### 5 Industry Risks That Could Reshape Solar and Battery Energy Storage in 2025
A new administration often brings significant shifts in policy, and for solar and battery energy storage industries, 2025 may be no exception. As someone who’s followed the solar and clean energy sectors for years, I’ve learned how policy impacts the growth of renewable energy, especially solar. Recent projections highlight potential risks worth monitoring, especially if you’re considering solar panels for your home, a solar array for home energy, or battery energy storage solutions.
Here are five risks on the horizon that could reshape the market, along with their potential implications for homeowners and solar companies alike:
—
### 1. Antidumping/Countervailing Duty Enforcement
One significant concern is a potential new antidumping and countervailing duty (AD/CVD) petition targeting a critical battery manufacturing material, anode active material (AAM), from China. Imported anodes made with Chinese AAM could face steep duties averaging over 100%. If implemented, additional costs could ripple down the supply chain, increasing expenses not just for battery energy storage systems but potentially for integrated solar-plus-storage solutions often offered by a solar company.
For homeowners, rising battery costs might impact the affordability of solar
Original Article: https://pv-magazine-usa.com/2025/01/16/trump-policy-risks-to-battery-energy-storage-industry/
