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13 December 2025
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Dec 13, 2025Solar Quarter
Waaree Energies Limited, India’s leading solar module manufacturer and an integrated clean energy solutions provider, has further strengthened its domestic production capabilities by adding an additional 1.5 GW of solar module manufacturing capacity at its Samakhiali plant in Kutch, Gujarat.
This expansion builds directly on Waaree’s recent commissioning of two high-efficiency module lines of 750 MW each at the same Samakhiali location, totaling1.5 GW of new capacity added. With this addition, Waaree has now scaled the Samakhiali manufacturing facility in Kutch, Gujarat to a total annual capacity of 3 GW. The site is now one of Waaree’s most advanced manufacturing hubs, equipped with next-generation automation, rigorous quality controls, and integrated testing systems designed to meet surging domestic and global demand for high-performance solar modules.
Sunil Rathi, Executive Director,Waaree Energies Limted said, “The expansion of our Samakhiali facility to 3 GW marks another milestone in Waaree’s purposeful capacity build-out. This positions us to serve strategic markets more effectively while advancing our vision of delivering reliable, locally manufactured solar technologies at scale.”
By strengthening both domestic and international manufacturing, Waaree continues to expand its leadership role in the renewable energy sector, offering a comprehensive suite of clean energy products that extend beyond modules and cells to include inverters, battery storage systems, green hydrogen solutions, and EPC services.
Total Global and India Manufacturing Capacity
With the Samakhiali expansion complete, Waaree’s aggregate solar module manufacturing capacity now stands at approximately 22.3 GW globally, comprised of around 19.7 GW in India and 2.6 GW in the United States. In addition, Waaree’ssolar cell manufacturing capacity remains at 5.4 GW, representing one of the largest cell production platforms in India.
These capacities underpin Waaree’s ability to address growing global demand for high-efficiency solar modules, support energy transition goals, and contribute to national initiatives such as Make in India and Aatmanirbhar Bharat.
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Iran Grants Permits For 100 Gw Of Solar Power Projects To Boost Renewable Energy InvestmentIran has issued construction permits for nearly 100,000 MW of solar power projects as part of its efforts to attract private sector investment and strengthen the country’s renewable energy capacity. The move was confirmed by Jafar Mohammadnejad Sigaroudi, Deputy for Investment at the Renewable Energy and Energy Efficiency Organization, known as SATBA, who said the permits were aimed at encouraging wider participation in the clean energy sector.
Sigaroudi explained that renewable energy sources such as solar and wind could play an important role in meeting a portion of Iran’s electricity demand. However, he cautioned that not all approved projects would be developed. According to his estimate, only about 15% of the issued permits are likely to be converted into operational power generation capacity, reflecting challenges related to financing, infrastructure, and project execution.
Iran is currently facing a significant power supply gap, estimated at around 23,000 to 24,000 MW. While renewables alone cannot fully bridge this shortfall, Sigaroudi said they can help reduce the pressure on the national grid and support energy balance, especially during peak demand periods.
He also pointed to global trends, noting that renewable energy accounted for around 46% of electricity generation worldwide in 2024. Sigaroudi added that several countries with fewer natural resources than Iran have made stronger progress in renewables, suggesting that Iran has considerable untapped potential in solar and wind power development.
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16 December 20252 min readIran Grants Permits For 100 Gw Of Solar Power Projects To Boost Renewable Energy Investment
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16 December 2025
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De Green Rhino Energy, Uk’S Green Power Partner To Develop Us$160 Million 150 Mw Solar Power Plant In MaronderaDe Green Rhino Energy has partnered with UK-based Green Power to develop a 150 MW solar power plant in Marondera, marking a major renewable energy investment in Zimbabwe.
The project, which will be developed at Rufaro Farm in Marondera, will involve an investment of approximately US$160 million and is set to become the country’s largest solar power facility once completed. Construction is expected to commence in the first quarter of next year, with project completion targeted for 2027.
Green Power Chief Executive Officer Jordan Assassa said the solar plant is expected to supply electricity to more than 250,000 households, while also supporting public infrastructure such as schools and hospitals.
Assassa said the investment reflects growing confidence among foreign investors in Zimbabwe’s energy sector, adding that the project aims to demonstrate the country’s readiness to attract international capital into large-scale renewable energy developments.
