The Inflation Reduction Act’s “Domestic Content” 10% tax credit content adder pretty much requires that solar cells must come from the US, if the solar panel is to be considered domestic. However, currently, there isn’t a single source of solar cells in the US.
Now, politicians located in solar manufacturing regions are asking for further protection – asking for solar wafers to be required US product. Again, there are no solar wafer manufacturers in the US.
Essentially, this would limit the domestic content incentive to only utility scale projects using First Solar modules.
For Commercial Solar Guy projects, this means we would try our best to get to the 40% without using solar modules – and buying the cheapest modules possible (which probably won’t be US manufactured). This might not be possible, but there are paths we think might make it work.