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China

BloombergNEF Cuts 2026 Solar Forecast to 584 GW

October 23, 2026 by Jonathan Custer

By Jonathan Custer | October 23, 2026 BloombergNEF cut its 2026 world solar build forecast to 584 GW, 10.8% below an estimated 655 GW in 2025, according to BloombergNEF as reported by pv magazine USA on 15 October 2026. This is the first annual decline in BloombergNEF’s series from 2016. The forecast has fallen from …

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China NEV Exports Surge 160% as Lithium Falls Below 100,000 Yuan

October 22, 2026 by Jonathan Custer

By Jonathan Custer | October 22, 2026 China’s new energy vehicle exports rose 160% to 571,000 units in September while NEV sales inside China fell 9.4% to 1.252 million, according to the China Association of Automobile Manufacturers (CAAM), as reported by CnEVPost. Total vehicle sales fell 8.4% to 2.956 million. NEVs were 61.6% of all …

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Copper Price At 9-Year High

February 18, 2021 by Jonathan Custer

Copper is now at a 9-year after doubling since the March low.    We are reposting a piece we wrote back in April recommending our customers take advantage and lock in the low commodity prices. What To Do Now? Manufacturers can take advantage of this crisis by  1) re-accessing and developing a rigorous mapping of …

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