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Overview Effective May 1, 2026, the European Investment Bank (EIB) and the European Investment Fund (EIF) introduced a new set of financing exclusion rules for power conversion equipment from designated “high-risk regions.” This policy covers solar inverters, wind turbines, and energy storage PCS inverter equipment, constituting a non-tariff trade barrier based on capital access rather than a direct import ban. Combined with Article 28 of the Net Zero Emissions Industries Act (NZIA), which came into effect at the end of 2025, these two rules together raise the market entry barriers for Chinese inverter and energy storage companies to enter the European distributed and large-scale renewable energy sector. 1. Core Terms of European Investment Bank/European Investment Fund Financing Restrictions 1.1 Scope and Assessment Criteria The European Commission has designated China, Russia, Iran, and North Korea as high-risk countries due to cybersecurity risks associated with grid-connected power electronic equipment in these countries, particularly those related to remote data transmission. Product Coverage: All power conversion equipment not eligible for power rating exemptions, including low-power residential inverters, commercial and industrial string inverters, utility-scale centralized inverters, and the full range of energy storage PCS. Wind power converters are also included. Applicable Projects: All renewable energy projects funded by the European Investment Bank, the European Investment Fund, the European Green Transition Fund, national development banks, and the EU's Cross-Border Cooperation Programme. Projects located in the Western Balkans and North Africa and connected to the EU grid are subject to the same rules. Entity Identification Criteria: The restrictions apply not only to equipment manufactured in the aforementioned four countries but also to products manufactured by entities owned or substantially controlled by stakeholders in these countries—even if the manufacturing facilities are located within the EU. The European Solar Manufacturing Committee (ESMC) has confirmed that no exemptions will be granted for local production in the EU by Chinese-owned brands.   1.2 Mandatory Timeline and Legacy Exemption Provisions May 1, 2026: Date of official policy entry into force; all participating financial institutions complete a full report to the European Commission on their stock of ongoing and planned renewable energy projects. September 1, 2026: Deadline for submitting applications for legacy exemption provisions for construction projects. November 1, 2026: Deadline for final assessment of exemption eligibility. Only mature projects with locked-in equipment supply and no viable alternative hybrid energy storage inverter/PCS supplier space are eligible for long-term exemptions. Early-stage, adaptable projects are not eligible for exemptions, regardless of whether an application has been submitted previously. April 15, 2027: Deadline for phasing out inverters/PCS from high-risk jurisdictions after non-EU projects are connected to the European grid.   1.3 Supplementary Financing Arrangements and Policy Exceptions The European Investment Bank has established a dedicated €2 billion renewable energy financing pool specifically for projects using power conversion equipment from non-high-risk jurisdictions. This pool will cover approximately 20% of the EU's solar capacity installed by 2025. Explicit Policy Buffers: Passive components and core power semiconductors (IGBTs, MOSFETs) used within inverters and PCS are exempt from restrictions. Chinese upstream semiconductor suppliers can continue to supply European inverter manufacturers without funding access barriers.   2. Harmonized Restrictions: Implementation Details of Article 28 of the New Zealand Investment Act (NZIA) Article 28 of the NZIA, which will come into effect on December 30, 2025, sets out the origin eligibility criteria for EU residential and commercial distributed solar subsidies, and is implemented in parallel with the European Investment Bank's large project financing limits: - Eight core solar modules require origin verification: polysilicon, silicon ingots, silicon wafers, solar cells, photovoltaic glass, modules, inverters, and trackers. - Eligibility prerequisites for subsidies: PV modules must not be assembled in China; Solar cells and inverters must not be made in China; At least four of the eight modules must originate from a non-highly dependent third country, with the inverter and cells being one of these four eligible modules. - Systems that do not meet any of the above rules of origin will be ineligible for EU consumer and business green subsidies. This dual policy framework covers utility-scale ground-mounted PV, stand-alone storage, and residential distributed PV, imposing comprehensive tiered restrictions on Chinese solar power electronics products.   