With new tariffs anticipated and a domestic manufacturing sector just ramping up, US solar manufacturers are facing trade headwinds as well as opportunities.

Meanwhile, prices for modules in the US are substantially higher than in China and Europe.

S&P Global Commodity Insights analysts Joe Steveni and Edurne Zoco lay out what to watch in the US solar supply chains and discuss the future of the Inflation Reduction Act and trade restrictions. Price reporter Karen Rivera describes what makes US panels so much more expensive, and Michael Parr of the Ultra Low Carbon Solar Alliance gives an industry perspective on the market dynamics.

Energy Evolution has merged with Platts Future Energy, and episodes are now published on Tuesdays.