Domestic manufacturing in the USA is still on the rise
Between the Terminals
TLDR · What matters most
- US utility Georgia Power has received approval from the Georgia Public Service Commission (PSC) for seven solar power purchase agreements (PPAs) totalling 1,137MW through its CARES 2023 and CARES 2025 procurement programmes.
- Indian solar manufacturer Premier Energies and RCT India, part of Germany-based RCT Group, have established a joint venture (JV) to develop a 12GWh battery energy storage system (BESS) manufacturing facility in Telangana, India.
- Solar tracker specialist, Array Technologies, recently opened a new $50 million 216,000 square foot manufacturing facility in Albuquerque, New Mexico, nearly tripling its previous capacity.
- We Recycle Solar (WRS) – a dedicated solar PV recycling firm – plans to launch the facility near Dallas, Texas in Q3 2027.
- Horizon Technology Finance Corporation and Roth Capital Partners’ joint venture, RoHo Capital Opportunity Fund, has extended a $20 million senior credit facility to U.S.-based energy technology company NeoVolta, with the option to increase the facility to $30 million, subject to mutual agreement.
BESS Technology
Premier Energies, RCT India plan 12GWh BESS manufacturing facility in Telangana
Premier Energies and RCT India have established a joint venture to develop a 12GWh BESS manufacturing facility in Telangana, India.
- Indian solar manufacturer Premier Energies and RCT India, part of Germany-based RCT Group, have established a joint venture (JV) to develop a 12GWh battery energy storage system (BESS) manufacturing facility in Telangana, India.
- The facility will be developed through Premier Energies’ subsidiary, Premier Battery Technologies, with the first phase planned at 6GWh.
- The proposed manufacturing plant will serve demand for BESS across commercial, industrial and utility-scale applications in India and international markets, the companies said.
Data Centers
xAI has quietly built a massive battery at its Memphis data center hub
Elon Musk’s SpaceXAI has built what may be the biggest battery in the U.S.
- at its controversial Memphis AI computing hub.
- The exact size of the battery is unclear.
- Canary Media counted 720 Tesla Megapack battery containers visible on the grounds of the Colossus 2 data center in satellite imagery dated July 11.
How competitive is BESS for data centers, really?
Volta Foundation’s July 2026 report ‘Where Batteries Can Win in Data Center Applications’ shows the two areas where battery energy storage systems (BESS) are winning, four where it is competing and two areas where it’s losing out to other technologies in th…
- By now the standout advantages of BESS for data center developers are known.
- Vendors like Energy Vault, Eolian, Fluence, Hithium, ZincFive and more are supplying their systems to data centers while on the other side of the coin AI hyperscalers like Alibaba, Tencent, ByteDance, Meta, Google, and Microsoft have been investing in BESS.
- “BESS earns its place alongside firm generation,” said Volta Foundation’s report, adding that flexibility is a battery’s main benefit for data centers and grid operators.
Manufacturing
NeoVolta secures up to $30m via credit to expand U.S. BESS manufacturing
The RoHo fund has committed up to $30 million in growth capital to NeoVolta as the company scales domestic BESS production in Georgia.
- Horizon Technology Finance Corporation and Roth Capital Partners’ joint venture, RoHo Capital Opportunity Fund, has extended a $20 million senior credit facility to U.S.-based energy technology company NeoVolta, with the option to increase the facility to $30 million, subject to mutual agreement.
- The initial $20 million was funded at closing and will support NeoVolta’s U.S. battery energy storage systems (BESS).
- NeoVolta disclosed in a Securities and Exchange Commission (SEC) filing that the loan carries a 10% annual interest rate, matures March 3, 2028, and begins monthly amortization payments starting December 4, 2026.
Battery Energy Storage Group Receives Millions in Funding
Horizon Technology Finance Corp., an affiliate of Monroe Capital, on September 10 said that the RoHo Capital Opportunity Fund LLC, a joint venture formed by Horizon and CR Financial Holdings, Inc., the holding company for Roth Capital Partners, LLC, has provided a $20-million senior credit facility to NeoVolta, Inc., with the ability to increase the facility to $30 million upon mutual agreement.
- An initial $20 million was funded at closing to support NeoVolta’s continued growth.
- NeoVolta is an energy technology company focused on developing and manufacturing domestic battery energy storage systems (BESS).
- Together with its joint venture partner LONGi, NeoVolta is developing a 210,600-square-foot manufacturing facility in Pendergrass, Georgia, to produce BESS systems designed to meet U.S. domestic content and supply-chain requirements.
Policy & Markets
Italy’s storage market shrinks 58% in 12 months as installations slow
Italy’s battery storage market added 1.3 GWh in the first half of 2026, but installations fell sharply year on year amid a prolonged residential slowdown.
- The post Italy’s storage market shrinks 58% in 12 months as installations slow appeared first on Energy Storage .
- Key reported scale or value: 1.3 GWh.
