Featured in Powering AI – 03-2026

Policy, permitting, and capital markets

Recent weeks have offered early but uneven signals that several policy bottlenecks weighing on US solar development might be beginning to loosen. While uncertainty remains across permitting, trade, and tax credit implementation, Roth Capital reports conversations across Washington with developers, manufacturers, and financiers that suggest a market that is cautiously re-engaging rather than freezing in place.

By

Mark Hutchins

02 Mar 2026

After months of effective paralysis, there are increasing signs that the US federal permitting environment is beginning to thaw. In late 2025, Roth Capital flagged the potential for selective movement on solar approvals. Since then, several large-scale projects that require federal permitting have started to advance. State leadership in Nevada has played an instrumental role …

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.