Cheap new modules are stalling the used solar market
Data from EnergyBin and Buckstop shows used panels accounted for just 1% of resale listings in 2025, as record-low prices for new modules undermine the economics of reuse.
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.
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.
Safe-harbored panel strategy enables acquisition of six-project community solar portfolio
Standard Solar’s inventory of safe harbored solar modules reduces schedule and pricing risks for completion of the project portfolio acquired from AC Power
Could mixed-module sourcing give more than mixed results for FEOC compliance?
Blended approaches that combine FEOC and non-FEOC compliant modules can help meet MACR thresholds while keeping costs low.
Expiring incentives led to record demand, more diverse market for residential solar in 2025, says EnergySage
EnergySage reported a 205% increase in homeowner engagement on its home energy marketplace, alongside median pricing of $2.49 per watt, an average system size of 11.8 kW and a decrease in storage attachment rates in the rush to install systems before the end of 2025.
Global energy transition hits a hardware bottleneck
As transformer lead times double and U.S. prices surge 79%, a manufacturing “supercycle” struggles to keep pace with the explosive growth of AI data centers and renewable energy.
Supplier attestations alone won’t satisfy FEOC scrutiny
As MACR thresholds rise under the One Big Beautiful Bill Act, traceability audits and contract reviews are becoming essential to avoid long-term tax credit recapture exposure.
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.
Treasury, IRS release interim guidance on ‘prohibited foreign entity’ restrictions for solar tax credits
The guidance covers requirements in the One, Big, Beautiful Bill Act to establish methods to determine whether a clean energy facility or manufactured component was produced using material assistance from a prohibited foreign entity.
