In the wake of the Section 201 tariffs, the United States is seeing a minor renaissance in solar module manufacturing. However, in terms of why this is happening, the tariffs are only one part of a more complicated story.
EVs and solar: As the electric vehicle market begins to take off, many are hoping that this technology will be complementary to solar PV. And while the potential is there, a closer look shows that there are many unanswered questions, and there is still a lot of work to be done.
American solar manufacturing: President Trump’s relatively measured 201 ruling surprised many. And while there are already reports of new hiring and expansions by U.S. module makers, the new tariffs will not be enough for a major revival of the sector.
Puerto Rico: The devastation wrought by Hurricane Maria on the island of Puerto Rico was vast and indiscriminate. Reporter Daniella Cheslow visited some of the areas most badly affected and found a shredded grid, a rising demand for energy independence, solar and storage, and a heartening reminder of humankind’s capacity for kindness, endurance and determination.
Solar and U.S. tax reform: The solar and wind industries largely dodged the bullet in the process of U.S. tax reform. But there will still be impacts on renewable energy project finance, which are many and complex, and it is hard to say what the final end-market impact will be.
U.S. energy policy: The Trump Administration is currently making a number of significant policy changes that intersect with solar and other forms of renewable energy. pv magazine attempts to separate the real dangers to the solar market from the more superficial phenomena.
An increasing number of U.S. utilities are embracing the low and predictable costs of utility-scale solar. But conflicts remain over distributed generation, and the real question is who will own the solar that is being built.
U.S. trade action: No one knows for sure what the ultimate outcome of the Section 201 investigation will be, but impacts are already being felt in the market, as both sides try to influence the outcome of the case.
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