Summary

• The reshoring of US solar manufacturing is moving forward, but only gradually.
• Continued reliance on China, combined with tariffs and FEOC rules, means developers face significant work to map, verify, and potentially reconfigure their sourcing strategies.
• Solar reshoring across the value chain is still progressing slowly, though momentum is building.

By Coco Zhang, ESG Research

Steep tariffs and strict foreign entities of concern (FEOC) rules under the Trump administration are accelerating a reset of the solar supply chain – on a compressed timeline. This poses challenges for developers that have long relied

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