panels

China manufactured more solar panels in one year than the planet can absorb. Now the market is devouring itself

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In early 2026, the closure of the Strait of Hormuz shook energy markets. Consumers, frightened by the volatility of fossil fuels, looked in all directions for alternatives. What they found was a disconcerting paradox: the planet had—has—a historic surplus of clean, cheap energy. There was no shortage of solar panels. There were plenty of them. And no one really knew what to do with them. Economist Adam Tooze summed it up bluntly in his column Financial Times: “Clean energy, on a scale that would have seemed utopian at the time of the Paris Agreement in 2015, is now within our reach. The price of solar panels has plummeted. And yet factories are paralyzed.” It’s not rhetoric. It’s a diagnosis. After a huge increase in investment since 2020, Chinese companies reached a production capacity of 1,000 gigawatts of solar panels per year. To get an idea: in 2023 global demand was only 451 GW, according to Energy News. Chinese production of solar cells that year—588 GW—already doubled international demand. And they continued building. The result was what economists call “involution”: a spiral of destructive competition where companies destroy each other with none winning. More than 40 Chinese manufacturers have gone bankrupt, been acquired or delisted. A third of the staff of the surviving big five were laid off. JinkoSolar, the world’s largest supplier, registered in 2025 a drop in revenue of 29%, a drop in gross profit of 86% and net losses of 4.45 billion yuan. In this way, in June of last year, more than 30 manufacturers They agreed to an OPEC-style pact to stabilize prices and curb supply. Six months later, the result was a disaster: far from stabilizing, production reached historic highs, installations tripled and losses continued to accumulate. “Since when are solar panels just another commodity? They are a technological miracle. They make us cultivators of the sun,” details Adam Tooze in his column. And in all that time, the price of a solar module fell to $0.10 per watt, according to EnkiAI —well below the $0.16/W production cost of the most advanced TOPCon modules. It is, strictly speaking, the largest climate technology sell-off in history. This is not a steel crisis. It’s something else When economists talk about Chinese overproduction, the debate usually revolves around steel, cement or electric cars. But Tooze makes a distinction worth hearing: Solar panels are no ordinary commodity. They are the result of half a century of research—from NASA spinoff programs in the 1970s to the big energy push of the Carter era—and, along with batteries, they are the master key to a sustainable future. Wasting that surplus is not just an economic problem. It is a civilizational irrationality. According to the OECD, China invested less than $18 billion in sector support over 15 years to build an industry capable of providing more clean energy than the world can easily absorb. That figure is less than the cost of building a medium-sized international airport in Europe, or what the US spent on a single Gerald Ford-class aircraft carrier. The concentration of power in the supply chain is also unprecedented in the history of energy. China controls more than 80% of the entire global solar production chaindirect result of the plan Made in China 2025 with which Beijing decided to stop being the world’s cheap factory and become its technological supplier. By the end of 2025, its operational module capacity exceeded 900 GW, several times the total global demand. The five largest Chinese manufacturers concentrate more than 50% of the market. LONGi Green Energy alone shipped more than 45 GW in 2025 – more than the entire US domestic manufacturing capacity (73 GW). Never in the history of energy has a single nation so completely dominated a key technology for the decarbonization of the planet. Not even oil at its peak. And the climate paradox is painful: since the Paris Agreement of 2015, a scale of deployment like the current one would have seemed like science fiction. The goal was to stop global warming. The instruments to do so are manufactured and stacked in warehouses. What fails, Tooze points out, is coordination: what Keynes would call a global “chaos,” a catastrophe of collective planning. The global bet Chaos has its own correction mechanisms, even if they are painful. In China, the crisis has already forced the Government to act a few months ago, Beijing called for ‘concerted efforts’ to end price war. The proposed measures include capacity control, minimum guideline prices, mergers and acquisitions, and intellectual property protection “to promote the high-quality development of the photovoltaic industry.” In practice: the Chinese State orchestrating an orderly rescue of the sector that it itself encouraged to grow without limits. The consolidation had already started before. In August of last year, several players in the sector launched a plan for large manufacturers to jointly invest $7 billion in buying and closing the least efficient facilities, according to OilPrice.com. In practice, a cartel to stop the bleeding. Prices already reflect the shift. According to ABC SolutionsChinese modules have risen between 10% and 20% in 2026 due to the adjustment of overproduction and new logistics tariffs. Wood Mackenzie forecasts a further rise of 9%. The window for the big bargain is closing, although prices remain historically low. The critical variable for 2027 is how the surplus is resolved: through orderly consolidation or through new business disruptions. Meanwhile, Chinese foreign business continues to boom. As Tooze points out in the FTexports of Chinese solar technology to virtually every country except the United States are skyrocketing. And manufacturers have evolved: they now integrate batteries into systems to offer greater stability to the grid, pushing the product towards the complete solution instead of the isolated module. Storage batteries, which They have also reached historical lows in cost Pushed by the same dynamic of overproduction, they thus complete the package: panel plus storage, at a knockdown price. Domestic demand will also recover. China exceeded 1,230 GW of installed solar capacity … Read more

We fill the field with solar panels to stop climate change. We have unintentionally saved 122 species of bees

