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The 2025 Clean Energy Economy: The Battle of Policy vs. Fundamentals

The outlook for the U.S. solar and energy storage market in the coming year remains uncertain. We don’t know exactly what the Trump Administration will try to accomplish, how important energy policy will be relative to other policy goals, or how Congress, the courts, and administrative rulemaking processes may slow down, change, or add to those policy goals.  

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CEA Statement on Preliminary CVD Rates and Critical Circumstances

On Tuesday, October 1, 2024, the U.S. Department of Commerce issued the Preliminary Determination in its countervailing duty (CVD) investigation against PV cells from Cambodia, Malaysia, Thailand, and Vietnam. CEA developed a briefing and analysis of the preliminary determination rates and critical circumstances.

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Reports, Market Intelligence, STPR, Solar Vlad Roskin Reports, Market Intelligence, STPR, Solar Vlad Roskin

PV Supply, Technology, and Policy Report (Q3 - 2024)

The quarterly published PV STPR covers global and regional supply chain analysis, technology trends, and regional policy analysis. This quarter, the regional analysis includes CEA’s policy and supply analysis in China, Europe, the United States, the Middle East, and India. Technology trends continue to cover TOPCon and HJT degradation.

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