How does the US solar industry affect project economics?

Notably, despite the US solar industry’s reliance on domestically produced steel, market forces triggered an immediate increase in the domestic steel index. This unexpected rise has increased the production costs of tracker manufacturers, potentially affecting project economics. Additionally, US module manufacturers face increased frame costs.

Which solar projects have the most corporate off-takers?

The bulk of projects with corporate off-takers were in Texas, with the highest activity coming from Meta’s PPA contracts. Wood Mackenzie projects that 199 GWdc of new utility-scale solar capacity will be installed from 2025 to 2030.

Are solar panels going to devastate the industry?

“This is going to devastate the industry.” Modern solar panels were developed at Bell Labs, AT&T’s research arm, in the 1950s. The United States was the leading manufacturer of panels as recently as the 1990s, but lost its lead over time.

Could a solar panel Revival end with phasing out tax incentives?

A revival of U.S. solar panel manufacturing that began during the first Trump administration could end with the phasing out of tax incentives for clean energy.

Is the US solar industry still booming?

The US solar industry is still booming, but looming policy threats could pull the plug on that momentum.

Will cutting solar incentives wrest manufacturing capacity away from China?

Mr. Carr said cutting solar incentives now would undermine efforts by the Trump administration to wrest some manufacturing capacity away from China, which dominates solar panel production and other clean energy technologies like lithium-ion batteries used in electric cars and energy storage.