Ryan Kennedy
US government withdraws defense of solar tariff pause
The US Department of Justice (DoJ) has withdrawn from defending the executive order that paused certain tariffs on imported solar components, leaving private industry groups and companies to continue the appeal. The withdrawal increases legal uncertainty over potential retroactive duties tied to imports from Cambodia, Malaysia, Thailand, and Vietnam.
U.S.-India trade deal reduces solar tariffs
Tariff reductions under the new U.S.-India trade agreement lower import costs for solar modules and energy storage components. Reciprocal tariffs were effectively reduced from 50% to 18%.
TOYO secures US polysilicon to navigate solar trade barriers
TOYO Co. Ltd. has signed a one-year supply contract with a US-based polysilicon producer to source domestically made material for its solar manufacturing plants in Ethiopia and Texas.
Google acquires Intersect Power for nearly $5 billion
Google is set to acquire solar and storage developer Intersect Power, arming itself with the tools to bypass grid bottlenecks and build the projects that will power its AI data centers.
US solar, storage projects face risk from political obstruction
The Solar Energy Industries Association (SEIA) says more than half of all power capacity planned through 2030 is under threat from mounting political interference that could stall US renewable deployment.
First Solar plans fifth US factory with 3.7 GW capacity addition
First Solar will build a fifth US module plant with 3.7 GW of annual output, lifting its total domestic capacity to more than 14 GW by 2026 and reinforcing its position as the country’s largest solar manufacturer.
Solis launches 16 kW residential and 60 kW commercial hybrid inverters
Ginlong Solis released two new hybrid string inverters that range from 9.6 kW to 16 kW for the residential market, and from 30 kW to 60 kW for the commercial market.
US grid-scale storage leaps 63%, residential 132%
A report from the American Clean Power Association (ACP) and Wood Mackenzie indicates the utility-scale energy storage sector added 4.9 GW in the April-to-June quarter, representing 63% year-on-year growth, while residential storage increased by 608 MW.
REC leads US residential solar panels as Tesla loses storage share
REC led the US residential solar panel market in the first half of 2025, while Tesla lost share in home batteries and inverters amid supply and policy pressures, according to EnergySage.
A tightened U.S. solar trade environment
Tariffs, foreign content restrictions, and antidumping and countervailing duty investigations have reshaped the landscape for imports of solar components and manufactured products.
