SolarStock USA Research
Market Notes
Dated, sourced notes on FEOC, tariffs, AD/CVD, tax credits and the U.S. module market — and what each development means for module buyers. Every figure links to its official source.
45X in 2027: a 65% test for cell-plus-module credit
From 2027, U.S. module makers count the 45X cell credit through module sales only if 65% of material costs are U.S.-made. The 7-cent module credit stays.
Section 301: solar tool exclusions run to Jan 9
USTR extends 14 Section 301 exclusions for Chinese wafer and cell equipment to Jan 9, 2027. Why it matters upstream and why the 50% duty on China modules stays.
HTS 8541.43: the code behind module import duties
Crystalline silicon modules enter under HTSUS 8541.43.0010, duty-free on paper. Why the code flags AD/CVD and Section 232 questions but does not decide them.
Solar IV: why cash deposits are not the final duty
AD/CVD deposits on India, Indonesia and Laos modules are estimates. How the annual review sets the final duty, the first review periods and the timeline.
Ethiopia circumvention: preliminary due mid-Dec
Commerce is testing whether cells and modules finished in Ethiopia from Chinese parts evade the China solar orders: dates, the test, the entry risk.
Solar IV orders signed: deposits run from Nov 5
Commerce signed AD/CVD orders on solar cells and modules from India, Indonesia and Laos. Rates, the Laos correction, the duty gaps and what buyers should check.
BIS stockpiling rule: four weeks left before Dec 4
Commerce caps new importers at 55 modules a week and can block stockpiling ones until Dec 3, 2026. How the waiver works and what module buyers should ask.
Solar IV: ITC files its final, Commerce orders next
The ITC filed final injury determinations on Nov 2, 2026 for solar cells and modules from India, Indonesia and Laos. What comes next and the dates to watch.
AD/CVD finals: India, Indonesia and Laos modules
Final AD/CVD rates on solar cells and modules from India, Indonesia and Laos, the ITC's unanimous injury vote, the orders next, and what buyers should ask.
FEOC: MACR safe-harbor tables are due by Dec 31
Treasury must publish FEOC safe-harbor cost tables by December 31, 2026. Until then, Notice 2026-15 and supplier certifications decide 45Y/48E eligibility.
Section 232: a $0.38/W module price floor from Dec 4
Proclamation 11052 sets a $0.38/W minimum import price and a 15% duty on imported solar modules entered from December 4, 2026. What it means for buyers.