[Solar PV: Colombia Issues Resolution 40208 to Incentivize Renewable and Storage Integration]

Airengy has announced plans to acquire a majority stake in Green-Go, a move designed to secure a foothold in Israel’s solar EPC market. The partnership combines Airengy’s expertise in compressed air and battery energy storage with Green-Go’s specialized experience in agrivoltaics and complex rooftop installations. The acquisition aligns with the recent formalization of Israel’s agrivoltaics regulatory framework, which establishes a two-track permitting process and a 30% solar coverage limit on cultivated land. By leveraging this new regulatory certainty, the companies aim to accelerate deployment in a market that has been maturing since its initial 100 MW agrivoltaics pilot program launched in 2022.

The Dutch Ministry of Economic Affairs and Climate has designated Resilicon’s planned polysilicon facility in Groningen, Netherlands, as a strategic project under the EU’s Net Zero Industry Act (NZIA). The project aims to reduce heavy reliance on non-EU polysilicon sources, where over 85% of global production is currently concentrated. With an estimated capital requirement of approximately €900 million, the facility is designed to be one of the world's most energy-efficient plants, utilizing green raw materials like metallurgical silicon and hydrogen. This initiative is pivotal for strengthening European supply chain resilience, targeting the projected 80,000–120,000 MT of annual European polysilicon demand by the end of the decade.

[SMM Silicon-Based PV Morning Meeting Minutes: Polysilicon Prices Generally Stable, Module Production Schedules Expected to Rise] Over the weekend, N-type recharging polysilicon was quoted at 34.1-36.5 yuan/kg. Weekend market prices remained temporarily stable. In the earlier period, frequent industry meetings were held, with results presenting a mix of bearish and bullish signals. Parties held divergent views, wait-and-see sentiment increased, and prices remained temporarily stable.