FEOC rules and trade cases freeze new factory commitmentsNo additional solar module manufacturing capacity was added in Q1 2026. Module manufacturing has grown tremendously in the last few years, and several new cell and wafer facilities are in development. The community solar segment installed 247 megawatts nationwide in Q1 2026, a 4% decline compared to Q1 2025. Cell and wafer capacity remain the missing linksNo additional solar module manufacturing capacity was added in Q1 2026, though module manufacturing has grown tremendously in the last few years and several new cell and wafer facilities are in development. The solar manufacturing industry remains gripped by uncertainty around FEOC requirements as well as ongoing trade cases that have stymied new development.