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Surge in Utility-Scale Installations Drives US Solar Deployment to 11.7 GW in Q3 2025

The U.S. solar industry added a capacity of 11.7 GW in the third quarter (Q3) of 2025, a 20% year-over-year (YoY) and a 49% quarter-over-quarter (QoQ) increase,...

December 9, 2025

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Melvin Mathew

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Rooftop

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Solar

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Utility Scale
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Texas Grid Hit by Massive Data Center Demand Wave, ERCOT Warns

The Electric Reliability Council of Texas (ERCOT) received 225 new large load interconnection requests in 2025 alone, accounting for a 270% MW demand increase since...

December 9, 2025

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Arjun Joshi

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Grid

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Market & Policy
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EDF Weighs US Renewables Exit as Policy Support Dwindles

French government-owned electric utility EDF is weighing the sale of its entire U.S. renewable energy business as it shifts its focus toward expanding nuclear capacity...

December 5, 2025

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Arjun Joshi

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Finance and M&A

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Renewable Energy
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Shoals’ Revenue Jumps 33% in Q3 on Higher Project Volumes

U.S.-headquartered Shoals Technologies Group, a manufacturer of electrical balance of systems (EBOS) for solar, energy storage, and emobility, reported a 32.8%...

November 18, 2025

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Melvin Mathew

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Energy Storage

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Finance and M&A

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Solar
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Republican Lawmakers Raise Fears Over Chinese Solar Inverters Harming US Grid

Close on the heels of European lawmakers calling for restrictions on Chinese inverters, over 50 House Republicans in the U.S. have petitioned the Department of Commerce...

November 18, 2025

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Parth Shukla

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Energy Storage

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Market & Policy

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Solar
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Deliveries to Bus, Rail Segments Help Ballard’s Revenue Growth in Q3

Fuel cell manufacturer Ballard Power Systems’ revenue surged 120% year-over-year (YoY) to $32.5 million in the third quarter (Q3) of 2025, from $14.8 million on the back...

November 17, 2025

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Melvin Mathew

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Energy Storage

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Finance and M&A
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FTC Solar Beats Analysts’ Expectation in Q3, Revenue Up 157% YoY

U.S.-based solar tracker company FTC Solar’s revenue surged 156.8% year-over-year (YoY) to $26.03 million in the third quarter (Q3) of 2025, from $10.14 million,...

November 14, 2025

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Arjun Joshi

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Finance and M&A

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Other
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US Solar Developer Pine Gate Files for Bankruptcy, Plans to Sell Assets

U.S.-based solar and storage solutions company Pine Gate Renewables has filed proceedings under Chapter 11 in the U.S. Bankruptcy Court for the Southern District of...

November 7, 2025

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B.S. Nagaraj

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Solar
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Solar Achieves World’s Lowest LCOE of $37/MWh in MENA: Wood Mackenzie

The global levelized cost of electricity (LCOE) for renewable energy technologies has continued to decline, and performance has improved across all major markets,...

November 7, 2025

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Meghana Prasad

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Markets & Policy

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Renewable Energy
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Stem Misses Analysts’ Expectations Despite a 31% YoY Revenue Uptick

Energy storage company Stem’s revenue rose 31% year-over-year (YoY) to $38.2 million in the third quarter (Q3) of 2025, from $29.3 million. However, the revenue missed...

October 31, 2025

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Arjun Joshi

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Finance and M&A

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Other
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Corning Begins Solar Ingot and Wafer Production at Michigan Facility

U.S.-headquartered manufacturer of glass for industrial and scientific applications, Corning, has operationalized a solar ingot and wafer facility, co-located with its...

October 30, 2025

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B.S. Nagaraj

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Manufacturing

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Solar
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PJM Must Deploy 16 GW Energy Storage to Meet Peak Demand by 2032: Report

The Pennsylvania-New Jersey-Maryland (PJM) interconnection must deploy at least 16 GW of energy storage by 2032 and 23 GW by 2040 to ensure system reliability, according...

October 21, 2025

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Arjun Joshi

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Energy Storage

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Market & Policy
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Solar Module Prices Up 3.7% as US Safe Harbor Deadline Nears: Report

Solar module prices for distributed generation projects in the U.S. increased by 3.7% to $0.28/W in the third quarter (Q3) of 2025, according to Anza Renewables. The...

October 10, 2025

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Melvin Mathew

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Modules

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Solar
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Base Power Raises $1 Billion in Series C Funding

Texas-based Base Power has raised $1 billion in Series C funding, led by Addition, to accelerate the deployment of its home battery storage solutions. Existing backers,...

October 9, 2025

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Arjun Joshi

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Energy Storage

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Finance and M&A

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Other
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US Energy Department Axes $7.5 Billion for Biden-Era Clean Energy Projects

The U.S. Department of Energy (DOE) announced the termination of 321 financial awards supporting 223 energy projects, a majority of which are clean energy projects,...

October 3, 2025

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Staff

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Other

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Renewable Energy

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