US solar module prices have risen since the Trump administration announced new trade measures on imports, narrowing the window for developers to secure lower-cost equipment before a minimum import price takes effect on Dec. 4, Anza strategists said in a note on Tuesday.
Anza analysts said that over half of active suppliers had incorporated the impact of the Section 232 measures into their pricing as of Sept. 9, covering 65% of modules on its platform.
The median price for imported solar modules has risen to about 38 cents per watt for deliveries after Dec. 4, from 27 cents per watt before the Aug. 7 proclamation among suppliers that have repriced, an increase of more than 40%, Anza said.
For comparable quotes involving the same module and contract terms, prices have increased by about 15%, the company said. Developers are now assessing whether to secure modules already in the US, accelerate imports or adjust procurement strategies before the new pricing takes effect.
The company said it currently has access to pre-negotiated import pricing of about 24 to 25 cents per watt for some modules that can clear US Customs before Dec. 4. Including about 1 cent per watt for warehousing, those modules remain around 10 cents per watt cheaper than the post-deadline price floor.
Anza has helped customers procure more than 5 gigawatts of solar modules over the past 12 months. It also said it helped 11 clients secure 1.1 GW of modules under a previous Safe Harbour provision ahead of a September 2025 deadline.