Author
Ryan Kennedy
Ryan joined pv magazine in 2021, bringing experience from a top residential solar installer and a U.S.-based inverter manufacturer. He holds a Master of Energy and Environmental Management degree at the University of Connecticut and a degree in Management with a certification in Sustainable Business Practices from the Isenberg School of Management at the University of Massachusetts, Amherst.
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Articles written by Ryan Kennedy
U.S. bulk-power equipment ban set to worsen critical transformer shortage
The executive order restricting foreign-made bulk-power equipment is expected to hit a market that has seen over $22 billion in imports since 2025. Analysis from Wood Mackenzie suggests restrictions on Chinese-built units will further strain a supply chain where power transformers and substations are already facing estimated shortages of 15% and 8%, respectively.
Sep 11, 2026
U.S. domestic solar modules near cost parity with global supply
Chinese solar module prices are expected to rise through 2027 as manufacturers shift focus from volume to margin expansion, while U.S. manufacturing incentives narrow the cost gap between domestic and non-Chinese production, said a pricing report from Intertek CEA.
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Energy storage moves toward next-gen lithium cells as price volatility drives interest in alternatives
Falling lithium prices and rapid adoption of high-density 587Ah cell formats are pushing down energy storage system costs, though U.S. developers face persistent trade barriers and strict tax credit compliance rules, according to Intertek CEA.
Section 232 minimum import prices force foreign solar to match U.S. production costs
The Trump Administration has unveiled a comprehensive Section 232 trade framework on polysilicon and downstream solar components, establishing stage-by-stage import price floors and a 15% tariff to force foreign equipment pricing into direct alignment with U.S. manufacturing costs.
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