U.S.-Israeli conflict with Iran tests solar supply
The U.S.-Israeli conflict with Iran is unlikely to materially affect solar manufacturing projects in the Middle East for now, as most of these investments remain at an early stage. OPIS analyst Brian Ng sees the most immediate risk in logistics. If disruptions persist, shipments of solar products into the region could be delayed and export pricing may turn volatile.
Maxeon filing reveals the company has applied for restructuring in Singapore court
Company statements in the filing indicate it will seek an arrangement between itself and creditors that may allow it to survive “as a going concern.”
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The Department of Justice has withdrawn from the legal defense of a two-year tariff pause on solar modules, leaving private developers and trade groups to face the threat of billions in retroactive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.
