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Tuesday 29 July 2025
Taiwan's Cold Electric expands battery production as global supply chains shift from China
Cold Electric, a Taiwanese lithium iron phosphate battery manufacturer, is capitalizing on growing international demand for non-Chinese energy storage systems as it expands production capacity eight-fold and targets markets in Japan and the United States.
Monday 28 July 2025
US solar tariffs create domestic opportunity hampered by supply chain gaps
President Donald Trump's tariffs on Chinese solar imports have effectively blocked competition for American manufacturers, but severe raw material shortages threaten to undermine the protectionist strategy as domestic production capacity remains structurally imbalanced.
Monday 28 July 2025
Trump escalates solar trade war with China, targeting 95% of global polysilicon supply
US President Donald Trump launched a Section 232 trade investigation targeting China's polysilicon exports, which control 95% of the global market, as his administration dismantles renewable energy subsidies and forces Chinese manufacturers to exit or restructure US operations.
Friday 25 July 2025
Taiwan's Kuroshio Current to be harnessed for renewable energy
Academia Sinica signed a Net-zero Carbon Reduction Research Application memorandum of understanding (MOU) with National Taiwan Ocean University (NTOU) on July 24, 2025, prioritizing investment in the research and development of power generation using the Kuroshio ocean current. Academia Sinica president James Liao stated that as a maritime nation, Taiwan is the perfect place for multi-faceted marine research and development.
Wednesday 23 July 2025
Ørsted powers up Taiwan's first TSMC-exclusive wind farm
Ørsted announced that the first turbine of the Greater Changhua 2b and 4 offshore wind farms has successfully connected to Taipower's grid and begun generating electricity. This 920 MW project represents a groundbreaking achievement as the world's first offshore wind farm specifically designed to supply green electricity to TSMC.
Tuesday 22 July 2025
India's Reliance expects clean energy gigafactories to go live within six quarters, starting green hydrogen and battery production
Reliance Industries, led by billionaire Mukesh Ambani, expects its much-anticipated clean energy gigafactories in Jamnagar, Gujarat, to become operational over the next four to six quarters.
Monday 21 July 2025
China solar companies push for government intervention as prices surge after months of losses
Chinese solar manufacturers have orchestrated sharp price increases across the industry supply chain after reporting widespread losses, with government backing for production curbs aimed at halting a destructive pricing war.
Monday 21 July 2025
China weighs deeper solar export curbs as Taiwan faces supply squeeze
China's leading solar manufacturers are signaling fresh production and pricing restrictions reminiscent of late 2024 measures, according to supply chain sources. Beijing has already cut export tax rebates on solar cells to 9% from 13% in a bid to halt overseas dumping. Market participants now expect that authorities may eliminate rebates entirely within six months.
Monday 21 July 2025
Santi Renewable Energy spins off energy storage business to expand in photoelectric, green energy
Santi Renewable Energy, a subsidiary of Taiwan's North-Star Petroleum, has approved a resolution to spin off its energy storage business group and establish a new company, Chiayou Renewable Energy.
Wednesday 16 July 2025
Trump hails US$92 billion in investments for AI, energy projects
President Donald Trump hailed more than US$92 billion in investments in artificial intelligence and energy infrastructure during a visit to Pennsylvania, highlighting his efforts to bolster US competitiveness in the AI field.
Tuesday 15 July 2025
Taiwan solar industry group denies toxic leakage concerns after typhoon damage
Taiwan's photovoltaic industry association dismissed public concerns about toxic liquid leakage from solar panels damaged by Typhoon Danas, saying the public is confusing solar cells with household batteries.
Friday 11 July 2025
China lifts rare earth concentrate prices by 14% for 3Q25, escalating supply chain tensions
China Northern Rare Earth and Inner Mongolia Baotou Steel Union — two of China's top rare earth producers — announced a price hike for third-quarter 2025 rare earth concentrates to CNY19,109 (approx. US$2,665) per ton, excluding tax. The new rate reflects a 14.14% increase compared with the same period in 2024.
Thursday 10 July 2025
End of the IRA: EV subsidies face sudden death by September

A sweeping Republican-sponsored bill informally dubbed the "One Big Beautiful Bill Act" has cleared both chambers of Congress and now awaits President Donald Trump's signature. Once signed into law, it will repeal the Inflation Reduction Act (IRA), a cornerstone of former President Biden's climate and clean energy agenda, effectively marking the end of a short-lived era of generous federal subsidies for electric vehicles and renewable energy.

