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#Solar Modules

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Oct 6Tue
  1. pv magazine USA10

    pv magazine analysis: U.S. cell fab build-out quality matters more than technology choice

    In a pv magazine USA analysis, Ryan Kennedy writes that counting announced c-Si cell capacity and focusing on the technology selected by the first U.S. cell fabs misses the key issue, which he says is building high-quality, performance-leading cell factories. The article forecasts quarterly U.S. c-Si cell production through Q4 2027, with upside and downside scenarios, from the new Solar Manufacturing USA Quarterly report, and notes the analysis follows the Solar Manufacturing USA 2026 event in Austin, Texas on 22-23 September.

Oct 5Mon
  1. pv magazine (Global)26

    First Solar sues JA Solar and American Panel Solutions over TOPCon patents

    First Solar, Inc. filed a patent infringement lawsuit in the U.S. District Court for the District of Delaware against JA Solar Technology Co., Ltd., four of its affiliates and U.S.-based distributor American Panel Solutions, LLC (AMPS), alleging infringement of U.S. Patent No. 9,130,074, which covers manufacturing methods for tunnel oxide passivated contact (TOPCon) crystalline silicon solar cells. First Solar seeks monetary damages and permanent injunctive relief to halt the import, assembly and sale of the disputed TOPCon modules in the U.S. The filing follows First Solar's withdrawal of its Section 337 complaint at the USITC; neither JA Solar nor representatives for Corning and AMPS immediately responded.

  2. pv magazine USA22

    pv magazine analysis forecasts U.S. module production through 2027 amid Section 232 cell-import uncertainty

    In a pv magazine USA analysis, Ryan Kennedy presents the Solar Manufacturing USA Quarterly report's bottom-up forecast of domestic U.S. module production to the end of 2027, tracking capex and output for more than 40 companies. The analysis says the largest swing factor is imported solar cell volumes ahead of and after Section 232 at the start of December, and that 2026 volumes remain unknown. It adds that the forecast's downside would apply if project offtake falls short of production targets or buyers push back on cells under MIP conditions.

  3. Solar Power World38

    First Solar files TOPCon patent infringement lawsuit against JA Solar and American Panel Solutions

    First Solar filed a lawsuit in U.S. district court against JA Solar and American Panel Solutions alleging infringement of U.S. Patent No. 9,130,074, which covers methods of manufacturing TOPCon silicon solar cells. First Solar said it is also pursuing TOPCon patent lawsuits against Canadian Solar, Jinko Solar, T1 Energy and Trina Solar, and it voluntarily terminated a Section 337 investigation at the International Trade Commission last month in favor of patent infringement lawsuits.

Oct 2Fri
  1. pv magazine USA22

    McKinsey report finds fragmented trade raises U.S. solar and storage costs

    McKinsey & Company's Global Energy Perspective 2026 finds that under its "Fragmented Energy Order" scenario, tariffs and trade restrictions raise U.S. clean-technology costs, with battery energy storage facing the largest premium among low-carbon assets at a 40% to 50% increase in capital expenditure, driven by cathode material tariffs, critical mineral bottlenecks and supply chain localization barriers. The report says broad duties on steel and aluminum add indirect capital costs to balance-of-system components, including aluminum frames, which it puts at roughly 14% of total solar panel production costs, and steel used in ground-mounted tracking and racking.

  2. pv magazine (Global)22

    U.S. Commerce temporary final rule restricts polysilicon stockpiling ahead of Section 232 import adjustments

    The U.S. Department of Commerce issued a temporary final rule restricting stockpiling of polysilicon and its derivatives ahead of Section 232 import adjustments taking effect on Dec. 4, 2026, covering imports during the transition period from Sept. 22 to Dec. 3. The rule followed trade data showing a sharp increase in polysilicon imports after the Section 232 measures were released in early August. One market participant said the rule could curb China-origin wafers, cells and modules entering through circumvention channels involving smaller traders and companies, with limited direct impact on global polysilicon demand.

