7 Things Worth Reading This Week (5/2/25)

SEIA ranks California, Texas, Florida, Arizona and North Carolina as the top five states in solar capacity.  In these states the industry invested $224 billion in solar, with $32.5 billion invested in 2024. They also support about 124,000 jobs in the industry. 33 states have more than 1 GW of solar installed, something only 10 states achieved a decade ago.

Boviet Solar opened its 2 GW panel assembly facility in Greenville, NC. It has 370 employees and will make both mono- and bifacial solar panels for the U.S. market. Boviet invested nearly $300 million to renovate the existing 521,460-ft2 building and is building a second 500,000-ft2 factory next door that will manufacture 3 GW of cells each year.

In the first three months of this year, firms canceled nearly $8 billion worth of U.S. clean energy projects, mostly factories, due to Trump policies. These are mostly factories ranging from grid batteries to EVs. And if Congress rescinds IRA manufacturing incentives, this could get worse.

Solar Builder worked with Panasonic to show how one battery system, the Panasonic EVERVOLT Home Battery System, can be configured six different ways to meet six different customer needs. Panasonic used 6 real case studies of installers to show best practices  on how to install a hybrid inverter-only, home battery system with SmartMeter, home battery system with SmartBox, battery system added to existing PV, more PV added to Home Battery System, and full EVERVOLT System with generator.

Daanaa is looking at what they call a “physics breakthrough” embedded into the PV module, a substring inverter system called Zodiac. Zodiac would make external module-level power electronics (MLPE) obsolete by embedding DC optimization, inversion, rapid shutdown, and diagnostic functions into power electronic modules at the cell level.

Greentech discusses why direct pay, a three-way relationship between a lender, an installer, and an equipment supplier, is superior to the Supplier Terms Model, the more traditional way cash flows between those three entities. They detail the potential breakdowns endemic to the Supplier Terms Model and look at why Direct Pay lowers risk and frees up more cash for the installer.

Greentech talks with Fortress about their offerings’ competitive advantages, specs for their Envy, eForce, eVault, and eSpire Mini products, discusses case studies and becoming an authorized dealer, and conducts an extensive Q&A. The video is below.