Navigating One Big Beautiful Bill and tariffs in U.S. solar PV and storage

Turning challenges into opportunities as the U.S. solar and storage sectors enter a phase of major policy and market realignment.The U.S. solar PV and storage sectors are entering a phase of major policy and market realignment. The One Big Beautiful Bill (OBBB), together with proposed tariffs on foreign components and systems, is reshaping incentives, investment flows, and supply chains across both technologies. While these measures are designed to strengthen domestic manufacturing and reduce exposure to foreign entities of concern (FEOC), they also introduce new challenges for manufacturers, ...

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