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Markets & Policy

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.

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.

Residential solar to decline 33% year-over-year, said Roth Capital Partners

The U.S. residential solar market faces immediate pressure as tax credits expire and FEOC challenges mount.

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Seeing shortage, California seeks 6 GW clean power capacity

The CPUC has put out a call for 6 GW of non-emitting resources to be deployed 2 GW per year from 2030 to 2032 – with 750 MW explicitly excluding solar, and another 750 MW requiring long-duration energy storage.

SolaREIT expands land financing to substations and transmission corridors for U.S. solar, storage

Real estate financing models are expanding beyond project sites, opening another source of capital for developers facing a crunch in funding for big new projects.

Canadian Solar subsidiary inks 2.5 GWh BESS deal for U.S. data center support

E-storage will supply battery energy storage system (BESS) to major US utility with shipments expected to start in March 2027. Parent firm Canadian Solar says supply will “supporting data center grid infrastructure and resiliency.”

Attorney sentenced to 11 years in prison for $1 billion solar Ponzi scheme

DC Solar’s former outside counsel Ari Lauer received prison term for defrauding investors through solar tax equity deals.

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People on the move: Arevon Energy, American Clean Power, and more

Job moves in solar, storage, cleantech, utilities and energy transition finance.

Alabama senator seeks statewide ban on solar installations

An untitled bill has been submitted which, upon implementation, would immediately cease all “large-scale, ground mounted” solar construction in Alabama.

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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.

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