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US Energy Storage Costs Fall While Solar Market Suffers Under Policy Pressure

Mono PERC modules pricing recorded a 20% surge in Q1, overtaking TOPCon for the first time

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The solar and energy storage markets in the U.S. have entered a phase of uncertainty in the first quarter (Q1) of 2026, as several policy developments began directly influencing pricing, procurement strategies, and supply chains, according to Anza’s Q1 2026 Quarterly Pricing, Foreign Entity of Concern (FEOC) Compliance, and Domestic Content Report.

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