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There’s a hum under Minnesota solar panels that engineers didn’t put in the plans. It is a biological, dense, ancient hum. Beneath the photovoltaic panels that convert sunlight into electricity, 122 species of native bees have found something that has been disappearing from the fields of half the world for decades: flowers. It’s not a coincidence. It is the result of a management decision that costs money, requires planning and that, according to the latest science, is producing results that no one expected when the first solar panel was installed in a meadow. The bees are disappearing. A study published in Nature Ecology & Evolutionwith data from 681 agricultural fields on three continents and more than 19,500 specimens of 910 species of wild bees, reached an uncomfortable conclusion: pesticides and habitat loss are reducing bee populations in an additive, independent way, without one factor compensating for the other. That is, having more natural habitat around a field does not neutralize the damage from pesticides. And reducing pesticides is not enough if the habitat has disappeared. They are two different problems that require two different solutions. The work, led by Anina Knauer and researchers from Agroscope among other institutions, found that pesticides not only reduce the number of bees: they also reduce their functional and phylogenetic diversity. Communities not only become smaller, they become simpler, less resilient, less able to cope with future shocks. A desert with seasonal flowers. In Iowa, in the heart of the American Corn Belt, 72% of the territory is covered in corn and soybean monocultures. Less than 0.01% of the original prairie remains standing. This is what researchers at Iowa State University publish in BioScience described as “an extreme example of landscape simplification”. Bees literally have very little to go to. And when the soybeans stop flowering at the end of summer, there is nothing. The colonies enter what science calls the feast-famine dynamic: the festival of flowering followed by famine that kills hives before winter. This is the background scenario. An agricultural world that urgently needs more pollinator habitat, free of pesticides or with minimal exposure. And in that desert, solar panels are doing something no one expected. 14 floors. 122 species. And an unexpected star. A team of researchers led by Bethanne Bruninga-Socolar of Western EcoSystems Technology and James McCall of the National Renewable Energy Laboratory asked a very specific question: Of all the plants that can be grown under and around solar panels, which ones actually establish? And how many bees can they hold? The work, published in Environmental Research Communicationstested 101 plant species in eight different seed mixtures at three solar farms in the tallgrass prairie region of Minnesota. After three years of monitoring, 14 species of flowering herbaceous plants had successfully established themselves. With those 14 species as a starting point, the researchers cross-referenced the data with an exhaustive catalog of plant-bee interactions from the same region. The result is that those 14 plants can support 122 unique species of native bees, 24% of all bee diversity in the state of Minnesota, which has 508 documented species. The star of the system is Zizia aureathe golden Alexander, a yellow flowering plant that blooms early in the season. Alone, it supports 67 species of bees. And 36 of those species—30% of the total study—only visited Zizia aurea among all the plants studied. If it is not in the seed mix of the solar park, those 36 species have nothing. Not all flowers are worth the same. The study also documents an important nuance: bumblebees, the group of pollinators with the most species in decline—three of the eleven species of Bombus of the study are classified as vulnerable by the IUCN: B. pensylvanicus, B. terrestrial and B. fervidus—they don’t get along with Zizia aurea. Only one species of bumblebee visited that plant. Bumblebees prefer Monarda fistulosathe wild bergamot, visited by nine of the eleven species of Bombus of the study. The practical lesson: there is no universal mix. The design of what is planted must respond to what is to be conserved. And what if there are pesticides in the surrounding fields? He study by Toth and colleagues in BioSciencewith more than a decade of data on strips of native prairie embedded in corn and soybean fields in Iowa, systematically reviewed chemical contamination in that type of habitat. Pesticides arrive—neonicotinoids, pyrethroids, fungicides—but in concentrations that, for the best studied species, are below the damage thresholds. And most importantly: the concentrations are no higher than in the rest of the surrounding agricultural landscape. They are not an ecological trap; They are an island of resources in a sea of ​​fields that already have pesticides on them anyway. In addition, a diet rich in quality pollen—exactly what these plants provide—makes bees better tolerate chemical exposure. Nutrition acts as a shield. The authors of that work themselves explicitly point out that their conclusions are applicable to “other types of landscape improvements for pollinators such as hedgerows, pollinator gardens, solar installations with pollinator habitat.” It is not a journalistic extrapolation. It’s in the text of the paper. If there are flowers inside there are bumblebees. If field studies answer the “does it work now?” published in Global Change Biology by Hollie Blaydes and colleagues at Lancaster University answers “will it still work in 2050?” The team modeled the 1,042 operational solar farms in Britain under three socio-economic scenarios for mid-century: a sustainability scenario, an intermediate scenario and a fossil development scenario with maximum agricultural intensification. The main finding is compelling: the management of the solar park is the main determining factor of bumblebee density within the park, above land use changes in the surrounding landscape. Solar parks last between 25 and 40 years. That means decades of stable habitat in landscapes that are going to change and possibly get worse for pollinators. And there is an economic angle that is not minor either. Colonies located near diverse native vegetation avoid feast-famine dynamic which in monocultures weakens … Read more

We will run out of space on dry land one day. So Spain is already putting solar panels into the sea

