Category: Tech Talk

State of US Solar Manufacturing Industry

Nearly 30 new utility-scale solar PV manufacturing facilities started production in 2025. There are more than 140 facilities in 30 states that produce primary components like modules, cells, ingots and wafers, trackers, racking systems, among others. In 2025, U.S. module manufacturers commissioned 15 GW of new capacity, with total annual capacity reaching 63 GW – sufficient to meet average demand from U.S. utility solar installations. This represents a rapid increase in manufacturing capacity of more than 1600% in a 5-year period. Total module capability is expected to increase to over 85 GW/year by the end of the decade. 

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Southeast Asia’s Grid Ambitions: Conference highlights of TransTech ASEAN 2026

Southeast Asia’s energy transition is gathering momentum, supported by rising investment, evolving policy frameworks, and closer regional integration. Countries are setting ambitious renewable energy targets, electricity demand is growing, and governments are increasingly recognising that power grids, not just generation, are the critical bottleneck to overcome. The region is expected to drive 25 per cent of global energy demand growth by 2035. As one of the fastest-growing electricity markets, it needs to balance industrial growth, rapid electrification and decarbonisation efforts. With nearly 200 GW of renewable energy potential, project development is accelerating to meet demand from transport electrification, data centres and net-zero goals.

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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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Intelligent Assets: AI applications transforming the renewable energy sector

India’s renewable energy sector is undergoing a transformation. The reason AI is gaining traction in the renewables sector lies in the way renewable projects operate. Solar and wind projects are highly variable in their output as they rely on constantly changing environmental conditions. AI, supported by internet of things sensors, advanced analytics platforms and digital twins, provides the computational layer required to process these large volumes of operational data. From improving forecasting accuracy and optimising plant performance to enabling intelligent grid management and supporting project planning, AI applications are now emerging across the renewable value chain.

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The Interconnection Queue Continues to Be a Barrier to American Economic Competitiveness: Here’s how to improve it

America’s economic and national competitiveness depend on a grid that can keep pace with private investment and innovation. The interconnection backlog isn’t just a technical issue — it’s a barrier to growth, jobs, and reliable power. While the studies themselves are necessary, we cannot let them become burdensome red tape that artificially slows grid buildout. Rather, interconnection should be modernized into a smarter, faster process, drawing from best practices across the RTOs and standardizing them at the federal level.

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Interregional Balance: Med-TSO report studies cross-border links between EU and non-EU countries

The importance of interconnections between the EU and its neighbours in the Mediterranean region is the focus of a comprehensive report recently released by Med-TSO. The report presents an in-depth analysis of cross-border electricity interconnections between EU and non-EU countries in the Mediterranean region, focusing on the cases of Italy–Montenegro, Türkiye– ENTSO-E (via Greece and Bulgaria), and Spain-Morocco. It highlights the technical, regulatory, and institutional frameworks that underpin these interconnections, examining how electricity is traded across borders, how transmission capacity is allocated, and how congestion is managed.

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Transmission Upgrade: Costa Rica undertakes grid expansion to accommodate renewables

Costa Rica’s electricity sector is undergoing a grid-centric transformation driven by the need for deeper renewable energy integration, enhancing grid stability against climate variability, and supporting rapid electrification of transport and industry. To expand and modernise the national grid to support integration of new generation and handle the new demand pressures, ICE has earmarked USD1 billion between 2025 and 2034 under its latest transmission plan, Plan de Expansion de la Transmision (PET) or Transmission Expansion Plan 2024-34.

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Pumped Storage Projects: Technology Trends and Top Global Markets

PSP remains the world’s dominant grid‑scale storage  technology, with global installed capacity reaching ~189 GW in 2024, according to the IHA’s 2025 World  Hydropower Outlook. In 2024 alone, about 8.4 GW of new PSP capacity was  added globally. The global PSP development pipeline now exceeds 600 GW,  with more than 105 GW under construction, of which over 90 GW is in China. IHA estimates that existing PSP plants can store up to ~9,000 GWh of  electricity, providing critical inertia, frequency regulation, and long‑duration  storage for high‑renewables grids.

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How VPPs can help US win the AI race

Data centers and other large loads cannot wait years for traditional generation and infrastructure upgrades. Virtual power plants offer a faster, cheaper, and more flexible alternative. The commercial models proposed in this paper can unlock large load-driven VPPs at scale by more efficiently allocating risk among utilities, VPP developers, and large customers — aligning incentives and unlocking new pathways for rapid deployment. In turn, this could benefit us all — strengthening reliability, lowering costs, and powering the next wave of US economic growth.

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Modular approach with RE+BESS for supporting data center growth

Data center development may come in all levels of power consumption. However, because developers rarely build, install, and commission data centers in a single phase, projects of all sizes need a power supply that can grow and expand with them. When covering the incremental energy demand from a new data center, a large new single firm resource is an unwieldy indivisible capital investment. A modular approach with renewables plus batteries reduces risk and provides better economics.