3. Differentiated Industry Impact Assessment 3.1 Short-Term Impact on Each Market Segment This policy is a financing ban, not an import ban: Chinese inverters and PCS can still be imported and deployed in projects that are entirely privately funded and do not require EU public funding. Utility-scale ground-mounted PV and stand-alone storage: Most affected. Approximately 20% of the EU's solar installed capacity and over 30% of large-scale storage projects rely on European Investment Bank/European Public Finance. Developers will face higher costs for alternative equipment procurement, longer delivery cycles, and repeated system compatibility testing, thus driving up the overall levelized cost of electricity (LCOE) for projects. Residential distributed PV: Minimal direct impact, as most residential installations rely on private capital rather than EU institutional loans. Energy storage PCS market: More severely affected than solar inverters. Large-scale energy storage projects in Europe heavily rely on bank financing, while integrated battery-PCS solutions from Asian manufacturers face the risk of being forced to split modules or change suppliers. Limited local European PCS production capacity leads to a tighter supply gap than for solar inverters.   3.2 Mid-Term Supply Chain Adjustment Trends Inverter manufacturers in the EU, US, Japan, and South Korea have announced capacity expansion plans, supported by the Net Zero Emissions Industry Act and subsidies from the Clean Industry Agreement. However, the substitution process faces structural headwinds: High industrial electricity prices, stringent EU Emissions Trading System (EU ETS) carbon costs, and stringent environmental compliance rules have increased manufacturing costs for local European factories; The EU lacks a complete upstream photovoltaic supply chain, relying on imports for key silicon wafers, cells, and raw materials; The long investment cycle of asset-intensive photovoltaic production hinders the rapid inflow of capital into local manufacturing.   3.3 Limitations of EU Local Factory Mitigation Measures The traditional strategy of Chinese companies establishing factories within the EU to circumvent trade barriers is no longer effective under the new regulations. Regardless of the production location, as long as China holds substantial ownership or control, the same financing restrictions will be triggered. Shareholding restructuring and the separation of joint venture brands will face stringent substantive control audits by EU financial institutions.   4. Forward-looking Market Assessment **Policy Spillover Risk:** The EU's capital exclusion model utilizes financing rules to circumvent formal WTO anti-dumping duties. The UK, US, Australia, and other major renewable energy markets may follow suit, creating cross-regional regulatory pressure on Chinese inverter and PCS exporters. **Limited Exemption Scope:** Only a small fraction of projects fully locked in before November 2026 qualify for exemptions; Chinese suppliers must accelerate the delivery of existing European orders within the compliance period. **Upstream Semiconductor Buffer Opportunity:** Unrestricted power semiconductor components remain a stable export sector for Chinese upstream manufacturers, with demand growth closely linked to the expansion of local European inverter production capacity. **Persistent Supply Gap in 2027-2028:** Structural costs and supply chain constraints will prevent local European production capacity from fully replacing Chinese inverter and PCS supply in the short to medium term, although third-party production in Turkey will gradually meet some demand. **Implementation Uncertainty:** The European Commission has not yet released formal official regulatory texts, which still contain some unresolved ambiguities, including detailed criteria for identifying substantial controls and the potential expansion of the restricted component list in the future.   --Wondering if your European project will be affected by inverter compliance regulations? Share your project scale and funding type, and we will provide a compliant configuration plan free of charge. --How do you select inverters for EU energy storage projects that meet regulatory requirements? Contact customer service to receive the "Guide to Avoiding Pitfalls in EU Solar-plus-Storage Equipment Selection."   In response to new EU regulations, we are launching localized compliant PCS units, custom inverters without cloud connectivity, and complete energy storage systems available. We welcome inquiries and opportunities to compare solutions.  

