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Modules & Upstream Manufacturing

Sunrise brief: Comparing customer value of solar-plus-storage under net energy metering versus net energy billing

Also on the rise: Is 2022 the year that launched the U.S. solar industrial revolution? California utility to deploy 20 MWh storage and 10 MW rooftop solar VPP system. And more.

Is 2022 the year that launched the U.S. solar industrial revolution?

The U.S. solar landscape shifted in 2022 with the passage of the Inflation Reduction Act. One result is that manufacturers are clamoring to set up shop to fill in the gaps in the domestic supply chain.

Sunrise brief: Commerce clarifies that recent module manufacturing ruling only applies to four nations 

Also on the rise: Three western states to mandate electric vehicles. Federal agency inaction may hamper residential solar loan access. And more.

Commerce clarifies that recent module manufacturing ruling only applies to four nations

The U.S. Department of Commerce stated unequivocally that companies assembling solar modules outside of southeast Asia were not part of the recent circumvention ruling.

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Sunrise brief: California pulls the plug on rooftop solar 

Also on the rise: Is Auxin going to sue to overturn the pause on solar tariffs? Solar wafer production coming to America.. And more.

Speculation on lawsuit against Biden’s two year tariff pause

ROTH Capital suggests that Auxin might be readying a set of lawsuits seeking to overturn Biden’s two year suspension of tariffs against circumventing solar companies.

CubicPV plans 10 GW of conventional silicon wafer production

With $26M in new funding, CubicPV announces plans to manufacture silicon wafers in the United States, filling a critical gap in the U.S. solar supply chain.

First Solar becomes third clean energy company to join S&P 500 Index

Tempe, Arizona-based First Solar is planning 10 GWdc of  new solar module manufacturing capacity in Ohio and Alabama by 2025.

“Dragon scale” solar panels chosen for new space station housing units

Space station developer Gravitics selected mPower for its interconnected mesh of silicon-based solar panels.

Sunrise brief: Don’t let the solar lights go out in California

Also on the rise: American Battery Factory chooses Tucson as the place for giga-plant. Biden admin wants to shore up resiliency with solar-plus-storage in Puerto Rico. And more.

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