A US Federal judge has revoked a law preventing solar PV and wind projects from qualifying for tax credits by committing 5% of the project’s value.

As solar imports to the US face increasing restrictions, domestic manufacturers are racing to build upstream production capability. With 66GW of module capacity chasing just 11GW of domestic cells, the supply chain crunch is reaching a critical inflection point, write Moustafa Ramadan and Joe Hennessy.