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.
Create Energy announces $78 million expansion, plans to create 1,003 new jobs
The manufacturer will invest $78 million to establish a global hub for solar and storage products in Middle Tennessee, expanding its manufacturing footprint to nearly half a million square feet.
Assets of XALT Michigan battery manufacturing facility to be auctioned
The auction, which features machinery and equipment from the state-of-the-art battery pouch cell production plant, will take place in late March and early April in a live virtual webcast from BidItUp Auctions Worldwide
U.S. solar industry adds 43 GW in 2025, leading capacity additions for fifth consecutive year
The latest Solar Market Insight report from SEIA and Wood Mackenzie reveals that solar and energy storage accounted for 79% of all new U.S. electrical capacity in 2025 even as installation volumes fell late in the year, while domestic manufacturing reached major milestones despite uncertain federal policy.
First attempt to build solar modules using polycarbonate encapsulant
Canadian researchers proposed a laminate-free solar module using polycarbonate instead of EVA and glass. The new encapsulation technique reportedly enables easy disassembly, reuse of solar cells, and open-source local manufacturing.
