In a new weekly update for PV -MagazineOpis, a Dow Jones company, offers a quick look at the most important trends in the global PV industry.
The OPIS spot price for Topcon ≥600 W Modules DDP US rose this week by 0.38% to $ 0.264/W, on a limited number of price reports, with quotes for cargo from Southeast -Asia rise 0.39% to $ 0.257/W. Quotes for loads from India were week-over week stable for $ 0.288/w. The bargain price for Mono Perc modules ≤450 W Exw East Coast Warehouse (from distributors to installers) decreased 0.63% to $ 0.318/W.
Quotes for the US assembled modules with imported cells are still heard between $ 0.26 and $ 0.33, while modules with domestic content that are still limited to just a handful of producer-over the generally quoted between $ 0.40/W and $ 0.50/W.
With the steep ‘reciprocal’ rates that will be online on July 9, a module broker shared that the bump of the new rates will be at least $ 0.05/W to $ 0.06/W. The broker has a customer who takes two deliveries of modules on the scale scale from Indonesia, 32 MW and 34 MW, in September and October at $ 0.27/W. That price would be in the low 20s without the mutual rate that was in, he said.
The American House of Representatives has been done on Thursday Reconciliation “Megabill” That will destroy the current tax on renewable energy that was established in 2022 by the Inflation Reduction Act. The bill is now going to President Trump for his signature, prior to the self -imposed deadline of Gop Leadership.
Abigail Ross Hopper, president and CEO of the Solar Energy Industries Association (SEIA), said in a statement that The bill will ‘industrial revival rural America needs and [hand] An early and strategic victory in China. “
The final version pending the signature of the president draws the phase-out schedule for the Clean Electricity Investment Credit (48th of ITC)which would otherwise have only started to lose value in the following decade. This will in turn the Bonus with domestic contentWho created the demand for modules and cells in the US.
Developers who start building this bill – or somewhere in July 2026 – have four years to hire their projects and receive the full value of the ITC. Otherwise, only projects are employed before the end of 2027. The same schedule applies to the Clean Energy Production Credit (45Y or PTC).
The so -called ‘Residential ITC’ (25D) is too quickly too gradually absorbed at the end of 2025, but the Advanced Manufacturing Production Credit (45x) retains a favorable phasing schedule and loses 25% of its value annually from 2031.
New “Foreign entities of concern” (FEOC) Limitations will also complicate the path for the American solar sun. Although sun companies in the US import very little directly from China because of several rounds of steep rates, companies with Chinese ownership dominate the global solar supply chain and have significant investments in American factories.
Every project that starts with construction after 2025 will not be able to protect 48th if they use “material help” of a “forbidden foreign entity” (PFE) above a certain permitted percentage threshold. The same applies to 45y (PTC). And not a factory that is the property of a PFE or material help from one, will be eligible for 45x production credits from next year.
Opis will present on July 17, 2025 Beyond the Tariff Stalemate: Find Solar’s next market phase. Register here.
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.
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