Skip to content

#Critical Minerals

0 items today
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.

Sep 14Mon
  1. Federal Register · Commerce ITA (AD/CVD)62

    Commerce continues AD orders on silicon metal from Bosnia and Herzegovina, Iceland and Malaysia, and CVD order on Kazakhstan silicon metal

    Commerce is publishing a notice continuing the antidumping duty orders on silicon metal from Bosnia and Herzegovina, Iceland and Malaysia and the countervailing duty order on silicon metal from the Republic of Kazakhstan, after Commerce and the ITC determined that revocation would likely lead to continuation or recurrence of dumping, countervailable subsidies and material injury. The continuation is applicable September 3, 2026. The orders were first published at 86 FR 20364, 86 FR 20365 and 86 FR 46677, and the ITC's determination appeared at 91 FR 56670.

    Why it matters: Importers of silicon metal from Bosnia and Herzegovina, Iceland, Malaysia and Kazakhstan remain subject to the existing AD and CVD orders, with the continuation applicable as of September 3, 2026.