Market Update: Why solar panels and batteries are becoming more expensive starting this April

As an installer, you prefer to spend your time on the roof or in the meter cupboard. The last thing you need is uncertainty regarding material prices. However, there are significant developments in the supply chain that require our collective attention.

You may have already noticed: solar panel prices have been gradually creeping up this quarter. This is driven by the rising global costs of raw materials such as silver and polysilicon. Manufacturers have reached their limits, putting the record-low prices of the past year under severe pressure. On 1 April 2026, costs will rise further as the Chinese government implements drastic changes to export regulations for PV products and batteries.

What is happening? 

The Chinese government has decided to terminate financial support for the export of PV products. Until now, manufacturers in China received a significant tax benefit (a 9% VAT refund) when selling their products abroad. This rebate is now being almost entirely abolished. Key dates for your diary:

• Solar Panels (Modules & Cells): As of 1 April 2026, the full VAT rebate will expire (dropping from 9% to 0%). This means the purchase price of panels will rise immediately.

• Batteries: This will be implemented in stages.

  • From 1 April 2026, the rebate will drop from 9% to 6%.

  • From 1 January 2027, the rebate will be removed entirely.

• Raw materials: Simultaneously, the prices of silver, polysilicon, and lithium continue to climb. Manufacturers can no longer absorb these costs, leading to price increases across the board.

What does this mean for you? 

Manufacturers are reacting differently: some will adjust their prices immediately on 1 April, while others will do so gradually. One thing is certain: the bottom-market prices seen recently are disappearing. For you as an installer, this means that quotes issued now for projects in May or June may no longer be financially viable later.

How ESTG supports you:

• Real-time pricing: Our webshop displays the most current stock levels and prices. No surprises afterwards.

• Fast delivery: Do you need panels or batteries for a project? Order them directly, and we will ensure they are delivered to the site rapidly, securing current market conditions.

• All-in-one solution: From panels and batteries to the latest charging stations; manage everything via a single account for maximum efficiency.

Our advice: Do not wait too long Do you have projects planned for this spring? Order the necessary materials in time. By placing your order now and securing the delivery date, you avoid paying premium prices later or facing sudden stock shortages due to the expected market surge. If you have a large project and are uncertain about the timing, please call us. We will work with you to find the best strategy.