China extends anti-dumping duties on solar-grade silicon from U.S.
The duties range from 53.3% to 57% for U.S. producers and from 2.4% to 48.7% for South Korean companies and will remain in force for a further five years.
Solar module prices lagging behind soaring silver costs
Solar manufacturers are facing rising cost pressure as silver paste now accounts for up to 30% of total cell production costs. OPIS analyst Hanwei Wu tells pv magazine that module producers currently have limited ability to raise panel final prices, which is accelerating efforts to reduce silver use across all mainstream cell technologies.
TOYO secures U.S. polysilicon to navigate solar trade barriers
The agreement establishes a dual-source supply chain to support regulatory compliance for TOYO’s solar manufacturing operations in Ethiopia and the United States.
T1 Energy completes $160 million sale of production tax credits
The transaction involves Section 45X credits generated from solar module manufacturing through December 2025.
Trina Solar completes sale of 5 GW U.S. module plant to T1 Energy
Trina Solar has completed the sale of its 5 GW US solar module factory to T1 Energy, exiting direct manufacturing while retaining a minority equity stake.
T1 Energy announces 900 MW U.S. solar module supply deal with Treaty Oak Clean Energy
The company signed a three-year deal to supply solar modules assembled from its U.S.-manufactured solar cells.
Awendio Solaris plans multi-gigawatt solar manufacturing hub in Canada
Awendio Solaris says it plans to invest about CAD 1 billion ($726.7 million) in a vertically integrated solar cell and module manufacturing facility and research center in Montreal, Quebec, targeting the Canadian and U.S. markets.
Ford axes Lightning EV Truck, pivots to $2 billion grid-scale storage manufacturing
Ford announced it will move on from its electric vehicle trucks, instead producing hybrid vehicles and manufacturing grid-scale energy storage for the rapidly growing datacenter market as well as an entry to residential energy storage.
Waaree secures 288 MW hail-resilient module order for Texas utility-scale solar projects
Sabanci Renewables agreed to purchase hail-resilient modules produced by Waaree Solar Americas for two utility-scale solar projects.
ESS–EV battery supply chain bifurcates as U.S. manufacturers pivot toward storage
While the long-term impacts of the elimination of the United States’ federal electric vehicle tax credit remain unknown, it’s clear that battery manufacturers in the country are starting to shift their approach toward grid-scale storage rather than EV batteries.
