Technical FAQs 4

Why are solar & energy storage costs rising in Q4 2025?

Equipment procurement costs for solar and energy storage will jump around 9% starting in Q4 2025, marking the end of the bargain pricing developers have enjoyed for the last 18 months. That’s because China is changing the rules. Wood Mackenzie points to three major drivers behind the coming spike: Polysilicon consolidation.

Are solar and energy storage prices about to rise?

Solar and storage prices are about to rise after a year and a half of record lows, according to new data from Wood Mackenzie. Equipment procurement costs for solar and energy storage will jump around 9% starting in Q4 2025, marking the end of the bargain pricing developers have enjoyed for the last 18 months.

Will solar prices rise 9% in Q4 2025?

Subscribe to Electrek on YouTube for exclusive videos and subscribe to the podcast. Solar and storage prices will rise 9% in Q4 2025 as China cuts production and ends export tax rebates, Wood Mackenzie says.

Why did polysilicon prices rise 48% in September 2025?

But new government guidelines are now forcing producers to slow down, cutting utilization rates to 55-70%. As a result, polysilicon prices surged 48% in September 2025 alone. Production cuts across the value chain. Solar module makers are also reducing operating rates, with major producers running at just 55-60% capacity by mid-2025.

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