China

Hithium, Samsung C&T Forge 10 GWh BESS Partnership

Hithium recently entered a new global partnership with Samsung (C&T) Engineering and Construction Group, with expertise in engineering, procurement, and construction of large-scale projects. The company said, “Going forward, Hithium and Samsung C&T will endeavor to work closely, aiming to secure more opportunities for energy storage execution projects worldwide. The project pipeline is estimated to […]

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Green Stocks Jan 6: Green Stocks Roll Over as Broader Market Slumps

In possibly one of the toughest market days in the past 12 months, all green energy stocks in our basket faced pressure today, with most coming out badly from the selling spree. With a majority belonging to the small-cap and mid-cap space, which was particularly hard hit, the damage is all too visible. And so […]

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Li-Ion Batteries: How US Firms Want To Counter Chinese Dominance

The American Active Anode Material Producers (AAAMP), an American graphite producers coalition, recently submitted a petition to the United States (US) Commerce Department  (Commerce) and International Trade Commission (ITC). The petition aims to initiate a trade investigation and impose tariffs as high as 920% on imports of natural and synthetic graphite from China used to […]

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High Solar Cell Price Can Push Up Tariffs For Developers: CRISIL

The government’s move to extend the Approved Lists of Models and Manufacturers (ALMM) to solar cells from June 1, 2026, envisions accelerating solar cell manufacturing in India. An analysis by CRISIL Market Intelligence & Analytics estimates domestic capacity can make solar cells more than quadruple to  43-47 GW by June 2026 from 10 GW in […]

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Lithium-Ion Battery Pack Prices See Largest Drop Since 2017: BNEF

The latest analysis from BloombergNEF (BNEF) said that battery prices this year, in 2024 saw their biggest annual drop since 2017. Lithium-ion battery pack prices dropped 20% from 2023 to a record low of $115 per kilowatt-hour, according to the research. BNEF identified a decline in cell manufacturing overcapacity, economies of scale, low metal and […]

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Brazil Installed Solar Capacity Touches 50 GW In 2024

Brazil’s solar installed capacity recently reached 50 GW according to new data from the Brazilian Photovoltaic Solar Energy Association (ABSOLAR). Of the cumulative capacity, the country secured 33.5 GW from distributed generation and 16.5 GW from utility-scale projects, The country now sources more than 95% of the capacity released this year from renewable sources. With […]

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5 Challenges That Can Increase Solar Module Costs In India

The Indian solar module manufacturing sector, once heavily reliant on Chinese imports for solar modules and cells, is gradually moving toward self-reliance. However, this transition brings its own set of hurdles, which could lead to increased costs for solar panels and project development, potentially pushing solar tariffs higher in the coming years. 1. Reduced Export […]

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China Seeks a fix For PV Overcapacity With New Norms

With its world leading PV sector hit by losses in the past year, China’s Ministry of Industry and Information Technology is focusing on what it can control, to try and nurse the sector back to health. We saw last week how export incentives on solar products were reduced last week in perhaps a signal to […]

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Recycling Can Cut Lithium, Nickel Demand By 25% Globally By 2050: IEA

The recycling of battery metals is emerging as a significant commercial opportunity, with the production of recycled metals such as nickel, cobalt, and lithium witnessing rapid growth, albeit from a low base. According to the recent report by International Energy Agency (IEA) recovered metal volumes rates relative to the available feedstock for recycling surged to […]

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