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Battery anode AD/CVD case moves forward, threatening to double U.S. battery costs

The United States International Trade Commission has affirmed it will move forward with antidumping and countervailing duty investigations, which may lead to tariffs as high as 920% on a critical battery material.

The semiconductor crunch is easing. What’s next for solar?

Crucial to panels, inverters and batteries, semiconductors are the solar industry’s silent workhorses; however, material scarcity and supply chain issues loom.

Solar wafer price rebound nears its limit

In a new weekly update for pv magazine, OPIS, a Dow Jones company, provides a quick look at the main price trends in the global PV industry.

Trump policy risks to battery energy storage industry

Five major risks are on the horizon, said Clean Energy Associates.

Five solar businesses added to forced labor list, banned from U.S. entry

Under the Uyghur Forced Labor Prevention Act (UFLPA), five businesses in China were added to an entity list, making them ineligible to provide products and services in the United States.

Global solar module prices stable-to-firm as markets wind down for year end

In a new weekly update for pv magazine, OPIS, a Dow Jones company, provides a quick look at the main price trends in the global PV industry.

Antidumping investigation could more than double cost of U.S. EV battery, energy storage

Anti-dumping, countervailing duties on battery materials could have serious effects on the EV and energy storage markets, as the battery material and manufacturing markets in the U.S. are still in very early stages.

Solar trade headwinds

Prices across the solar supply chain remained in bearish territory into the fourth quarter of 2024. Trade and regulatory developments have continued to preoccupy the industry and dampen trading activity.

Trump touts solar trade tariffs

While the Inflation Reduction Act (IRA) is reshoring solar manufacturing in the United States, raising import tariffs may slow momentum. The actions of the incoming Trump administration are tough to forecast at this point.

Solar manufacturing slows in bid to balance supply and demand

Smaller solar manufacturers have been shuttering production lines, but not at a pace fast enough to return profit margins to healthy territory. InfoLink’s Amy Fang considers what lies ahead for PV companies in the near term.

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