The Sun Report
Key developments shaping the U.S. solar market.
Aug. 6, 2026
New solar tariffs
A presidential proclamation sets a 15% Section 232 tariff on wafers, cells, and modules, plus minimum import prices, effective Dec. 4, 2026.
Sept. 11, 2026
Trade duties
The U.S. Department of Commerce issued final antidumping and countervailing duty determinations on solar cells from India, Indonesia, and Laos.
Sept. 18, 2026
Solar for All
A federal judge ruled that the EPA’s cancellation of the $7 billion Solar for All program was unlawful.
September 2026
Market growth
U.S. solar capacity is nearing 300 GW, and domestic module production has reached 100 GW.
Sources we follow
SEIA (Solar Energy Industries Association): market insight, regulation, manufacturing, storage, and policy
U.S. International Trade Administration: antidumping and countervailing duties, import duties, and trade actions
U.S. Department of Energy, Quarterly Solar Industry Update: deployment, pricing, manufacturing, imports, storage, and policy
U.S. Department of Energy, Domestic Solar PV Manufacturing Data: the growth of U.S. solar manufacturing
pv magazine USA: daily coverage of prices, modules, manufacturers, projects, and technology
Reuters Energy: government decisions, legislation, tariffs, litigation, and investments