White House unveils America First Seafood Strategy to remove foreign trade barriers

The White House unveiled the America First Seafood Strategy, a whole-of-government approach that USTR says will remove foreign trade barriers and open new markets for U.S. fishermen. The strategy cites Japan's tariffs of up to 10% and import quotas, the EU CATCH documentation and reporting requirements, India's fisheries subsidy program and Vietnam's IUU fishing practices as barriers, and notes commitments from Taiwan, Argentina, Bangladesh, Ecuador and Indonesia on subsidies, labor rights and IUU fishing. USTR says it will continue to use negotiations and enforcement tools to open markets for U.S. seafood exports.

Federal Register page for presidential document on housing costs returns bot-check text instead of the document

The Federal Register page for the presidential document titled "Decreasing Housing Costs for the American People" returned an automated-access notice and CAPTCHA prompt rather than the text of the document, so the document's substance, scope and effective date are not available from this source.

BNEF raises U.S. energy storage deployment forecast by 30% despite trade barriers

BloombergNEF said in its semiannual energy storage outlook that the United States will deploy 30% more energy storage capacity over the next 10 years than it forecast six months ago, reaching cumulative deployments of 213.9 GW by 2030 and 434.4 GW by 2036. BNEF puts the combined duty on stationary storage batteries imported from mainland China at 40.9%, and cites import restrictions on foreign-made power conversion systems and recent broad limits on imports of bulk power system equipment among the trade barriers.

USTR's Greer questions U.S.-EU duty pause after European Investment Bank loan to Airbus

USTR Ambassador Jamieson Greer issued a statement on the status of the U.S.-EU deal to pause duties on certain EU imports, following a record-breaking European Investment Bank loan to Airbus. Greer said the loan, awarded to Airbus projects in France, Germany and Spain, came almost immediately after the EU extended the pause, and that USTR still has no details about it despite ongoing requests. He said the situation injects substantial uncertainty into transatlantic aerospace trade and that it must be resolved to avoid violation of the LCA deal. The statement does not say whether the pause on duties has changed.

Maryland Energy Administration launches $200 million Megawatts for Maryland clean energy auction

The Maryland Energy Administration is launching Megawatts for Maryland, a $200 million auction program to build new clean energy generation over the next two years, established through the Utility RELIEF Act signed by Gov. Wes Moore earlier this year. The program can draw up to $100 million annually from the state's Strategic Energy Investment Fund and will award grants to renewable energy generation and storage developers to curb development and construction costs. The press release states the program was developed to fill in for the investment tax credits the Trump administration ended through the One Big Beautiful Bill Act.

Wood Mackenzie reports 2.8 GW of U.S. wind turbine orders in Q2 ahead of 45Y and 48E tax credit deadlines

Wood Mackenzie said in an October 26, 2026 report that U.S. wind turbine orders reached 2.8 GW in the second quarter as developers raced to commence construction before July 4, 2026, deadlines tied to the 45Y production tax credit and 48E investment tax credit under the One Big Beautiful Bill Act. Projects that missed the commence construction deadline must be placed in service by December 31, 2027, to qualify, while projects that met the July 4 deadline have until December 31, 2030.

Intertek CEA forecasts 15% to 30% decline in U.S. energy storage prices by 2030 as trade barriers and 45X rules reshape supply

Intertek CEA's ESS Price Forecasting Report (Q3 – 2026) projects U.S. DC block prices will decline roughly 15% to 30% by 2030, while import markets could see reductions exceeding 40% as Chinese manufacturers shift from standard prismatic cells to larger formats. The companion ESS Supply, Technology, and Policy Report (Q3 – 2026) cites supply concentration in China, delayed U.S. factory timelines and evolving tax incentives, with about 11% of announced 2026 U.S. production capacity at risk of slipping into 2027.

EnergySage report finds U.S. residential solar quotes up 3.2% in first half of 2026 as third-party ownership expands

EnergySage's Home Electrification Marketplace Report, based on quotes submitted through its marketplace from January to June 2026, found the median quoted residential solar price reached $2.57/W, a 3.2% increase from $2.49/W in the second half of 2025, while solar-only pricing stayed flat at $2.62/W. The share of installers quoting third-party ownership products rose from about 14% in January to 41% by the end of June, after the Section 25D residential tax credit expired at the end of 2025; EnergySage says qualifying third-party-owned projects can still access federal commercial tax incentives through 2027.

