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Chinese photovoltaic exports rose sharply despite the removal of export tax rebates in April. Customs data show April module exports jumped 267% YoY and Jan–Apr 2026 cumulative PV shipments were up about 43% YoY. Demand is concentrated in Southeast A

2026-06-05

Chinese photovoltaic exports rose sharply despite the removal of export tax rebates in April. Customs data show April module exports jumped 267% YoY and Jan–Apr 2026 cumulative PV shipments were up about 43% YoY. Demand is concentrated in Southeast Asia; firms in Zhejiang report full overseas order books, multiple plants at full capacity and shipments bound for Europe. Industry groups expect global PV additions to exceed 500GW in 2026; Chinese manufacturers say they are accelerating technology upgrades and shifting from scale expansion to quality and efficiency improvements.

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2026-06-05

France's April trade balance and industrial production (MoM) due in 10 minutes.

France's April trade balance and industrial production (MoM) due in 10 minutes.
2026-06-05

Hitachi and Intel (INTC.O) announced a strategic partnership to accelerate AI transformation in key industries. Hitachi will deploy its HMAX energy system at Intel factories, and Intel will supply high-voltage silicon chips to Hitachi.

Hitachi and Intel (INTC.O) announced a strategic partnership to accelerate AI transformation in key industries. Hitachi will deploy its HMAX energy system at Intel factories, and Intel will supply high-voltage silicon chips to Hitachi.
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