Sep 30Wed
  1. Utility Dive20

    Utility Dive: Facilities use Section 48E investment tax credits for energy projects

    Utility Dive reports that facilities are using Section 48E federal investment tax credits to finance renewable and storage projects, citing a Colorado hospital that expects $4 million to $8 million in credits on a $65 million project. The article says the One Big Beautiful Bill Act cut the credit for several technologies, but solar remains eligible when paired with battery storage and geothermal credits were left in place, and that nonprofits and public facilities receive the benefit as a direct Treasury payment while private companies can sell credits at roughly 85 to 93 cents on the dollar.

  3. pv magazine USA12

    Toyo announces $240 million in module supply agreements ahead of Texas factory ribbon cutting

    Toyo Co., Ltd. announced binding module supply agreements with multiple U.S. offtakers worth approximately $240 million, with the modules to be manufactured at its Humble, Texas facility for utility-scale, commercial and industrial, community solar and data-center projects. The company will hold a ribbon cutting on Oct. 6 for the start of work on its 1.5 GW HJT solar cell plant and full-scale operation of its co-located 2 GW module assembly facility, an event that will include a speech by U.S. Under Secretary of Commerce for Industry and Security Jeffrey Kessler.

Sep 29Tue
  1. pv magazine USA30

    OPIS reports China and U.S. TOPCon module prices hold ahead of Section 232 minimum import prices

    OPIS's Global Solar Markets Report of Sept. 22 assessed the Chinese Module Marker for TOPCon modules below 645W from China unchanged at $0.108/W FOB China, and U.S. delivered duty paid prices for TOPCon modules 645W and below unchanged at $0.290/W, with Southeast Asian cargoes at $0.277/W and Indian cargoes at $0.332/W. Section 232 minimum import prices are set to take effect Dec. 4, and OPIS reports uncertainty over whether the proclamation's "first arm's-length sale" rule would subject U.S.-assembled modules using imported cells to the $0.38/W module MIP.

Sep 21Mon
  1. CBSA · SIMA Notices88

    CITT rescinds order on photovoltaic modules and laminates from China

    The Canadian International Trade Tribunal rescinded its order concerning photovoltaic modules and laminates originating in or exported from China under subsection 76.03(2) and subparagraph 76.03(12)(a)(iii) of the Special Import Measures Act, so anti-dumping and countervailing duties no longer apply to new releases of covered goods. The CBSA will automatically refund these duties on eligible goods released on or after March 25, 2026, and any outstanding re-determination process for those goods will be terminated. Goods released before March 25, 2026 are not eligible for a refund, and assessments and reassessments relating to those earlier releases will continue.

    Why it matters: Importers of photovoltaic modules and laminates from China released on or after March 25, 2026 receive automatic refunds of anti-dumping and countervailing duties, while goods released earlier remain subject to continuing assessments and any outstanding re-determination deadlines.

Sep 18Fri
  1. CITT · News (Canada.ca)88

    CITT terminates expiry review and rescinds order on photovoltaic modules and laminates from China

    The Canadian International Trade Tribunal terminated the expiry review of its March 25, 2021 order in expiry review RR-2020-001, concerning the dumping and subsidizing of certain photovoltaic modules and laminates from China, and rescinded that order. The Canada Border Services Agency will therefore not continue to impose anti-dumping and countervailing duties on these goods.

    Why it matters: Anti-dumping and countervailing duties on certain photovoltaic modules and laminates from China will no longer be imposed following the CITT's rescission of its order in RR-2020-001.

Sep 15Tue
  1. Federal Register · Commerce ITA (AD/CVD)50

    Commerce finds EEPV made no below-normal-value sales in Taiwan solar AD review

    Commerce determines in the final results of the antidumping duty administrative review of certain crystalline silicon photovoltaic products from Taiwan that EEPV Corp. did not sell subject merchandise in the United States at prices below normal value during the period of review, February 1, 2024, through January 31, 2025. The final results are applicable September 16, 2026. The review covers the antidumping duty order on certain crystalline silicon photovoltaic products from Taiwan, 80 FR 8596, and follows the preliminary results at 91 FR 25862.

  2. Federal Register · Commerce ITA (AD/CVD)80

    Commerce issues final affirmative countervailing duty determination on solar cells from Indonesia

    Commerce issued a final affirmative countervailing duty determination finding that countervailable subsidies are being provided to producers and exporters of crystalline silicon photovoltaic cells, whether or not assembled into modules, from Indonesia during the period of investigation of January 1, 2024, through December 31, 2024, and a final affirmative determination of critical circumstances, in part. The determination applies as of September 16, 2026. The notice does not state the cash deposit rates.