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Filling the field with solar panels has a physical limit. It is very likely that, while reading this, you have heard the debate that in our landscapes there are beginning to be more panels than crops. Faced with this growing land saturation, the alternative is already floating in the water: The San Enrique de Vigo Shipyard has just launched the first floating marine solar platform with purely Spanish technology. Named “Paiporta”—a tribute to the victims of the deadly DANA in Valencia in October 2024—this pioneering modular structure marks an industrial milestone. Its destiny is not to stay in the Galician estuary, but to be towed in the coming weeks to the Valencian coast to undergo its final test: validate its operability and generate electricity in the open sea. The sea as a technological ally. The saline and hostile environment of the sea offers conditions that multiply the efficiency of the panels. Traditional solar panels lose efficiency when they reach high temperatures. However, in these floating installations, seawater acts as a powerful natural coolant. By heating up less, the panels perform more and are capable of producing more electricity than their twins installed on the ground or on roofs. Added to this cooling effect is an intelligent design decision. Those responsible for the project They detail that the panels installed on the platform they use bifacial technology. This means that the installation not only absorbs direct solar radiation falling from the sky, but is also capable of capturing and generating energy from light bouncing off the sea surface. In the near future, they are expected to operate jointly with offshore wind farms (offshore), sharing evacuation infrastructure and maximizing the amount of clean energy that can be extracted from the same ocean coordinate. Mass-produced photovoltaic catamarans. The “how” is as important as the “what.” PV-bos (PhotoVoltaic-BlueNewables Offshore Solutions) technology has not been conceived to create unique and artisanal prototypes, but to revolutionize the assembly line. The project – called Renovar – pursues the development of platforms manufactured through industrialized and modular processes, directly inspired by mass manufacturing models. The objective is clear: reduce costs, cut production times and make photovoltaics offshore be competitive at a global level. To achieve this, the technological solution is based on an innovative catamaran-type design, specifically optimized to withstand harsh ocean conditions. This format allows the plates to be raised to a safe height above sea level, which not only improves energy performance, but also greatly facilitates maintenance work. The overall project contemplates a floating system of one megawatt of total power, divided into two PV-bos units of five hundred kilowatts each. Bringing this steel and silicon giant to the water was no easy task. From BlueNewables They explain that the launching It required a complex tandem lifting maneuver, using the emblematic and colossal cranes of the Vigo shipyard to place the structure with millimeter precision on the estuary. The industrial muscle. Behind this technological advance there is a powerful business and institutional alliance. The initiative combines the vast experience in marine structures of Astilleros San Enrique (belonging to the Meridional Group), the technological specialization of the Canarian engineering BlueNewables, and the technical collaboration of Soermar (Society for the Study of Maritime Resources). In addition, the project has the strong financial support of the Ministry of Industry and Tourism, and the Institute for Energy Diversification and Saving (IDAE) through its RENMARINAS program. On the other hand, it is a breath of fresh air and an opportunity for reinvention for the naval industry. José Luis Torres, general director of the San Enrique Shipyard, emphasizes that this success demonstrates the capacity of the traditional Spanish naval sector to lead cutting-edge developments. Far from remaining anchored in the construction of conventional ships, shipyards demonstrate that they can compete at the highest international level in the new markets opened by the energy transition. Next station: open sea. With the “Paiporta” now afloat, the Spanish industry sends a clear message to the world. In the words of Bernardino Couñagoco-founder and CEO of BlueNewables, this launch places his company “among the world leaders in the marine floating solar sector” and clearly demonstrates the enormous “industrial and technological capabilities that exist in Galicia and Spain to lead innovative energy solutions at an international level.” But the work is not finished. This successful maneuver in Vigo is just a decisive step. Now, the platform leaves behind the safety of the manufacturing phase in the shipyard to head towards the final stages: commissioning, connection and monitoring. When the “Paiporta” reaches the coasts of Valencia, it will have to demonstrate that the engineers’ mathematics can withstand the onslaught of waves and salt. The limit of the earth has already been surpassed; Now it’s time to conquer the horizon. Image | Bluenewables Xataka | Many towns oppose wind farms. In Euskadi they want to solve it the hard way: giving them 7% of their profits

In Aragon, farms are starting to do something with their slurry ponds: cover them with solar panels

