Solar and storage equipment costs to rise from Q4 2025
Solar and energy storage developers will face higher equipment prices from Q4 2025 due to Chinese policy changes and production cuts, according to Wood Mackenzie. This marks an end to the 18-month period of unusually low prices in the market. The report identifies three main factors driving the increase: consolidation in the polysilicon sector, supply-side production cuts, and the cancellation of China’s 13% VAT export rebate. Together, these measures are expected to increase solar module…