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Are US solar tariffs helping or hindering PV manufacturing?

Analysis: Some in the US solar industry are positioning tariffs as a silver bullet for manufacturers, but it may not be as straightforward as that.

PERC module prices up 20% in the US, as overall module prices remain constant

Monocrystalline passivated emitter rear contact (PERC) modules saw a 20% increase in average price in the US, according to Anza.

IRENA: World adds 510GW of new solar PV capacity in 2025

The world added 510GW of new solar PV capacity in 2025, the most of any electricity generation source, according to IRENA.

EU grid constraints put 120GW of renewables at risk

In its analysis, Ember examined grid capacity across 20 EU countries and found the major gap was at the transmission level, with a possible shortfall of 104 GW that would affect utility-scale solar projects.

Pexapark: Middle East conflict could increase European solar PPA prices by 35%

The conflict in the Middle East could drive European solar PPA prices up by as much as 35%, according to Pexapark.

Solar saving EU ‘millions a day’ since outbreak of Middle East war

Solar power has saved the EU over €110 million (US$127.5 million) a day since the outbreak of war in the Middle East, according to SolarPower Europe.
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A Waaree manufacturing facility.

Waaree Energies’ subsidiary commissions 3GW PV module plant in Gujarat

News
April 7, 2026
Sangam Solar One, a subsidiary of Indian solar PV manufacturer Waaree Energies, has commissioned a 3GW PV module manufacturing facility in Samakhiali, Kutch, Gujarat.
The new solar PV plant is located nearby an operational project in the Clinton and Monroe counties in Michigan

Geronimo Power starts operations at 117MW Ohio solar PV plant

News
April 7, 2026
US independent power producer (IPP) Geronimo Power has begun operations at a 117MW solar PV project in Ohio.
Image: Ember.

Solar-plus-storage could meet 90% of India’s power demand – Ember

News
April 7, 2026
According to Ember, solar-plus-storage could supply up to 90% of India’s electricity demand at a levelised cost of electricity (LCOE) of INR5.06/kWh (US$56/MWh).
A South Korean solar project using LONGi modules.

South Korea to almost triple renewable energy capacity to 100GW by 2030

News
April 7, 2026
South Korea has announced plans to almost triple its operational renewable energy capacity from 37GW today to 100GW by the end of the decade.
Installation-of-solar-panels-in-Puerto-Rico-Image_Sunrun

Texas Attorney General investigates residential solar installers for ‘fraudulent’ practices

News
April 7, 2026
The Texas Attorney General has launched an investigation into four residential solar installers over alleged “fraudulent and deceptive practices”.
Image: Aggreko.

Aggreko, Harmony Gold ink PPA for Australia’s ‘largest’ off-grid hybrid renewable energy facility

News
April 7, 2026
Aggreko has finalised a 15-year power purchase agreement (PPA) with international mining company Harmony Gold for the Eva Copper Mine Project in Northwest Queensland.
European Energy's Lancaster solar project in Australia.
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NEM Data Spotlight: Australia’s solar generation drops 24% as autumn transition erodes summer records

Features, Long Reads
April 7, 2026
In our latest article in the NEM Data Spotlight Series, we observe that March saw declines in both utility-scale and rooftop solar.
qcells georgia manufactuing

Qcells rolls out leasing-led solar platform for US residential sector

News
April 2, 2026
Solar manufacturer Qcells is expanding into integrated home energy systems with a new division targeting the US residential construction sector.
LONGi offices.

LONGi launches integrated solar-plus-storage strategy

News
April 2, 2026
LONGi has launched its solar-plus-storage strategy, LONGi One, marking a shift from traditional multi-vendor system architectures to a fully integrated design approach.
An AXIAN Energy project in Senegal.

