Despite trade policy uncertainty, the price of solar modules in the US has remained fairly stable in the past three months, according to solar and storage supply chain platform Anza.
The investigation launched on polysilicon under Section 232 could present the biggest supply chain challenge to the US solar industry, according to analyst Wood Mackenzie.
The recent domestic content regulations and trade policies have prompted caution in the US from suppliers for long-term projections, according to a report from Anza.
The recent tariffs on Chinese products, along with the now paused global tariffs from other countries, are expected to have a minimal impact on US-based microinverter manufacturer Enphase Energy.