China’s Envision has launched a 12.5 MWh battery storage system and started production of a 790 Ah lithium iron phosphate (LFP) cell, as it advances an AI-driven storage strategy.   12.5MWh System – Fully Integrated with AI Energy Architecture According to Envision, the newly launched 12.5MWh BESS integrates multiple core components:Battery cells/Power conversion systems (PCS)/ Battery management system (BMS)/ Energy management system (EMS)/ Supervisory control and data acquisition (SCADA)/Power trading tools. All of these operate under what the company describes as an "AI energy systems" approach, which enables: Real-time optimization, Predictive maintenance, Automated participation in energy markets.   This sets a new benchmark for large-scale stationary storage, addressing the growing demand for grid stability and renewable energy integration.   Container Battery Designed for Solar Integration Beyond utility-scale solutions, Envision also highlighted a new container battery for solar systems, specifically engineered for seamless integration with photovoltaic installations. Key features: Supports both DC-coupled and AC-coupled configurations Enables reduced on-site installation time for solar project developers Improves overall system reliability   The Lifepo4 container battery is fully compatible with the company's 1MWh energy storage system, making it an ideal choice for mid-sized solar-plus-storage projects.   790Ah LFP Cell – Now in Mass Production At the core of the 12.5MWh system lies the 790Ah lithium iron phosphate (LFP) cell, which Envision confirms is now in mass production. Energy density >440 Wh/L/ Cycle life >15,000 cycles/ Calendar life Up to 30 years/ Round-trip efficiency (cell level) 96%   With this high-performance cell now in mass production, Envision is positioned to address a wide spectrum of applications: Behind-the-meter commercial storage, Grid-scale renewable integration, Utility-scale energy storage projects    The newly launched 12.5MWh system and 790Ah cell represent a significant step forward in LFP-based stationary storage, offering: Longer lifespan Higher efficiency Lower levelized cost of storage (LCOS) These products are designed to meet the evolving needs of customers ranging from commercial and industrial (C&I) users to utility-scale project developers.   For detailed specifications, technical datasheets, or project inquiries, please feel free to contact us. Our team is available to provide one-on-one solution design for solar-plus-storage projects.  

  On January 8, 2026, China's Ministry of Finance officially announced the cancellation of VAT rebates for solar module exports, while simultaneously reducing the VAT rebate rate for lithium batteries. Overseas buyers should not miss this opportunity!   Key Policy Highlights: 1. Photovoltaic Modules export VAT rebate: Reduced from 9% to 0%, 2. Lithium Batteries export VAT rebate: Reduced from 9% to 6%.     From a policy perspective, in the photovoltaic sector, the export VAT rebate rate for 249 products across the entire industry chain, including silicon wafers and modules, has been directly reduced from 9% to 0%, without any transition period. The policy applies based on the export date indicated on the customs declaration; goods leaving the country on or after April 1st will not enjoy the original rebate rate. For the lithium battery sector, a transitional arrangement has been set: from April 1st to December 31st, 2026, the rebate rate will be reduced from 9% to 6%, and from January 1st, 2027, the rebate will be completely eliminated, affecting 22 mainstream categories including lithium-ion batteries. This provides companies with short-term adjustment space, but a long-term cost increase is inevitable.     This means that: To maintain current profit margins, module manufacturers are expected to raise their export prices by approximately 9%, with an additional 3% increase for lithium iron phosphate batteries. Although the new policy will take effect on April 1st, production planning, customs clearance, and transportation all require advance arrangements—meaning the actual procurement window is less than a month.   Impact on overseas buyers: 1. Limited opportunities to lock in current prices. 2. Procurement timing and coordination with suppliers will become increasingly important. 3. Decision-making delays will almost inevitably lead to increased costs.     This is a critical time for buyers with ongoing or upcoming procurement plans to pay close attention. We are assisting our global partners in evaluating current procurement options, securing feasible orders, and developing supply strategies under the new policy.  

