After a prolonged period of rock-bottom prices and manufacturing oversupply, solar PV pricing is starting to shift – and the implications could ripple across the global industry in 2026.

In this episode of The smarter E podcast, host Jonathan Gifford digs into what’s changing beneath the surface of the PV supply chain, and why pricing dynamics are becoming impossible to ignore.

In the first part of the episode, Jonathan is joined by Alex Barrows, Head of PV at CRU, and Molly Morgan, Senior Analyst, for a deep dive into the forces reshaping module costs. From surging silver prices to China’s VAT rebate changes, they unpack how upstream pressures are feeding through to cells, modules, and manufacturer margins – and what this means for technology choices in the years ahead.

The conversation also explores the evolving competitive landscape between TOPCon, heterojunction, and back-contact cell architectures, and asks whether pricing discipline can realistically return to a sector still wrestling with structural overcapacity.

In the second segment, recorded in London, Jonathan speaks with Sonia Dunlop, CEO of the Global Solar Council, to zoom out to the global deployment picture. They discuss the rapid rise of residential solar-plus-storage, the political power of distributed energy, and the market and grid reforms needed to unlock the next phase of solar and battery growth worldwide.

Follow The smarter E podcast for expert insight into solar, storage, and the global energy transition — and don’t forget to rate and review if you enjoy the show.

Big batteries are taking off in Europe and are set to become a major contributor to the energy transition worldwide.

In Europe, deployment has now reached a critical inflection point. Annual utility-scale BESS installations doubled between 2024 and 2025, while cumulative capacity surpassed 100 GW for the first time over the same period.

These insights come from new analysis by Wood Mackenzie, led by EMEA principal analyst for energy storage Anna Darmani. Anna joined The Smarter E podcast to reflect on recent developments – and what’s next for utility-scale BESS deployment heading into 2026.

Join host Jonathan Gifford for an overview of the key utility-scale battery trends and their impact on Europe’s energy markets.

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Home may be where the heart is – but it’s also becoming a major player in the energy transition.

In this episode of The smarter E Podcast, we explore how smart home energy management systems (HEMS) help households get the most out of distributed energy assets such as rooftop solar, home batteries, EV chargers, and heat pumps – making for lower energy bills, deeper decarbonization, and meaningful support for the wider energy system.

Our first guest on this week'a pod, Irene Guerra Gil, Energy Market Expert at gridX, joins host Jonathan Gifford to break down the latest HEMS legislation in Europe and explain the real-world impact these technologies can have.

We also turn to the commercial sector, where office buildings represent a huge opportunity for savings. Mark Bruno, CUBE Competition Chief Ambassador and Partner at Ampersand Partners, shares how behavioural change – and a bit of friendly competition – can drive major energy reductions and bring teams together.

If you’d like to learn more about the CUBE Competition, you can reach out to Mark directly at [email protected].

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UNSW has played an outsized role in the development of crystalline-silicon solar technology and the modern solar industry. Through its leadership of the Australian Centre for Advanced Photovoltaics (ACAP), it continues to help shape the future of solar innovation.

ACAP brings together leading Australian solar research programs, works across the entire solar value chain, and collaborates closely with major global manufacturers – including industry giants in China.

In this episode, UNSW researcher and ACAP Executive Director Professor Renate Egan joins host Jonathan Gifford to share the latest developments in solar research and discuss how technology will continue driving the PV industry in 2026.

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Where China goes, so goes the global energy transition. With its dominance across solar and energy storage supply chains, China’s every policy shift ripples through global clean tech markets.

In 2025, that landscape is shifting fast: after nearly 200 GW of new solar capacity added early in the year, installations have slowed as the industry adapts to new policies. Meanwhile, manufacturers are facing overcapacity and hunting for new export markets.

Frank Haugwitz, Senior Analyst at cleantech advisory Apricum, joins host Jonathan Gifford to break down the latest trends – and what to expect from China’s renewable energy industry through the end of the decade.

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Today, we dive into one of the most exciting areas of the energy transition: the expansion and optimisation of our power grids and the role that startups play in this. There's no question that the big players in the energy industry are important. But more and more often, it's the young, courageous companies that are driving change in the system with fresh ideas, new technologies, and unusual business models.