De Green Rhino Energy General Manager Francis Gogwe said the project is expected to create around 500 jobs during the construction phase, contributing to local employment and economic activity in the Marondera region.
The solar power plant aligns with Zimbabwe’s broader efforts to expand its renewable energy capacity and improve electricity access through private sector participation and foreign investment.
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16 December 20252 min readDe Green Rhino Energy, Uk’S Green Power Partner To Develop Us$160 Million 150 Mw Solar Power Plant In Marondera
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16 December 2025
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Chinese Pv Industry Brief: Powerchina Launches 31 Gw Solar ProcurementPowerChina has launched its 2026 centralized equipment procurement program, issuing tenders covering 97 GW of renewable and grid equipment to secure supply-chain stability through framework agreements. The program includes 35 GW of wind turbines, 31 GW of solar modules and 31 GW of solar inverters for 2026 projects, with bids due by Dec. 24, 2025. The solar module tender is split into n-type TOPCon at 24 GW, HJT at 3 GW and BC technologies at 4 GW, all requiring bifacial compatibility and cell sizes of 182 millimeters and above. The inverter tender covers integrated cabinet inverters above 3.125 MW at 8 GW, string inverters above 300 kW at 20 GW and smaller string inverters from 10 kW to 150 kW at 3 GW. PowerChina said procurement will be conducted through framework shortlists, with suppliers selected via secondary competitive processes.
Three Gorges Group has released the results of its 2026 solar procurement, shortlisting six module suppliers across a 2.5 GW tender, including JinkoSolar, Tongwei, Longi, Astronergy and JA Solar, with bid prices ranging from CNY 0.75 ($0.11)/W to CNY 0.763/W. In a related 3 GW inverter tender, shortlisted suppliers for 300 kW to 400 kW string inverters include Sungrow, Chungwang Xinyun Intelligent Technology, Zhuzhou Converters National Engineering Research Center, Sungrow Electric and Xiamen Kehua Digital Energy Technology.
Longi has terminated its planned global depositary receipt issuance and Swiss listing after the approval period for the 2022 proposal expired. The plan, approved by the board and shareholders, had targeted nearly CNY 20 billion, equivalent to $2.75 billion, in proceeds. Longi said external market changes and the lapse of regulatory approvals led it to halt the global depositary receipt plan following a review with advisers.
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16 December 20252 min readChinese Pv Industry Brief: Powerchina Launches 31 Gw Solar Procurement
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16 December 2025
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Waaree Energies Expands Samakhiali Plant By 1.5 Gw, Bringing Total Module Capacity To 3 Gw In GujaratWaaree Energies Limited, one of India’s leading solar module manufacturers and a provider of integrated clean energy solutions, has further enhanced its domestic production capabilities by adding 1.5 GW of solar module manufacturing capacity at its Samakhiali plant in Kutch, Gujarat. This expansion follows the recent commissioning of two high-efficiency module lines of 750 MW each at the same facility, bringing the total new capacity added at Samakhiali to 1.5 GW. With this development, the Samakhiali plant now has an annual manufacturing capacity of 3 GW, making it one of Waaree’s most advanced hubs.
The facility features next-generation automation, stringent quality controls, and integrated testing systems to meet the rising domestic and international demand for high-performance solar modules. Sunil Rathi, Executive Director of Waaree Energies Limited, said that the expansion of the Samakhiali facility to 3 GW marks a significant milestone in the company’s strategic capacity growth. He added that the increase in production capability allows Waaree to serve key markets more effectively while advancing its vision of delivering reliable, locally manufactured solar technologies at scale.
Waaree’s expansion strengthens its leadership in the renewable energy sector by supporting both domestic and international manufacturing. The company offers a wide range of clean energy solutions beyond solar modules and cells, including inverters, battery storage systems, green hydrogen solutions, and engineering, procurement, and construction (EPC) services. With the Samakhiali expansion, Waaree’s total global solar module manufacturing capacity now stands at approximately 22.3 GW, including around 19.7 GW in India and 2.6 GW in the United States.
Additionally, the company’s solar cell manufacturing capacity remains at 5.4 GW, representing one of the largest solar cell production platforms in India. These expanded capacities enable Waaree to meet growing global demand for high-efficiency solar modules, support international and national energy transition objectives, and contribute to key initiatives such as Make in India and Aatmanirbhar Bharat.