Reports indicate that in the first half of 2025 alone, Chinese energy storage companies signed 199 new overseas orders, exceeding 160 GWh, a year-on-year increase of 220.3%.   Behind this surge in orders lies a long-standing electricity demand gap, such as the aging US grid, grid connection challenges for photovoltaic (PV) power in Europe, and power shortages in the Middle East, Southeast Asia, and Africa. And energy storage is playing a diversified role, integrating into the energy landscape of various regions.   01 Europe: An Inevitable Choice Amid Grid Connection Bottlenecks and Electricity Price Fluctuations Europe is a pioneering region for distributed photovoltaic (PV) power, possessing a large installed capacity of PV on the distribution side. However, this has also exposed the shortcomings of traditional grids in integrating a high proportion of distributed renewable energy—electricity cannot be effectively transmitted from power plants to load centers, leading to local grid congestion during peak hours, causing supply-demand imbalances and energy waste. Energy storage has become the only solution: by configuring batteries on the user side, excess PV power generated during the day can be stored, thereby reducing the surge in electricity transmitted to the grid during peak hours, and releasing energy during the evening peak hours to balance the load.   02 North America: The Damaged "Pants" Need Repair In recent years, the United States has seen astonishing growth in energy storage capacity: by the end of 2024, the US added approximately 37.1 GWh of energy storage capacity, a year-on-year increase of about 34%, making it the world's second-largest energy storage market. At the same time, aging grid equipment and insufficient investment in transmission networks have led to frequent grid failures and regional blackouts. In some areas, new grid-connected projects even have to wait several years to be completed. Energy storage has become an indispensable "rigid patch"—whether as a peak-shaving and frequency-regulating asset on the grid side or as a backup power source for users, in the US, energy storage is a key requirement for ensuring stable power supply and alleviating grid pressure.   03 Middle East Market: A Bright "Guardian" Amidst Chaos In the first half of 2025, the Middle East accounted for 23.4% of Chinese energy storage companies' overseas orders, ranking first among all regions with a scale of 37.55 GWh. This growth trend is mainly due to the power shortage caused by the energy crisis following geopolitical conflicts. Under the severe power supply predicament, photovoltaic + energy storage has shown great potential as an alternative to diesel power generation. For example, the Iraqi government introduced low-interest loans to encourage distributed photovoltaic energy storage, with an interest rate cap of only 2.5% and a term of up to 7 years. In early 2025, Iran's Industrial Parks Organization announced the construction of 24 dedicated solar industrial parks, focusing on supporting industrial and commercial energy storage systems to ensure industrial power supply. It is evident that Middle Eastern governments have recognized energy storage as a key player in reshaping the future of energy.   04 Southeast Asia: Self-Rescue Amid Power Shortages and Soaring Electricity Prices In recent years, many labor-intensive industries and new energy industries have begun to shift to Southeast Asia. Vietnam is a typical example. Vietnam's rapid industrialization has led to soaring electricity demand, but the development of power sources and power grids has lagged behind, resulting in severe power shortages. In the summer of 2023, northern Vietnam experienced power rationing due to a power shortage, causing severe factory shutdowns and impacting people's livelihoods. At the same time, domestic electricity prices in Vietnam have been raised repeatedly in recent years. Under the dual pressure of high demand and high electricity prices, the electricity burden on residents and industrial and commercial users is enormous. Against this backdrop, photovoltaic + energy storage is seen by Vietnam as a key way to solve power shortages and stabilize electricity prices.   05. The African Market: A Vast Continent Brewing a Blue Ocean for Energy Storage Africa possesses 60% of the world's solar energy resources, but suffers from extreme power scarcity, currently accounting for only 3% of global electricity generation. Many countries have low grid coverage, leaving large populations without access to electricity; even in areas with electricity, outages are frequent due to outdated equipment and insufficient fuel. Today, in addition to residents' self-generated photovoltaic energy storage, African countries are increasingly incorporating "new energy + energy storage" into their development plans. At the 2023 Forum on China-Africa Cooperation, China explicitly proposed implementing 30 clean energy projects in Africa, including assisting African countries in building distributed photovoltaic energy storage systems to alleviate local energy demand. According to the African Union's Master Plan on the Power System of the African Continent, Africa's total installed power generation capacity is projected to increase from the current 260GW to nearly 1200GW by 2040, with wind and solar power accounting for approximately 38%. The role of energy storage in absorbing such a massive amount of wind and solar power is self-evident.   The explosive growth in global energy storage orders is evident, but the reason for those soaring figures has never been solely due to policy or environmental concepts; rather, it's because only energy storage can truly address the electricity needs of people around the world.

