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Featured in Solid foundations – 11-2026

US policy tests PV adaptability

When the Inflation Reduction Act (IRA) became law in 2022, it provided ample runway for developers and manufacturers in the United States to expand. That was reversed by the One Big Beautiful Bill Act (OBBBA) in 2025, alongside a stream of trade countermeasures and executive orders. Intertek CEA’s Dan Shreve writes that in all instances, the industry has responded by maximizing the impact of what support remains from the IRA and taking advantage of fine print wherever possible.
US trade policy has increasingly targeted solar imports, while new rules still to be finalized could lock out even more power equipment from overseas. | Image: 46173, Pixabay

US President Donald Trump signed the OBBBA into law in 2025, shortening the time frame during which solar developers could access the Section 48E investment tax credit (ITC) and restricting access to those credits by foreign entities of concern (FEOC). Developers responded with a six-month, 200 GW safe-harbor blitz through 2025, avoiding FEOC regulations and laying …

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