Thursday 10 July 2025
Taiwan's SAS group sees overseas solar momentum amid domestic slowdown
Sino-American Silicon Products Group (SAS) said that international solar cell demand is picking up steam even as Taiwan's domestic market struggles with project delays over the past two years.
Thursday 10 July 2025
LG Energy Solution swings to profit as US battery demand lifts results
South Korea's LG Energy Solution (LGES) posted a significantly stronger operating profit in the second quarter of 2025, ending a streak of six consecutive quarters of losses and highlighting improved company fundamentals. Operating income rose 152% year-over-year to KRW492.2 billion (approx. US$355 million), despite a 9.7% decrease in revenue to KRW5.56 trillion. Data from financial platform FnGuide showed that LGES's sales were 2.9% below analysts' consensus estimates, while its operating profit surpassed forecasts by 56.3%.
Tuesday 8 July 2025
GE Vernova's 1.3GW Taiwan gas plant starts operations
General Electric's power unit GE Vernova said a new 1.3-gigawatt gas-fired unit at Taiwan Power Co.'s Hsingta plant began commercial operations, marking a shift away from coal generation on the island.
Tuesday 8 July 2025
ShinFox Energy to collaborate with ComClark in green energy projects in the Philippines
Taiwanese clean energy firm Shinfox Energy has signed a joint development agreement (JDA) with ComClark Network and Technology Corporation, the parent company of Filipino telecom Converge ICT Solutions Inc., aiming to combine their strengths in their respective fields to advance the development of renewable energy, smart grids, and clean energy infrastructure in the Philippines.
Monday 7 July 2025
Taiwan chip giants face green power crunch as prices surge
Taiwan's semiconductor companies are caught between soaring electricity costs and urgent renewable energy demands, creating a supply-demand mismatch that's driving green power prices higher and benefiting utility investors.
Monday 7 July 2025
Trump solar crackdown unlikely to benefit non-Chinese firms due to patent warfare
The Trump administration's policies are expected to seriously undermine renewable energy supply and demand in the short term, while its moves to block Chinese solar firms with US plants are unlikely to have much effect, as the Chinese firms have been filing patent lawsuits in the US against their competitors to impede their operation.
Monday 7 July 2025
Taiwan energy startup eyes AI-powered grid solutions as power demand surges
Energy AIoT startup Thingnario is positioning Taiwan to capitalize on surging electricity demand from generative AI while meeting net-zero targets, bringing together industry and government officials to discuss AI-driven energy transformation.
Monday 7 July 2025
China's solar overcapacity campaign targets US-hit industries
China launched a "de-involution" campaign targeting solar, energy storage, and electric vehicle sectors since mid-March following the Two Sessions, focusing on industries hit by US trade restrictions under the Inflation Reduction Act.
Sunday 6 July 2025
China floods solar market with record output as US considers tariffs on Chinese gear

China's solar industry hit overdrive in May, with new installations surging to record highs as developers rushed to beat looming policy changes. According to the National Energy Administration, solar capacity additions reached a staggering 93GW, quadrupling the total from May 2024 and surpassing the previous record of 71GW set last December.

Sunday 6 July 2025
Taiwan's FSET signs clean-tech MOU with Poland's SKB to expand into EU energy and mobility markets
Formosa Smart Energy Tech (FSET) has signed a strategic memorandum of understanding (MOU) with Poland's SKB Group, outlining a comprehensive five-pronged partnership that spans electric buses, integrated energy storage systems, smart energy platforms, commercial and industrial storage, and strategic investments in clean-tech alliances.
Friday 4 July 2025
Taiwan's URE partners with AbonMax for 80MW solar expansion
United Renewable Energy signed a cooperation agreement with AbonMax Green Energy to develop solar projects across Taiwan, Thailand, and Vietnam, combining manufacturing and development expertise in an initial 80-megawatt collaboration.
Friday 4 July 2025
Ardentec partners with Delta Energy for small hydropower collab to diversify green energy procurement
Semiconductor professional testing company Ardentec announced on July 1 that it has partnered with Delta Energy to launch an eight-year small hydropower green energy trading cooperation. The project is expected to generate up to 8 million kWh of green electricity, strengthening the company's resilience in stable power supply management of renewable energy and enhancing its ability to respond to energy risks.