ES Foundry's FEOC Compliant Solar Cells

US research firm Intertek CEA says wider adoption of 587Ah battery cells could lower the cost of standard battery energy storage system (BESS) containers through 2027, even as lithium carbonate prices have risen sharply. #SolarEnergy #USEnergy #EnergyStorage

Is the US government still interested in promoting battery technology? Well, it all depends on what the batteries are for... Be that as it may, sodium-ion is a promising technology, and a new consortium of cell developers, materials suppliers, manufacturers and energy storage system providers has taken up the cause. https://lnkd.in/g6Gh8Ufi

BESS projects in 2026: waiting could mean paying more. The global battery market is facing an important shift: China is reducing export tax rebates for battery products — and from January 1, 2027, these rebates are expected to be fully removed. What may sound like tax policy can have a direct impact on European energy storage projects: - higher export costs - stronger demand ahead of the deadline - increased price pressure - longer lead times - less planning certainty for BESS projects For project developers, utilities, industrial companies and investors, the message is clear: if you are planning a battery energy storage system, 2027 may be too late. Placing orders, securing framework agreements and making binding project decisions still this year can help lock in today’s price levels and avoid potential cost increases. At LION Smart GmbH, we support customers in securing BESS projects early — technically, commercially and across the supply chain — from system design and procurement to implementation. 2026 is not the year to wait. 2026 is the year to decide. #LIONSmart #BESS #BatteryStorage #EnergyStorage #EnergyTransition #Procurement #SupplyChain #BatterySystems

A stronger American supply chain starts with more of the process being built here. Qcells has started solar cell production at its Georgia facility, marking a major step toward building a more complete domestic solar supply chain and reducing dependence on imported components. This is the kind of investment that matters — not just final assembly, but deeper manufacturing capability here in the U.S. https://lnkd.in/exmeHdyU #50Forged #AmericanManufacturing #MadeInUSA #SupplyChain #Manufacturing

Altech Batteries Ltd (ASX:ATC) has received an extension from the German Federal Ministry for Economic Affairs and Energy to satisfy the financial close condition attached to its €46.7 million CERENERGY® Sodium-Chloride Solid-State battery project grant. https://zurl.co/T0SsS

#ICYMI: As the global solar market continues to grow, the pressure to deliver high-quality, high-performing #PVcells while meeting increasingly stringent compliance requirements is greater than ever. Manufacturers, developers, investors, and buyers all face the challenge of ensuring that quality keeps pace with innovation and production scale. In Kiwa PI Berlin's report, The Race to PV Cell Quality & Compliance, we examine the critical role of quality assurance and compliance in today's PV manufacturing landscape. The report explores emerging challenges, highlights key considerations for reducing risk, and provides valuable insights into maintaining reliability and performance throughout the solar value chain. Whether you're involved in solar manufacturing, project development, procurement, or quality management, this report offers practical perspectives on navigating a fast-changing market. Download here: https://lnkd.in/ekjTzNN5

US research firm Intertek CEA says wider adoption of 587Ah battery cells could lower the cost of standard battery energy storage system (BESS) containers through 2027, even as lithium carbonate prices have risen sharply. Read more: https://lnkd.in/d5gEum_V #BatteryStorage #BESS #EnergyStorage #BatteryTechnology

Most battery energy storage developers know FEOC compliance is now required to claim the 30% ITC. Fewer have worked out what that actually means for their procurement process. IRS Notice 2026-15, issued in February, made the obligation concrete: you need to document that at least 55% of your manufactured product costs come from non-FEOC sources. That threshold rises to 75% by 2030. Miss it and you lose the entire credit. Not a reduction. Zero, plus potential 100% recapture over ten years. The problem is structural. The global battery cell supply chain runs primarily through China. CATL, BYD, CALB, and a handful of other Chinese manufacturers produce the majority of LFP cells used in utility-scale storage globally. Cells typically represent 30 to 55% of total manufactured cost. That means many supply agreements signed before the thresholds were finalized are sitting in a compliance grey zone that tax equity investors will not accept. What most teams get wrong: they treat this as a legal matter to resolve at financial close. It is a supply chain matter to resolve before supplier selection. The documentation burden, the ten-year compliance tail through service agreements, and the cost differential between FEOC-compliant and non-compliant supply all need to be understood at the procurement stage, not after execution. The 30% ITC is significant enough that in most scenarios FEOC-compliant sourcing is the right financial decision even at a premium. But that math only works if the supply chain can be verified, documented, and maintained through the tax equity window. What is your current approach to FEOC documentation at the point of supplier selection? #BatteryStorage #BESS #RenewableEnergy #Procurement #SupplyChain #EnergyTransition

Singapore-based solar manufacturer Maxeon Solar Technologies and Korea-based solar cell and module maker Qcells have announced a global settlement resolving all ongoing patent litigation between the two companies. Read more: https://lnkd.in/d-UwSqqX #SolarIndustry #SolarManufacturing #Photovoltaics #Innovation

ES Foundry Completes 2-GW Solar Cell Factory Expansion https://lnkd.in/gW53cdNE | Procurement Experts | Surplus Recovery | Infra Sourcing | Decom > https://lnkd.in/gj3Eixki