[Solar: Australia adds 435MW of residential rooftop PV in April]

The American Clean Power Association said US developers brought 6.4GW of new utility-scale solar, wind and energy storage capacity online in Q1 2026, lifting total domestic clean power capacity above 370GW. Additions included 3.63GW of utility-scale solar, 2.38GW of storage and 415MW of wind, with utility-scale solar now surpassing wind as the largest source of clean power capacity in the US. However, Q1 additions were down 17% year on year, mainly due to 6.4GW of projects originally expected online being delayed. ACP is tracking 59.5GW of delayed projects, affected by permitting delays, interconnection backlogs and fluctuating equipment prices. SMM believes the US solar and storage pipeline remains strong, but actual delivery will continue to be constrained by grid connection, permitting and supply chain challenges.

[SMM Photovoltaic: India’s Solar Manufacturing Capacity Eyed to Hit 250 GW by 2030] India’s domestic solar module manufacturing capacity has surged to a massive 172 GW, up from just 3 GW a decade ago. Insiders believe this capacity is projected to reach 250 GW by FY2030. This explosive growth is backed by various government measures that support the backward integration on domestic solar chain. These measures include the Approved List of Models and Manufacturers (ALMM), which requires project developers to source modules and cells from an approved list of domestic manufacturers. Nevertheless, India's domestic cell manufacturing lags behind at 27 GW, signaling the heavy reliance on imported upstream components, likely sourced from China.

[SMM PV News] It is understood that due to maintenance of cold hydrogenation equipment, a polysilicon base in Inner Mongolia is provisionally scheduled for maintenance at the end of June, with full-month maintenance in July, and is expected to return to normal in August. It is understood that this has limited impact on June production, and may affect July production by around 5 kt.