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Renewables
Kinsey Grant Baker
Kinsey Grant Baker
Energy Central Team
·Posted in Renewables
Tue, Jul 22

NEWS: US solar supply chain faces critical crossroads as tariffs and FEOC restrictions threaten domestic manufacturing crisis

The US solar sector is staring down a potential manufacturing crisis, as new tariffs and foreign entity restrictions complicate sourcing and shrink access to key components. (WoodMac)

  • New anti-dumping tariffs on Southeast Asian modules (as high as 660%) and looming restrictions on Chinese-owned operations could disqualify up to 23 GW of current US production from 45X tax credits, per WoodMac.

  • Looking ahead: China still controls 95% of global polysilicon capacity, and US imports from all sources are declining—analysts warn that bottlenecks may hit even harder once inventories run out.

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