[PV glass prices stable today]

Module prices edged down today, with the overall range showing signs of widening. Under varying cost pressures across enterprises, the decline in solar cell prices has eased cost pressure for specialized module producers, leading to a trend of more low-price offerings. However, integrated costs for top-tier producers remain relatively high, keeping their prices firm.

US solar cell manufacturer Suniva announced on September 9 the completion of an $835 million capital raise to fund a new 4.5 GW facility under construction in Laurens County, South Carolina. The $600 million plant is slated to open in late 2027 and ramp to full capacity in 2028, creating 564 manufacturing jobs. Combined with its existing 1 GW facility in Norcross, Georgia, total annual capacity will reach 5.5 GW. Debt and equity came from Goldman Sachs Alternatives, I Squared Capital, JBA Asset Management, Electron Capital Partners, Orion Infrastructure Capital, and Rubric Capital Management. The buildout is well aligned with the Section 232 minimum import price of $0.22/W for cells plus a 15% tariff, improving domestic cell economics.

The US Department of Energy on September 9 published in the Federal Register a Request for Information (RFI) to implement Executive Order 14421, which declared a national emergency to secure the US bulk-power system. The RFI covers covered equipment (≥69 kV transmission, grid-scale inverters, BESS, UPS, industrial control systems), country-of-origin determination, treatment of existing foreign equipment, licensing and prequalification, and domestic replacement capacity. Comments are due by October 9, with a public webinar scheduled for September 16. Final implementing rules are due by December 24, and Federal Acquisition Regulation revisions by February 22, 2027. The RFI explicitly explores mitigation measures for already-installed foreign equipment, including isolation, remote-access restrictions, firmware replacement, and removal, expanding regulatory focus beyond new orders.