EnergySage report: U.S. residential solar quotes rise 3.2% to $2.57/W in first half of 2026

EnergySage's Home Electrification Marketplace Report states that the median quoted U.S. residential solar price rose 3.2% to $2.57/W in the first half of 2026, from $2.49/W in the second half of 2025, based on quotes submitted through its marketplace between January and June 2026. Solar-only pricing stayed flat at $2.62/W, while the solar portion of solar-plus-storage quotes rose nearly 5% to $2.55/W, excluding battery cost. The share of installers quoting third-party ownership products rose from about 14% in January to 41% by the end of June, after the Section 25D residential tax credit expired at the end of 2025.

China solar module prices hold at $0.107/W as proposed price floors draw skepticism

China's TOPCon module export prices held steady for a second week despite a proposal by eight major polysilicon manufacturers, discussed at an October 11 meeting in Hangzhou, for minimum selling prices of CNY 0.79/W for TOPCon modules and CNY 0.86/W for back-contact modules, alongside a minimum polysilicon price of CNY 43/kg inclusive of tax. The OPIS Global Solar Markets Report released October 20 put the Chinese Module Marker for TOPCon modules below 645 W at $0.107/W FOB China, unchanged, with Q1 2027 forward prices at $0.106/W.

China solar module prices hold at $0.107/W as proposed price floors draw skepticism

China's TOPCon module export prices held steady for a second week, with the OPIS Chinese Module Marker for TOPCon modules below 645 W from China unchanged at $0.107/W FOB China in the Oct. 20 OPIS Global Solar Markets Report, despite a proposal by eight major polysilicon manufacturers at an Oct. 11 meeting in Hangzhou for minimum selling prices of CNY 0.79/W for TOPCon modules, CNY 0.86/W for back-contact modules and CNY 43/kg for polysilicon, inclusive of tax. Trade sources questioned whether the floors could be sustained, since industry self-discipline agreements are not legally enforceable price controls.

Helen of Troy plans to direct $80.5 million in tariff refunds to inventory and packaging

Helen of Troy, owner of Hydro Flask, Osprey and Drybar, said on an October 8 earnings call that it plans to spend part of a projected $80.5 million in tariff refunds this fiscal year on cleaning up its inventory and redesigning packaging to comply with U.S. and foreign environmental laws. The company recognized $26.9 million of the expected refund in the quarter ended August 31 and expects the remainder by the end of FY2027, ending February 28, 2027. The refunds follow the Supreme Court's February ruling that invalidated tariffs the Trump administration imposed under the International Emergency Economic Powers Act.

JOC reports regulatory moves and peak season prices weighing on US importers

JOC reports that regulatory moves and peak season prices are weighing on US importers, in an item whose body carries only DSV's third-quarter earnings, which reflected continued momentum from synergies in the ongoing integration of Schenker's business while a portfolio-cleanup process weighed on activity. The item does not name the regulatory measures, the products or HTS codes affected, any rate or any effective date.

LevelTen reports solar PPA prices rose 4.9% in Q3 2026, partly on Section 232 tariffs

LevelTen Energy reports that the average solar power purchase agreement price rose 4.9% to $64.23/MWh in the third quarter of 2026, up 6% year-over-year, with tariffs driving most of the recent increase. Sarah Wolf, LevelTen's director of North America transactions, said the Section 232 tariffs announced in early August could add $3/MWh to $7/MWh once they take effect later this year, and that much of the quarterly increase is anticipatory as buyers try to secure contracts before then. Wind PPA prices were relatively flat in the quarter but up 13.8% year-over-year, held back by federal permitting challenges.

NeoVolta opens 4-GWh battery storage factory in Georgia through joint venture with PotisEdge

NeoVolta Power, a joint venture between NeoVolta and PotisEdge, a LONGi Green Energy company, opened a 4-GWh lithium battery energy storage system manufacturing site in Pendergrass, Georgia, in September, with a second line planned to reach 8 GWh as orders warrant. CEO Ardes Johnson said the site is designed to support FEOC-compliant and domestic content-eligible solutions, that NeoVolta holds the controlling interest and 100% of the board, and that the FEOC rules are still being finalized by the IRS. He said U.S.-made cells are not yet available at the needed volume or price, so Chinese-sourced cells have bridged the gap in the near term.

