A new report from Clean Energy Associates found that some solar module factories in their first year of production are hitting yield rates as low as 30%. That means 70% of modules coming off certain lines require rework before they ship. The finding applies directly to US manufacturers, most of which are still in early ramp-up stages. 

In this week's Clean Power Hour Live, Tim Montague and John Weaver break down what the report means for solar developers sourcing modules right now, why newer factories in the US face the same challenges previously seen in India and Vietnam, and what due diligence steps developers should be taking before modules arrive on site. They also cover grid-forming battery validation, island microgrids, and a $14 billion Chinese renewable energy investment in Ethiopia.

This episode covers battery storage technology, solar panel manufacturing quality, island microgrids, and large-scale renewable energy investment in Africa. 

These are the stories Tim and John break down this week:

• US solar panel manufacturers are struggling with soldering quality during factory ramp-up. A report from Clean Energy Associates (CEA) shows yield rates as low as 30% in early production years, meaning 70% of modules require rework. (PV Magazine)
• Sungrow completed what Renewable Energy Magazine calls the world's first large-scale grid-forming battery validation, passing 14 unique fault and blackout scenarios. (Renewable Energy Magazine)
• Sydney-based Smart Commercial Energy is developing an 18 MW solar and 40 MWh battery microgrid for Nauru, the smallest island nation in the world. The project replaces diesel generation in a location where microgrid electricity costs an estimated $0.40 per kilowatt hour. (PV Magazine)
• Africa's telecom sector is moving away from diesel at scale, with one company spending hundreds of millions in Kenya alone. Solar and battery payback periods for cell tower conversions run approximately two years. (My Panhandle)
• China's Ming Yang secured a $14.1 billion deal to develop 2.8 GW of solar and 5.5 GW of wind in Ethiopia, alongside wind turbine and transmission gear manufacturing and green ammonia production. (PV Tech)
• Gotion unveiled a 5 MW, 18.8 MWh enclosed battery energy storage system, first shown at SNEC 2025. John notes this is larger than any containerized battery he had tracked previously, with BYD previously holding the record at 16 to 18 MWh. (PV Magazine)
• John Weaver previewed his own 1.8 MW rooftop solar project in Massachusetts, structured as an alternative on-bill credit agreement with Eversource for a fixed 20-year contract. (BSKY)

Solar professionals, project developers, and clean energy investors will find this episode directly useful. The topics Tim and John cover, from US manufacturing quality to grid-forming battery validation to Africa's energy buildout, reflect decisions the industry is making right now. The Strait of Hormuz situation adds urgency to the energy transition conversation, and this episode puts all of it in context. 

Support the show

Connect with Tim  

Clean Power Hour 
Clean Power Hour on YouTube
Tim on Twitter
Tim on LinkedIn 

Email [email protected] 

Review Clean Power Hour on Apple Podcasts

The Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email:  [email protected]

Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/

The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems.  Learn more at www.chintpowersystems.com