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only in Aragon there is more than 4,000 farms of pigs, farms from which every year thousands and thousands of tons of meat that later is marketed in the rest of the world. In the pigsties where the cattle are raised, however, something else is generated: an enormous amount of slurry that represents a real challenge environmental. At the end of the day, these wastes end up stored in ponds that emit harmful gasessuch as methane, ammonia or nitrous oxide. In Aragon they have had an idea: cover them with solar panels. From farms and slurry. Spain is one of the big producers of pork in the European Union, something that is possible thanks to a vast network made up of thousands of farms. The problem is that not only cattle come out of them. The industry generates millions of tons of slurry, a manure that can be used as fertilizerbut whose management poses some challenges. Although the composition varies depending on its source, farm manure generally generates greenhouse gases and pollutants, including methane and ammonia. It is not a minor issue if we take into account that some calculations They estimate that the Spanish pig sector produces just over 60 million tons of slurry each year. A challenge, an opportunity. Manure management takes time under the magnifying glass of the environmentalists and is regulated in the lawwhich includes measures such as cover at least part of the ponds or the use of systems that reduce their emissions. With this backdrop, a few years ago a consortium formed by the Aragonese firm Intergia Energía Sostenible and two other entities became a question: What if necessity were made a virtue and the space occupied by the slurry ponds was used to generate energy? What if, at the same time that manure deposits are covered to reduce their emissions, photovoltaics could be expanded? A “win-win”. The result was a project developed between 2020 and 2023 which, with the support of the European EAFRD fund and the Government of Aragon, dedicated itself to investigating this path. His idea was very simple: cover the slurry ponds with floating solar panels to achieve a win-win manual. Polluting emissions remain at the levels established by regulations and, at the same time, the farms improve the performance of their ponds, converting them into sources of solar energy production. Instead of covering rooftops or acres of fields with solar panels, they are deployed directly over manure deposits. Rethinking floating systems. From Intergia they explain that the project developed between 2020 and 2023 let some interesting lessons. For example, the ammonia in slurry ends up oxidizing and degrading some elements of photovoltaic installations. Specifically, certain parts of the module fastening system and wiring. Now the company wanted to go one step further and open the way. “While floating photovoltaics are already widely used in bodies of water, such as irrigation ponds or lakes, their use in other liquid bodies is in the study phase,” claims. Hence, the firm (along with other allies, such as the University of Zaragoza) is promoted Fotopura project that wants to help the pork sector reduce its emissions while generating energy. One project, two bets. To move in this direction, the company has set up two facilities pilot with which he hopes to learn more about the potential of photovoltaic panels to cover slurry ponds. In fact, both are designed to “maximize” reducing polluting emissions and resisting ammonia corrosion, although they differ in a key aspect: one of them uses standard commercial parts, designed for floating photovoltaics; the other has been designed specifically for ponds in which livestock manure is stored. A Zamora farm. That is the place where Fotopur has assembled its first prototype. In November They installed their photovoltaic cover on an 880 m2 slurry pond located on a breeding farm in Calzada de Tera, Zamora. To be more precise, Intergia deployed a 13.5 x 25 m floating platform with 56 panels and a peak power of 33.04 kWp. In total, the entire installation covers 90% of the pond and those responsible hope that it will help cover up to 22% of the farm’s electricity bill. The interesting thing is its components. The company used a commercial floating photovoltaic system used in water ponds. That is, it was not created specifically for slurry ponds. What Intergia and the rest of Fotopur’s partners have done is apply small changes. For example, to avoid corrosion, they replaced the steel parts that came from the factory with aluminum and stainless steel parts. To reduce friction they also incorporated a plastic sheet. …And a Zaragoza farm. He another prototype It was assembled weeks later at a bait farm in Tauste, in Zaragoza, and unlike the Castilla y León version, it was designed specifically for use in slurry ponds. For example, its creators devised a system that “minimizes the air-slurry contact surface between the floating elements and that will facilitate the support of the photovoltaic panels.” Another of the tasks they have had to face is “design a specific structure”formed by a matrix of anodized aluminum beams anchored to the platform and with brackets that allow the panels to have an inclination of 15º. In total they house 16 panels with a power of 9.44 kWp. The screws are made of aluminum and stainless steel to prevent corrosion. If its authors’ plans are fulfilled, the floating platform will “effectively” cover 10% of the pond’s surface and its photovoltaic production will reach 15.2 Mwh/year, enough to cover up to 53% of the farm’s electrical demand. That plus, claims Intergiawill allow the Aragonese exploitation to reduce its fuel consumption, “expensive and polluting.” And now what? With its prototypes Fotopur aims to continue advancing on the path that was already opened in 2020, solve the problems that were identified then and demonstrate the advantages of covering the slurry ponds with solar panels. Now, once the Zamora and Zaragoza facilities have been set up, the experts will dedicate themselves to controlling … Read more

El Corte Inglés is selling off LG, Samsung and Sony TVs with OLED and miniLED panels in its online outlet

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El Corte Inglés usually has a large assortment of devices in its online outlet, and for a few days we can find many televisions from brands such as LG, Sony and Samsung. The interesting thing is that they are very good TVs with OLED and miniLED panels and they are also on sale. LG OLED C4 by 699 eurosthe previous generation of our recommended television based on its quality-price ratio. Samsung S93F by 699 eurosa TV with an OLED panel that has a 55-inch screen. Samsung QN90F by 799 eurosa smart TV with a miniLED panel and a 65-inch diagonal. Hisense U8Q by 999 eurosanother TV with a miniLED panel, but in this case with a 75-inch screen. Sony Bravia XR-A95L by 799 eurosa television with OLED panel technology and a 55-inch diagonal. The price could vary. We earn commission from these links LG OLED C4 If you look for the television with the best quality-price ratio in 2026our recommendation is the model LG OLED C5. But if you want a “similar” TV that costs less, the LG OLED C4 Right now it is in the El Corte Inglés outlet for 699 euros. We are talking about a particularly interesting television because it incorporates a OLED panel that looks exceptionally good. In addition, its diagonal is 65 inches, it offers a native refresh rate of 120 Hz and is compatible with both Dolby Vision and Dolby Atmos. The price could vary. We earn commission from these links Samsung S93F For the same price of 699 euros we meet him Samsung S93Fa television that also incorporates a panel with OLED technology, although in this case it is 55 inches and comes with anti-reflective treatment. It offers a native refresh rate of 100 Hz (up to 144 Hz via VRR), supports HDR10+ and also Dolby Atmos. Plus, it works with both Alexa and Google Assistant. Samsung S93F (55 inches) The price could vary. We earn commission from these links Samsung QN90F With a slightly higher price of 799 euroswe have the Samsung QN90Fa television that in this case incorporates a Neo QLED panel with miniLED technology, so it is ideal if you want a model that performs well when playing film, series, sports and video game content. Its screen is 65 inches, it has anti-reflective treatment, its refresh rate reaches 165 Hz through VRR and it is compatible with HDR10+ and Dolby Atmos. Samsung QN90F (65 inches) The price could vary. We earn commission from these links Hisense U8Q It is not cheap at all because at the El Corte Inglés outlet it costs 999 eurosbut he Hisense U8Q It is a quite interesting television for everything it offers. It also comes with a miniLED panel that offers a refresh rate of up to 165 Hz (VRR) and its diagonal is in this case 75 inches. It has anti-reflective treatment, is compatible with both Dolby Atmos and Dolby Vision and HDR10+ and its stand is adjustable in height. Hisense U8Q (75 inches) The price could vary. We earn commission from these links Sony Bravia XR-A95L Finally, El Corte Inglés also has in its online outlet offering the Sony Bravia XR-A95La television that 799 euros It has a panel with QD-OLED technology. Its diagonal is 55 inches, its refresh rate reaches 120 Hz and it is compatible with both Dolby Atmos and Dolby Vision. Sony Bravia XR-A95L (55 inches) The price could vary. We earn commission from these links Some of the links in this article are affiliated and may provide a benefit to Xataka. In case of non-availability, offers may vary. Images | El Corte Inglés and Compradicción (header), LG, Samsung, Sony In Xataka | Best home theater projectors. Which one to buy and five recommended models from 299 to 18,000 euros In Xataka | Mega-guide to set up a home theater: projector, screen, sound system and more

