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Friday, 19 June 2026

11 briefs so farlast update 18:51 UTC

Key points

  • Brent Slides to Four-Month Low as War Premium Unwinds.
  • Europe Hesitates on Hormuz Demining as Trump Pushes Rapid Reopening.
  • EIA projects record 86 GW of new US power capacity in 2026, led by solar and storage.
  • Uzbekistan starts construction of first small modular reactor.

Renewables

Solarge Runs 150 MW Composite Solar Module Line in Weert, Designed to Scale to 400 MW

Dutch manufacturer Solarge has been running a 150 MW module factory in Weert, Netherlands since May 2023, equivalent to around 300,000 solar panels per year, according to pv magazine.

The site was built with headroom. Solarge says its facilities and infrastructure are designed to support a future expansion to 400 MW.

The product the line is built around is the SOLO module, which swaps the glass-and-aluminium construction used across most of the crystalline silicon industry for composite materials. That cuts module weight to 5.5 kg/m², roughly half that of traditional solar panels. The weight reduction matters for rooftops with limited load capacity, including logistics warehouses and older industrial buildings that fail structural assessments for conventional glass modules.

Solarge is also pushing a circularity and chemicals angle. The company says the SOLO module is the first solar panel worldwide certified under the C2C Certified Circularity program and the first to meet version 4.1 of the standard, at Silver level. The module is free of PFAs, the so-called forever chemicals, and free of antimony, two materials drawing increasing regulatory and environmental scrutiny.

The positioning sets Solarge apart from the dominant Chinese crystalline silicon supply chain on weight, end-of-life handling, and chemical content rather than on cell efficiency or cost per watt. Whether that is enough to justify the move from 150 MW to 400 MW will depend on uptake from segments where conventional modules cannot be installed and where buyers are willing to pay for verified circularity claims.

Source: pv-magazine.com (opens in a new tab)1 sourcePermalink

Lightweight composite solar panels mounted flush on a large industrial warehouse roof under soft daylight.
Photo: Honglei Yue / Pexels (opens in a new tab)

Renewables

EIA projects record 86 GW of new US power capacity in 2026, led by solar and storage

The US will add 86 GW of new utility-scale generating capacity in 2026, the largest single-year addition in over two decades and nearly double the 53 GW installed in 2025, according to the Energy Information Administration's February 2026 Electric Power Monthly report.

Solar and battery storage drove the projection, together accounting for 79% of all planned utility-scale additions for the year, pv magazine reported, citing EIA data.

Utility-scale solar additions were projected at 43.4 GW, a 60% jump from the 27.2 GW added in 2025. Within that pipeline, Texas led with 17.4 GW, or roughly 40% of national planned solar construction, while Arizona and California each contributed about 6%.

Battery storage was set to break its own record. The EIA expected 24.3 GW of new capacity online in 2026, above the 15 GW added in 2025. Roughly 48% of grid storage already in operation sits co-located with solar arrays, a configuration aimed at curbing curtailment and shifting midday output to the evening peak.

Generation data tracked the buildout. The EIA projected US solar output to climb from 290 TWh in 2025 to more than 420 TWh by the end of 2026.

Source: pv-magazine.com (opens in a new tab)1 sourcePermalink

Renewables

TotalEnergies redirected $928 million from cancelled US offshore wind leases to fossil projects

TotalEnergies' settlement with the US Bureau of Ocean Energy Management converted the $928 million it had paid for two cancelled offshore wind leases into mandatory spending on conventional energy projects, including the Rio Grande LNG export terminal already under construction on the Gulf Coast.

Heatmap News reported Friday that BOEM had published the settlement documents covering both cancelled TotalEnergies leases on its website. The terms gave the French major a fixed window, running from November 18, 2025 to September 30, 2026, to redeploy a matching sum into conventional energy work.

The company moved fast. According to Heatmap News, TotalEnergies spent the full $928 million in less than 21 weeks. BOEM cancelled the Carolina Long Bay lease east of Wilmington, North Carolina on April 2, followed by the Attentive Energy lease off Northern New Jersey on April 13.

Crucially, the agreement named the Rio Grande LNG export terminal as an eligible destination for the redirected spending, a project TotalEnergies had already taken to final investment decision the previous September.

Patrick Pouyanne, chief executive of TotalEnergies, told Axios the company itself originated the cancellation deal. "It came from us, we took the initiative," Pouyanne said.

Critics challenged the structure. Kit Kennedy, managing director for power, climate, and energy at the Natural Resources Defense Council, told Heatmap News the inclusion of the Rio Grande project pointed to a sweetheart deal or collusive arrangement.

The practical outcome was narrow. TotalEnergies walked away from two federal offshore wind leases, kept its total US energy spending intact at $928 million over the settlement window, and channeled that sum into an LNG export project it was already building.

Source: heatmap.news (opens in a new tab)1 sourcePermalink