U.S. government sets preliminary countervailing duties on solar imports from India, Indonesia and Laos
The U.S. Department of Commerce has issued preliminary findings that solar manufacturers in India, Indonesia and Laos benefited from government subsidies, paving the way for countervailing duties of up to 143.30%.
First Solar reports 2025 earnings, announces Oxford PV licensing agreement, alleges patent infringement in new ITC action
The company’s stock price fell more than 12% in extended trading following the earnings announcement, partly due to lower-than-expected guidance for 2026 sales and revenue.
Republicans pushing for clean energy tax credit: “We think [Trump] is getting bad advice”
U.S. Rep. Brian Fitzpatrick is publicly pushing to reinstate wind and solar tax credits eliminated under the OBBB, as Republicans face potential challenges in upcoming midterm elections.
SOLRITE and sonnen launch battery-only Virtual Power Plant in deregulated Texas markets
The company’s battery-backed energy plans offer 12 cents per kWh “all-in” energy costs for a $20 monthly fee to homeowners with or without solar panels in all deregulated Texas markets.
Enphase releases new control software for its IQ8, IQ9 microinverters
The U.S. company said its Power Control software is designed to help installers reduce costs and streamline interconnection. Among its features is the ability to control aggregate system exports through software-based limits.
Certainty and uncertainty take center stage at Intersolar and Energy Storage North America 2026
With affordability and reliability as its watchwords, leaders of the modern solar and storage industries are sure they can address the major questions of today’s energy landscape, but uncertainty lingers regarding external factors.
People on the move: ESS Tech, Xcel Energy and more
Job moves in solar, storage, cleantech, utilities and energy transition finance.
VDE Americas releases “Physical Work Test” playbook to clear OBBBA regulatory hurdles
With the July 4 “start of construction” deadline looming, a new technical memorandum provides a roadmap for developers to navigate the end of the 5% safe harbor and secure tax credit eligibility.
Solar LCOE to fall 30% by 2035, says BloombergNEF
Analysis from BloombergNEF finds the levelized cost of electricity (LCOE) of a typical fixed-axis solar farm increased by 6% year-on-year in 2025 to stand at $39/MWh, but innovation and competition are expected to see costs fall by 30% through to 2035.
The changing US solar supply chain
Demand in the US solar market remained broadly stable in 2025, but the supply-side landscape told a markedly different story. Shipments to the United States from major vertically integrated module manufacturers plunged by more than 40% year on year in the first half. Analysis from InfoLink’s Alan Tu reveals that the challenge lies not in end-market demand, but in whether supply chains can effectively function under current conditions.
