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.
The US is forecast to reach between US$55-60 billion in clean energy tax credit monetisation in 2025, according to a report from clean energy financing technology platform Crux.
Despite policy setbacks, US manufacturing has come a long way since 2022 and shows strong potential looking ahead. Jonathan Touriño Jacobo looks at the data.