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13 December 20252 min readWaaree Energies Expands Samakhiali Plant By 1.5 Gw, Bringing Total Module Capacity To 3 Gw In Gujarat
Solar Quarter
13 December 2025
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India Adds 132.85 Gw Solar Capacity By November 2025, Including 34.98 Gw In 2025, Driving Renewable GrowthIndia has made remarkable progress in expanding its renewable energy sector, with solar power emerging as the primary driver of this transformation. By the end of November 2025, the country had installed a total of 132,848.25 MW of solar photovoltaic (PV) capacity. This accounts for over 65 percent of the total renewable energy capacity in India, excluding large hydro projects, reflecting the growing importance of solar in the nation’s energy mix. The steady decline in solar panel prices, technological advancements, supportive government policies, and rising public awareness of clean energy have collectively fueled this growth.
Between January and November 2025, India added 34,983.53 MW of new solar capacity. November alone saw an addition of 2,924.43 MW, representing a 2.25 percent increase over the previous month. Wind energy also grew during this period, with 386.1 MW added in November, indicating a broader commitment to renewable energy diversification. By November 2025, the total renewable energy capacity in India, excluding large hydro projects, reached 203.606 GW. Solar and wind together contributed 186.834 GW, forming over 91 percent of the non-large hydro renewable energy mix.
Within the solar segment, ground-mounted systems remain the largest component with 100 GW installed, while rooftop solar systems have reached 23.16 GW, showing increased adoption among households, industries, and commercial establishments. Solar-wind hybrid projects, totaling 3.34 GW, are becoming more common as they improve land utilization and transmission efficiency. Off-grid solar systems, including solar lanterns, agricultural water pumps, and mini-grids, have exceeded 5.55 GW, enhancing clean power access in rural areas and replacing diesel-based generation.
Government policies have played a crucial role in driving this expansion. The Production-Linked Incentive (PLI) scheme has encouraged domestic manufacturing of solar equipment, reducing reliance on imports. The Approved List of Models and Manufacturers (ALMM) policy, reintroduced in April 2024, mandates that government-supported projects use only certified solar modules, with plans to extend the requirement to solar PV cells from June 2026. Tax incentives have also contributed, with the Goods and Services Tax (GST) on solar PV modules and wind turbine generators reduced from 12 percent to 5 percent, lowering capital costs and supporting faster deployment.
Despite the positive momentum, challenges remain. Land acquisition for large solar parks is increasingly difficult, and grid integration of variable solar power requires better transmission infrastructure and balancing technologies. Additionally, while manufacturing capacity is expanding, global trade dynamics and supply chain risks, including shifting export markets, pose challenges.
Overall, India’s renewable energy sector shows strong growth, led by solar power. Continued policy support, technology improvements, and expanding adoption across ground-mounted, rooftop, and off-grid systems will be critical to achieving the country’s 500 GW non-fossil energy target by 2030, provided remaining obstacles are effectively addressed.
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13 December 20253 min readIndia Adds 132.85 Gw Solar Capacity By November 2025, Including 34.98 Gw In 2025, Driving Renewable Growth
Solar Quarter
13 December 2025
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Waaree Energies Expands Manufacturing Capacity With Additional 1.5 Gw At Its Samakhiali FacilityWaaree Energies Limited, India’s leading solar module manufacturer and an integrated clean energy solutions provider, has further strengthened its domestic production capabilities by adding an additional 1.5 GW of solar module manufacturing capacity at its Samakhiali plant in Kutch, Gujarat.
This expansion builds directly on Waaree’s recent commissioning of two high-efficiency module lines of 750 MW each at the same Samakhiali location, totaling1.5 GW of new capacity added. With this addition, Waaree has now scaled the Samakhiali manufacturing facility in Kutch, Gujarat to a total annual capacity of 3 GW. The site is now one of Waaree’s most advanced manufacturing hubs, equipped with next-generation automation, rigorous quality controls, and integrated testing systems designed to meet surging domestic and global demand for high-performance solar modules.
Sunil Rathi, Executive Director,Waaree Energies Limted said, “The expansion of our Samakhiali facility to 3 GW marks another milestone in Waaree’s purposeful capacity build-out. This positions us to serve strategic markets more effectively while advancing our vision of delivering reliable, locally manufactured solar technologies at scale.”
