Solar PV companies in the US are not waiting for guidance from the US Departments of the Treasury or Energy to act regarding Foreign Entity of Concern (FEOC), according to a survey conducted by Crux.
Multinational solar manufacturer Canadian Solar will assume direct control of its US solar PV and energy storage manufacturing operations, in a strategic move which may reduce its supply chain risks.
Analysis: The opening of Corning's Michigan wafer plant puts it in a strong position to supply US-made, FEOC-compliant products, while competition from outside remains scarce.
OCI Holdings’ decision this week to buy a Vietnamese solar wafer facility to supply the US solar cell manufacturing industry makes clear the biggest vulnerability facing the sector today.
US solar module prices jumped in Q3 2025 as developers scrambled to meet the 2 September 2025 safe harbour deadline for Investment Tax Credit (ITC) qualification, according to supply chain platform Anza.
PV CellTech: Martin Pochtaruk, CEO of North American solar module manufacturer Heliene, says US producers must learn to survive without tax incentives.