solar industry
Coverage of solar industry in the Nexus archive.
- US Ends Solar Tariff Dodge, But Boosting Local Industry Looks Tough
The White House plans to better safeguard its solar industry while ending a tariff dodge. However, this effort faces an uphill battle in attempting to become competitive with China.
- China’s Solar Plunge Is ‘Return to Rationalization,’ Lobby Says
China’s solar industry is shifting toward sustainability after a policy change caused a 66% drop in installations during the first half of 2026. The solar lobby described this decline as a 'return to rationalization.'
- China’s EV industry rose with the aid of tax breaks. What happens when they end?
China is ending tax exemptions that fueled the rise of its electric-vehicle (EV) and solar industries, which could increase production costs and pressure manufacturers as Beijing aims to curb overcapacity and price wars. The tax could add about 1,000 yuan (US$147) to the cost of producing an EV.
- China’s Crowded Solar Industry Pivots to New Areas of Growth
China’s solar industry, facing overcrowding, is shifting focus to new growth areas. The pivot reflects a strategic move to adapt to market challenges.
- China’s world-beating solar industry is in turmoil
China's solar industry, once a global leader, is facing significant turmoil. The article suggests that the Gulf War will not provide a solution to the industry's current challenges.
- Middle East tensions complicate Beijing’s push to curb China solar overcapacity
Middle East tensions and rising energy prices have reduced Beijing's urgency to enforce anti-involution or supply consolidation in its solar industry, exacerbating a price war that leaves manufacturers losing money. Analysts suggest the Iran conflict is driving lower solar pricing, delaying government action to stabilize the sector.
- How illegal factories are undermining China’s solar overcapacity crackdown
China's two-year campaign to address solar industry overcapacity has failed to resolve the issue, as illegal factories persist, causing price wars, financial losses for domestic firms, and protectionist policies abroad. Excess capacity continues to plague the sector, with supply chain firms operating at a loss.
- China’s Embattled Solar Makers Turn to Batteries for Growth
Chinese solar manufacturers, including Longi Green Energy Technology Co., are shifting focus to battery production amid industry challenges. The article highlights the strategic pivot by companies facing market pressures.
- Duke Energy’s proactive grid upgrades under fire from electric co-ops
Duke Energy's proactive grid upgrades are criticized by electric co-ops in a federal energy commission complaint. The issue involves a planning scheme with potential implications for the solar industry and electric grid in North Carolina and nationwide.
- Freedom Forever Files for Bankruptcy as Solar Industry Woes Deepen
Freedom Forever, a residential solar installer, has filed for bankruptcy amid worsening conditions in the US clean energy sector. The company's struggles are attributed to the Trump administration's policies and declining hopes for buyouts.