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Opportunities remain in US policy landscape, according to Crux
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Fusion42 · 17 August 2026 · Fusion42 review
US solar sector policies are evolving with a focus on incentivising downstream module production to justify onshoring upstream manufacturing, supported by intact production-side tax credits despite deployment credit cuts and new supply chain restrictions under the Trump administration's legislation.
This Wire brief sits within Fusion42's coverage of Clean Energy.
◆ ◆ The Wire takeaway
US solar founders must refocus on growing module production now to build a business case for upstream manufacturing, as tax credits remain for production but new rules limit ties to Chinese supply chains.
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1 source · 17 Aug 2026
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