수입 패널에 대한 8년간의 세이프가드 조치가 2월 만료; 국가 안보를 근거로 한 폴리실리콘 조사가 미국 태양광 공급망을 다시 흔들 수 있어
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