Aragon’s great plan to fill its reservoirs with solar panels has just collapsed due to a bureaucratic oversight

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There is an image that sums up our times: reservoirs covered in solar panels floating like technological water lilies. It was the Government’s great bet to squeeze clean energy without consuming soil. However, that landscape has just collided head-on with the Supreme Court. According to the national climate roadmapBy 2030, Spain has to achieve a renewable penetration of 42% in final energy consumption and 74% in electricity generation. Swamp water, free of conflict over agricultural or forest land use, seemed the ideal setting. But the legislative rush has truncated the plan. The Supreme Court agrees with Aragón. The Fifth Section of the Contentious-Administrative Chamber of the Supreme Court has declared null Royal Decree 662/2024, of July 9. It has done so by upholding an appeal filed by the Autonomous Community of Aragon. The ruling annuls the regulations by operation of law and condemns the State to pay the procedural costs. The Aragonese regional executive had full legitimacy to appeal, since, as the court confirmed, the execution of this decree directly affected its powers in territorial planning, the environment, tourism and hydroelectric development. But what did it consist of? Published in the Official State Gazettethe objective of the text was to develop the regime to which the installation of these plants in state-managed reservoirs should be subject. The preamble of the standard strongly defended the technology, ensuring that these systems have better energy performance due to the cooling effect of water, reduce evaporation by casting shade, and slow down the growth of phytoplankton in waters at risk of eutrophication. To put order in this deployment, the Government articulated a strict system of temporary concessions that limited the exploitation of the plants to a maximum of 25 years, including extensions. The regulatory text also imposed space limits according to the ecological state of the waters. Likewise, the conditions required the promoters to provide a provisional bond of 4,000 euros per megawatt (MW) installed only for the application – which became up to 12,000 euros per MW to respond for damage to the public domain -, all conditional on the presentation of environmental studies, monitoring of invasive species and a continuous monitoring program to evaluate water quality. The legal stumbling block: legislating without asking. The central problem was not the content of the norm, but how it was approved. The Government omitted the process of prior public consultation with affected citizens and groups. This is a procedure that the ruling considers inexcusable, and its omission has been the nail in the coffin of the decree. The State tried to justify this legal shortcut in the courts with two arguments that the Supreme Court has dismantled. Firstly, the State Attorney’s Office alleged that there was an extraordinary situation of public interest due to the increase in energy prices due to the war in Ukraine. The High Court rejected this premise, recalling its own doctrine: to skip public consultation, it is not enough that there is urgency; the rule must also be of a purely organizational or budgetary nature, something that does not happen in this case. Secondly, the Government tried to rely on an “urgent processing” route. The response of the magistrates It was forceful.: “In this case, the aforementioned procedure cannot be dispensed with because there is no declaration of urgency nor was the procedure developed on that legal basis.” There was no agreement from the Council of Ministers that supported the rush; therefore, the shortcut was illegal. Why it matters: form, not substance. There is a crucial nuance that changes the reading of this news. The Supreme Court has not ruled that putting solar panels on water is a bad idea or that it is harmful. In fact, it rejected the rest of the complaints presented by Aragón, resolving that the text did not violate the principles of good regulation or legal certainty. We are facing what jurists call a formal procedural defect. The law falls only because the Government did not listen to the parties involved before acting. It is especially ironic that the Council of State itself I would have already warned to the Executive during the draft phase that this matter was going to need, in the medium term, a much more complete and systematic regulation. And now what? The renewable energy sector, which saw floating platforms as an unbeatable alternative to avoid the controversy over the consumption of agricultural land, is left in limbo. All the regulations of the decree disappear, including the modification of the Regulation of the Public Hydraulic Domain of 1986 that articulated these concessions. Meanwhile, in the affected territories, caution is already a reality. The Ebro Hydrographic Confederation, for example, had previously vetoed the installation of these floating plants in the Cinca swamps. The legal basis that allows these facilities continues to exist in the Water Law. What has fallen is the regulatory development, so the Government can go back to square one and draft a new regulation. But he will have to do it by scrupulously complying with the steps that he ignored this time. It has been shown that the rush in the energy transition has a high legal cost. The decree that was going to order solar panels on water has been shipwrecked. For not having listened before. Image | RawPixel Xataka | Europe throws away 16 billion a year in electronic waste. Spain has just turned on the first oven in Europe to recover them