According to a report by PV Europe on November 3rd, Gerard Scheper, CEO of European Solar, stated that China's export policy for photovoltaic (PV) products will undergo significant changes. The original 9% export tax rebate will be reduced by 4.5% in November and December respectively, eventually leading to the elimination of the export tax rebate.     While the report claims this information comes from "insiders," a search of publicly available information by *Global PV* indicates that the latest policy regarding export tax rebates for PV products is still the one issued on November 15, 2024, by the Ministry of Finance and the State Administration of Taxation, which states that "the export tax rebate rate for photovoltaic products and batteries... will be reduced from 13% to 9%," effective from December 2024.   PV Europe's November 3rd report also stated that Chinese authorities initially planned to set September as the expiration date for eliminating the export tax rebate policy for PV products, but manufacturers acted swiftly, with factories increasing production, filling warehouses, and exporting products before the policy expired. According to Gerard Scheper, CEO of European Solar, "They were loading trucks and rushing to export, squeezing the last drop of profit from the old policy."   The report states that the surge in exports before September surprised authorities, leading to a postponement of the "expiration of the export tax rebate policy," with rumors suggesting a phased implementation during a transition period.   In 2024, severe overcapacity in upstream polysilicon production caused the prices of Chinese photovoltaic cells and modules to plummet below the cost line set by the CPIA, further exacerbating concerns in Europe and the United States about the dumping of Chinese photovoltaic products. Against this backdrop, China lowered export tax rebates for photovoltaic products for the first time to safeguard the country's best interests.   In 2025, although China's anti-involution policies led to a recovery in upstream polysilicon prices, reports continued to circulate that photovoltaic module prices had fallen below 0.6 yuan/watt. Furthermore, the retaliatory tariffs imposed by the United States have significantly increased export costs for photovoltaic manufacturing countries such as India and Mexico. If China were to completely eliminate export tax rebates for battery modules at this time, it might not necessarily affect the export competitiveness of Chinese products; on the contrary, it could offset the profit losses from excessive competition and reduce the negative impact of "dumping." PV Europe reports that the price of photovoltaic modules from China may rise in the future.

As a seasoned company in the renewable energy sector, we recently welcomed a delegation of key clients and partners from the Middle East for high-level business discussions. That is a delegation from an energy company of the United Arab Emirates visited our headquarters for in-depth discussions on a 50MW solar power plant project. The talks focused on strengthening strategic cooperation in clean energy between China and UAE, supporting UAE's renewable energy development, and expanding our business footprint in the Middle East market. Background of Cooperation UAE boasts abundant solar resources, with annual sunshine exceeding 3,000 hours, making it ideal for photovoltaic power generation. In recent years, their government has actively promoted energy transition, aiming to increase the share of renewables to over 10% by 2030. Against this backdrop, UAE energy companies are seeking international partners to introduce advanced solar technology and proven power plant construction expertise. Key Discussion Points Project Overview The proposed 50MW solar project involves an estimated investment of €30 million and is expected to generate 80 million kWh annually, enough to power approximately 20,000 local households. The project plans to adopt high-efficiency N-type TOPCon modules combined with smart O&M systems to enhance efficiency and reduce the levelized cost of energy (LCOE). Cooperation Model Our company will provide EPC (Engineering, Procurement, and Construction) services, covering design, equipment supply and grid connection. Technical Exchange The delegation of the United Arab Emirates delegation expressed strong interest in our expertise in bifacial solar technology and energy storage integration, hoping to leverage China’s experience in large-scale PV plant construction. Showcasing Cutting-Edge Solutions During the meetings, we highlighted its core offerings: High-Performance Solar PV Modules – Featuring industry-leading efficiency for residential, commercial, and utility-scale applications. Intelligent Inverters – Optimizing energy conversion and system reliability across diverse installations. Advanced Battery Storage Systems – Including lithium-based solutions for grid stabilization, off-grid power, and residential energy management. End-to-End Solar Solutions – From design and installation to maintenance, ensuring seamless project execution. Clients praised our technological expertise and product quality, expressing strong interest in expanding partnerships to drive renewable energy adoption in their respective markets. Market Prospects This collaboration marks a critical step in our expansion into UAE’s market and aligns with the Belt and Road Initiative to deepen China-UAE economic ties. With its vast potential, UAE is poised to become a hotspot for renewable energy investment in the Middle East. Next Steps A joint working group will be established to advance feasibility studies and finalize commercial terms, with a formal agreement expected in Q4 2025.