However they need tackle quite a few hurdles on their way. How do start-ups manage to assert themselves in a highly regulated and technically demanding industry? How do they work with grid operators, municipal utilities, or energy suppliers, and where do they encounter resistance?

We talk about this with Johan Söderbom, Thematic Leader for Smart Grids and Energy Storage at EIT InnoEnergy.

About Johan Söderbom

Between 1995 and 2014, Johan worked at the northern European Utility Vattenfall AB in various positions in R&D. From 2014 to 2019, Johan was heading a section at RISE (Research Institutes of Sweden) responsible for electrical and optical measurement technology, and he now holds the position of thematic leader for Smart Grids and Energy Storage at EIT InnoEnergy.

InnoEnergy is industrialising clean tech innovation to enable and grow a global net-zero economy. Active in Europe and the US, the company invests in early-stage start-ups and in the current and future workforce, building resilient clean-tech value chains that drive sustainable economic growth. Through its ecosystem – with 1,400 partners including 39 shareholders spanning industry, finance, public policy, and academia – the company scales the energy transition at speed.

Since 2010, InnoEnergy has supported 540+ companies, helping 4 of them grow into industrial unicorns. These companies have raised more than €34 billion to date, created over 47,000 jobs, and are on track to generate €110 billion in revenue and reduce 2.3 gigatons of CO2e by 2030. Currently, InnoEnergy is invested in 160+ start-ups and scale-ups.

In support of the EU’s climate and industrial goals, InnoEnergy leads industrial alliances in batteries and solar, and accelerates the uptake of green hydrogen. Pinpointing market gaps, InnoEnergy launches new industrial champions in sectors including batteries, steel, and fertilisers. InnoEnergy was established in 2010 by the European Institute of Innovation and Technology (EIT), a body of the European Union, as one of its first Knowledge and Innovation Communities (KIC). In 2025, the EIT and InnoEnergy entered into a new partnership, continuing their collaboration on specific projects.

In Deutschland leben über 60 Prozent der Bevölkerung in Mehrfamilienhäusern, so viele wie in kaum einem anderen EU-Land. Rund 3,3 Millionen Mehrfamilienhäuser gibt es hierzulande. Gleichzeitig entfällt rund ein Viertel des gesamten Endenergieverbrauchs in Deutschland auf private Haushalte, 2022 waren es etwa 630 TWh. Das Potenzial von Mehrfamilienhäusern und ihren Bewohnern, einen entscheidenden Beitrag zum Gelingen der Energiewende zu leisten, ist groß. Wie lässt sich dieses Potenzial nutzen?

Darüber sprechen wir mit Axel Hoffmann, Marktmanager bei der Haager Vertriebsgesellschaft.

Über Axel Hoffmann

Axel Hoffmann ist seit 2018 Marktmanager bei der Hager Vertriebsgesellschaft mbH & Co. KG in Blieskastel. Nach dem Wirtschaftsingenieurstudium an der HTW Saar schloss er 2022 den Masterstudiengang Energiemanagement an der Universität Koblenz-Landau ab. Bei Hager ist er Ansprechpartner für Netzbetreiber und Experte für Mieterstrom, Wandleranlagen und die Stromversorgung im Außenbereich. Zudem ist er aktiv an Forschungsprojekten zur Umsetzung von § 14a sowie an Smart-Grid-Anwendungen beteiligt.

Über Hager

Als inhabergeführtes Familienunternehmen begleitet Hager Projekte vom Schalterkonzept über Energiemanagement- und Raumanschlusssysteme sowie Smart-Home-Lösungen bis hin zur Türkommunikation. Die Unternehmensgeschichte von Hager begann vor 70 Jahren mit innovativen Schaltschränken, die heute immer mehr zu Herz und Hirn von Gebäuden avancieren. Hager denkt Energieverbrauch und -produktion ganzheitlich und bietet sämtliche Komponenten, die es dafür braucht.

Today, we're examining a region that's rarely in the spotlight in the international energy debate, yet has enormous potential: Central Asia. Specifically five countries characterised by a long tradition of fossil fuels, but also by an abundance of sun, wind, and water: Kazakhstan, Uzbekistan, Kyrgyzstan, Tajikistan, and Turkmenistan. Are these countries already tapping into their potential for a sustainable energy future? We’ll get up to speed in regards to their political strategies and investment programs driving the transformation. What are the biggest hurdles in terms of regulation, financing, and infrastructure? How important are international partnerships in making this region a key player in the global energy transition? We talk about this with Elena Metzger.

