[SMM PV News] US DoJ Abandons Solar Tariff Moratorium Appeal; Industry Faces $50B-$70B Retroactive Liability

GREW Solar has received approval under India’s Approved List of Models and Manufacturers (ALMM) for 3 GW of manufacturing capacity at its Dudu, Rajasthan facility. The approval covers its G12R bifacial n-type TOPCon modules, which feature efficiencies up to 23.14% and power output ratings of up to 635 W. Inclusion in the ALMM allows these modules to be deployed in government-mandated and open-access projects. The company claims the high-power G12R series can reduce module count by 6-8% per MW, lowering balance-of-system (BOS) costs like cabling and land. GREW plans to expand its total module capacity to 11 GW by late 2026 and is establishing an 8 GW cell facility in Madhya Pradesh.

Canada deployed 57 MW of utility-scale solar in 2025, with projects in Alberta, British Columbia, and the Yukon bringing the nation's cumulative capacity to approximately 5.4 GW. While official numbers are pending, the Canadian Renewable Energy Association (CanREA) indicates that "behind-the-meter" (BTM) installations likely dominated the market, with Alberta alone accounting for roughly 100 MW. Despite interconnection bottlenecks, the sector is accelerating: 750 MW of utility-scale projects are currently under construction, and CanREA forecasts cumulative solar capacity will surge to 21 GW by 2035. This growth is supported by provincial procurements like Hydro-Quebec’s 300 MW tender and a strong focus on Indigenous participation.

The UK government has awarded contracts for a record 4.9 GW of solar capacity in its latest Allocation Round 7 (AR7) at a clearing price of £65/MWh ($88/MWh). This surpasses the previous record of 3.3 GW set in AR6. The capacity is split between 1.87 GW coming online by 2028 and 3 GW by 2029. The lower strike price, which down from £72/MWh in the previous round—is attributed to the extension of Contract for Difference (CfD) terms from 15 to 20 years, which reduced the cost of capital for developers. West Burton Solar emerged as a major winner, securing 479 MW across three sites. This auction is a significant step toward the government's target of doubling solar capacity from 21.5 GW in 2025 to 45 GW by 2030.