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Wire · operational-macro

US policy landscape has driven domestic manufacturing, but requires a more 'holistic' approach

Published

30 September 2026

Topic

operational-macro

◆ Sectors

Clean Energy

◆ Geography

United States

◆ Source

Read at pv-tech.org →

◆ Verified

Fusion42 · 1 October 2026 · Fusion42 review

US policies including anti-dumping and countervailing duties have significantly reduced solar module imports from Southeast Asia by promoting domestic manufacturing and targeting imports through investigations. Despite new investments increasing US module and cell production capacity, gaps remain in the supply chain, leaving the US still reliant on imports from allied countries while ongoing tariffs create cost challenges.

This Wire brief sits within Fusion42's coverage of Clean Energy.

◆ ◆ The Wire takeaway

You face a shifting US solar supply chain where tariffs open access for allied suppliers but keep costs high. Plan now to source from friend-shoring countries or develop local alternatives as import routes face tightening trade barriers.

◆ Coverage

1 source · 30 Sep 2026

◆ Related on Wire

◆ Topics

Clean Energyus-policysolar-manufacturingtrade-tariffsdomestic-productionimport-reduction