[SMM PV News] US Energy Storage Hit by Policy Shifts

As US states began legislating to regulate plug-and-play PV technology, the industry is showing a growth trend. As of May 15, 2026, Utah, Virginia, Colorado, Maine, and Maryland had officially passed legislation allowing residents to use plug-and-play PV systems (also known as balcony PV). These compact, portable power generation devices can be plugged directly into household electrical circuits, providing a new pathway to access renewable energy for residents who cannot install rooftop PV or participate in community PV programs, particularly renters and apartment dwellers.

[SMM Silicon-Based PV Morning Meeting Summary] Polysilicon: N-type recharging polysilicon was quoted at 34.1-36.1 yuan/kg. Polysilicon prices were relatively stable overall, with almost no new order signing in the market. Currently, top-tier players plan to resume production successively, and the market is watching related meetings and specific production resumption developments. Wafer: Market prices for 18X wafers were 0.9-0.93 yuan/piece, 210RN wafers at 1.00-1.03 yuan/piece, and 210N wafers at 1.2-1.23 yuan/piece. Wafer prices have remained stable overall in recent days.

On May 19, the National Energy Administration released data on PV power generation construction in Q1 2026. New grid connection capacity in Q1 2026 reached 41.189 million kW, of which centralized PV power stations accounted for 19.619 million kW and distributed PV accounted for 21.570 million kW.