Treasury's new ITC guidance narrows the domestic-content bonus — here's who still qualifies

Mon, 21 Sep 2026 00:00:00 +0000

The Treasury Department’s latest safe-harbor guidance raises the domestic manufactured-product threshold for the Investment Tax Credit’s 10% domestic-content bonus, a change that will affect utility-scale developers more than residential installers.

For homeowners, the residential system side of the credit is untouched. The change targets the adder that developers claim on top of the base 30% credit, and mostly affects sourcing decisions for inverters and racking rather than panels themselves.

What actually changed

The prior safe harbor let developers count certain steel components toward the threshold using a simplified cost method. The new guidance requires more granular documentation of where that steel was melted and poured, not just fabricated.

Community solar subscriptions grew 14% this year — but cancellations are rising too

Fri, 11 Sep 2026 00:00:00 +0000

Community solar subscriber counts grew 14% year-over-year through Q3, continuing a multi-year expansion into states that opened programs to non-utility developers.

+14%subscriber growth, YoY

9%annual cancellation rate

19states with active programs

The growth headline hides a churn story. Roughly 9% of subscribers cancel within their first year, and the most commonly cited reason in exit surveys we reviewed was a savings guarantee that turned out to be a projection, not a contractual floor.

Solar Costs & Incentives on Solar Examiner

Treasury's new ITC guidance narrows the domestic-content bonus — here's who still qualifies

What actually changed

Community solar subscriptions grew 14% this year — but cancellations are rising too