In a new weekly update for PV -MagazineOpis, a Dow Jones company, reports that the US assembled modules with imported cells still hear between $ 0.26/W and $ 0.33/W, while modules with domestic content that are still limited to just a handful of producers-over the generally cited between $ 0.4/W.
The spread between panel prices from Indonesia/Laos and from India compared to the average OPIS DDP US price has been expanded this week from 2.65% point from the beginning of April 2025 to 11.74%. The market is increasingly nervous about the threat of a new anti-dumping and countervailing tasks that reveals suppliers who are active from Laos and Indonesia, which had recently become an important source of panel offer on the American market.
The spot price for Topcon more than 600 W Modules DDP US rose this week 0.76% to $ 0.264/W, with quotations for loads from Southeast Asia rise 0.39% to $ 0.257/W and quotes for loads from India stable week-over week at $ 0.288/W. The bargain price for Mono Perc modules of less than 450 W EXW East Coast Warehouse (from distributors to installers) was also stable at $ 0.325/W.
Quotes for the US assembled modules with imported cells are still heard between $ 0.26/W and $ 0.33/W, while modules with domestic content that are still limited to only a handful of producer-over the generally quoted between $ 0.4/W and $ 0.5/W.
The US Senate Finance Committee released an updated budget design proposal on Monday that some of the stricter changes mitigate to clean energy stimuli included in the home version.
In misschien wel de meest Newsworthy -aanpassing biedt het concept wat ademruimte voor zonne -ontwikkelaars die in de hoop te waarborgen voor het beleggingsbelastingkrediet (ITC of 48E, ter waarde van maximaal 30% van de in aanmerking komende kosten) en de productiebelastingkrediet (PTC of 45Y, ter waarde van $ 0,60 per kWh geproduceerd), waarvan beide werden vastgesteld door 202’s opdrachtwet en een record van een Record of a record of a record of a record of a record of a record of a record of a record of a record tree in a new solution.
For solar and wind, 48th and 45y would fall to 60% of their value for projects that started construction in 2026, and up to 20% for projects that break site in 2027, before they are fully published in 2028.
In general, the industry has seen this update as relatively good news in the light of the worse alternatives. Trade groups, such as the Solar Energy Industries Association (SEIA), say they insist on extra changes.
The bill pays ‘foreign entity of concern’ (FEOC) limitations with cost ratio thresholds to determine ‘material help’, which rise from 40% to 60% after 2029.
In a statement cheered Mike Carr, executive director of the Solar Energy Manufacturers for America (SEMA) Coalition, the Senate for limiting the access of Chinese companies to the advanced clean energy production (or 45x) and “the domestic content bonus makes”.
But he said that the phasing of the ITC (which originally held its full value in the early 2030s) makes these changes ‘functionally irrelevant’. Senate Republicans have said that by July 4 they want to get a bill for President Trump.
The budget proposal that passed through the house last month would be eligible for the ITC and PTC for every project that did not be closed within 60 days after the budget became that law, a window that would probably have been closed somewhere in the fall.
Although the updated budget account of Monday evening offers two years of breathing space, an American source of developers said that the threat of the 60-day window was sufficient to start a hurry for modules. If the 60-day window was stuck, he said, the almost exaggerated.
That source said that this anticipation – of disruptions from both domestic and trade policy – applied the “little bit of upward pressure” that the import from Southeast Asia has recently seen.
A developer said that he is primarily focused on the threat of a new anti-dumping/countervailing tasks that reveals to suppliers operating from Laos and Indonesia.
“I think what (the situation) is, or the mutual rates remain as it is, or there is an AD/CVD case, the clock is ticking the range of Laos and Indonesia,” he said. “If you give that (cell) offer considerably, there is not much different now.”
Opis, a Dow Jones company, offers energy prices, news, data and analysis of gasoline, diesel, aircraft fuel, LPG/NGL, coal, metals and chemicals, as well as renewable fuels and environmental products. It acquired price determination of data from Singapore Solar Exchange in 2022 and now publishes the OPIS APAC SOLAR WEEKLY REPORT.
The views and opinions expressed in this article are the author, and do not necessarily reflect it by PV -Magazine.
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