By strengthening both domestic and international manufacturing, Waaree continues to expand its leadership role in the renewable energy sector, offering a comprehensive suite of clean energy products that extend beyond modules and cells to include inverters, battery storage systems, green hydrogen solutions, and EPC services.
Total Global and India Manufacturing Capacity
With the Samakhiali expansion complete, Waaree’s aggregate solar module manufacturing capacity now stands at approximately 22.3 GW globally, comprised of around 19.7 GW in India and 2.6 GW in the United States. In addition, Waaree’ssolar cell manufacturing capacity remains at 5.4 GW, representing one of the largest cell production platforms in India.
These capacities underpin Waaree’s ability to address growing global demand for high-efficiency solar modules, support energy transition goals, and contribute to national initiatives such as Make in India and Aatmanirbhar Bharat.
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13 December 20252 min readWaaree Energies Expands Manufacturing Capacity With Additional 1.5 Gw At Its Samakhiali Facility
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13 December 2025
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Ireland Reaches 1 Gw Of Installed Rooftop Pv CapacityIreland’s solar association, Solar Ireland, has announced that Ireland has surpassed 1 GW of installed rooftop solar capacity.
More than 170,000 rooftops across the country now host solar panels, and several Irish energy stakeholders – including Solar Ireland – marked the 1 GW rooftop achievement at an event at Fingallians GAA Club in Swords, a sports club in Ireland’s capital Dublin, where a 120-panel installation will generate more than 51,000 kWh a year, avoid 18 tons of carbon dioxide annually, and pay back within three to five years.
The system was installed at the sports facility by local installer, SolarSmart and supported by local government. Commenting at the event, Ronan Power Solar Ireland CEO, said that Ireland reaching 1 GW of nationwide rooftop solar was a “national demonstration of what happens when policy certainty, public support and industry capability align.”
He added that rooftop solar can remain one of Ireland’s most “successful and inclusive climate solutions.” Expanding rooftop solar capacity at a local scale has been a big policy focus of the Irish government in recent times, with grants for small-scale and residential solar issued through the Sustainable Energy Authority Ireland (SEAI). In November, the government confirmed the grant for residential rooftop solar would remain at its current level of €1,800 in 2026 – good news for householders.
Darragh O’Brien, Minister for Climate, Energy and the Environment, referred to the householders in his remarks on the 1 GW rooftop solar news, claiming: “This progress shows exactly why continued support through SEAI grants and targeted investment in small-scale and community renewables is so important. When Government, system operators and the industry work together, we can deliver real change on the ground – and today’s milestone is proof of that.”
The SEAI’s CEO, William Walsh, added that the 1 GW announcement is reflective of the “incredible momentum in retrofit across all sectors”, while the Managing Director of Ireland's distribution systems operator, ESB Networks, Nicholas Tarrant said that approximately 50,000 solar installations are being completed annually on homes, farms, businesses, and within communities.
In November, Solar Ireland reported that Ireland's national installed solar capacity across all generation types had reached 2.1 GW.
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13 December 20252 min readIreland Reaches 1 Gw Of Installed Rooftop Pv Capacity
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13 December 2025
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Eu Installs 65.1 Gw Of Solar In 2025The European Union deployed 65.1 GW of solar this year, according to SolarPower Europe’s EU Solar Market Outlook 2025-2030.
The figure is a 0.7% decrease on the 65.6 GW installed in 2024, the report says, making 2025 the first year since 2016 when less solar was added than the year before.
The bloc’s total solar fleet now stands at 406 GW, ahead of the 400 GW target set for the end of this year by the 2022 EU Solar Strategy.
However, SolarPower Europe is warning that the EU is falling off the pace of achieving the strategy’s 750 GW target for 2030, with two further years of market decline expected.
Based on the association’s medium scenario, total solar installations are expected to drop beneath 62 GW in 2026 and to little under 60 GW in 2027. Year-on-year installations are then expected to begin climbing again, driven by storage, flexibility, electrification and improvement in framework conditions, but are only forecast to surpass this year’s result in 2030, when the medium scenario expects almost 68 GW to be added.
The medium scenario projection would see the EU's solar fleet hit 718 GW by 2030, falling more in line with the aggregate solar target from EU Member States’ National Energy and Climate Plans (NECPs), which currently stands at 701 GW by 2030.
