Threats of the Trump administration targeting foreign inverters were first reported in late June by Reuters, which cited unnamed sources stating that a ban on Chinese-made inverters was in the works. The FCC’s update targets any new inverters not made in the U.S., including those that U.S.-based companies produce in other countries. This growing uncertainty over the federal government’s classification of foreign-made inverters could increase industry interest in securing domestic inverter supplies, he said. Residential solar inverters are ​“in a good place,” Shangraw said, with SolarEdge, Enphase, and Tesla providing about 80% of the U.S. market needs. Large-scale solar developers could hope to earn waivers from the FCC on foreign-made inverters from non-Chinese companies such as SMA and Power Electronics, he noted.