White House release cites Section 232 tariffs of 25% on upholstered wooden furniture and kitchen cabinets

A White House release states that President Trump imposed Section 232 tariffs on imported wood products, including 25% on upholstered wooden furniture, 25% on kitchen cabinets and vanities, and 10% on softwood timber and lumber. The release does not give the effective date, the HTS codes or the countries covered. The rest of the document is a political roundup of crime statistics, tax provisions and investment announcements in North Carolina.

USTR resolves USMCA Rapid Response Labor Mechanism matter at Alimentos Grole in Sonora, Mexico

The U.S. Trade Representative announced the resolution of the USMCA facility-specific Rapid Response Labor Mechanism matter at the Alimentos Grole, S.A. de C.V. facility in Ciudad Obregón, Sonora, Mexico, after the course of remediation agreed with Mexico was implemented. The USTR has directed the Secretary of the Treasury to resume liquidation of unliquidated entries of goods from the facility. The remediation included reinstating nine dismissed workers with full backpay and benefits, disbanding the company-aligned internal labor committee, and facility access for the union SITIES.

Qcells plans U.S.-made aluminum frames for Q.Tron AC and Q.Peak Duo AC residential panels by end of 2026

Qcells announced plans to launch versions of its Q.Tron AC and Q.Peak Duo AC residential solar panel lines with aluminum frames extruded, anodized and fabricated at Aluko Group's facility in Halls, Tennessee, by the end of 2026. Qcells says the domestic frames are aimed at helping residential installers and third-party ownership providers qualify for the Investment Tax Credit domestic content bonus adder, which under Treasury Department guidance requires solar hardware to meet specific domestic manufacturing thresholds for the 10% bonus. Aluko's Lauderdale County, Tennessee plant is expected to reach full commercial production by the end of 2026, with planned annual capacity to support 4 GW of solar modules.

USITC finds material injury from solar imports from India, Indonesia and Laos

The USITC's final vote finds material injury from solar imports from India, Indonesia and Laos, following Commerce's affirmative dumping and subsidy findings, securing issuance of federal antidumping and countervailing duty orders. The item does not state the cash deposit rates or the effective date of the orders.

Linton files patent suit against JSG over crystal pullers for 10 GW Texas solar line

Linton Crystal Technologies filed a patent infringement complaint in the U.S. District Court for the Eastern District of Texas against Chinese machinery manufacturer Zhejiang Jingsheng Mechanical and Electrical (JSG), alleging JSG infringed its patented seed-lifting and rotating systems used in Czochralski crystal pullers. Linton claims JSG won a contract to supply crystal-growth furnaces for a 10 GW photovoltaic production line in Texas using the contested designs and began importing the equipment, with deliveries scheduled in 2026. Tesla is not named as a defendant; the case, Linton Crystal Technologies Corp. v. Zhejiang Jingsheng Mechanical and Electrical Co., Ltd., is pending before Judge Rodney Gilstrap in the Marshall Division.

USTR publishes October 2026 speeches and remarks index

USTR's Office of the Press Office has posted its October 2026 Speeches and Remarks page, an index of remarks from that month. The page contains navigation links and no text of any speech, and it states no measure, rate, product, country or effective date.

Qcells to offer U.S.-made aluminum frames on Q.TRON AC and Q.PEAK DUO AC residential panels

Qcells announced it will offer domestic-frame options for its Q.TRON AC and Q.PEAK DUO AC residential solar panels in the United States, with aluminum frames extruded, anodized and fabricated in Tennessee by ALUKO Group at its Halls, Tennessee facility. Qcells says the frames will help meet minimum domestic content requirements for certain third-party owned solar projects. The facility is expected to begin full production by the end of 2026, with planned annual capacity to support 4 GW of solar panels; ALUKO plans 285 new full-time jobs and more than $107 million invested in Tennessee within five years.

Qcells to launch residential solar panels with U.S.-made aluminum frames by end of 2026

Qcells announced plans to launch new versions of its residential solar panel series, including the Q.TRON AC and Q.PEAK DUO AC lines, featuring aluminum frames extruded, anodized and fabricated at ALUKO Group's facility in Halls, Tennessee, by the end of 2026. The company says the domestic frames are aimed at helping residential installers and third-party ownership providers qualify for the Investment Tax Credit domestic content bonus adder, which under Treasury Department guidance requires solar hardware to meet specific domestic manufacturing thresholds for the 10% bonus. The statutory domestic content threshold for clean energy projects begins stepping up toward 55% for projects commencing construction in 2027.

