Sunrise brief: Solar trade headwinds
Also on the rise: Solar energy needs to be a bipartisan issue, U.S. adds 3.8 GW of storage in Q3, solar manufacturing slows in bid to balance supply and demand, and more.
Solar energy needs to be a bipartisan issue
It would be economically detrimental for a change in political leadership to negatively impact domestic manufacturing, job creation and harm America’s competitive posture.
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.
The critical path for startups in the energy storage and battery market
Early-stage battery and energy storage companies will have to disrupt conventional approaches, forge strategic partnerships, and navigate a landscape dominated by established giants.
U.S. adds 3.8 GW of storage in Q3, residential battery storage hits all-time high
In the third quarter of 2024, the U.S. installed 3.8 GW of storage across all segments, 80% increase from Q3 2023.
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.
A solar-powered economy
Despite political uncertainty, one thing is clear: solar will play a critical role in powering the US economy. That was discussed at length in the three-day pv magazine USA Week virtual event. Ryan Kennedy provides some key takeaways.
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.
Sunrise brief: U.S. doubles solar polysilicon and wafer tariffs on China
Also on the rise: Flexible interconnection can generate 176% more revenue for community solar. The solar industry’s top 10 priorities for Trump. And more.
The solar industry’s top 10 priorities for Trump
The Solar Energy Industries Association (SEIA) proposed ten facets of a strong solar industry under a Trump administration.
