[SMM PV] La era de la competencia homogénea en la energía fotovoltaica ha llegado a su fin

La generación de energía solar en Portugal alcanzó un pico récord de aproximadamente 3,85 GW en agosto, respaldada por el continuo crecimiento de la capacidad, con 372 MW de energía solar añadidos entre diciembre de 2025 y mayo de 2026, lo que eleva la capacidad acumulada a unos 7,3 GW. La energía solar fotovoltaica se convirtió por primera vez en la mayor fuente de generación eléctrica de Portugal en julio, cubriendo el 19% del consumo nacional, por delante de la hidroeléctrica con un 16% y la eólica con un 13%, mientras que las renovables suministraron el 52% del consumo en agosto. En los primeros ocho meses del año, las renovables cubrieron el 66% del consumo eléctrico portugués, con la hidroeléctrica en un 25%, la eólica en un 23% y la solar en un 13%. Las importaciones netas de electricidad también alcanzaron un nuevo máximo por encima de 5,2 GW tras el refuerzo de la capacidad de interconexión con España.

Brazil's Federal Senate has approved Bill 278/2026 establishing the Redata special tax regime for data centers, suspending import duties, IPI and PIS/Cofins federal taxes on equipment and components for five years. Among the conditions for accessing the benefits, data centers must meet their entire contracted electricity demand through supply agreements or self-generation using renewable or low-emission sources. Eleven long-term renewable contracts between generators and data centers totaling 330 MW and about BRL 7.7 billion ($1.4 billion) were signed from 2021 to 2024, and the new regime is expected to further expand demand for solar and wind projects and PPAs as Brazil's data center market grows. The bill now goes to the president for sanction.

India's Central Electricity Authority has published draft amendments to its technical standards requiring ground-mounted solar and onshore wind projects commissioned after July 1, 2027 to install co-located energy storage equal to at least 10% of installed capacity with a minimum two-hour duration, rising to four hours for projects commissioned from July 2029 through June 2031. The draft also mandates that at least 15% of inverters in renewable plants have grid-forming control, while all power conversion systems of battery storage must be grid-forming, with stakeholder comments open until October 4. More than 8,133 GWh of solar was curtailed in the first quarter of the fiscal year as the grid could not absorb daytime surplus, and the new rules aim to address mounting curtailment and grid stability concerns.