  3. Federal Register · Commerce ITA (AD/CVD)85

    Commerce issues final affirmative LTFV determination on solar cells from India

    Commerce issued a final affirmative determination that crystalline silicon photovoltaic cells, whether or not assembled into modules, from India are being, or are likely to be, sold in the United States at less than fair value, with a final affirmative critical circumstances determination in part; the notice is applicable September 16, 2026, and the period of investigation is July 1, 2024, through June 30, 2025. The notice does not state the final weighted-average dumping margins or cash deposit rates.

  4. Federal Register · Commerce ITA (AD/CVD)80

    Commerce issues final affirmative countervailing duty determination on solar cells from Laos

    Commerce issued a final affirmative countervailing duty determination finding that countervailable subsidies are being provided to producers and exporters of crystalline silicon photovoltaic cells, whether or not assembled into modules, from the Lao People's Democratic Republic, with a final affirmative determination of critical circumstances, in part. The period of investigation is January 1, 2024, through December 31, 2024, and the determination is applicable September 16, 2026. The notice does not state the cash deposit rates.

  5. Federal Register · Commerce ITA (AD/CVD)88

    Commerce issues final affirmative LTFV determination on solar cells from Indonesia

    Commerce determines that imports of crystalline silicon photovoltaic cells, whether or not assembled into modules, from Indonesia are being, or are likely to be, sold in the United States at less than fair value, with a final affirmative determination of critical circumstances, applicable September 16, 2026. The period of investigation is July 1, 2024, through June 30, 2025. The notice does not state the cash deposit rates.

    Why it matters: Importers of crystalline silicon photovoltaic cells, whether or not assembled into modules, from Indonesia face the final LTFV determination applicable September 16, 2026, with critical circumstances found.

  6. Federal Register · Commerce ITA (AD/CVD)82

    Commerce issues final affirmative LTFV determination on solar cells from Laos

    Commerce determines that crystalline silicon photovoltaic cells, whether or not assembled into modules, from the Lao People's Democratic Republic are being, or are likely to be, sold in the United States at less than fair value, with a final affirmative determination of critical circumstances, in part. The period of investigation is January 1, 2025, through June 30, 2025, and the determination is applicable September 16, 2026. The notice does not state the cash deposit rates.

  7. Federal Register · Commerce ITA (AD/CVD)82

    Commerce issues final affirmative countervailing duty determination on solar cells from India

    Commerce issued a final affirmative countervailing duty determination finding that countervailable subsidies are being provided to producers and exporters of crystalline silicon photovoltaic cells, whether or not assembled into modules, from India, for the period of investigation April 1, 2024, through March 31, 2025, applicable September 16, 2026. Commerce also made a final affirmative critical circumstances determination, in part. The notice does not state the cash deposit rates.

Mar 13Fri
  1. CITT · News (Canada.ca)62

    CITT amends order on photovoltaic modules and laminates from China after interim review RD-2025-001

    The Canadian International Trade Tribunal completed an interim review (RD-2025-001) of its March 25, 2021 order in expiry review RR-2020-001 on photovoltaic modules and laminates originating in or exported from China, and amended the order to exclude flexible photovoltaic modules affixed to curved vehicle surfaces, such as transport truck fairings, with a power output not exceeding 200 W. The Tribunal continues the order as amended.

Feb 2Mon
  1. CITT · News (Canada.ca)62

    CITT initiates expiry review of photovoltaic modules and laminates from China

    The Canadian International Trade Tribunal initiated an expiry review of its March 25, 2021 order, in expiry review RR-2020-001, on photovoltaic modules and laminates from China, to determine whether expiry of the order is likely to lead to continued or resumed dumping or subsidizing and injury to the domestic industry. The Canada Border Services Agency will determine by July 2, 2026 whether there is a likelihood of resumed or continued dumping or subsidizing; if positive, the Tribunal will determine by December 9, 2026 whether that is likely to result in injury. Interested persons, associations or governments may participate by filing Form I—Notice of Participation.