Suniva CEO Faces Catastrophic Risk as Solar Manufacturing Hinges on Tariffs and IRA Credits
U.S. solar manufacturing economics rest almost entirely on Section 201/301 tariffs and IRA manufacturing tax credits, according to a June 2026 risk assessment of Suniva CEO Tony Etnyre. Any policy reversal or rollback under a new administration would collapse U.S.-made solar cell cost competitiveness against imports. Regulatory risk is rated catastrophic in severity.
Salvado•