Rising solar module prices to challenge cost discipline

The LSS6 programme could be launched soon with a two gigawatts allocation, integrated with a battery energy storage system. - Freepik

THE renewable energy theme is set to sustain momentum in 2026, driven by a wave of projects and growing multi-year order books for developers and players in the engineering, procurement, construction, and commissioning space.

Amid this optimism, industry watchers are keeping a close eye on global cost dynamics, as China will eliminate value-added tax (VAT) export rebates on solar photovoltaic products from April 1.