Global Energy Industry Key Trends – 21 July 2026

Key Trends

Key trends that the media are reporting on: 

  • US import enforcement tightens: US lawmakers are seeking a crackdown on solar imports alleged to be circumventing duties, adding a trade enforcement dimension to the existing federal policy headwinds already shaping the domestic market.
  • Upstream supply chain stress deepens in China: China’s solar giants are bracing for first-half losses, reinforcing a sustained profitability crisis among major manufacturers that is distinct from — though connected to — the module oversupply and price erosion covered in previous editions.
  • Agrivoltaics continues to gain commercial traction in the US: The “solar sheep” industry is expanding across Texas as ranchers and farmers seek to co-exist with large-scale energy projects, illustrating how land-use co-existence models are moving from concept to commercial practice at the project level.
GSC and Associations in the News
Intersolar Mexico 2026 will bring together more than 10,000 solar energy experts in Mexico City. (Energy Magazine)

With a combination of innovation, business opportunities and specialized content, Intersolar Mexico will celebrate its seventh edition from September 1 to 3, 2026 at the Banamex Center in Mexico City… Intersolar Mexico has the support of some of the most relevant organizations in the energy industry, including the National Solar Energy Association (ANES), the Mexican Solar Energy Association (ASOLMEX), the Global Solar Council and SolarPower Europe.

Exclusive: Renewables sector divided over waste-to-energy (The Sydney Morning Herald)

A heated dispute has erupted in the renewable energy sector over whether generating electricity from incinerating waste should count as clean energy, with a peak body slamming it as dirty and deceptive. The Smart Energy Council will today release a report titled Waste-to-energy in Australia: Energy solution or problem?, which concludes the technology is not renewable, not clean and has high emissions.

UK solar industry welcomes new prime minister (Renewable Energy Magazine)

UK trade association Solar Energy UK says it is looking forward to working with Andy Burnham MP as he establishes his new administration.

Solar energy has saved the EU 20 billion euros since the start of the Iran war (Renewable Energies)

The new geopolitical and geoeconomic framework that has emerged following the US and Israeli attack on Iran (which has increased gas price volatility and market uncertainty) could have cost the European Union up to 20 billion euros more were it not for its continental photovoltaic solar park, according to the European photovoltaic industry association, SolarPower Europe.

Solar power has delivered; in the EU, a quarter of electricity comes from photovoltaics, in Germany 36 percent. (Agrarzeitung)

Brussels. The high temperatures in June drove up electricity demand. At the same time, Germany generated more solar energy than ever before…According to the Bundesverband Solarwirtschaft (BSW-Solar ), approximately 9 percent more solar capacity was installed in the first half of 2026 than in the same period of the previous year, namely 7.4 gigawatt peaks (GWp).

 

 

Regional Developments
Africa

North America

Latin America

Asia

Solar panels over canals? The Gujarat experiment every Indian should know about (Business Today)

Australia

EU & UK

Other Solar News
Social Media Highlights
  • Nic Cruz Patane posted to X that Elon Musk announced SpaceX AI satellites will now incorporate batteries charged by solar energy, boosting peak power by 67% and reducing the number of satellites needed to hit a given compute threshold.

 

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