The report reveals that as of October 2024, Europe’s grid-scale battery energy storage system (BESS) capacity has reached 10.3GW, marking a significant milestone in the continent’s energy transition. This capacity is projected to experience a remarkable fivefold increase, soaring to 55GW by 2030. Looking further ahead, forecasts indicate that Europe could achieve an impressive 126GW of operational BESS capacity by 2050, underscoring the region’s commitment to scaling up energy storage infrastructure to support its renewable energy ambitions. Italy currently leads the battery investment attractiveness ranking among 28 European countries, a position driven by its ambitious target of deploying 50GWh of battery capacity by 2030. Additionally, Italy’s decision to open its ancillary services market to BESS assets has significantly enhanced its appeal to potential investors. These factors, combined with a favorable regulatory environment, position Italy as a frontrunner in the European BESS market. The United Kingdom ranks a close second, with its installed BESS capacity currently standing at 4.3GW. This capacity is expected to more than double to 10.6GW in the coming years, bolstered by the country’s mature BESS industry and diverse revenue streams. The UK’s well-established market framework and supportive policies continue to attract significant investment, making it a key player in the European energy storage landscape. Germany secures the third spot in the attractiveness ranking, surpassing Ireland due to its robust market prospects and ambitious renewable energy targets. The report highlights Germany’s strong potential for BESS deployment, driven by its commitment to achieving a carbon-neutral energy system. Meanwhile, emerging BESS markets across Europe, such as Belgium, Hungary, and Greece, are gaining traction as attractive investment destinations, particularly for smaller investors or those willing to take on higher risks in pursuit of growth opportunities. Europe is rapidly emerging as a global hub for BESS investment, fueled by the anticipated addition of 333GW of variable renewable energy capacity by 2030. This surge in renewable energy deployment is expected to create unprecedented demand for energy storage solutions, enabling the BESS industry to expand exponentially in the coming decades. An industry expert commented, “The grid-scale energy storage market remains robust, with a growing pipeline of investment opportunities driven by favorable market conditions. However, the battery market is characterized by a complex interplay between revenue streams and costs, with significant variations across European markets in terms of size, revenue potential, and risk profiles. This is evident even when comparing top markets like Italy and the UK: Italy offers opportunities for developers entering the market with greenfield projects, while the UK’s market is already saturated, making it more appealing to investors with advanced project portfolios. Batteries are a critical enabler of the energy transition, providing the flexibility needed to integrate a higher share of renewable energy technologies into the grid. However, the types of flexibility required and the associated revenue opportunities will continue to evolve, making this a highly dynamic and challenging market. Success will depend on a deep understanding of how local power markets are likely to develop in the future.” This comprehensive outlook highlights the transformative potential of BESS in Europe’s energy landscape, while also emphasizing the need for strategic investment and market expertise to navigate its complexities.

Currently, the photovoltaic industry is grappling with severe overcapacity. A surge of cross-sector capital has led to cutthroat price competition, driving the internal rate of return (IRR) for some projects below 6%. To secure market share, companies are resorting to "selective empirical evidence" to discredit competitors, exacerbating a crisis of trust within the industry.   Intensifying Battle Among Technology Pathways: TOPCon : With high bifaciality and relatively low non-silicon costs (approximately 0.14 yuan/watt), TOPCon has emerged as the mainstream choice for large-scale ground-mounted power plant projects. Its production capacity has exceeded 900GW, capturing 70% of the n-type market. To absorb this capacity, companies emphasize its mainstream status and power generation stability while downplaying efficiency bottlenecks. BC Technology : Due to higher R&D investment, companies highlight extreme scenario data to justify the technology premium. BC technology excels in residential rooftop and commercial/industrial applications due to its superior aesthetics and shading performance. However, its low bifaciality becomes a critical drawback in ground-mounted power plant scenarios. HJT Technology : Due to higher R&D investment, companies highlight extreme scenario data to justify the technology premium. BC technology excels in residential rooftop and commercial/industrial applications due to its superior aesthetics and shading performance. However, its low bifaciality becomes a critical drawback in ground-mounted power plant scenarios.   The Propaganda War Behind "Customized Testing": A closer look at these conflicting data reveals a deliberate selection of testing scenarios. Companies conduct "customized testing" tailored to specific conditions to amplify their technological advantages, essentially waging a one-sided propaganda war over technology applicability. BC Technology : Performs exceptionally well in shaded and low-light environments due to its front-side grid-free design, but its low bifaciality becomes a critical weakness in ground-mounted power plant scenarios. TOPCon : Holds more advantages in unobstructed large-scale ground-mounted power plants due to its high bifaciality and mature technology.   This selective emphasis on favorable data underscores the industry's struggle to navigate overcapacity and intense competition, raising concerns about transparency and long-term sustainability.  

