Energy · 3 views
Enforcement, pricing, and the tax credit window
Enforcement of the polysilicon Section 232 framework is tightening, module prices are still settling, the window for extending the ITC and 45X credits is real but narrow, and utility-scale project economics are under increasing pressure.
Summary
Enforcement of the polysilicon Section 232 framework is tightening, module prices are still settling, the window for extending the ITC and 45X credits is real but narrow, and utility-scale project economics are under increasing pressure. Roth Capital Partners sponsored two US solar events in fall 2026, including the Solar Manufacturing USA conference hosted by pv magazine USA and Terawatt PV Research in September in Austin, Texas. Discussions with industry stakeholders reveal common concerns across the entire US solar industry.
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