Chinese manufacturers of OLED panels for mobile phones face an enemy they did not expect: memory shortages

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Chinese companies whose business is based to a greater or lesser extent on the manufacture of OLED panels for mobile phones They are suffering. BOE, Visionox, Tianma or TCL CSOT are some of the companies that the shortage of memory chips has placed in a very delicate position. In fact, the market for OLED matrices for smartphones is going through its worst quarter in years, according to DigiTimes Asia. Global shipments fell 12% year-on-year and 20% compared to the previous quarter during the first quarter of 2026, according to data managed by the consulting firm. UBI Research. A priori it might surprise us that the memory market is degrading the business of Chinese manufacturers of small format OLED panels, but if we dig beyond the surface it is easy to understand precisely what is happening. And what is happening is that Android mobile phone manufacturers are buying many fewer organic matrix screens from their Chinese suppliers because they need to offset the increase in memory prices by reducing the cost of the screen. This scenario mainly affects entry- and mid-range Android smartphones, which are the ones that mostly opted for moderately priced OLED matrices manufactured in China. High-end Android terminals and iPhones usually have OLED screens from Samsung Display or LG Display, although Apple also uses BOE for some models. South Korean manufacturers are taking this blow much better The origin of this problem lies in a decision made by SK Hynix, Samsung and Micron Technology, the three companies that control more than 95% of global DRAM productiona year ago. The rise of data centers for artificial intelligence (IA) has skyrocketed the demand for HBM memories (High Bandwidth Memory) that coexist with GPUs. For the three large memory manufacturers, HBM chips leave a greater margin than conventional DRAM memories, which is why they have focused on the production of the former and have largely sacrificed the latter. The most surprising thing is that this situation has triggered an asymmetric problem This strategy has caused the price of DRAM and NAND memories to increase sharply, but the most surprising thing is that this situation has triggered an asymmetric problem. As we have seen, sales of Chinese OLED panel manufacturers have fallen, but Samsung Display and LG Display are taking the hit very well. And they are doing it because their most important customers are Apple and Samsung Electronics. These two mobile phone manufacturers work with wide margins and have agreed long-term supply contracts with Samsung Display and LG Display, which gives them greater room for maneuver. At the moment they have not been forced to cut the cost of their screens. Be that as it may, market shares during the first quarter of 2026 speak for themselves, according to Korea Herald. Samsung Display led the global market for OLED panels for smartphones with a share of 44.4%, up from 42.8% in the same period in 2025. LG Display reached 9%, rising from 7.6%. Both gained quota despite the fact that its absolute shipments also fell. Among Chinese companies the picture was mixed: BOE maintained the largest Chinese share at 16.3%, and Visionox rose to 10.7% from 9.3%. Tianma fell to 9% from 12.1%, and lastly, TCL CSOT fell to 7.8% from 9.8%. Image | Xataka More information | DigiTimes Asia | Korea Herald In Xataka | The US remains committed to stopping China. Now it has targeted the second largest Chinese chip manufacturer

Tesla’s solar roof was going to revolutionize this segment. Ten years later it pivots to manufacture lifelong solar panels

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A decade ago Elon Musk seemed capable of anything, and many of us believed that had another revolution in his hand with Solar Roofthe Tesla solar roof that revolutionized conventional installations to camouflage them with the roofs of our houses. Their goal was to install 1,000 of these solar roofs every week by the end of 2019. The reality: there are about 3,000 solar roofs in total, and the company has decided to pivot to survive. Now it is a much more conventional company that may achieve the success that its original version never came close to. Promises and realities. The deployment of the “solar roof” proposed by the Tesla subsidiary It has been an operational failure. In 2016, the promises of performance combined with sustainable design and architecture (tempered glass tiles that generated light) were very striking. Ten years later, the product represents a residual fraction of Tesla Energy’s income, and the company has decided to surrender to the evidence. They will do what others were already doing: manufacture traditional solar panels mounted on existing roofs. Complex installation. Tesla’s big mistake was not in the panels themselves, but in the physics of the construction itself. A conventional roof is installed in a couple of days, but the Solar Roof required weeks of work for an ultra-skilled workforce. Being made up of hundreds or thousands of small individual tiles, installers had to make multiple electrical connections in an environment exposed to environmental conditions. Costs skyrocketed. Thus, a single failure could render an entire section unusable, and to make everything perfect the installation costs were high: about $106,000 before incentives, when putting solar panels on a conventional roof costs about $50,000 less. Payback is achieved in about 15-25 years, compared to 7-12 for conventional panels. In a lawsuit from several clients was revealed that in some cases the price of the installation ranged from 72,000 to 146,000 dollars. Difficulties everywhere. These types of projects proved to have many obstacles. For example, the different geometries of the roofs or their shadows. There was also the fact that Tesla tried to control the entire installation process with its own personnel, but labor shortages were a bottleneck that delayed deliveries. A reasonable (but late) decision. In early 2026 Tesla launched its new solar panel, the TSP-420which makes use of a new optimization system based on 18 energy zones. Among other things, this panel solves a problem that affected the inverter architecture of Solar Roof panels. It is a much more reasonable strategy, especially since it is much more profitable and faster to install a standard panel on a roof than to do so with Solar Roof’s original proposal. It is curious that the power generation business has not worked out for him, but yes do it that of storage with their Powerwall. Musk once again promises the (perhaps) impossible. At the Davos conference, Elon Musk announced that Tesla had as its objective create 100 GW per year of solar panel manufacturing capacity in the United States. For this purpose, the purchase of solar panels and cells is proposed. worth 2.9 billion dollars to the Chinese company Suzhou Maxwell Technologies. Too many promises. The goal seems once again exaggerated. Global solar installations in the United States in 2023 reached 32 GW, and Musk aims to reach 100 GW by the end of 2028. He would have to triple the total installed capacity that there was three years ago, and do it at a frenetic pace without any problems. We have heard this story before. The challenge seems too colossal even for the tycoon, and reminds us of the promise that he himself made in 2016. It was then that he assured that his solar roof would end up costing less than conventional roofs with traditional solar panels. He also said that the SolarCity Solar Gigafactory would produce 10 GW per year. Neither of those two promises came true. In Xataka | Mexico has a brutal potential for solar energy: at the moment it has begun to exploit it with agrovoltaics