About Elena Metzger

Elena Metzger leads the German Energy Dialogues with Kazakhstan and Uzbekistan on behalf of the Federal Ministry for Economic Affairs and Energy (BMWE). She has been the driving force to shape the Energy Dialogues into a key platform for political and technical exchange on energy efficiency, industrial decarbonization, renewable energies, and green hydrogen. 

With regard to cooperating in the field of energy policy, achieving international climate goals and making climate neutrality a reality by 2045, the German Government’s bilateral Energy Partnerships (EPs) have become one of its most important international energy and climate policy instruments. The growing network strengthens political dialogue on climate protection and energy system transformation between Germany and partner countries worldwide. The declared aim of this cooperation is to shape a successful global energy transition that combines security of supply, decarbonisation of industry and foreign trade promotion with effective climate protection.

Today's episode is supported by Weidmüller, a specialist in electrification, automation, digitalisation, electrical connectivity and renewable energies. The family-owned company celebrates its 175th anniversary this year and is a true solar pioneer, boasting over 20 years of experience in PV.

Betreiber von Solaranlagen kommen künftig kaum an PV-Heimspeichern vorbei. Gründe sind das Auslaufen der EEG-Förderung, das neue Solarspitzengesetz und variable Stromtarife. Damit sich PV-Anlagen weiterhin rechnen, muss der Solarstrom zwischengespeichert werden. Dabei werden zumeist traditionell DC-Speicher und Wechselrichter verbaut. SAX Power bietet dazu eine Alternative: Einen AC-Stromspeicher, der direkt 230 Volt Wechselstrom liefert, ohne den sonst üblichen Hybridwechselrichter.

Über diese Innovation unterhalten wir uns mit Marc Gretzinger, leitender Elektronikentwickler bei SAX Power.

Über Marc Gretzinger

Marc Gretzinger hat sich schon während seines Elektrotechnikstudiums intensiv mit der Auslegung und dem Aufbau von PV-Anlagen beschäftigt und ist mittlerweile als leitender Elektronikentwickler bei SAX-Power tätig.

Über Sax Power

Die Anfänge des Unternehmens liegen in Ulm. Als langjähriger Partner der Deutschen Bahn hat die Firma SAX vor über 25 Jahren als einziger Lieferant die Entwicklung und Produktion der Regeleinrichtungen für Umrichterwerke im deutschen Bahnstromnetz übernommen. Das Unternehmen hat die Erfahrung aus den Bahnstromumrichtern genutzt, um die SAX-Technologie für Lithium-Ionen-Batteriespeicher entwickelt.

SAX Power hat den weltweit ersten Heimspeicher erschaffen, der direkt 230 Volt Wechselstrom liefert. Seine intelligente Multi-Level-Technologie wandelt die Gleichspannung der Lithium-Eisenphosphat-Batteriezellen im Speicher direkt in Wechselspannung um. So entfällt die aufwendige Installation eines Hybrid-Wechselrichters, der bei allen bisherigen Heimspeichern zwischen Batterie und Hausstromnetz notwendig ist.

The European energy system is undergoing profound change, driven by the urgent need to combat climate change and secure a sustainable energy future. Underneath initiatives such as the European Green Deal this transition, opens up enormous opportunities but also brings with it considerable complexities. One Key to Smart grids is central to effectively managing this change, and smart grids - modernised electricity infrastructures that integrate digital technologies. So what is the transformative potential of artificial intelligence (AI) and generative AI (GenAI) in the context of European smart grids? What can AI achieve? How AI also improve collaboration with humans in this area? And where are the dangers? We talk about this with Luís Vale Cunha.

About Luís Vale Cunha

He chairs the European Technology & Innovation Platforms (ETIPs) for Smart Networks for Energy Transition (SNET). Additionally, he is the Head of DSO Portugal and heads European Affairs. He is also a Member of the Board representing DSOs at the European level. In addition, he is the author of the interesting book "The Neo-Synthesis Age: Redefining Human Potential Through AI Collaboration".