Global solar installations projected to reach 638 GW in 2026 amid oversupply

Solar manufacturing capacity is expanding far faster than demand, with Intertek analysis showing structural oversupply will persist through 2026 despite record installation forecasts.

First covered Aug 28, 2026 · 1:03 AM PT · 1 article · no longer in the live window

Global solar installations projected to reach 638 GW in 2026 amid oversupply — Image via pv-magazine.com

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29d PV Magazine Global PV additions forecast to reach 638 GW in 2026 — Analysis by Intertek CEA adds that structural oversupply is severe and persistent, with manufacturing capacity across all stages exceeding projected 2026…

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Appeared in: 2026-08-28 (#2)

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Global solar installations projected to reach 638 GW in 2026 amid oversupply

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