OPIS reports China TOPCon cell prices fell after Golden Week as industry weighs proposed price floors

The OPIS Global Solar Markets Report released Oct. 13 shows FOB China TOPCon M10 cell prices fell 0.86% week on week to $0.0463/W and TOPCon 210R cells fell 0.66% to $0.0454/W, ending two weeks of stability and leaving both formats about 13% below late-August peaks. A trader source said U.S. restrictions on stockpiling, under a temporary rule covering polysilicon and its derivatives ahead of Section 232 measures taking effect Dec. 4, were expected to further weaken overseas demand.

Supply Chain Dive analysis identifies five trends reshaping consumer electronics supply chains

FMC floats port fees for Spanish ships and import restrictions

The Federal Maritime Commission has floated port fees for Spanish ships and import restrictions, according to JOC. The item does not state the rate of the fees, the products or HTS codes covered, or an effective date.

Levi's to spend three-quarters of $80M tariff refund on supply chain and marketing

Levi Strauss & Co. recorded roughly $80 million in tariff refunds last quarter and plans to spend three-quarters of the returned funds on supply chain improvements and other areas of the business, EVP and chief financial and growth officer Harmit Singh said on an Oct. 7 earnings call. A third of the $60 million will go to distribution and logistics, with the rest split equally between marketing and promotional activities, and a small portion went toward inventory clearance ahead of the holidays.

Madagascar initiates WTO safeguard investigation on certain confectionery imports

Madagascar notified the WTO Committee on Safeguards that it initiated a safeguard investigation on 9 October 2026 into imports of sugar confectionery and chocolate and cocoa confectionery, per notification G/SG/N/6/MDG/21. Interested parties have 30 days from initiation to identify themselves to the ANMCC, submit comments and request a questionnaire, and responses to the questionnaire are due within 30 working days. Public hearings may be held at the request of the parties or on the ANMCC's own initiative.

Wood Mackenzie report finds battery storage cheaper than gas peakers in 43 markets, with U.S. and Canada facing tariff-driven cost headwinds

Wood Mackenzie's latest Levelized Cost of Electricity report finds four-hour battery storage has fallen below open-cycle gas turbines on cost in all 43 global markets it modeled, and single-axis tracker solar is the lowest-cost new-build source in 43 of 48 markets. In North America, the report says near-term solar costs remain elevated under tariffs, AD/CVD actions and Section 232 import restrictions, with module prices projected to climb about 5% annually through 2030 and residential and commercial module prices forecast to jump 6% in 2027 and a further 14% in 2028.

pv magazine analysis: U.S. solar tracker suppliers shift to integrated systems via M&A

pv magazine reports that U.S. solar tracker suppliers are pursuing mergers and acquisitions to expand beyond trackers into adjacent components, citing NextPower, Array Technologies and GameChange Energy as the leading acquirers, with NextPower spending more than $1.1 billion. The article attributes the shift to a saturated domestic tracker market, forecast declining U.S. tracker shipments from 2026 to 2035, and the roughly 10% share of utility-scale solar capex that mounting systems represent. It also cites the Section 45X credit and the 10% domestic content bonus as incentives to manufacture in the United States, and notes the EU's Carbon Border Adjustment Mechanism entered into force in January 2026.

China's solar anti-involution campaign adds mandatory efficiency and energy standards from Jan. 1, 2027

China's anti-involution campaign against below-cost competition in solar manufacturing now combines CPIA's standardized cost-accounting model, an Aug. 6 pledge by eight polysilicon producers representing more than 90% of effective capacity to price at or above full cost, and three mandatory national standards taking effect Jan. 1, 2027. The standards cap polysilicon energy consumption at 6.3 kg of standard coal equivalent per kilogram and set minimum Grade 3 module conversion efficiency of 23.2% for TOPCon and HJT and 23.5% for BC. The Silicon Industry Branch estimates effective polysilicon capacity will fall to about 2.4 million MT after restructuring, 16.4% below end-2024 levels.