The Polish government has unveiled a major policy initiative to accelerate its journey toward net-zero carbon emissions, emphasizing the development of energy storage solutions. This follows a landmark €1.2 billion ($1.3 billion) funding allocation from the European Commission, earmarked to support the installation of at least 5.4 GWh of new electricity storage capacity.   The €1.2 billion aid package will support the construction of energy storage facilities, a key step in reducing Poland’s dependence on fossil fuels. By integrating variable renewable energy sources into the national grid, the initiative aims to strengthen energy security and promote a cleaner energy mix. This funding will be provided through direct grants and loans, ensuring small and medium-sized enterprises can cover investment costs effectively.   Additionally, the Polish government has secured 10 billion złoty ($2.4 billion) from the European Investment Bank (EIB) to advance four critical areas of its energy transition strategy: Energy Storage Facilities: Over 4 billion złoty will enhance the National Power Grid’s stability through the construction of energy storage systems (≥2 MW, ≥4 MWh). Grants will cover 45% to 65% of investment costs, depending on the size of the applicant.   Heavy-Duty Charging Infrastructure: With a 2 billion złoty budget, this program will establish public high-capacity charging stations along major transport routes to reduce CO2 emissions from heavy-duty vehicles and improve air quality.   Support for Zero-Emission Vehicles: Another 2 billion złoty will fund the purchase or leasing of zero-emission vehicles, covering 30-60% of costs based on the type and size of the vehicles.   Energy for Rural Areas: An additional 2 billion złoty will expand an existing program to boost renewable energy production and storage in rural communities, enhancing energy independence and sustainability in agriculture. During a recent press conference, Paulina Hennig-Kloska, Poland’s Minister of Climate and Environment, highlighted the significance of these efforts: “Poland will soon see professional energy storage systems enhancing our energy security, zero-emission trucks on highways, and our rural areas producing more clean energy.”    

Germany’s Federal Network Agency (Bundesnetzagentur) has launched the country’s latest rooftop solar PV tender, seeking 282 MW of capacity.   Germany Advances Solar Expansion with Second 2025 Rooftop Tender, as PV Capacity Surpasses 100 GW Milestone Germany continues to accelerate its renewable energy transition with the launch of the second of three rooftop solar tenders scheduled for 2025, targeting a combined 1.1 GW of photovoltaic (PV) capacity this year. The latest tender, with a bid deadline of June 2, 2025, maintains a competitive ceiling price of €0.104/kWh ($0.118/kWh), following a downward adjustment by the German Federal Network Agency (Bundesnetzagentur) at the end of 2024 to reflect declining solar development costs.   Strong Market Interest with Consistent Oversubscription Germany’s rooftop and ground-mounted solar tenders have seen robust participation, underscoring strong investor confidence in the country’s renewable energy market. The previous rooftop tender in March 2025 awarded 315 MW of capacity, attracting bids 1.2 times oversubscribed, with 88 successful projects securing contracts at an average price of €0.091/kWh—well below the maximum threshold. The trend of oversubscription extends to large-scale solar projects as well. The latest ground-mounted PV tender awarded a record 2.6 GW of capacity, with submissions reaching 3.8 GW, demonstrating the high demand for utility-scale solar development.   Germany Surpasses 100 GW Solar Milestone The successful tendering process has significantly contributed to Germany’s solar expansion, with the nation’s total installed PV capacity recently exceeding 100 GW. This achievement reinforces Germany’s position as a leader in solar energy adoption within Europe and aligns with its ambitious Renewable Energy Act (EEG) targets, which aim for 80% renewable electricity by 2030.   As the second rooftop tender progresses, industry observers anticipate continued strong competition, further driving innovation and cost efficiency in Germany’s solar sector. The results of the latest large-scale tender, including the full list of winning bidders, are now available, providing insights into the evolving dynamics of Germany’s solar energy market.   With two more tenders remaining in 2025, Germany remains on track to significantly expand its solar capacity, supporting both its climate goals and energy security strategy.