Intertek CEA forecasts rising U.S. solar module prices through 2027 amid tariff uncertainty
The firm’s quarterly market intelligence reports highlight rising module costs across the globe, with the largest potential impacts to U.S. buyers coming through impending Section 232 tariffs set to take effect this year.
First Solar reports 2025 earnings, announces Oxford PV licensing agreement, alleges patent infringement in new ITC action
The company’s stock price fell more than 12% in extended trading following the earnings announcement, partly due to lower-than-expected guidance for 2026 sales and revenue.
U.S. extends solar manufacturing tariff exclusions
The U.S. Trade Representative has extended the exclusion of 178 items from the Section 301 import tariffs that were put in place by the prior administration in 2024. The still standing tariffs include a 50% increase on solar cells
Qcells’ customs-detained cells released to its Georgia factories
A tightening in federal customs enforcement under a law to restrict imports made by forced labor in China’s Xinjiang region had snagged Qcells cell imports from Southeast Asia.
Trade headwinds fragment PV prices
Tempestuous trade conditions and policy uncertainty have led to module price fragmentation in the United States. Ahead of an expected reduction in manufacturing capacity utilization, leading manufacturers in China produced a high volume of cells in the spring. OPIS editorial director Hanwei Wu explains the latest market developments.
Hawaii’s governor cancels veto plans, approves more solar
Hawaii Gov. Green decided against his initial plans to veto and signed a bill into law to expand its residential solar-plus-storage buildout.
Solar and chip titan back in groove overhauling SunPower
T.J. Rogers, founder of former Cypress Semiconductor is forging global strategic alliances and hunting acquisition targets to restore the SunPower brand to solar-business greatness.
Clean energy bill breezes through Hawaii State Legislature
The leading state for residential solar-plus-storage systems passed a bill to further increase its rooftop solar and battery storage installations.
Trump tariffs deal damage to U.S. solar
“It’s a changed world in the renewables space,” said Stefan Reisinger, partner, Norton Rose Fulbright.
Strategic tariffs delivering results for the American solar industry
After years of battling unfairly priced imports, the tide is finally beginning to turn—and we now have the data to prove it.
