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The New Shape of Solar

By Aurora Solar | December 10, 2025

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The solar industry is facing a(nother) major transition. With the federal investment tax credit (ITC) ending and the “One Big Beautiful Bill” (OBBB) (again, we didn’t name it) taking effect, solar companies are facing shrinking margins, higher compliance risks, and a drop in residential solar demand in 2026.

But, of course, this isn’t the end of solar. It’s just a(nother) major change that solar companies have to adapt to — like we’ve been doing for years. If you look at it another way, this new landscape presents an opportunity: to embrace technology, to bring down soft costs — to make solar policy-proof.

Read the full story on Aurora Solar’s website.

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  • Home
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    • Most Recent Posts
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      • Latest News Items
      • SPW State News Hub
      • IRA/OBBBA coverage
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      • U.S. manufacturing updates
    • Featured
      • Latest Feature Stories
      • Benchmarking U.S. Solar Manufacturing
      • SPW’s Rising Stars
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      • The Solar Explorer
  • Policy
    • Latest policy headlines
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    • Tariffs and Court Cases
  • Markets
    • Residential
    • Commercial
    • Community Solar
    • Utility
    • Storage
  • Products
    • 2026 Top Products application
    • Winners of SPW’s 2025 Top Products
    • Batteries and Storage
    • Electric Vehicle (EV)
    • Inverters
      • U.S. solar inverter manufacturers
    • Racking and Mounting
      • U.S. solar mounting manufacturers
    • Software
    • Solar Panels
      • U.S. solar panel manufacturers
  • Resources
    • About SPW
    • Digital Issues
    • Event Coverage
    • Podcasts
    • Product Manufacturing Locations
      • U.S. solar inverter manufacturers
      • U.S. solar mounting manufacturers
      • U.S. solar panel manufacturers
    • Solar Classrooms
    • Suppliers
    • Videos
    • Views
    • Voices
    • Webinars / Digital Events
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  • 2026 Leadership
    • 2025 Winners
    • 2024 Winners
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    • 2022 Winners
  • Advertise
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