White House proclaims National Energy Dominance Month, 2026

pv magazine roundup: sodium-ion specs, California plug-in solar law and U.S. solar manufacturing financing

pv magazine USA's weekly roundup reports that the U.S. energy storage market is developing its own sodium-ion specification amid federal domestic content policies, FEOC sourcing rules and UL 9540A testing, and that California Governor Gavin Newsom signed SB 868, allowing portable solar devices to connect through a receptacle. It also reports that the New York Public Service Commission approved a two-year meter socket adapter pilot, that more than 70% of announced U.S. solar manufacturing expansion plans are not yet financed, and that a Wood Mackenzie report finds four-hour storage cheaper than open-cycle gas in 43 modeled markets while tariffs threaten near-term U.S. gains.

Report: US polysilicon minimum import price increase may slip past Dec. 4

Industry checks reported by pv magazine indicate that an increase in US minimum import prices under the polysilicon Section 232 framework may not occur until after Dec. 4, with implementation potentially moving into early 2027, reflecting Commerce's desire to observe how the initial proclamation operates and to gather further investor feedback. The report says Commerce and CBP are expected to scrutinize imports declared at the minimum price, and shipments may be detained while the underlying transaction is verified.

China wafer prices hold steady as BIS stockpiling rule curbs U.S.-bound demand

China's N-type M10 and 210R wafer FOB prices were unchanged week on week at $0.149/pc and $0.153/pc, per the OPIS Global Solar Markets Report released Oct. 6, with wafer inventories estimated at around 25 GW. A temporary final rule issued in late September by the U.S. Department of Commerce's Bureau of Industry and Security restricts stockpiling of polysilicon and polysilicon derivatives ahead of Section 232 import adjustments taking effect Dec. 4, 2026, covering imports during the transition period from Sept. 22 to Dec. 3.

Trump announces Mesabi Metallics plans for $15B steel mill in Iowa

President Donald Trump announced on Sept. 28 that Minnesota steelmaker Mesabi Metallics plans to invest $15 billion in Iowa to build what would be the largest U.S. steel mill, adding 10 million tons of annual steel production capacity and 1,750 jobs, with steel production set to begin in 2030. The company, backed by India-based Essar Group, recently opened an iron ore mine in Minnesota that will supply pellets to the Iowa mill, and has agreed to spend an additional $3 billion to complete that mine in Nashwauk, Minnesota.

Wood Mackenzie report finds four-hour battery storage cheaper than gas peakers in 43 markets, with U.S. and Canada facing tariff-driven cost headwinds

Wood Mackenzie's latest Levelized Cost of Electricity report finds four-hour battery storage has fallen below open-cycle gas turbines on cost in all 43 global markets modeled, and single-axis tracker solar is the lowest-cost new-build source in 43 of 48 markets. North America is the exception: near-term solar costs in the U.S. and Canada remain elevated under tariffs, AD/CVD actions and Section 232 import restrictions, with module prices projected to climb about 5% annually through 2030, residential and commercial module prices up 6% in 2027 and a further 14% in 2028, and utility-scale developers buffered by 168 GW of safe-harbored capacity.

Wood Mackenzie: four-hour battery storage now cheaper than gas peakers in markets worldwide

Wood Mackenzie published an analysis finding that the levelized cost of electricity for four-hour battery storage is now cheaper than gas peakers in markets across the globe, and a spokesperson told Utility Dive that in the United States, for a 2026 commercial operation date, four-hour battery storage is 65% to 75% cheaper than new open-cycle gas turbine peakers, depending on whether state-level carbon pricing applies. The firm projects gas turbine prices rising to $600/kW by the end of 2027, a 195% increase since 2019, and says four-hour storage in the Middle East and Africa will fall 33% to $80/MWh by 2035.

Wood Mackenzie report finds four-hour battery storage cheaper than gas turbines in all 43 modeled markets

Wood Mackenzie's latest global levelized cost of electricity report states that four-hour battery storage is now less expensive to install than open-cycle gas turbines in all 43 markets where both technologies were modeled, with storage in the Middle East and Africa forecast to fall 33% to $80/MWh by 2035 from $120/MWh in 2026. The report says single-axis tracker solar is the lowest-cost new-build technology in 43 of 48 modeled markets, and that in North America near-term solar costs face pressure from tariffs, antidumping and countervailing duty actions and new Section 232 import restrictions, with utility-scale solar partially protected by 168 GW of safe-harboured capacity.

USTR requests comments on EU carbon border adjustment mechanism and proposals to expand coverage

USTR published a request for comments on the effect of the European Union's Carbon Border Adjustment Mechanism and proposals to expand its coverage on U.S. trade. The notice does not state a comment deadline, the products or HTS codes covered, or an effective date.