The COP31 Climate Justice Pact initiative focuses on energy transitions in developing countries. UN Secretary-General António Guterres has called for accelerating the shift away from fossil fuels, expanding the use of renewable energy, and strengthening climate early-warning and adaptation capabilities. This article explains the initiative’s priorities, analyzes the links between energy transitions and climate risk response, and highlights key considerations for moving support measures from proposals to implementation, helping energy industry professionals stay informed about future developments.

Solar module prices remain stable. In its November 11 daily market review, Baiinfo noted that although some companies are inclined to raise their quoted prices, market demand is weak, and prices may fluctuate within a narrow range in the short term. The previously reported mainstream transaction price for TOPCon modules was around RMB 0.7 per watt, which should not be equated directly with current quotations. Understanding the difference between quotations and transaction prices, and monitoring changes in demand and price transmission, can provide a reference for module purchasing and sales decisions.

China proposes export controls on 12 photovoltaic technologies, and the draft amendments to the control list are now open for public comment. Which technologies could be affected? What is the difference between restricted exports and prohibited exports? This article outlines the key points of the proposed policy and analyzes its potential impact on technology cooperation and business arrangements, helping companies understand what to monitor going forward. The final scope of controls and implementation requirements remain subject to the official documents.