10:50 PM
India: 'projected 41.5 GW new solar fiscal 2026 (ends 03/31/26)...74% up vs 25's 23.8 GW...~32 GW utility, 8 GW rooftop, 1.5 GW off-grid...top developers wind+solar - Adani 40.5 GW, ReNew 22.9 GW, NTPC 16.9 GW, Greenko 15.4 GW...Mono-PERC 500W modules INR 18.12 ($0.20)/W Q3'25...+2.4% vs Q2.'
Australia: 'anticipate ~175,000 batteries installed end of 2025, ~3.9 GWh useable capacity...more capacity than five biggest batteries in National Electricity Market, all installed last six months...$2.3 billion budget for rebate exhausted mid-2026...intended for four years, mid-2029'
reneweconomy.com.au
November 30, 2025 at 10:40 PM
Australia: 'anticipate ~175,000 batteries installed end of 2025, ~3.9 GWh useable capacity...more capacity than five biggest batteries in National Electricity Market, all installed last six months...$2.3 billion budget for rebate exhausted mid-2026...intended for four years, mid-2029'