At the SNEC 2026 conference in Shanghai, BloombergNEF (BNEF) lead solar analyst Jenny Chase re-iterated a sobering projection: solar deployment will slow this year before returning to a much more conservative growth trajectory. The defining question facing the industry now is clear: what trends will step up to pull solar growth back upward?

SNEC 2026 showed that the solar industry is undergoing “soft consolidation,” with companies expanding across the value chain and into storage rather than consolidating through…

At the SNEC 2026 conference in Shanghai, BloombergNEF (BNEF) lead solar analyst Jenny Chase re-iterated a sobering projection: solar deployment will slow this year before…