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U.S. ITC opens Section 337 probe into global TOPCon supply chain

The U.S. International Trade Commission (ITC) has opened a Section 337 investigation into tunnel oxide passivated contact (TOPCon) solar cells, modules, panels, and related products following a complaint by First Solar, naming 47 entities across 11 countries as respondents.

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.

U.S. government confirms Tesla as mystery buyer in $4.3 billion LG Energy Solution LFP deal

The Department of the Interior has ended months of speculation, identifying Tesla as the counterparty for a massive domestic lithium iron phosphate battery contract aimed at scaling U.S. energy storage production.

Qcells resumes solar panel production at Georgia factories following customs-related furlough

The nation’s second-largest solar module manufacturer has returned to normal production levels following the release of component shipments that had been stalled by U.S. Customs and Border Protection.

DOJ drops defense of tariff moratorium, leaving industry exposed to $70 billion in retroactive duties

The Department of Justice has withdrawn from the legal defense of a two-year tariff pause on solar modules, leaving private developers and trade groups to face the threat of billions in retroactive duties alone.

NextPower leads Wood Mackenzie tracker rankings as U.S., China dominate

Wood Mackenzie ranked NextPower as the world’s top PV tracker manufacturer in the first half of 2025, with companies headquartered in the United States, China and Spain occupying all top 10 positions.

U.S.-India trade deal reduces solar tariffs

Tariff reductions under the new U.S.-India trade agreement lower import costs for solar modules and energy storage components. Reciprocal tariffs were effectively reduced from 50% to 18%.

WTO rules U.S. clean energy tax credits violate trade rules

The WTO ruled that U.S. clean energy tax credits under the Inflation Reduction Act violate international trade rules by giving domestic products preferential treatment over Chinese goods. The decision specifically targets the ITC and PTC Domestic Content Bonus Credits.

Texas utility-scale solar project secures $524 million from Korean-led consortium

The 350 MW Lucy Solar facility in Concho County is expected to generate enough clean electricity to power 65,000 homes.

U.S. authorities find no definitive evidence of hidden devices in Chinese solar inverters

New documents reveal U.S. government found two cases of communications in Chinese inverters that differed from official documentation. The discrepancies were deemed “non-malicious” and “non-intentional” by investigators.

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