SPW explores the impact of CA’s NEM 3.0 on battery installs in the state. They discuss how numbers are jumping quite a bit when it comes to coupling solar with BESS or retrofitting with existing systems plus which manufacturers seem to be favored and why.

The quality assurance group Sinovoltaics released a useful report assessing the financial strength of 65 solar module manufacturers, 55 energy storage manufacturers, and 32 inverter manufacturers. They include company rankings and 3 handy charts.

SEG Solar opened a PV manufacturing base in Houston to produce the company’s high-efficiency 585W YUKON N series modules. It is fully operational and will have an annual 2 GW capacity. The production lines are compatible with 182 mm and 210 mm N-type cells.

Private equity firm Blackstone’s clean energy arm has acquired a majority stake of Westwood Professional Services, an engineering and design firm for renewable energy projects. Westwood’s management team and employee shareholders will retain a minority stake. Blackstone Energy Transition Partners has committed about $1.3 billion in energy transition-related equity investments thus far.

SPW looks into what installers are doing to accommodate larger panels for resi installs. They look at the top large size resi panel offerings from QCells, REC, and more plus what design platforms like Aurora as well as installers like TerraSol Energies do to succesfully adjust for them.

Wood Mackenzie is reporting that U.S. cumulative community solar will double by 2029, from less than 7 GW today to over 14 GW. They are forecasting a national growth rate of 5% through 2026 and an 11% contraction through 2029.

BayWa r.e. hosted customers and industry experts at its Business Leadership Summit and Power Forward offered key insights: mood of solar installers right now, an installer testimonial, takeaways from Enphase Co-founder keynote speech, battling solar installer “untrustworthiness”, outlook for C&I and resi markets, and domestic content interest. The video is below.