US reforms the non-China Solar Supply Chain-PV Magazine International

April 4, 2025
Corrine Lin

From PV Magazine 3/25

The imposition of AD/CVDs by the United States on solar modules from Vietnam, Malaysia, Thailand and Cambodia has fallen sharply from those countries. With the American developers who are currently dependent on import, countries outside those areas should benefit, although Malaysia could become more prominent because the tasks have been revised.

US Dun-Film PV manufacturer First Solar has been set to explain 20% of the home market. Imported cells were at the top of the 12.5 GW Duty-Free US quota in 2024, which emphasizes growth in the American solar module assembly against a small number of home-grown manufacturers in production at the end of the year. The production of American cell production should increase domestic solar production in 2025 in 2025.

Stagnation and uncertainty

Import will still be necessary, perhaps from Malaysia and, more likely from outside China, Vietnam, Thailand and Cambodia. The demand from the American solar energy can slow down the slow rise of domestic manufacturers and the uncertainty of trade policy.

For the American solar energy to maintain growth, it is crucial to check the import policy and to assess the chance of continuous subsidies under the Inflation Reduction Act (IRA). If IRA stimuli are weakened, many planned projects can be delayed or canceled at utilities. The United States is also developing the policy with regard to ‘foreign entities’, with the aim of preventing the Chinese companies from receiving IRA benefits for setting up production facilities on American soil. The PV manufacturers will intend to be planning to set up factories of the United States, as well as investment decisions for PV projects.

The question of the American solar energy is expected to have reached around 38 GW to 42 GW in 2024 and can go to somewhere between 36 GW and 44 GW in 2025.

Energy storage

The American market for energy storage shows a stable growth trend. The market is still dominated by the “front-of-meter” segment segment, which is good for more than 90% of the installed capacity. In 2024, the five largest American markets California, Texas, Arizona, Nevada and New Mexico, where California and Texas jointly account for more than 65% of the country’s total energy storage capacity.

Projects in California had an average storage time of four hours, higher than the national average of 3.1 hours. Texas, on the other hand, had an average storage time of approximately 1.7 hours, largely unchanged compared to 2023. With a significant increase in the number of operational projects, however, Texas has become one of the fastest growing energy storage market.

The development of the American energy storage market is powered by various policy measures, including federal subsidies, support at state level and the growing demand of grid operators. The 30% Investment Tax Credit (ITC), for which in -house energy storage systems are eligible for under the IRA, is expected to remain available for the time being. The California Energy Commission and the Public Utility Commission of Texas actively promote the development of energy storage.

In 2025, the uncertainty on the market for American energy storage will increase because energy storage-related stimulus policy can be canceled or suspended under the Trump administration. On the other hand, a continuous escalation of the import tariffs of solar energy can result in an increase in storage installations. Infolink predicts that the American market for energy storage will continue to grow, but market competition can be more segmented. In particular, the progress of large projects in the field of utility scale and long -term energy storage technology will be important areas of future development.

Alternative markets

Despite a potential delay on the American market, the European region is expected to retain steady growth in PV and energy storage demand, driven by long -term energy strategies. Moreover, in 2025 the global PV and energy storage market will experience considerable support for emerging markets.

Clean Energy Industries in the Middle East and India experience both rapid growth. The annual growth rate of the PV question in those two regions is expected to be larger than 30% to 50% in 2025. In the energy storage sector, the Midden -Oostenmarkt is expected to see an annual growth rate of more than 300%, with storage installations that may reach 13 GWH this year. While the market for energy storage of India is still in early stages, the number of projects offered continues to rise and the expected implementation of mandatory storage policy suggests an emerging, long -term trend in the long term.

Southeast -Asia and Africa are developing steadily. With increasing investments in green energy, the demand of PV and energy storage in those regions continue to rise.

The growth in the Middle East, India, Southeast Asia and other emerging markets is expected to compensate for the impact of the delay in US demand caused by policy uncertainty in the short term. These non-American markets will continue to stimulate the global energy transition and ensure long-term growth in PV and energy storage. Companies are advised to follow policy changes closely, to effectively optimize market strategies and proactively to enter the growth markets to seize emerging business opportunities and to maintain a competitive advantage in the energy transition.

About the author: Corrine Lin is chairman and chief analyst at Infolink Consulting. She leads research teams in solar energy, energy storage, clean electricity and carbon markets, with more than a decade of renewable energy company analysis experience. Infolink works with more than 160 global companies and offers research and spot price report for the global PV industry. Lin controls Infolink’s research and provides strategic insights to help companies navigate transformation.

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