🌞 Solar & Storage Costs Set to Rise 9% in Q4 2025

After years of falling equipment prices, the global solar and energy storage sectors are entering a new pricing phase as Chinese policy shifts take effect.

🔹 Three key factors driving the increase:
1️⃣ Polysilicon Sector Consolidation — Industry restructuring is tightening upstream supply.
2️⃣ Technology Transition: PERC → TOPCon — Phasing out older PERC lines has reduced active module production to nearly 55–60% among top manufacturers by mid-2025.
3️⃣ Fiscal Policy Change — China will cancel the 13% VAT rebate on solar module and storage system exports from Q4 2025, directly lifting global benchmark prices.

📈 China supplies over 80% of global solar modules and 90% of LFP battery packs, meaning this policy shift will ripple across the entire value chain.

For manufacturers, it’s a chance to reinvest and innovate.
For developers, it signals the need to revisit project costing and procurement plans.
And for policymakers, it underscores the risks of supply chain concentration.

🔍 Research suggests even projects with 2025 supply agreements may face renegotiations after November, as the new pricing environment takes hold.

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