US solar, battery manufacturing to expand through 2027 despite uncertainty: Anza Renewables

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U.S. solar photovoltaic and battery component manufacturers are adapting their domestic content strategies in light of new Treasury Department regulations and tariffs imposed by past administrations. Anza Renewables' report highlights that while some manufacturers are ramping up onshore production, others are scaling back due to financial and logistical challenges. The demand for U.S.-made products, which are not affected by recent tariffs, is driving up prices and reducing inventories.

Despite a nearly $8 billion cut in planned investments by clean energy manufacturers in early 2025, including significant cancellations of battery cell factories, the U.S. battery manufacturing sector is expected to expand over the next two years. Anza forecasts an increase in the number of battery suppliers, while growth in solar module manufacturing is anticipated to be more modest. The report indicates that rising demand for U.S.-made solar cells, spurred by federal incentives, has led to a price increase, while prices for imported modules have decreased.