Axian reaches financial close on Senegal solar-plus-storage project

News
April 2, 2026
Pan-African developer Axian Energy has reached financial close on what it is billing as West Africa’s largest solar-plus-storage project.
R.Power's Michał Swół.
Premium

How Germany has led Europe’s solar PV auctions

Features, Interviews
April 2, 2026
R.Power's Michał Swół speaks to PV Tech Premium about Germany's position as a leader in Europe's renewable energy auction space.
Image: Masdar

TotalEnergies, Masdar establish US$2.2 billion Asia renewables partnership

News
April 2, 2026
French oil and gas major TotalEnergies has signed a US$2.2 billion joint venture (JV) with the Emirati state-run renewable energy developer Masdar to jointly develop renewables across Asia.
A T1 Energy manufacturing facility.

T1 Energy produced 2.8GW solar modules in 2025, forecasts up to 4.2GW in 2026

News
April 2, 2026
US solar manufacturer T1 Energy has produced 2.79GW of solar modules in 2025, in line with its guidance of 2.6-3GW for the year.
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Qcells rolls out leasing-led solar platform for US residential sector

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PERC module prices up 20% in the US, as overall module prices remain constant

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European-made solar arrays to power first crewed mission to the Moon since 1972

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Are US solar tariffs helping or hindering PV manufacturing?

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LONGi launches integrated solar-plus-storage strategy

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Industry Updates

Hoymiles bolsters European plug-in solar and storage market with HiFlow and HiFlow Pro microinverters

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Trinasolar upgrades Vertex N G3 module to 760W output

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Features

European Energy's Lancaster solar project in Australia.
Premium

NEM Data Spotlight: Australia’s solar generation drops 24% as autumn transition erodes summer records

Features, Long Reads
April 7, 2026
R.Power's Michał Swół.
Premium

How Germany has led Europe’s solar PV auctions

Features, Interviews
April 2, 2026
Construction at the Muskegon solar project.

How today’s PV buyers can navigate ITC uncertainty, supply-chain risk and verification challenges

Features, Guest Blog
March 30, 2026
By 2050, solar panel waste could reach 54-160 million metric tons, a fraction of total municipal or plastic waste but a growing concern for the industry. Image: Comstock Metals.
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A billion-dollar industry: inside the growing solar panel recycling sector in the US

Features, Interviews, Long Reads
March 27, 2026

Energy Storage

CO2 battery startup Energy Dome signs MOU to deploy technology at Texas data centre

April 7, 2026

Boralex, Six Nations of the Grand River secure US$145 million financing for 500MWh Ontario BESS

April 7, 2026

North Dakota approves certificate of site compatibility for 400MWh BESS from NextEra Energy Resources

April 7, 2026

CATL, Envision sodium-ion BESS cells among next-gen tech and solutions showcased at Beijing expo ESIE 2026

April 7, 2026

Manufacturing

PERC module prices up 20% in the US, as overall module prices remain constant

News
April 2, 2026

Are US solar tariffs helping or hindering PV manufacturing?

News
April 2, 2026

TNO claims ‘world’s first’ perovskite solar roof tile

News
April 2, 2026

European-made solar arrays to power first crewed mission to the Moon since 1972

News
April 1, 2026

Markets & Finance

South Korea to almost triple renewable energy capacity to 100GW by 2030

News
April 7, 2026

Texas Attorney General investigates residential solar installers for ‘fraudulent’ practices

News
April 7, 2026

Aggreko, Harmony Gold ink PPA for Australia’s ‘largest’ off-grid hybrid renewable energy facility

News
April 7, 2026

Qcells rolls out leasing-led solar platform for US residential sector

News
April 2, 2026

Power Plants

Waaree Energies’ subsidiary commissions 3GW PV module plant in Gujarat

News
April 7, 2026

Geronimo Power starts operations at 117MW Ohio solar PV plant

News
April 7, 2026

Solar-plus-storage could meet 90% of India’s power demand – Ember

News
April 7, 2026

Texas Attorney General investigates residential solar installers for ‘fraudulent’ practices

News
April 7, 2026

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