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Alberta’s Power Transformation: Plans to invest CAD 7.12 billion in grid modernisation

Alberta Electric System Operator faces two key challenges that could fundamentally reshape Alberta’s electrical landscape. The province’s swift transition to renewables has created unprecedented technical complexities that could threaten grid stability. As Alberta’s generation fleet increasingly relies on wind and solar power, the power system’s frequency response, system strength, and operational flexibility have diminished. To address these issues, the AESO has outlined comprehensive solutions in its recently released 2025 Reliability Requirements Roadmap.

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Are European Grids Ready for AI Boom?

Trends in data centre investment in Europe make it clear that grid capacity has become a prized resource and a pull factor for major investors. If Europe is to have a place in the global AI race, grid planners need to step up their game. The rapid development of AI can provide a much needed boost for European economies. But it will not happen unless the energy infrastructure is prepared to accommodate the necessary data centre expansion. Forward-looking and anticipatory grid planning is a key solution.

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European Ancillary Services Markets: Critical role of FCR and other cross-border balancing platforms

The European electricity system is undergoing a profound transformation driven by the twin imperatives of decarbonisation and energy security. With a strong shift from fossil-based generation to renewable resources, the resulting variability in electricity supply poses significant challenges to real time grid balancing and system reliability. To address these challenges, Europe has launched an ambitious reform of its ancillary services framework, built on a suite of harmonised, cross-border balancing platforms.

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How Advanced Transmission Technologies Can Revamp the Aging US Power Grid

The North American power grid is often referred to as “the world’s largest machine.” 70% of the grid is over 50 years old, and it’s being tested in unprecedented ways. The American Society of Power Engineers gave the U.S. grid a grade of C- in its 2021 report card. Energy demand is growing for the first time in decades, spurred by resurgent manufacturing, rapacious data center growth and nascent electrification of industries once built on fossil fuels, such as the shift from gas-powered cars to electric vehicles. The U.S. power grid needs help. Advanced transmission technologies are an important part of the solution.

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Solar 2.0: Shift to newer PV technologies gains momentum

The global energy transition depends on the rapid scaling up of solar power. However, this scale-up cannot rely solely on polycrystalline and mono PERC photovoltaic (PV) modules, which have efficiency in the range of 19-21 per cent. Their limitations, such as lack of bi faciality, faster degradation and underperformance in high-temperature and low-light conditions, further underscore the need to transition towards more advanced PV technologies.

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Building the Backbone: Overview of the solar cable and connector market

While the focus is primarily on solar modules, inverters and storage technologies, the less visible but equally critical balance of system (BoS) components, such as solar cables and connectors, form the electrical backbone of solar installations. These components ensure efficient electricity transmission, operational reliability and safety. As the sector transitions to 1,500 V systems, performance expectations for cable insulation, thermal stability and connector endurance have increased.

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Maximising Transmission Network Utilisation in Indonesia

The joint utilisation of transmission and distribution lines, or known globally as power wheeling, offers a range of benefits for Indonesia and its state energy utility PLN. Joint transmission network utilisation allows for the efficient integration of renewable energy sources into the national grid through private sector investment in renewable generation plants, helping Indonesia to achieve its renewable energy targets. To achieve the target of 75 GW of renewables by 2040, increased grid integration and investment in new renewable projects will be needed.

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Maintenance Matters: Overview of wind O&M segment

As the world expands its wind power base, O&M will be the foundation for sustained asset performance. In a bid to meet renewable purchase targets, it is fair to expect that the wind capacities will grow further, thereby increasing the market size for wind O&M. Going forward, the sector should gradually move towards a data-centric, cyber-secure, and cost-optimised O&M model. Building a robust and future-ready O&M ecosystem will call for greater support for digital innovation, local capability development, and open data initiatives.

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French Grid Plans: RTE’s comprehensive approach to network development up to 2040

In mid-February 2025, RTE published the Schéma Décennalde Développement du Réseau (SDDR) 2025 guidelines, which marks the second phase of public consultation in formulating a 10-year network development plan. Earlier in March 2024, the TSO released its draft SDDR 2024, proposing an investment of around EUR100 billion between 2025 and 2040 to adapt the French transmission network to the energy policy objectives. The draft SDDR 2024 presented the network’s development needs to support the new French and the European Union’s policy objectives, reflected particularly in the green, nuclear and renewable industry laws and in the draft French energy and climate strategy, published in November 2023.

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Meeting the Increasing Energy Requirement of Data Centres

Investment in new data centres has surged, increasing by nearly 70% in the last two years at the global level. One of the main drivers of this investment has been the rise of artificial intelligence (AI), alongside the deepening digitalisation of the global economy. On the electricity supply side of the equation, the sector is facing several challenges. Electricity demand is already growing strongly in emerging markets and developing economies, driven especially by economic growth, industrialisation, increased adoption of appliances, and surging needs for cooling. Advanced economies are also returning to growth in electricity demand after two decades of stagnation. However, the electricity sector faces several bottlenecks, including permitting times and tangled supply chains.

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