SolarPower Europe attributes the faltering market to an ailing residential solar segment. Home rooftop solar accounted for 14% of solar additions in the EU this year, compared to 19% last year and 28% in 2023. The association explains that the market segment has been impacted by an uncertain post-energy crisis environment that has seen rooftop support schemes cut and the perceived softening of energy price pressure on households.
Utility-scale solar accounted for more than half of total deployment this year for the first time, but the segment is still facing challenges associated with profitability due to increasing numbers of negative energy prices, as well as curtailments, grid congestion and unresolved flexibility and storage needs.
In the report’s forward, SolarPower Europe’s Walburga Hemetsberger, Dries Acke and Michael Schmela write that this year’s outlook delivers a clear wake-up call to policymakers, before adding that with decisive and coordinated action, Europe can still reverse the current negative trend.
“The EU urgently needs a decisive push on flexibility with a dedicated EU Flexibility Strategy that unlocks the enormous potential of battery storage and demand-side flexibility,” the trio wrote. “Without this, Europe will not only miss its 2030 solar targets. If solar – the EU’s largest and fastest-growing clean technology – fails to pick up in the next years, the EU will certainly miss its 2030 renewables target of 42.5%.”
Elsewhere in the report, SolarPower Europe notes the number of GW-scale solar markets in the EU decreased for the first time in a decade this year, with 14 Member States adding over 1 GW of solar in 2025, two less than last year.
Germany and Spain continued to lead the EU’s solar market in 2025, while France replaced Italy in the top three. Romania and Bulgaria entered the top ten solar markets for the first time, with Romania experiencing the fastest growth rate.
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12 December 20253 min readEu Installs 65.1 Gw Of Solar In 2025
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12 December 2025
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Brazil To Add 11.4 Gw Of Solar In 2025 Despite Regulatory HurdlesFrom pv magazine Brazil
The Brazilian PV market could see its second consecutive year of contraction, with 2026 additions expected to reach 10.6 GW, a 24% decline from the 15 GW added in 2024. Brazilian photovoltaic association ABSolar warned that regulatory barriers related to curtailment, high capital costs, and restricted access for self-generation systems may discourage new investments and reduce employment in the sector.
Large-scale solar projects face financial losses from curtailment without compensation. Small- and medium-sized PV systems encounter grid-connection barriers, often justified by perceived constraints or concerns over power flow reversal, discouraging consumers from self-generating clean electricity.
ABSolar said Brazil’s high cost of capital, with interest rates near 15% per year, volatile US dollar exchange rates, and elevated import duties on photovoltaic equipment as constraints on new investment.
The association projects BRL 31.8 billion ($5.8 billion) in new solar investments in 2026, down from roughly BRL 40 billion in 2025. Job creation is expected to fall from 396,500 in 2025 to 319,900 next year. Sector revenue is projected to decline from more than BRL 13 billion in 2025 to around BRL 10.5 billion in 2026.
By the end of 2026, Brazil’s cumulative installed PV capacity is expected to exceed 75.9 GW, including 51.8 GW from residential and commercial systems and 24.1 GW from large-scale plants connected to the National Interconnected System (SIN).
ABSolar plans to present proposals to presidential candidates in 2026 calling for compensation for curtailment losses, easier connections for small and medium self-generation systems, and clearer regulations for electricity storage to alleviate market bottlenecks.
The association will also continue working with Brazilian authorities and the electricity sector on expanding transmission and distribution infrastructure, improving system operations, regulating Storage Capacity Reserve Auctions (LRCAP), valuing distributed generation, modernizing tariffs, and implementing electricity-sector reforms under Law No. 15,269/2025.
Despite the market slowdown, solar remains Brazil’s leading source of new generating capacity, accounting for 68% of additions through November 2025, including both distributed and centralized generation.
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12 December 20252 min readBrazil To Add 11.4 Gw Of Solar In 2025 Despite Regulatory Hurdles
PV Magazine
12 December 2025
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Ge Vernova Expects To End 2025 With An 80-Gw Gas Turbine Backlog That Stretches Into 2029GE Vernova expects revenues in its fast-growing electrification segment to rise around 25% in 2025 and about 20% in 2026, company officials said in an annual investor update Tuesday.
Driving the increase is an electrification “supercycle” that will see electricity’s share in final energy consumption grow significantly in the years and decades ahead, CEO Scott Strazik said Tuesday.
A slide deck accompanying remarks by Strazik and Ken Parks, the company’s chief financial officer, said GE Vernova expects the current quarter to be its largest for electrical equipment orders direct to hyperscaler tech companies.
