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White House teases new trade action ‘soon’ as it works to re-create global tariff regime
2026-07-22
U.S. Trade Representative Jamieson Greer signaled another round of President Donald Trump’s tariffs is on the way. Some trade experts believe the Trump administration is poised to effectively re-create its global tariff regime imposed after Trump reentered the White House using the remaining trade tools at its disposal. Some of Trump’s other import levies are set to lapse Friday.
Reshaping the U.S. Clean-Energy Market: How Compliance, Storage and Capital Allocation Are Redefining Competition
2026-07-21
The U.S. clean-energy market isn’t slowing down — it’s being repriced. Cost still matters, but compliance, supply chains, tax credits, and execution certainty now determine which projects move forward.
2026 Solar Market Outlook: Moving Beyond Volume Growth and Finding Structural Opportunities Amid “Capacity Clearing” and Rising Barriers
2026-07-20
The global solar sector is undergoing a profound structural shift as 2026 unfolds. Moving beyond simple capacity additions, the market is entering a phase of complex saturation, evolving trade rules, and critical grid infrastructure challenges.
Global solar additions reached 664 GW in 2025
2026-07-16
The world’s solar fleet surpassed 3 TW in early 2026 but with China forecast to install less solar this year than last, the global solar market appears on course for its first market contraction in over 20 years.
Localization Strategies of PV Companies
2025-06-09
The strategies of both leading multinational PV giants and smaller international players, reflecting the latest trends such as anti-dumping measures, local content requirements, and incentive programs like the Inflation Reduction Act (IRA) and the European Green Deal.
Evaluating the Path to U.S. Solar Production
2025-04-15
Against the backdrop of shifting global supply chains and evolving U.S. policies—such as the Inflation Reduction Act and recent tariff developments—Eric offered a rational and forward-looking perspective on the key issues solar companies should consider when evaluating localized production. This conversation provides a timely and insightful lens into today’s photovoltaic manufacturing strategies.
The Reality of the Solar PV Market in Developing Countries—The Mismatch Between Supply and Demand
2024-12-20
Many solar companies see developing countries as promising markets due to electricity shortages. However, this view is too simple. In reality, people in these regions have adapted to living with little or no power, and their demand for electricity remains low.
Another Country: Australia’s Electricity Pricing Review Due to Rooftop Solar Growth – Will Energy Management Systems Become the New Focus?
2024-11-12
From hardware to intelligent energy solutions, Australia’s innovative pricing model highlights the growing need for integrated energy management in the solar industry.