is outshining solar panels

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The world has returned to coal. NoWe are not in the 18th century. in the midst of the Industrial Revolution, but in the era of artificial intelligence and wild computing in huge data centers. Although it seems that a large part of the GPUs mounted in data centers are stops most of the timewhen they start working they need a huge amount of immediate energy. There renewable energies cannot respond (due to intermittency and storage), and that is why Big Tech is resorting to opening nuclear power plantsof gas and, of course, coal. And the big problem with coal is not only the issue of emissions, but something almost as serious: its pollution. is interfering with solar energy production. It neither eats nor lets eat, as they say, and the researchers who have measured it point out that reality can be much more negative than what they reflect in their study. Double contamination Researchers from the University of Oxford and University College London have just published in Nature a study in which they detail how they have mapped and analyzed more than 140,000 photovoltaic installations around the world using satellite images. After comparing it with atmospheric data on air pollution and calculating how much sunlight stops reaching the photovoltaic cells due to that pollution, they concluded that these solar ‘farms’ produced 5.8% less than they could have produced. Although the study has been published now, the data corresponds to 2023 and, to lower that figure of 5.8% a little, they point out that it is equivalent to 111 TWh of lost energy. How much is that? The amount generated by 18 medium-sized coal-fired power plants. That the figures are from 2023 is interesting. Electricity from solar energy was already well established and, furthermore, we were talking about the end of coal. The huge data centers they needed all that immediate energy They were not yet as developed as they are now and both the energy companies and the countries themselves were leaving this type of energy generation aside. However, there was something that the researchers say had not been measured: the brake on that transition to clean energy. Between 2017 and 2023 there was an explosion in the installation of solar panels with an average of 246 TWh new each year, but this study points out that the losses caused by aerosols were about 74 TWh. That is, almost a third of what was earned by installing plates was lost due to particles emitted by coal plants. China or India stop generating a lot, but there are countries that are directly negative, such as the United Arab Emirates, South Korea, Greece or Pakistan. These particles are extremely fine, but they are still capable of absorbing light before it reaches the solar panels. It’s like an invisible umbrella that prevents photovoltaic installations from deploying their full potential and the curious thing is that the countries that have accelerated the most with photovoltaics are those that burned the most coal, so they were tripping themselves up. Focused on China, the great solar power in the worldit is estimated that in 2023 it will generate 793.5 TWh of electricity thanks to photovoltaics. This was 41.5% of the world total, but at the same time had the largest loss due to these particles, with production that could have been 7.7% higher. And the researchers point out that 29% of those solar losses were directly related to emissions from coal plants. However, they have also found that China is the only powerful region in electricity production through photovoltaics that has been improving over time due to some strict emission standards. In the United States, although photovoltaics have also been on the rise, solar production fell by 3.1% during the same period due to the same thing: large photovoltaic ‘farms’ are too close to coal plants. The team points out that it is no longer just that pollution blocks sunlight, but “it also changes clouds, which can further reduce solar energy production. This implies that the real impact is likely to be greater than what we have measured, so we may be overestimating how much solar energy can contribute to emissions reductions if we do not control pollution from coal energy.” That is to say, although more renewable sources are being installed, with solar being the star in much of the world (in Nordic countries it is wind), it is likely that this overestimation of renewable production serves to make governments and companies take advantage, but it should be taken into account. the hidden carbon brake to banish fossil fuels from energy generation once and for all. The problem is what is surely on your mind. These figures correspond to the period measured in 2023, but since then we have experienced a significant increase in data centers. As we say, they need a huge amount of electricity available immediately to supply the consumption of the facilities in computing peaks, and this is something that they are not covering with renewables. To do this, data centers they would need huge batteriesbut they would exhaust the energy quickly and would go back to ‘pulling’ from conventional sources. Since the explosion of data centers, some have relaxed anti-pollution measures and even the oil companieswho were making the transition to renewables, they swerved to redirect their gaze to a much more profitable business in the short term. And the most important thing is what we also mentioned: it doesn’t matter if you install many solar panels if you increase the rate of coal production to satisfy the gluttonous data centers because it is no longer just that there is direct pollution, but that those particles resulting from the burning of coal are interfering with the production of solar energy. Images | Nature, David Dalton In Xataka | There is no energy for so many data centers and the consequence is clear: half of those planned for 2026 in the US are in danger

