The Trump administration’s newest weapon to undercut the solar industry comes from the One Big Beautiful Bill Act, which imposes a set of complex rules aimed at blocking certain countries from supplying components, financing and intellectual property to US renewables companies. Known as Foreign Entity of Concern (FEOC) restrictions, the measures are primarily directed at China, which controls more than 90 percent of the market for polysilicon and some other basic solar panel components.
Virtually every company in the solar sector could be affected in some way by the new rules, which begin going into effect next year, Bracewell’s Peter Rogers told The Washington Post.
“They are extraordinarily complicated, very dense, and the reality is that at this point – given that we don’t have guidance yet – it is very, very challenging to actually implement the rules,” Rogers said. “So there’s a lot of uncertainty.”
