Trump rescinds Biden’s Defense Production Act support for solar manufacturing

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In 2022, Joe Biden authorised the DOE to use the DPA to support domestic PV manufacturing. Image: Flickr

US president Donald Trump has rescinded a Biden-era executive order allowing the use of Defense Production Act (DPA) funds for domestic solar PV manufacturing.

In a flurry of rescindments of “harmful executive orders and actions”, Trump removed solar PV modules and module components, electrolysers, fuel cells and electric heat pumps from DPA eligibility. Other acts revoked included measures on minimum wage for federal employees and a number of international human rights and work policy initiatives.

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The president said the moves were “necessary to advance the policy of the United States to restore common sense to the Federal Government and unleash the potential of American citizens.”

Joe Biden invoked the DPA – a cold-war era law introduced to encourage domestic production of strategically important products or materials – to cover solar modules and module components in June 2022 in an executive order which said the technologies were “industrial resources, materials, or critical technology items essential to the national defense.”

The decision gave the Department of Energy (DOE) the authority to use the DPA to support domestic manufacturing and deployment of solar PV products.

US solar module manufacturing has expanded significantly in the two-and-a-half years since Biden’s order. The Solar Energy Industries Association (SEIA) said that the US passed 50GW of annual nameplate module manufacturing capacity last year, roughly enough to cover US annual deployment demand in 2024.

However, the success of module producers is yet to reverberate further upstream. US cell manufacturing capacity is far behind module assembly levels, leaving the majority of the country’s module assemblers dependent on imported cells.

Cells – and the wafers, ingots and polysilicon which go into their production – represent a more costly and strategically significant manufacturing operation than module assembly. Industry figures have called for greater support for domestic solar cell and wafer manufacturing to increase US energy independence and security, something which may be made more difficult by president Trump’s recent action.

PV Tech publisher Solar Media will be organising the fourth edition of Large Scale Solar USA in Dallas, Texas 29-30 April. After a record year for solar PV additions in the US, the event will dive into the ongoing uncertainties on tariffs, tax credits and trade policies as more domestic manufacturing becomes operational. Other challenges, such as the interconnection queues and permitting, will also be covered in Dallas. More information, including how to attend, can be read here.

7 October 2025
San Francisco Bay Area, USA
PV Tech has been running an annual PV CellTech Conference since 2016. PV CellTech USA, on 7-8 October 2025 is our third PV CellTech conference dedicated to the U.S. manufacturing sector. The events in 2023 and 2024 were a sell out success and 2025 will once again gather the key stakeholders from PV manufacturing, equipment/materials, policy-making and strategy, capital equipment investment and all interested downstream channels and third-party entities. The goal is simple: to map out PV manufacturing in the U.S. out to 2030 and beyond.
21 October 2025
New York, USA
Returning for its 12th edition, Solar and Storage Finance USA Summit remains the annual event where decision-makers at the forefront of solar and storage projects across the United States and capital converge. Featuring the most active solar and storage transactors, join us for a packed two-days of deal-making, learning and networking.
25 November 2025
Warsaw, Poland
Large Scale Solar Central and Eastern Europe continues to be the place to leverage a network that has been made over more than 10 years, to build critical partnerships to develop solar projects throughout the region.
16 June 2026
Napa, USA
PV Tech has been running PV ModuleTech Conferences since 2017. PV ModuleTech USA, on 16-17 June 2026, will be our fifth PV ModulelTech conference dedicated to the U.S. utility scale solar sector. The event will gather the key stakeholders from solar developers, solar asset owners and investors, PV manufacturing, policy-making and and all interested downstream channels and third-party entities. The goal is simple: to map out the PV module supply channels to the U.S. out to 2027 and beyond.

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