January 28, 2025
Suppliers of battery modules made by the US will be more than double in the coming two years, according to a new report on trends in domestic content of Anza. The report “Q1 2025 Insights in Insights” of domestic content shows that the American battery modules will grow in the first half of 2025 to nine in 2027.
The report investigates trends in domestic content in solar modules and Battery Energy Storage Systems (BESS), aimed at the efforts of manufacturers to establish American production in response to domestic production stimuli and reduce the risk risk. It provides insights into the availability of suppliers, prices and delivery time lines to help decision making.
Overview of domestic content
The report “Q1 2025 Insights in Insights” of the domestic content shows that manufacturers are increasingly shifting production to the United States, which indicates a growing focus on domestic purchasing. These projections reflect the well -known landscape of the Supply Chain. However, Anza reports that constant interest in domestic solar and battery production, in combination with possible shifts in trade policy, tariff structures and federal stimuli such as the ITC and 45X tax credits, could lead to even greater participation of the suppliers.
On the Zonnezijde, the availability of our assembled and the US -manufactured solar modules is steadily, with the number of suppliers that are expected to grow considerably until 2027.
| # Suppliers on delivery date | 1h 2025 | 2h 2025 | 1h 2026 | 2h 2026 | 1h 2027 |
| Our assembled modules | 12 | 12 | 13 | 15 | 16 |
| US made cells + modules | 7 | 7 | 8 | 10 | 10 |
- US Assembled modules: The number of suppliers is expected to grow from 12 to 1 hour 2025 to 16 by 1h 2027; An increase of 33%.
- US made cells + modules: there is a remarkable increase of 43% in full domestic modules, from 7 suppliers in 1 hour 2025 to 10 by 1 hour 2027.
Bess suppliers move production to the United States, according to the report, which stimulates faster growth in components produced in their own country compared to Module suppliers in the data set of Anza. This shift is mainly driven by the proposed tariff increases of section 301 on Chinese import, the heavy concentration of battery suppliers abroad, especially in China, and the 45x stimuli. By moving the production of Stateside, suppliers want to reduce these tariff effects.
| # Suppliers on delivery date | 1h 2025 | 2h 2025 | 1h 2026 | 2h 2026 | 1h 2027 |
| American Bess -Containers | 5 | 6 | 7 | 9 | 9 |
| US Bess -modules + containers | 4 | 6 | 7 | 9 | 9 |
| American Bess -Cellen + Modules + Containers | 0 | 2 | 3 | 6 | 7 |
- Domestic Bess modules: US Made Battery Modules grow from four suppliers in 1 hour 2025 to nine by 1h 2027, an increase of 125%.
- Domestic Bess cells + modules: there are currently no complete domestic battery options, but there will be two complete domestic battery suppliers against the second half of 2025. This number will grow to seven to 1 hour 2027.
Production -PRACTICE DAMICS
Solar: Complete domestic module products are now purchasing order ready. Suppliers charge a premium of approximately $ 0.12 per watt charges for fully domestic cells with the American assembly, compared to fully imported modules. This premium is largely driven by the demand from customers who want supply, benefit from stimuli or reduce current and expected tariff risk. The graph below emphasizes the median list prices for all modules in the Anza database.
Bess: Section 301 rates for Chinese input, currently at 7.5%, are planned to rise to 25% at the beginning of 2026, according to Anza. However, this increase can occur sooner if the changes in trade policy accelerate in 2025. There is speculation that section 301 rates can reach up to 60%.
In scenario 1 in the graph below, the analysis of Anza shows the potential impact of the 301 rate section of 25% that moves to 2025. In addition, new universal rates of 10-20% on all imported products are speculated by the new Trump administration. In the scenarios below, the report shows a universal rate of 10% on China without accelerating the higher 25% section 301 rates in 2025 (scenario 2) and all Asian countries (scenario 3). The black beams indicate the average of the estimated prices for domestic content products.
Although these potential tariff changes can temporarily increase the Bess prices in 2025, they can slightly lower, stabilize or lower the price prices in the beginning of 2026, because alternative supply chains are expanding outside of China, Anza reports. This stabilization or a slight decrease in prices in 2026 is based on different “what if” scenarios, including which of the tariff policy described above and whether adjustments are made to tax credits.
About Anza
The price data in this report is a snapshot of the extensive information that is available on the Anza platform. In addition to the prices, the company maintains one of the largest databases in the industry with product and counterparty data, including technical specifications, tariff risks, domestic content and contract conditions. Moreover, Anza works closely with suppliers to follow their domestic production and production plans, so that our customers stay up to date with the most current insights for their development and purchasing strategies.
Tags: Anza, Bess, Domestic content
