Renewable Energy 10 August 2025 - 25 February 2026

First Solar stock tumbles on weak 2026 outlook — tariffs and permits now in the crosshairs
···

First Solar stock tumbles on weak 2026 outlook — tariffs and permits now in the crosshairs

First Solar shares fell 13.6% to $210.12 Wednesday after issuing a weaker-than-expected 2026 sales forecast and warning of $125–$135 million in tariff costs. The company cited federal permitting delays and trade friction affecting demand and factory use. First Solar also filed a patent complaint with the U.S. International Trade Commission against several rivals. After-hours, the stock slipped another 0.17%.
February 26, 2026
SolarEdge stock price slips premarket after Mizuho trims target; what SEDG investors watch next
···

SolarEdge stock price slips premarket after Mizuho trims target; what SEDG investors watch next

SolarEdge Technologies shares fell about 1% to $37.50 in premarket trading Monday after Mizuho cut its price target to $32, citing weaker European demand and higher costs. The stock had surged 115% over the past year. SolarEdge posted fourth-quarter revenue of $335.4 million and free cash flow of $43.3 million. U.S. equity futures were lower amid renewed tariff uncertainty.
February 23, 2026
SolarEdge stock whipsaws after earnings as outlook puts margins back in focus
···

SolarEdge stock whipsaws after earnings as outlook puts margins back in focus

SolarEdge Technologies fell 4.3% to $35.54 Wednesday morning after an early surge, as investors reacted to its quarterly results and outlook. Fourth-quarter revenue slipped 1.4% to $335.4 million, with non-GAAP gross margin rising to 23.3%. The company posted a GAAP net loss of $132.1 million, including a $70.5 million one-time finance expense. SolarEdge guided first-quarter revenue of $290 million to $320 million.
February 18, 2026
Bloom Energy stock price rebounds after 10% slide as CPI cools; Fed minutes next
···

Bloom Energy stock price rebounds after 10% slide as CPI cools; Fed minutes next

Bloom Energy shares rose 1.9% to $141.61 Friday afternoon, rebounding after a 10.6% drop the previous session. The stock swung between $131.05 and $144.54 as investors weighed softer U.S. inflation data and shifting rate-cut expectations. Over 13 million shares traded Thursday during a broad tech-led selloff. U.S. markets will close Monday for Washington’s Birthday.
February 13, 2026
Tesla’s next big bet: Hiring surge for Musk’s 100GW U.S. solar plan
···

Tesla’s next big bet: Hiring surge for Musk’s 100GW U.S. solar plan

Tesla is recruiting for a planned 100-gigawatt U.S. solar manufacturing chain, aiming to build capacity from raw materials by end-2028, according to executive posts and job ads. Bloomberg reports Tesla is considering new sites and a major Buffalo, New York expansion. New York officials say they have not discussed the plan with Tesla. The company has not disclosed where most of the new capacity would be located.
February 8, 2026
Perovskite - flexible solar cells
···········

Perovskite Solar ‘Stickers’ Are Almost Here: How Flexible Laminates Could Turn Walls, Cars & Roofs into Power Plants

A flexible perovskite module with WVTR ≈ 5.0 × 10⁻³ g/m²/day retained 84% of its power after 2,000 hours at 85°C/85% RH. Japan is subsidizing Sekisui Chemical to build a 100 MW film-type perovskite plant by 2027. A Chinese startup unveiled a 1.2 m × 1.6 m flexible module rated 260–300 W and weighing 2.04 kg. Several manufacturers have passed IEC reliability tests for flexible perovskite modules.
August 15, 2025
Small Modular Reactors
····

Small Modular Reactors: Tiny Nukes, Big Revolution in Clean Energy

NuScale’s 77 MWe SMR became the first design certified by the U.S. NRC in 2020, with a six-module plant planned in Idaho by 2029. China’s HTR-PM began commercial operation in December 2023, while Canada licensed a 300 MWe BWRX-300 at Darlington in April 2025. The UK selected Rolls-Royce SMR for at least three units in June 2025, targeting grid connection in the mid-2030s.
August 11, 2025
Vertical Solar Farms
··········

Vertical Solar Farms: How Bifacial Panels Are Revolutionizing Solar Energy in 2025

Japan’s Ashikaga City installed a vertical solar farm in May 2024, yielding 5% less rice but selling power to Marubeni. Austria’s 2022 vertical PV plant with 4,500 modules saw only minor damage and no manual cleaning needed. Upfront costs for vertical bifacial systems in Austria reach €200,000 per MW, higher than traditional setups. Japan’s industry group projects 20–30% annual growth for vertical installations in snowy regions.
August 10, 2025