Wire · operational-macro
US policy landscape has driven domestic manufacturing, but requires a more 'holistic' approach
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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.
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1 source · 30 Sep 2026
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