solar panels that do not compete with the earth, but rather protect it

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In the vast regions of northern Mexico, where the sun beats down with relentless intensity and water is an increasingly scarce and coveted resource, a quiet revolution is brewing. The growing demand for food, the scarcity of water and the urgency of moving towards clean energies force us to rethink how we manage our resources. In this scenario, a technology emerges that seems to challenge the traditional logic of competition for land: agrivoltaics. Far from choosing between growing food or harvesting light, agrivoltaics strategically combines agricultural production and solar energy generation on the same surface. By installing solar panels elevated above the crops, space is dually used without interrupting agricultural activities. A concept that comes from Germany. This idea, which began to germinate in Germany in the eightiesmanaged to land as a real option in Mexico thanks to the historic collapse in the prices of solar panels during the last decade, which transformed this vision into a financially viable alternative for countries with our climatic characteristics. In the year 2023, The Mexican Agrovoltaic Network (RAMe) is bornan initiative that, according to its own mission statement, seeks to analyze, disseminate and promote these projects by integrating specialists from multiple disciplines. Today, RAMe brings together more than 70 organizations—including universities, companies and rural communities—with a presence in at least 14 states in the country. The urgency to optimize the territory. According to data revealed in Intersolar Mexico 2026For this year alone, conventional photovoltaic developments have been authorized that will devour around 5,000 hectares of land. This shows a voracious need for space for electricity generation that, if not managed properly, could displace primary activities. “Agrivoltaics comprehensively addresses three critical challenges for the country: energy security, water security and food security,” explained Valeria Amezcuapresident of the RAMe. Water is crucial. In Mexico, the agricultural sector consumes about 76% of the available fresh water. This is where solar panels they do their magic: they act as technological umbrellas that moderate high temperatures and protect crops from intense solar radiation. This drastically reduces plant evapotranspiration, helps conserve soil moisture and reduces water demand. The potential for the country is massive. If we look to the southeast, in the Yucatan Peninsula —where electricity consumption is growing above the national average— the data is revealing: Using just between 1% and 2% of the region’s livestock territory would allow for the installation of up to 12,000 MW of solar capacity. Current energy needs would be covered without the need to cut down a single hectare of forest or sacrifice the livestock vocation of the land. lThe challenges from the field to the law. However, bringing the theory to the field involves technical and economic challenges. photovoltaic structures must be modified and installed at a higher height (up to two meters) to allow the passage of tractors and the natural growth of plants. This adaptation increases installation costs between 50% and 100%. Despite the cost barrier, the evidence in the field is promising, since there are successful tests with lettuce, tomato, carrot and chiltepin pepper crops. In addition, RAMe is leading projects with high social impact, such as collaboration with Otomi communities in the State of Mexico, installing panels on greenhouses to generate clean energy that powers drip irrigation systems, saving up to 80% of water. The academic effort in Mexico City with the Sustainable and Educational Agrovoltaic Plot (PASE) also stands out. promoted by UNAM. However, the biggest current brake is bureaucratic. In Mexico, agrivoltaics lacks its own legal figure. Producers and developers face a regulatory labyrinth where they are required to process the same permits as a large-scale power plant, even though the land maintains its original agricultural vocation. This contrasts with countries like Italy, that have already been adapted its legislation to facilitate this dual model. htowards the circular economy. For the model to be truly revolutionary, it is not enough to generate shade and electricity; We must also look towards the earth. The magazine of the National Solar Energy Association (ANES) puts an innovative proposal on the table: integrate solar pyrolysis to manage agricultural waste (stems, stubble, leaves) left after harvest. Solar pyrolysis is a process where biomass decomposes at high temperatures (between 400 and 800 °C) limiting oxygen. Unlike conventional methods, this uses a solar oven (composed of a heliostat and a parabolic concentrator) as a source of pure heat, eliminating the use of fossil fuels. With this you obtain biochar (biochar), a highly stable and porous material that remains in the soil for decades. This biochar is an excellent improver that increases soil fertility, optimizes water retention and sequesters carbon from the atmosphere, becoming the perfect ally against climate change and replacing chemical fertilizers. A call to action. The circular agrovoltaic model, anchored in the vital nexus of Water-Energy-Food, is much more than an engineering curiosity. But as the RAMe warnsthere is a latent risk: that the energy transition is purely technological and forgets the people. Changing the origin of electrons from fossil to solar is of little use if it does not improve the quality of life and the economy of peasant families. The development of this sector will inevitably require effective public policies, strategic investment and genuine collaboration between the agricultural, energy and academic sectors. Agrivoltaics is not only a technical alternative to meet clean generation quotas; is an imperative call to action to build a more resilient and equitable future. Mexico has the sun, it has the land and it has the urgency; Now all that is missing is the will to awaken this sleeping giant. Image | EnelGreenPower Xataka | Chile has one of the most valuable skies on Earth. Renewables are putting it on the ropes

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