The U.S. Tracker Market: 40 GWdc, 25% Growth and 90% Top-Three Concentration
The U.S. tracker market passed 40 GWdc in 2025 with roughly 90 percent of shipments held by the top three suppliers.
Trade Monthly, January 2026: China’s Export Rebate Removal Resets the Cost Baseline
The first Trade Monthly column sets the 2026 cost baseline around China's removal of PV export VAT rebates.
Case File: China Removes VAT Export Rebates on 249 PV Products
China's export rebate removal is a supply-side cost measure, filed separately from import-country tariffs.
Case File: EU CBAM Definitive Period Begins 1 January 2026
In-force CBAM gets its own case card, separate from the proposed product-list extension.
