Global solar capacity crossed 3 TW, the third terawatt arriving in under two years. But the week's sharper signal came from the other end of the cost curve: China's storage prices turned upward after a historic slide, iron-air long-duration storage closed $750 million, and the first new US fission reactor in over a decade achieved criticality. The bottom line: deployment is now moving faster than the infrastructure to absorb it, and the technologies that bridge that gap — long-duration storage, enhanced geothermal, next-generation LFP — are where the money is heading.
Series G to scale production at Weirton, West Virginia. Iron-air targets 100-hour storage at below $20/kWh using iron rusting and de-rusting.
BloombergNEF puts installed solar past 3 TW. First TW took a decade, second under three years, third under two. BNEF expects 9 TW by 2036.
Oklo Aurora compact fast-fission reactor reached criticality — first new US fission reactor to hit this milestone in over a decade. Uses high-assay low-enriched uranium.
InfoLink counted 467.84 GWh shipped, up 94.8% YoY. Full-year forecast raised to 1,026 GWh. Non-China markets took 53.2% for the first time.
After bottoming near RMB 0.4/Wh in mid-2025, system prices averaged RMB 0.5937/Wh by May 2026. Rising lithium costs, tighter cell supply, and overseas demand drove reversal.
Ultium Cells resumes production at Warren, Ohio after seven-month stoppage. Rated at over 45 GWh/year of large-format NCMA pouch cells.
The Neom facility entered commissioning at 2.2 GW electrolyser capacity — would be world largest green hydrogen plant.
Creates underground fracture networks using high-pressure fluid injection. Backed by Breakthrough Energy Ventures, targeting AI data-centre demand.
World largest solar cell manufacturer plans 100 MW production pilot of perovskite-silicon tandems exceeding single-junction efficiency ceiling.
Robin Zeng stated manufacturers failing to achieve zero-carbon production will be left behind, framing carbon as the next competitive dimension. CATL committed to supply-chain neutrality by 2035.
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