Why domestic solar manufacturing matters now more than ever
The United States is at a critical inflection point where speed to deployment of energy technologies contributes to economic strength and energy security, but policy certainty is paramount, according to a panel of three solar manufacturing experts.
Who are the Top 100 PV manufacturers today?
The Terawatt PV 100 ranks the top 100 solar manufacturing companies using a new methodology based on production scale, financial strength, and corporate transparency, with Tongwei leading the Q1 2026 list and most top firms headquartered in China. The analysis highlights increasing global supply-chain scrutiny driven by tariffs and ESG mandates, while also showing rising influence from Indian companies and strong positions for key materials and equipment suppliers.
Tesla advances plan to build 100 GW of U.S. PV manufacturing capacity by 2028
Job advertisements on Tesla’s website outline the 100 GW ambition and follow reports the company is in talks with Chinese firms for the purchase of $2.9 billion worth of equipment for solar manufacturing.
Quino signs joint development deal with Jena for flow battery energy storage
Agreement to optimize Jena’s hardware for Quino’s organic electrolyte.
Treasury domestic content guidance on blue wafers creates compliance risks for solar developers
A legal alert from Wiley indicates that importing silver silicon wafers for domestic anti-reflective coating may disqualify solar cells from the 10% domestic content bonus credit despite conflicting customs rulings.
LG and GM pivot Ultium Cells JV to LFP battery production for U.S. storage market at Tennessee plant
LG Energy Solution and GM are converting part of their Spring Hill battery joint venture to LFP production for energy storage, as another North American battery manufacturing plan shifts from EVs toward stationary storage.
U.S. determines China not undercutting domestic battery anode makers
The U.S. International Trade Commission (ITC) has blocked the imposition of anti-dumping and countervailing duties on Chinese active anode material (AAM), providing a massive sigh of relief for the domestic battery storage sector.
U.S. government confirms Tesla as mystery buyer in $4.3 billion LG Energy Solution LFP deal
The Department of the Interior has ended months of speculation, identifying Tesla as the counterparty for a massive domestic lithium iron phosphate battery contract aimed at scaling U.S. energy storage production.
Intertek CEA forecasts rising U.S. solar module prices through 2027 amid tariff uncertainty
The firm’s quarterly market intelligence reports highlight rising module costs across the globe, with the largest potential impacts to U.S. buyers coming through impending Section 232 tariffs set to take effect this year.
Swift Solar acquires Meyer Burger assets to scale U.S. HJT and perovskite production
Solar manufacturer Swift Solar has acquired the heterojunction technology (HJT) intellectual property and manufacturing assets of Meyer Burger to establish domestic cell production.
