Key Takeaways FSLR is advancing perovskite research to develop scalable, high-efficiency thin-film solar products. The company's new perovskite line is part of its $370M Jim Nolan Center for Solar Innovation in Ohio. FSLR acquired Evolar AB in 2023 to boost the development of next-gen perovskite-based solar technologies.Recently, perovskite solar cells have emerged as a promising alternative to traditional silicon panels, offering potentially higher efficiency and lower production costs. With the increase ...

Dublin, July 01, 2025 (GLOBE NEWSWIRE) -- The "Quantum Dot Solar Cells Market Size, Share & Trends Analysis Report by Product Type (Quantum Dot Photovoltaic Cells, Quantum Dot Hybrid Solar Cells) by Material (Cadmium-based, Cadmium-free), Application, End-use, and Region with Growth Forecasts, 2025- 2030" report has been added to ResearchAndMarkets.com's offering. The Quantum Dot Solar Cells Market was valued at USD 1.24 billion in 2024, and is projected to reach USD 3.10 billion by 2030, rising at a CAGR o ...

Core Insights - T1 Energy Inc. has selected Yates Construction for preconstruction services for its $850 million G2_Austin 5 GW Solar Cell Facility, supported by U.S. tariffs and policies promoting advanced manufacturing [1][2] - The Milam County commissioners have approved a long-term tax abatement for T1 Energy, contingent on meeting employment and investment targets, with the facility expected to create up to 1,800 full-time jobs by the end of 2026 [2][6] - The G2_Austin project is part of T1's strategy to establish a domestic solar and battery supply chain, addressing the demand for U.S. solar cells and modules using TOPCon technology [3][4] Company Strategy - T1 Energy aims to build a reliable and low-cost energy supply chain in the U.S. through its solar and battery manufacturing facilities [3][8] - The G2_Austin facility will complement the existing G1_Dallas 5 GW Solar Module Facility, enhancing T1's capacity to meet customer demand [3][8] Economic Impact - The project is expected to invigorate the local economy by providing high-quality jobs and promoting sustainable growth in Milam County [6][4] - T1 Energy's initiatives align with the broader goal of enhancing American energy independence and manufacturing capabilities [4][8]

26 May 2025 | 7:05AM CST China Solar: Tracking profitability inflection May profitability to drop below pre-rush installation levels, price stabilization efforts as key to watch Our China Solar Profitability Tracker follows monthly supply/demand and inventory dynamics by sub-sector, and the spot prices/input costs implied cash GP & EBITDA margin trends for companies under our coverage. Key highlights in May MTD: Goldman Sachs does and seeks to do business with companies covered in its research reports. As a ...

23 May 2025 | 4:38PM CST China Multi-Industry Tariff Impact - Feedback from Appliances, Autos, Industrial Tech & Solar Companies (week of May 23) We have conducted discussions with select companies in the appliances, autos, industrial tech and solar sectors to understand the latest management thoughts on the business outlook following the increase in US tariffs. Details inside. China Consumer Durables We have interviewed selected covered companies within the white goods, consumer electronics and furniture s ...

Dublin, May 20, 2025 (GLOBE NEWSWIRE) -- The "Third Generation Solar Materials Market - A Global and Regional Analysis: Focus on Product, Application, and Country Analysis - Analysis and Forecast, 2025-2034" report has been added to ResearchAndMarkets.com's offering. The Third Generation Solar Materials Market is gaining significant momentum due to advancements in solar energy technologies and the growing demand for high-efficiency, low-cost solar cells. Third-generation solar materials, including dye-sensi ...

人工智能带动电力需求增长 美国光伏产业在人工智能带动电力需求增长的助力下，仍存在发展空间。美国本土光伏产业持续发展，当下产业链聚焦于下游，主要涵盖组件和光伏装机， 上游和中游产业仍处于建设进程中。从新增装机预期来看，2025年，美国的组件及新增装机有望实现自给自足。不过，电池片及上游环节仍存在较大进口需 求。考虑到美国对东南亚的双反税率以及美国本土光伏产业的发展态势，预计美国组件进口将逐步降至低位，电池片进口则会转向老挝、印尼及中东等国家 和地区。 图为美国电力需求趋势及未来预测（单位：TWh） 图为2010—2024 年美国新增发电占比（单位：%） 图为东南亚组件产能与美国组件产能及需求对比（单位：GW） 图为美国发电厂平均开发时间表（单位：年） 图为2024年美国电池片和组件进口量（单位：MW） 回顾特朗普上一任期（2017—2020年），光伏发电在新增发电中的占比在35%左右波动，其中2018年由于天然气占比增加，光伏发电的占比被挤压至23%。 整体来看，在特朗普的上一任期内，美国光伏产业的发展虽然未能得到明显支持，但也没有出现显著收缩的情况。 B数据中心用电激增给美国电网带来挑战 美国光伏产业在人工智 ...

T1 Energy (FREY) Q1 2025 Earnings Call May 15, 2025 08:00 AM ET Speaker0 Good day, and thank you for standing by. Welcome to the T1 Energy's First Quarter twenty twenty five Earnings Conference Call. At this time, participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please be advised that today's conference is being recorded. I would now like to turn the conference over to your host today, Jeff Spittel, Executive Vice President of Investor R ...

Working with a Saudi partner aligned with the Kingdom of Saudi Arabia to explore a potential strategic investment in G2_Austin "T1 is grateful to be part of a larger conversation to reshore American manufacturing through cooperative efforts with our overseas industrial partners," added Daniel Barcelo. "With this agreement in place, our teams will be working to secure this capital and advance T1's mission to bring investment, jobs, and key supply chains to America. As this relationship develops, we are also ...

Core Viewpoint - JinkoSolar reported a challenging first quarter of 2025, with significant declines in revenue and profitability due to low module prices and disruptions in demand from international trade policy changes, resulting in a net loss of US$181.7 million [4][30]. Financial Performance - Total revenues for Q1 2025 were RMB13.84 billion (US$1.91 billion), down 33.0% sequentially and 39.9% year-over-year [11]. - Gross loss was RMB352.9 million (US$48.6 million), compared to a gross profit of RMB2.74 billion in Q1 2024 [12]. - Net loss attributable to ordinary shareholders was RMB1.32 billion (US$181.7 million), a significant increase from a net income of RMB609.4 million in Q1 2024 [30]. - Basic and diluted losses per ordinary share were RMB6.40 (US$0.88) [32]. Operational Highlights - Module shipments reached 17.5 GW, ranking first in the industry, with total shipments of 19,130 MW [6][35]. - The company became the first module manufacturer to deliver over 320 GW of solar modules globally [6]. - The order book visibility for 2025 is currently at 60% to 70%, with certain regions exceeding 80% [7]. Market Dynamics - New installations in China for Q1 2025 amounted to 59.7 GW, a 31% increase year-over-year, indicating resilience in domestic demand [5]. - Average monthly bidding prices for solar modules in China have started to recover, returning to more rational levels [5]. Research and Development - The N-type TOPCon-based perovskite tandem solar cell achieved a record conversion efficiency of 34.22% [6][8]. - The company expects its annual production capacity for mono wafers, solar cells, and solar modules to reach 120.0 GW, 95.0 GW, and 130.0 GW, respectively, by the end of 2025 [10][38]. Energy Storage Developments - Shipments of energy storage systems exceeded 300 MWh in Q1 2025, with expectations of around 6 GWh for the full year [9]. - Confirmed orders for energy storage systems account for 50% to 60%, with an additional 20% to 30% showing strong potential for signing [9].