Big Moves
Suniva plans a 4.5 GW solar cell factory in South Carolina
Suniva plans to establish a 4.5 GW solar cell manufacturing facility in Laurens, South Carolina. The facility is expected to open in the second quarter of 2027. The 620,000 sq. ft. facility represents an investment of over $350 million which along with Suniva’s existing Atlanta facility will raise the company’s total U.S. solar cell manufacturing capacity to over 5.5 GW annually.
News
Amazon Australia signs 430 MW clean energy PPAs
Amazon Australia has signed nine power purchase agreements (PPAs) to add 430 MW of clean energy to the grid across New South Wales and Victoria. The projects will increase Amazon’s total renewable capacity in Australia to nearly 1 GW (990 MW) once operational. The portfolio includes: one wind farm, three utility-scale solar and battery hybrids, four distributed solar-battery projects, and a new battery installation at the Mokoan Solar Farm.
Interviews
Floating solar is getting more reliable and profitable: Ciel & Terre’s Vincent Grumetz
The first floating solar projects were installed 15 years ago, and we can see that those power plants are still running and producing electricity. Thus, the technology is proven. Further, growth is also being driven by the price, and floating solar technology is becoming more competitive. For instance, the price of solar modules went down, and so did the capex of floating solar, thereby making this technology more profitable.
Opinion & Perspective
Energy Security in the Shadow of War: How SEA Countries are Navigating the 2026 Fuel Crisis
When the Middle East conflict escalated into an open war, the subsequent blockade of the Strait of Hormuz on 4 March sent immediate shockwaves through the global energy market. For the CASE countries—Thailand, Indonesia, the Philippines, and Vietnam—this represented an existential threat, as one-fifth of global oil and gas supplies normally pass through this chokepoint and Southeast Asian countries import around 56% of their crude oil from the Middle East. The supply blackout and the skyrocketing price of fossil fuels have forced governments to prioritise supply security through domestic reserves, stockpiling, and fuel diversification.
Mega Trends & Analysis
Renewables will increase across all US regions by 2050: EIA Report
After 15 years of nearly flat U.S. electricity consumption, demand has increased by 2.1% per year, on average, over the last five years. Electricity consumption will continue growing through 2050 at a rate of 0.9% to 1.6%, with data center server energy use a major factor. Energy use in commercial buildings, home to data center activity, grows more rapidly than in the residential or industrial sectors in all modeled cases. AI servers will increasingly skew more energy intensive, the installed stock of AI servers grows exponentially through at least 2040, and computational efficiency will increase over time.
Policy Watch
Maine’s New Plug-in Solar Law
A new plug-in solar law passed in April 2026 clears the way for Maine renters, homeowners, and local business owners to take advantage of clean, cheap solar power to reduce their electricity bills. These small, portable solar panels are expected to generate a lot of interest because they’ll give Mainers the opportunity to generate solar power right at home to offset electricity use. A typical kit consists of between one and up to four to six solar panels, an inverter, and a plug, with the option of a battery. Now Mainers will be well positioned to make their own energy decisions, reduce their high electric bills, and take direct advantage of the cheapest energy on the planet.
Tech Talk
Spain’s Grid Expansion Plans: Focus on increasing grid flexibility and intelligence
Spain’s energy transition is increasingly a transmission challenge. Without a significant acceleration in grid expansion and modernisation, renewable growth risks being constrained by congestion, system instability and rising curtailment of clean energy. This urgency is reflected in Spain’s evolving transmission strategy. It marks a shift from incremental reinforcement to systemic redesign, with the proposed EUR13.1 billion investment programme for 2025-30, positioning the grid as a central enabler of the country’s next phase of the energy transition.
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Webinars & Videos
The Future of Electricity in the Middle East and North Africa Webinar
Across the Middle East and North Africa (MENA) – a region that has long been a cornerstone of the global energy system – electricity demand is surging, driven by cooling and desalination needs, as well as urbanisation, electrification and digitalisation. How countries meet this increased demand will have profound implications for both regional economies and global energy markets.
Knowledge Centre
Electric Truck and Bus Market in US: Brief
A total of 460,299 medium- and heavy-duty vehicles (MHDVs) were registered in 2025 in the United States, of which 2,375 (0.52%) were zero-emission. Total registrations contracted by 7.6% compared with 2024, and zero-emission registrations had a sharper decline of 15.5%. The annual zero-emission registration share slipped from 0.56% in 2024 to 0.52% in 2025, ending the upward trend observed in recent years. California had the highest number of new zero-emission MHDV registrations in 2025 (875), followed by Texas (152), New York (119), Pennsylvania (112), and New Jersey (103).
Finance
Climate finance in China – can adaptation investment mirror the successes of mitigation finance?
Adaptation finance is becoming a defining priority for global climate and development agendas. China is already demonstrating its ability to leverage ambitious policies to accelerate mitigation finance. The country now has an opportunity to translate its adaptation frameworks into finance at scale. Achieving this could help to safeguard its own development and that of international partners. It can also demonstrate a context-specific path to success that may generate lessons for other climate-vulnerable countries seeking to integrate resilience into national growth strategies.
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This space is reserved for sponsored content and advertising banners. Sponsored content can include white papers, webinars, case studies, research reports and other relevant content. The advertising can be in the form of banners with links to the advertiser’s landing page. If you would like to promote sponsored content or advertise, please write to us at: marketing@reglobal.co