๐ China Energy Intelligence
China supplies most of the world's solar modules, battery cells, inverters and EV chargers โ and its market moves first: cell prices, capacity swings, policy shifts all land there months before they hit your local market. Know what to watch, and where to watch it.
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What smart buyers track
Battery cell prices
LFP cell spot prices drive BESS system costs. When cell prices drop, quoted system prices follow within weeks โ time your RFQs accordingly, and expect suppliers to resist long price-validity windows in falling markets.
Module oversupply & grading
Massive module capacity means aggressive prices โ but also wider quality spread. B-grade cells and re-labeled power ratings circulate in a glut. Buy against IEC 61215/61730 reports and flash-test data, not just price.
Trade measures & policy
Tariff reviews, anti-dumping probes and local-content rules (EU, US, India) change landed cost overnight. Re-run the landed cost calculator whenever duty assumptions move.
Logistics & capacity
Battery freight is regulated (UN 38.3, dangerous goods) and sea/air rates swing seasonally. Lock freight terms when you lock prices โ a 30% rate move erases a negotiated discount.
Live updates, on TUNA Market Insights
Price movements, policy changes and supply-chain signals โ curated for international buyers, updated on the TUNA platform.