01 / 05
Solar Industry Maintains Historic Learning Curve

PV Tech.org | Energy Production

Solar Industry Maintains Historic Learning Curve

“The photovoltaic industry has demonstrated resilience and continued technological advancement despite significant market challenges, according to the 17th edition of the International Technology Roadmap for Photovoltaics (ITRPV), released this week at Intersolar Europe.

The comprehensive report, compiled by 38 leading international companies and research institutes spanning the entire crystalline silicon (c-Si) value chain, reveals an industry in transition—shifting toward more efficient technologies while maintaining its historical cost reduction trajectory…

A headline finding is that the PV industry’s learning rate has increased to 26% for the period from 1976 to 2025, up from 24.9% in the 15th edition. This metric, which measures the price reduction for every doubling of cumulative production, demonstrates the industry’s continued ability to drive down costs despite recent market volatility.

After experiencing dramatic price drops in 2023 and 2024, driven by overcapacity and intense competition, module prices stabilised and even increased slightly by the end of 2025, reaching approximately US$0.09 per watt-peak (Wp), up by around US$0.01 at the end of 2024…

One pressing challenge in cell manufacturing is the high silver consumption for metallisation…

One pressing challenge in cell manufacturing is the high silver consumption for metallisation. The ITRPV report reveals that the 706GW of modules shipped in 2025 consumed approximately 7,244 tons of silver—representing about 21.4% of the world’s total silver supply…

Silver consumption varies by cell technology. In 2025, TOPCon bifacial cells consumed approximately 10mg per watt at the cell level (averaging M10 and G12 formats), while SHJ cells used 12.0mg/W and TOPCon-based back contact (TBC) cells required 12.2mg/W. The higher consumption in n-type concepts stems from the use of silver for both front and rear side metallisation, compared to p-type PERC’s lower requirement of around 8.9mg/W…

The report highlighted that overall silver consumption in 2025 was significantly below 2024 levels, demonstrating that reduction efforts are working. The roadmap projects aggressive reduction targets, with TOPCon cells expected to decrease to 6.3mg/W and SHJ cells to just 4.3mg/W within the next decade. For M10 format cells, silver consumption is projected to drop from approximately 90mg per TOPCon cell in 2025 to around 60mg by 2036.”

From PV Tech.org.

Yale Environment 360 | Energy Production

The World Adds a Third Terawatt of Solar Power

“In March, the world passed a major energy milestone, adding its third terawatt of solar power. Increasingly, poorer countries are leading the shift to solar, analysts say.

It took nearly seven decades, after the invention of the silicon solar cell in 1954, for the world to install 1 terawatt of solar capacity, conceivably enough to power the entire United States. After passing that milestone in 2022, the world added its second terawatt in 2024 and its third in 2026, Bloomberg reports.

BloombergNEF expects installations will continue apace, with the world hitting 9 terawatts of solar power by 2036. Analysts project that, by that date, poor countries will have installed more solar power than rich countries, China notwithstanding.”

From Yale Environment 360.

Reuters | Energy Production

China Now Generates Less than Half of Its Electricity from Coal

“China, the world's largest coal consumer, generated less than 50% of its ​electricity from the fossil fuel in the six months to June, marking a first ‌for the country, which has been promoting the use of renewable energy, officials said.

Coal's share of the power mix was 49.7%, Xing Yiteng, deputy director general of the energy administration's development and planning office, told a press conference on Thursday.”

From Reuters.

US Energy Information Administration | Energy Production

New LNG Terminal Expands North American Export Capacity

“Energia Costa Azul, the second liquefied natural gas (LNG) export facility in Mexico, shipped its initial cargo from Phase 1 of the terminal on July 8, according to the project developer. The completion of the project adds 0.4 billion cubic feet per day (Bcf/d) of nominal export capacity from a single train, tripling Mexico’s LNG export capacity. The facility is the first terminal in Mexico and the second in North America, following LNG Canada, to be located on the Pacific Coast, boosting North American export capacity there to 2.2 Bcf/d. The Pacific Coast location allows for shorter shipping routes to importers in Asia.”

From US Energy Information Administration.

Yale Environment 360 | Water Use

After Decades of Drought, Water Is Rising in the African Sahel

“Near-extinct oryx are returning. Farms are prospering as irrigation water reaches fields for the first time in decades. Farmers are even nurturing new trees on their land. Once a byword for drought and famine, the African Sahel region on the southern flank of the Sahara Desert now has more water than it has for decades. Wells are filling as water tables have risen by 13 feet or more in places. Lake Chad, which was one of Africa’s largest expanses of water before shriveling during the droughts, is recovering.

Over years of drought in the late 20th century, the sun hard baked the soils of the Sahel. Now, erratic but extreme rains are returning to this semi-arid region, causing lethal floods but also replenishing rivers, filling desert depressions, restoring water to dried riverbeds known as wadis, and sluicing rainwater off impermeable soils directly into aquifers. The process began in the 1990s but has accelerated in the past five years…

But increased rainfall since the drought years of the 1970s and 1980s explains only some of the rewetting of the Sahel. It cannot fully account for the transformation, say researchers. Also driving the rewetting, they posit, are changes to the land surface, ranging from the internationally funded Great Green Wall project to the revival of traditional water harvesting methods and the chaos caused by jihadist militants, which has led to the abandonment of irrigation projects that once emptied rivers of their flows.

Much remains unclear in these remote lands on the edge of the Sahara Desert, but the trend seems set to be long-term, with climate scientists saying more — and more extreme — rainfall is on the way in the 21st century. As underground water reserves revive, some are forecasting an agricultural renaissance.”

From Yale Environment 360.