So far this quarter, the company said, customers in Europe, North America, the Middle East and Australia have booked orders for data center equipment, high-voltage direct-current infrastructure and synchronous condensers, which maintain inertia on grids with high shares of variable renewable generation.
“Every 90 days, I have that much more conviction on what we’re creating in our electrification business,” Strazik said, referring to the standard corporate quarterly earnings reporting cycle.
GE Vernova’s pending acquisition of Prolec GE will increase its exposure to markets for lower-voltage electrical equipment across broader geographies, Strazik added. He said the $5.3 billion deal for GE Vernova’s 50-50 joint venture with Mexican industrial conglomerate Grupo Xignux remains on track to close in mid-2026.
GE Vernova’s Power segment backlog continues to expand thanks to strong demand for its gas turbines. It has booked 18 GW of turbine orders thus far in the fourth quarter and expects to end 2025 with an 80-GW backlog that stretches into 2029, according to the company. Pricing remains strong, with new reservations pricing above current orders.
GE Vernova reiterated its guidance for 20 GW of annualized turbine production by mid-2026 and said it could stretch production at its two existing facilities to annualized production of 24 GW by mid-2028. Strazik said he expects turbine reservations to be sold out through 2030 by the end of 2026.
Strazik and Parks talked up the more efficient, higher-capacity turbine models that large gas-fired power plants favor, but they said data centers and other energy-intensive customers are also interested in older, smaller aeroderivative models to supply “bridge power” for new facilities. The company will split the planned 4 GW of new production capacity roughly evenly between the French factory that makes those turbines and the South Carolina plant that makes the larger models, they said.
Large customers increasingly appear willing to provide GE Vernova with visibility into their ordering plans over the next five to 10 years, Strazik said.
“We are having healthy conversations in this vein with the hyperscalers” that could lead to “volume agreements” stretching out as far as 2035, he said. He predicted at least one such deal would materialize next year.
With the company expecting to have $16 billion in cash available for deployment by 2028, could longer-term demand visibility push GE Vernova to make a significant investment in new production? Strazik didn’t rule that out. But he said it wasn’t a decision the company needed to make soon.
“We do not anticipate having to address this in the next 18 months,” he said.
Wind remains the weakest of GE Vernova’s three business lines despite improved year-over-year performance. The presentation deck blamed “tariff uncertainty and permitting” for keeping a lid on orders, even as Strazik said customers have safe-harbored around 10 GW of capacity to ensure eligibility for the investment and production tax credits that were sunsetted by the budget bill President Donald Trump signed this summer.
“It is still soft relative to the potential of what it could be over time,” Strazik said of the segment.
By 2028, Strazik said, GE Vernova’s installed turbine base should approach 30 GW, much of it eligible for repowering orders that the company could fill. The company’s onshore wind business looks set to resolve around an annualized rate of 4 GW by then, though that forecast could prove conservative if orders reach an “inflection,” he added.
The outlook for GE Vernova’s offshore wind business looks grim, however. Strazik made no reference to potential orders beyond the nearly-complete Vineyard Wind project off Massachusetts and the Dogger Bank A project in the British North Sea, which is expected to wrap up work soon as well.
Utiltiy Dive Generation
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12 December 20254 min readGe Vernova Expects To End 2025 With An 80-Gw Gas Turbine Backlog That Stretches Into 2029
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12 December 2025
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Nextera Aims To Build Up To 30 Gw In Data Center Power Supply Hubs By 2035NextEra Energy Resources expects it will develop at least 15 GW and as much as 30 GW in data center power supply hubs by 2035, according to an investor presentation on Monday.
As part of that effort, NextEra Energy Resources — a NextEra Energy unit — and Basin Electric Power Cooperative are considering jointly developing a 1,450-MW combined-cycle gas-fired power plant in North Dakota to serve a potential data center complex, the company and wholesale cooperative utility said Monday.
In October, NextEra and Basin Electric applied to the Southwest Power Pool’s fast-track interconnection study process to evaluate interconnection and transmission requirements for the project, they said.
"This project, developed through the Large Load Commercial Program, creates the framework needed to serve new, high-demand energy users, like data centers, while insulating existing cooperative members from significant cost increases," Basin Electric CEO and General Manager Todd Brickhouse said in the press release.