Safety & Thermal Events
Solar overtakes coal in New Zealand as Q2 generation surges 56% to record 242GWh
New Zealand's solar generation rose 56.2% year-on-year to a record 242GWh in Q2 2026, according to the latest New Zealand Energy Quarterly.
- New Zealand’s solar generation rose 56.2% year-on-year to a record 242GWh in Q2 2026, according to the latest New Zealand Energy Quarterly from the Ministry of Business, Innovation and Employment (MBIE).
- According to the government, the country generated more electricity from solar than coal over a rolling 12-month period for the first time on record.
- The Q2 2026 quarter, covering April to June and released on 10 September, was marked by renewable energy sources supplying 92% of New Zealand’s electricity, the third consecutive quarter above 90% and the highest share recorded for a Q2 period.
VICTORY: Court Rules Against Trump’s Michigan Coal Bailout
WASHINGTON, D.C. — Today, the U.S. District Circuit Court for the District of Columbia ruled in favor of the Sierra Club, overturning the Department of Energy’s“emergency” order overriding the state’s and utility’s decision to close the J.H. Campbell coal-f…
- WASHINGTON, D.C. — Today, the U.S. District Circuit Court for the District of Columbia ruled in favor of the Sierra Club, overturning the Department of Energy’s“emergency” order overriding the state’s and utility’s decision to close the J.H. Campbell coal-fired power plant.
- In May 2025, Trump’s Department of Energy issued a last-minute “emergency ...
- [continued] The post VICTORY: Court Rules Against Trump’s Michigan Coal Bailout appeared first on CleanTechnica .
Emerging Storage
Iron-mediated cathode enables 206 Wh/kg sodium-ion pouch cell
Chinese researchers have developed an iron-mediated strategy that improves the reversibility and stability of lattice-oxygen redox reactions in sodium-ion battery cathodes.
- A 15.8 Ah pouch cell using the cathode achieved an energy density of 206 Wh/kg, with lattice-oxygen redox reversibility reaching 99%.
- The post Iron-mediated cathode enables 206 Wh/kg sodium-ion pouch cell appeared first on Energy Storage .
Projects & Operations
Georgia Power receives approval for 1.14GW of solar PPAs
Georgia Power has secured Georgia Public Service Commission (PSC) approval for seven solar PPAs totalling 1,137MW under its CARES programmes.
- US utility Georgia Power has received approval from the Georgia Public Service Commission (PSC) for seven solar power purchase agreements (PPAs) totalling 1,137MW through its CARES 2023 and CARES 2025 procurement programmes.
- The approved projects, located across seven Georgia counties, are expected to enter commercial operation as early as 2029.
- The procurement under the CARES 2023 programme represents the largest single solar procurement in Georgia Power’s history, the utility said.
Array Technologies triples its U.S. manufacturing footprint
The Albuquerque solar tracker manufacturing facility will employ about 300 people and enable it to bring production in house rather than sourcing components from other suppliers.
- Solar tracker specialist, Array Technologies, recently opened a new $50 million 216,000 square foot manufacturing facility in Albuquerque, New Mexico, nearly tripling its previous capacity.
- Founded more than three decades ago in Albuquerque by Ron Corio, developer of the first solar tracker for the Wattsun concentrator, the company now has 100 GW of trackers deployed worldwide.
- Array reports that several components manufactured at the facility will qualify for the Section 45X Advanced Manufacturing Production Tax Credit.
Vattenfall goes ahead with 1GWh battery storage project at former nuclear site in Germany
Swedish power company Vattenfall has taken a final investment decision to proceed with a 254MW/1,000MWh battery storage project in Germany.
- One of the country’s and Europe’s largest battery energy storage system (BESS) projects will be built at the site of the Brunsbüttel nuclear power plant in Schleswig-Holstein, northern Germany.
- The nuclear plant, 67% owned by Vattenfall, was decommissioned in 2019 after just over 40 years of service and is still being dismantled.
- The energy company received planning approval from Brunsbüttel city council for the battery storage project in December 2025.
Axpo and energieUri commission Switzerland’s largest operational BESS facility
Axpo and energieUri have commissioned two large-scale battery energy storage system (BESS) projects in Gurtnellen, Canton Uri.
- Announced 9 September, the projects, located at the same industrial site in the Plattischachen area, with Axpo’s installation rated at 50MW and energieUri’s at 8.4MW, were officially inaugurated marking what is currently Switzerland’s largest operational BESS facility.
- The facilities are positioned adjacent to an existing national grid substation and energieUri’s Arniberg power plant.
- According to Hermann Epp, Member of the Cantonal Government and Director of Public Works, the Plattischachen industrial area is developing into an energy hub of national significance.
400 MWh BESS in Hamburg begins construction
Swedish company Flower aims to realize the largest storage system to date in a major German city.
- It is scheduled to enter commercial operation in late 2028, at which point Engie will take over market optimization.
