A Missouri state senator wants to ban all solar construction for two years, threatening a 430 MW project already under construction. On the Clean Power Hour Live, Tim Montague and John Weaver cover the Missouri solar moratorium, the first UL standard for balcony solar, Elon Musk's 100 GW solar manufacturing ambitions, and Vineyard Wind's court victory sending its final turbine to sea. They also dig into LFP cell prices hitting $60/kWh in China, zinc battery economics for commercial projects, and what a $2.3 trillion global energy transition spend means for the US market.

Episode Highlights:

A Missouri state senator filed legislation to halt all solar construction, including projects already underway, through the end of 2027. A 430 MW project set to double the state's solar capacity faces risk. (LinkedIn)

Balcony solar UL 3700 standard. UL released its first standard for balcony solar, UL 3700. (PV Magazine)

Musk's 100 GW solar manufacturing plan. Elon Musk announced SpaceX and xAI will each source 100 GW of solar to power data centers. (PV Magazine)

LFP cells race to 500+ Ah. Chinese battery manufacturers are scaling LFP cells from 314 Ah to 500 Ah and beyond. (PV Magazine)

Global clean energy investment reached a record $2.3 trillion in 2025, up 8% from 2024. (Bloomberg NEF)

Solar module prices from China rose 20 to 30% ahead of an April 1 export tax, adding 9 to 10% to costs. (PV Magazine)

This episode is for solar professionals, battery storage developers, project developers, and clean energy investors tracking policy risk and market shifts.

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