The investigation launched on polysilicon under Section 232 could present the biggest supply chain challenge to the US solar industry, according to analyst Wood Mackenzie.
Waaree Solar Americas – a subsidiary of Indian solar manufacturer Waaree Energies – has signed a 586MW solar module supply agreement with North Carolina-based Pine Gate Renewables.
US President Donald Trump has announced sweeping global tariffs on imports to the US, which have heavily impacted major solar PV manufacturing regions.
Under the terms of the agreement, the PV plant will provide renewable energy at a volume to achieve 100% renewable energy for NCIG’s Kooragang Island facility from 2030 onwards.
Canadian solar cell and module manufacturer Heliene has signed a multi-year agreement with PV frame producer Origami Solar for the supply of steel frame modules.