Separately, NextEra Energy Resources partnered with gas producer company Comstock Resources in July to build up to about 8 GW in gas-fired generation to serve data centers in Central Texas. The companies are negotiating on a deal with a “major hyperscaler,” according to NextEra’s presentation.
Currently, NextEra’s gas-fired generation pipeline totals about 20 GW in 11 states, according to the presentation.
Separately, NextEra has agreed to buy Symmetry Energy Solutions, a natural gas supply company, from Energy Capital Partners. NextEra expects the deal will close in the first quarter next year.
“As demand for energy infrastructure grows — driven, in part, by the rapid adoption of artificial intelligence (AI) — the ability to efficiently move gas is more critical than ever,” NextEra said.
Symmetry has about 5,500 large commercial and industrial customers and 80,000 residential and small customers in 34 states, according to NextEra.
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10 December 20252 min readNextera Aims To Build Up To 30 Gw In Data Center Power Supply Hubs By 2035
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10 December 2025
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Corporate Buyers Contracted For 20.4 Gw Of ‘Clean’ Energy So Far This Year: CebaCorporate buyers contracted to buy about 20.4 GW of “clean” power from January to September, including 3.4 GW from “clean firm” technologies, the Clean Energy Buyers Association said this week.
CEBA called the numbers a significant increase in procurement of “clean firm” resources, which the organization defines as resources that can provide consistent power on demand from hydroelectric, geothermal, nuclear, long-duration energy storage and thermal with carbon capture and storage. Some jurisdictions have passed or are considering new large load interconnection rules that require customers to bring their own firm capacity.
“We’re on track to have the largest year ever buying carbon emissions-free electricity,” CEBA CEO Rich Powell said in an interview. Members remain committed to the clean energy transition, he said, despite regulatory rollbacks and market changes that have led some to alter their sustainability goals. “The data speaks for itself,” he added.
Powell said CEBA members, like everyone, are worried about climbing electricity prices amid escalating demands from artificial intelligence data centers. The organization represents hundreds of energy companies, service providers and corporate buyers, including many tech giants such as Amazon, Google, Microsoft and Meta.
“Our mission is low-cost, reliable, emissions-free electricity systems — in that order,” Powell said.
Many large energy buyers are working to overcome a narrative that data centers and other large loads are raising electricity prices for everyone, he said, adding that the cost increases hitting ratepayers now are largely for transmission and distribution. He pointed to a recent study by the Lawrence Berkeley National Laboratory that found large loads can, under the right circumstances, apply downward pressure on prices.
However, inflation, slow permitting, grid hardening, interconnection queues and other issues driving up costs are problems for which there is no “silver bullet,” he warned.
“Our members are willing to do their fair share and, in many cases, more than their fair share,” Powell said. “Our members have, in many cases, embraced the new class of large load tariffs that are coming in around the country.”
Dozens of states have proposed or adopted rules meant to shield existing ratepayers from the cost to interconnect large loads, including by requiring those loads to curtail during times or grid stress, bring their own capacity or commit to paying for a large percentage of the power they say they will need, even if they don’t end up using that much.
Powell said the challenge of connecting large loads is driving innovation, both in the agreements companies are striking with utilities and in their operations. One of the most promising innovations, he said, is the idea of large load flexibility, despite some controversy over its feasibility in all markets.
“[Flexibility] is very real, and it’s particularly promising because it could happen fast,” Powell said. “It should be performance-based and sort of technology- or approach-neutral.”
Adopting a broad approach to flexibility would allow customers to meet the need in more than one way, he said. That could be by idling operations, paying others on the system to power down or by using on-site storage, for example, he said.
“It’s not a substitute for also doing a tremendous amount of new generation, you know, building and upgrades to transmission systems writ large and things like that,” he said. “We need to do all of those things, but flexibility can absolutely be a strong part of that package.”
As for the future of the clean energy transition, Powell expressed confidence that renewable energy, and solar in particular, will remain available and cost-competitive even without subsidies, but he’s also seeing large energy buyers diversify their strategies.
“Our members are definitely broadening out what they’re contracting for,” Powell said, pointing to the surge in contracts for “clean firm” technologies.
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10 December 20254 min readCorporate Buyers Contracted For 20.4 Gw Of ‘Clean’ Energy So Far This Year: Ceba
Utiltiy Dive Generation
10 December 2025
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