finance.yahoo.com

Industry Outlook Flags Solar Headwinds From Residential Tax Credit Changes

First Solar logoFirst Solar
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Enphase Energy logoEnphase Energy
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T1 Energy logoT1 Energy
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Rules tied to solar tax credits are creating a more immediate headwind for residential projects than for utility-scale solar, which SEIA expects to produce uneven growth. The OBBBA eliminates the Section 25D residential clean-energy credit after Dec. 31, 2025. Module production covers about 70% of U.S. installations, but cell supply still depends on imports, and a potential Section 232 action on polysilicon could further constrain manufacturing.

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