Global Energy Industry Key Trends – 29 July 2026

Key Trends

Key trends that the media are reporting on: 

  • Germany’s proposed EEG 2027 amendment is generating sustained industry opposition, with BSW-Solar and ZVEH warning that planned cuts to feed-in tariffs and new direct-marketing requirements for small rooftop systems could produce a demand slump of more than two-thirds in the private and small-business sectors.
  • The European Commission’s ban on high-risk country inverters from EU-funded projects is drawing concern from market observers, who told Montel that southeast European markets will be disproportionately affected given their reliance on established Chinese supply chains, with developers facing potential delivery delays as they shift to western suppliers lacking equivalent local presence.
  • Nigeria is emerging as a solar manufacturing ambition story, with the Rural Electrification Agency targeting 3.7 GW of domestic manufacturing capacity by 2027, the country beginning solar panel exports to Ghana, and industry moves to train 1,000 solar technicians — though a separate commentary in Daily Trust called for a phased ban on imported panels to support local production.
  • China recorded only 72 GW of new solar additions in H1 2026, per pv magazine, a figure consistent with the previously forecast annual contraction and reinforcing the trend of slowing domestic growth that is pushing Chinese manufacturers toward export markets.
  • US solar manufacturing activity is accelerating despite the IRA repeal, with Canadian Solar opening a solar cell factory in Indiana, a Taiwanese joint venture announcing a 1 GW module facility, and an MIT study finding that 75% of new renewable energy projects have proceeded regardless — though federal climate targets have been set back and project economics in some segments remain under pressure.
GSC and Associations in the News
EC curbs on solar producers to hit SE Europe harder – analysts (Montel)

The European Commission’s ban on solar inverters from China and other countries deemed high-risk from EU-funded projects will hit southeast Europe harder than other regions, while doing little to revive domestic manufacturing, market observers have told Montel … Developers could face delivery delays as they shift to western suppliers that lack the local supply chains, technical support and market presence established by Chinese manufacturers, an issue recently raised by SolarPower Europe and regional investors.

Gas: the hidden cost that will drive up bills (Ouest France)

What hidden cost are we talking about? The impact of “Biogas Production Certificates” (CPBs) on gas prices … “Biomethane contributes to making gas greener,” explains Jules Nyssen, president of the Syndicat des énergies renouvelables (SER) .

VZBV Proposes Alternative to Direct Marketing (energate messenger Schweiz)

The Federation of German Consumer Organizations (VZBV) is proposing a dynamic feed-in tariff as an alternative to the planned direct marketing model for small rooftop systems. The Bundesverband Solarwirtschaft (BSW) also anticipates that the planned changes will make new rooftop systems less attractive. It

EEG 2027: Habeck plans to end feed-in tariffs for solar systems (boerse-express.com)

Planned cuts to feed-in tariffs and new technical hurdles could place a massive strain on the private photovoltaic market. The Bundesverband Solarwirtschaft (BSW-Solar) and the Central Association of the German Electrical and Information Technology Trades (ZVEH) fear a slump in demand of more than two-thirds in the private and small-business sectors. 

Repeal of the IRA Does Not Halt Energy Transition: 75% of Renewables Hold Firm, According to MIT (Merca2)

The repeal of the Inflation Reduction Act has not stopped 75% of new renewable energy projects—according to an MIT study—but it has derailed U.S. climate goals and resulted in losses amounting to billions … Tech giants like Google are signing multi-billion-dollar renewable energy contracts—most recently for a 1.4 GW wind farm in Minnesota—and pushing for new transmission infrastructure, benefiting the entire sector. “This massive demand sends a powerful signal to investors and developers,” says Ray Long, president of the American Council on Renewable Energy.

Photovoltaics: Industry anticipates significant market slump (ZFK)

The planned amendment to the Renewable Energy Sources Act (EEG) is forcing small-scale PV systems into the market. But is the necessary infrastructure already in place? … However, a closer look at the draft itself reveals a contradiction highlighted by the Bundesverband Solarwirtschaft (BSW-Solar) : according to the draft legislation, the Ministry projects only 90,000 additional cases of direct marketing per year in the PV segment up to 100 kW over the coming years.

Sungrow Commissions Nordic Region’s Largest BESS Project with 70 MW / 160 MWh System in Sweden (SolarQuarter)

Sungrow has announced the commercial operation of the Nordic region’s largest battery energy storage system (BESS), delivering its PowerTitan 2.0 solution for the 70 MW / 160 MWh Ånge BESS in Sweden … According to SolarPower Europe, Sweden and Finland collectively installed more than 1 GWh of new battery storage capacity in 2025.

Nation seeks answers in Marcos penultimate SONA (Manila Bulletin)

President Ferdinand Marcos Jr. delivers his fifth State of the Nation Address (SONA) on Monday, his second-to-last before the end of his six-year term, with Filipinos expecting him to present concrete plans to address rising living costs, strengthen the economy, improve public services and sustain governance reforms during the remainder of his presidency … The energy sector also urged the government to sustain its renewable energy agenda. “Our wish is for the government to deepen its commitment to renewable energy in order to achieve energy security. The ongoing Middle East crisis confirms the danger of fossil fuel price volatility and its impact on everyone’s way of living and survival,” said Philippine Solar and Storage Energy Alliance founder Tetchi Capellan.

 

Chris Bowen’s green battery subsidy scheme blows out by eyewatering amount amid uproar over $4.2 million accommodation plans for pre-COP summit (News24)

The Energy Department has fessed up to massive blowouts in Chris Bowen’s flagship green subsidy scheme just two months after he boasted about Australia’s “cheap” renewables transition, writes Louise Roberts … Addressing the Smart Energy Council in May, Mr Bowen said this was because Australians “know common sense when they see it”.

Regional Developments
Africa

North America

Latin America

Asia

Australia

EU & UK

Other Solar News
  • No relevant coverage 
Social Media Highlights
  • Online environmental project and social media presence ‘Give A Shift About Nature’ shared on Facebook a post suggesting: ‘Before we take up a bunch of wild land for solar panels, why don’t we do this? Every rooftop, parking lot, library, school, hospital, and grocery store should be equipped with solar panels.’ garnering 4.3K reactions.
  • The American conservative group ‘Heartland Institute’ shared on Facebook a post and link to a video on how “the ‘green’ energy transition has a dirty secret. Electric vehicles, solar panels, wind turbines, and batteries all rely on rare earths, lithium, and cobalt. But behind those materials are allegations of forced labor, child labor, dangerous mines, and enormous environmental damage.‘ garnering 2.2K reactions

 

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