Policy shifts, AD/CVD investigations and Foreign Entity of Concern (FEOC) rules have made one thing clear: not all solar cells are created equal. The right supply chain partner can mean the difference between unlocking IRA incentives — or watching them disappear.
Before signing your next module contract, here are five questions you should be asking:
1. Can you prove your cells are FEOC-compliant?
It’s not enough to take a supplier’s word for it. Ask whether they can demonstrate zero FEOC ownership, board involvement or executive leadership — and can back it up.
2. What about materials like silicon and wafers?
Your partner should be able to demonstrate a non-FEOC supply for 2026, 2027, 2028 and beyond. This transition ensures your projects remain eligible and protected.
3. How are you preparing for future policy changes?
FEOC rules and domestic-content guidance continue to evolve. A strong partner should have the foresight (and flexibility) to adapt their supply chain as rules tighten, so your projects aren’t left in limbo.
4. Are your cells shielded from tariffs and trade actions?
With new AD/CVD investigations on India, Indonesia and Laos — and ongoing tariffs in Southeast Asia import risk is rising. Domestic partners help ensure your projects avoid sudden cost spikes.
5. Can you support my long-term pipeline?
Securing one project isn’t enough. The right partner should have the capacity and stability to serve your 2026, 2027, 2028 and beyond pipeline so you’re not renegotiating supply every year.
Why It Matters
Getting these answers today will save headaches tomorrow. Those who can prove compliance and secure reliable partners will preserve eligibility for the domestic-content bonus, protect against trade shocks and keep projects on schedule.
The takeaway? Don’t just buy cells — vet your partners. The right questions now will keep your projects bankable, compliant and moving forward with confidence.
Contact our team to find out more about ES Foundry’s solar cells.