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The United States released the "Rebuild Better Act": Increase the manufacturing incentives of the entire photovoltaic industry chain
Time:
2025-09-12
Earlier, the White House released the full text of the "Build Back Better Framework" policy, of which $450 billion supports clean energy. The draft version of the Build Back Better Act recently released by the U.S. Senate Finance Committee adds incentives for domestic manufacturing of solar photovoltaic inverters and trackers, which are no longer limited to the battery and module industry chains.
1. Inverter manufacturing incentives in the new version include:
Central inverter (>1 MW capacity): 2.5¢/W
Utility inverter (>170 kW, ≤1 MW capacity): 1.5¢/W
Commercial inverter (≥20 kW, ≤170 kW capacity): 2¢/W
Home inverter (≤ 20 kW capacity): 6.5¢/W
Micro inverter (≤ 650 W capacity): 11¢/W
2. Tracker manufacturing incentives in the new version include:
Rotating head: 87¢/kg
Vertical purlin: 87¢/kg
Structural Fasteners: $2.28/kg
The solar panel manufacturing incentives in this version (repeated from the House draft of the BBB bill) include:
3. The original battery and module industry chain manufacturing incentives
Previously, "Global Photovoltaics" once released the major incentive policies for clean energy in the United States. The "US Solar Manufacturing Act" proposes to incentivize domestic manufacturing of thin-film and crystalline silicon photovoltaic industry chains. The revised "Build Back Better Act" draft includes: The original battery and module industry chain manufacturing incentives:
Thin film and crystalline silicon photovoltaic cells: 4¢/W DC
Silicon wafer: $12/㎡
Solar grade polysilicon: $3/kg
Fully assembled thin film and crystalline silicon modules: 7¢/W DC
In addition, the updated version of the Build Back Better draft bill brings forward Section 25D residential ITC tax rebates that previously began after 2024 to 2023.
4. U.S. Solar Industry Outlook
"Global Photovoltaic" believes that the reason why the United States has stimulated domestic manufacturing in the industrial chain on such a large scale is that the United States will vigorously develop solar power generation.
Under the dual carbon goals, China, as the world's leading manufacturing industry, contributes to the global carbon emissions made in China, while the United States is the world's only superpower and the largest per capita carbon emitter. Both the United States and China are under enormous pressure.
The United States not only wants to develop solar power generation on a large scale, but also does not want to cede the dividends of manufacturing to China. There are few industries that have been continuously and heavily suppressed by the US government for so many years like solar photovoltaics. Today, under the trend of easing Sino-US trade, the United States can only rely on subsidies and incentives to support the "photovoltaic douchebag" in the United States.
It's just that "Adou", who has not been able to support it in the past ten years, can support the US market with an annual growth of 20-50GW of photovoltaics in the future? As the world's second largest photovoltaic base, people all over the world are staring at this Ajiao.
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