- A corresponding Flexibility Purchase Agreement has already been signed.
Why Enerparc insolvency is a warning sign for European solar’s new reality
The financial difficulties of one of Europe’s best-known downstream solar companies highlight the faultlines running through the continent’s PV and energy storage business.
- The news earlier this week that veteran German solar developer Enerparc had filed for insolvency, just months after securing a billion-euro refinancing package, has sent shockwaves through the European renewable energy sector.
- “We’ve seen companies come and go throughout the years, but with Enerparc, we all kind of thought they had the key, right?
- This is a big surprise,” she told PV Tech.
Metlen agrees to sell 165MW/725MWh Chile solar-plus-storage project
Metlen Energy & Metals has signed an agreement with Copec for the sale of the Tamarico II solar-plus-storage project in Chile.
- Metlen claimed the sale Tamrico II reaffirms its ability to develop, build and operate its own renewable energy projects, and ultimately monetise their value through its Asset Rotation model.
- Metlen also stated that the agreement further strengthens its partnership with the COPEC Group, one of Latin America’s leading energy groups, a partnership that started three years ago.
- Announced 10 September, the agreement was signed with Copec S.A. through its subsidiary Copec Flux S.p.A. for the project, which combines 165MW of solar PV generation with 725MWh battery energy storage system (BESS), extendable to 925MWh.
Invenergy, HASI partner to develop 2.7GW solar PV and co-located BESS across the US
IPP Invenergy has expanded its partnership with energy investment firm HASI to support 2.7GW of renewables across the US.
- Independent power producer (IPP) Invenergy has partnered with energy investment firm HA Sustainable Infrastructure Capital (HASI) to support 2.7GW of renewables across the US.
- The equity partnership will support ten utility-scale solar PV, solar-plus-storage and wind projects across the US states of Arizona, New Mexico, Texas, Arkansas, Indiana, Ohio and New York.
- More than 850MW of the 2.7GW portfolio is already operational, while the remaining projects are forecast to begin operations by the first quarter of 2027.
PV Solar
‘First of its kind’ solar critical material recovery centre planned in Texas
Plans for the US’ “first end-to-end” solar PV critical materials recovery and recycling facility have been announced.
- We Recycle Solar (WRS) – a dedicated solar PV recycling firm – plans to launch the facility near Dallas, Texas in Q3 2027.
- The company claimed that the “first-of-its-kind commercial-scale plant” will recover 96% of the silver, copper, silicon, aluminium and glass from decommissioned solar panels and process them for resale back into new US products.
- WRS, which is based in Arizona, said that its facility will be the first to conduct the entire recovery and processing operation in the US, rather than sending materials to overseas sites for “further recovery”.
Installed Solar Power Now Enough For 50 Million US Homes
There’s now enough solar power installed in the United States to power approximately one-third of the homes in the nation.
- There’s enough capacity installed to power around 50 million US homes.
- That’s according to the latest edition of the US Solar Market Insight report, which is produced by the Solar ...
- [continued] The post Installed Solar Power Now Enough For 50 Million US Homes appeared first on CleanTechnica .
Array Technologies boosts local production capacity with new Albuquerque facility
US-based solar tracker and balance-of-system provider Array Technologies has opened a new manufacturing facility in Albuquerque, New Mexico.
- The 20,000-square-metre, US$50 million facility roughly triples the company’s existing Albuquerque site and will expand Array’s in-house production capabilities for key hardware components.
- “Array was founded here in Albuquerque, and manufacturing has been at the heart of our company from the beginning,” said the company’s CEO, Kevin Hostetler.
- “This investment reflects our confidence in the future of Array, our commitment to our customers and our continued belief in American solar manufacturing.
Inverter sector profitability divide: Sungrow and Sigenergy lead, while four rivals post losses
Recent financial results from China's inverter manufacturers reveal a clear profitability gap between market leaders and mid-tier players.
- Several major inverter manufacturers—including Sungrow, Deye, Sigenergy, Ginlong Solis, and Chint Power—have released their first-half (1H) 2026 financial results, revealing a clear profitability divide within the sector.
- Financial filings reveal stark divergence across listed inverter players.
- Sungrow, Deye, and Sigenergy dominate the industry, collectively accounting for over 95% of total net profit, making them the industry’s three most profitable companies.
Glint Solar launches land screening program for US solar, BESS deployments
Glint Solar has launched a ‘land screening’ program that allows users to assess land across several US states for solar project suitability.
- Norwegian solar mapping software provider Glint Solar has launched a ‘land screening’ program that allows users to assess land across several US states for suitability for the deployment of solar PV projects and battery energy storage systems (BESS).
- Launched last week, the software combines a land parcel search tool—which includes search criteria such as land steepness, local environment and proximity to nearby grid infrastructure—and a map on which users can draw areas to restrict their searches.
- It then finds a number of available areas in the region that meet the search criteria, ranked by buildable acreage and number of individual parcels of land.