輸入パネルへの8年間のセーフガードが2月に終了。国家安全保障に基づくポリシリコン案件が米国の太陽光サプライチェーンを再び塗り替える可能性
Renewables
CAISO and other ISOs throw away record solar and wind and hit deepening negative prices, with bottlenecks, not oversupply, the culprit
Global grid-scale storage adds hit records into 2026 with China taking over half; the US trails by an order of magnitude
The UHV programme aims to lift cross-provincial transfer capacity ~35% and move renewable power east, even as curtailment persists in the resource-rich west