The US International Trade Commission (ITC) has begun an investigation into tunnel oxide passivated contact (TOPCon) solar products in the US, following a complaint by US thin-film module manufacturer First Solar.
Analysis: A Biden-era policy to suspend the payment of duties on Southeast Asian module imports looks set to backfire badly on an already under-pressure US solar industry.
US-based microinverter manufacturer Enphase Energy saw a decline of two percentage points in its gross margin for Q2 2025 due to Donald Trump's “reciprocal” tariffs regime.
Tariffs on US imports will increase the cost of US solar PV and energy storage technologies and slow the rate of project development, according to analysis from Wood Mackenzie.