September 2025 brings major US solar policy shifts, from ITC guidance and tariffs to state battles over net metering, storage, and permitting. A renewable energy certificate (REC) is a market-based instrument that represents the property rights to the environmental, social, and other non-power attributes of renewable electricity generation. Solar RECs (SRECs) are created for each megawatt-hour of electricity generated from solar energy. The US solar industry faces an increasingly complex web of tariffs and policy restrictions that are fundamentally reshaping global supply chains. New anti-dumping and countervailing duties (AD/CVD) on Southeast Asian cells and modules, ranging from 41. Decreasing reliance on global supply chains vulnerable to market and policy changes will help domestic solar. Solar photovoltaic (PV) manufacturing involves making a wide variety of products and materials across several manufacturing steps, often done in different locations. In the United States, there are two leading types of solar panels: cadmium telluride (CdTe) and crystalline silicon (c-Si).
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