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Modules & Upstream Manufacturing

Sunrise brief: U.S. surpasses 50 GW of solar module manufacturing capacity

Also on the rise: U.S. raises tariffs to 60% on Chinese solar polysilicon, wafer and cell. KORE Power halts Arizona energy storage factory. And more.

U.S. raises solar polysilicon, wafer and cell tariffs from China to 60%

After the Biden administration doubled Section 301 tariffs from 25% to 50%, the Trump administration has added another 10%.

U.S. surpasses 50 GW of solar module manufacturing capacity

The buildout is happening across the domestic solar supply chain and, at full capacity, planned facilities will produce enough to meet the demand for solar in the U.S., according to the Solar Energy Industries Association.

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Sunrise brief: A 920% tariff on anode materials from China “would throw the economics of U.S. storage out of whack”

Also on the rise: Rural Energy for America grantee reports federal non-payment for 2024 work. Amid uncertainty, Premier Energies halts plans for U.S. solar cell factory. And more.

Amid uncertainty, Premier Energies halts plans for U.S. solar cell factory

Premier Energies of India put its plans on hold to build a manufacturing facility in the United States as it waits for “the regime in the U.S. to settle down and be clear on what they want to do.”

Washington State solar recycling mandate

With the state’s new recycling policy set to take effect in six months, Washington’s solar industry is grappling with its implications.

The semiconductor crunch is easing. What’s next for solar?

Crucial to panels, inverters and batteries, semiconductors are the solar industry’s silent workhorses; however, material scarcity and supply chain issues loom.

Solar glass manufacturer incentivized to set up U.S. facility

Canadian Premium Sand received a $75 million tax credit allocation to re-purpose a former glass manufacturing site in the U.S. to produce pattern solar glass.

The state of the domestic solar and energy storage supply chain, Q1 2025

Anza reports on U.S.-made solar modules, cells and battery energy storage in today’s pipeline and offers a glimpse at manufacturers’ efforts to ramp up production.

Solar panel, racking integration positioned to fulfill domestic content requirements

First Solar and Terrasmart expect U.S. developers will secure the 10% domestic content bonus credit with the companies’ racking and module integration.

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