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Tariffs Trigger Q2 Solar Module Price Spike

According to a pricing insights report by Anza Renewables, distributed generation (DG) solar modules prices spiked in Q2 of 2025, due to an onslaught of new tariffs and import duties. 

However, the price hike settled at the end of June, thanks to reduced freight costs, partial tariff absorption by manufacturers, and early deliveries from Indonesia and North Africa, where cells are only subject to the 10% Section 201 tariff.   

Anza’s Q2 2025 Solar Module Pricing Insights Report shows that median module prices rose from $0.25/W in February to $0.28/W in May, as a result of new AD/CVD tariff updates and Section 201 duties.  

By June, prices had dropped slightly to $0.27/W, down 3.6% from May but still 12% higher than at the beginning of the year, as reported by Solar Builder. 

Mono PERC modules were 8.3% above prices in February, at $0.26/W, but 10% below the May peak. They remain resilient, as PERC’s globally diversified supply chain and widespread availability kept them somewhat protected from price volatility.  

Anza’s report highlighted how quickly policy shifts can impact U.S. module prices, as well as the importance of transparency.  

Read more here. 

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