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 …
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