American solar uncertainty
The US solar sector is waiting for key decisions on new trade proposals that, if approved, could further pressure an industry already accustomed to import tariffs. The draft budget reconciliation bill making its way through the approvals process in the United States could have a dramatic impact on the solar sector. The problem is nobody knows what the full scale of this impact could be – not analysts, not industry representatives, and certainly not manufacturers.
The “One Big, Beautful Bill,” as the proposed budget reconciliation legislation has been titled, recommends an ahead-of -schedule phase-out of some of the tax credits implemented as part of the Inflation Reduction Act (IRA). The 45X tax credit rewards manufacturers for domestically produced clean energy components. It covers PV modules and subcomponents, inverters, tracker systems, …
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