Tuesday, 30 June 2026

Elon Musk said SpaceX and Tesla teams were separately working to stand up 100 GW a year of US solar manufacturing capacity, a job he put at roughly three years, according to pv magazine. The target alone would eclipse every existing solar module line in the country.

Intertek CEA estimated US module manufacturing capacity at slightly above 45 GW at the close of 2025, rising toward 60 GW this year. A single 100 GW Musk complex would therefore outweigh the whole domestic industry then in place.

China's plants ran on another scale entirely. The IEA put Chinese annual module manufacturing capacity at 1,156 GW at the end of 2024, with actual output of 627 GW that year, pv magazine reported.

The US demand case ran high. A 2025 American Clean Power Association study projected the country would need more than 900 GW of new renewable generation capacity by 2040 to cover rising load from data centers and the electrification of heating and transport, with solar carrying 647 GW of that over a 15-year stretch.

The equipment alone carries a heavy bill. Open EI's 2025 Benchmarks pegged tooling for 100 GW of tunnel oxide passivated contact (TOPCon) cell production at USD 3.5 billion from the cheapest Chinese suppliers, with another USD 1.3 billion required for module production gear at the same scale, pv magazine reported.

Those costs cover machinery only. They leave out buildings, land, labour, polysilicon and wafer feedstock, and the tariff burden on Chinese-sourced equipment shipped into the United States. Neither SpaceX nor Tesla had named sites, financing, or cell technology for the proposed platform.

GE Vernova signed an agreement with Powerica Limited to supply 28 of its 3.8 MW-154m onshore wind turbines for the Botad Wind Farm in Gujarat, India, according to a GE Vernova press release.

The 100 MW project marks the debut of the company's 3.8 MW workhorse turbine in the Indian market, GE Vernova said. Deliveries are expected to begin in the fourth quarter of 2026.

Alongside the Powerica order, GE Vernova announced certification by India's Ministry of New and Renewable Energy and inclusion on the Approved List of Models and Manufacturers of Wind Turbines (ALMM). ALMM listing is a prerequisite for participation in government-supported wind procurement in India.

GE Vernova also flagged a manufacturing build-out at its Pune facility, which at full capacity is expected to support up to 1,500 MW of annual production, according to the company.

The company said its Wind business has a global installed base of approximately 59,000 turbines representing nearly 120 GW of installed capacity worldwide.

The Government of Canada announced CAD 15 million in federal funding for the Turning Sun Solar Project, a 100-MW utility-scale facility in Estevan, Saskatchewan, according to a Natural Resources Canada statement.

The announcement was delivered by Member of Parliament Terry Duguid on behalf of Minister of Energy and Natural Resources Tim Hodgson, who marked the start of construction at the site.

Natural Resources Canada described Turning Sun as one of the largest solar photovoltaic projects in Saskatchewan and one of the largest renewable energy projects currently under construction in Canada. The site sits on the traditional territory of the Ocean Man Nakoda Nation.

The project carries 10 percent Indigenous ownership and, once operational, will power the equivalent of 25,000 homes, according to the federal statement.

Canada will develop its first national roadmap for deep geothermal energy resources, which draw on the Earth's natural heat to provide reliable, clean energy, according to Natural Resources Canada.

The Canadian Deep Geothermal Coalition will lead development of the roadmap, with Cascade Institute serving as the Secretariat to support coordination and delivery.

The Canadian Deep Geothermal Coalition was launched in 2025 as an alliance of organizations committed to accelerating deep geothermal development in Canada, according to Natural Resources Canada.

The funding, provided through the Energy Innovation Program, has been conditionally approved pending final due diligence.