Featured in Born in the USA – 02-2026

The future is unwritten

Whatever decision the US Department of Commerce makes on polysilicon imports, some market segments are in for a bumpy ride in 2026 as the expiration of tax credits and other policy levers change the trading environment faced by residential installers and others. Jesse Pichel and Lev Seleznov of Roth Capital assess what lies ahead for US solar.

The US solar market is entering a period of adjustment driven by policy uncertainty, the expiration of residential tax incentives, and changes in customer financing structures. Based on recent discussions with contacts in Washington, DC, residential and commercial and industrial (C&I) market participants, and installer surveys, visibility remains limited, but several directional themes are becoming …

pv magazine
This article is part of pv+
Subscribe digitally to unlock exclusive investigative reporting, expert insights, in-depth analysis, and premium background coverage. Your subscription also includes full access to the digital edition of our magazine.