Tax incentive rollbacks could dent aluminum demand for solar sector

The U.S. solar industry’s rapid growth is translating into a surge in aluminum demand for photovoltaic PV) support structures.

According to the latest report from Solar Energy Industry Association with Woods Mackenzie, the U.S. installed 10.8 gigawatts (GWdc) of new solar capacity in Q1 2025, which accounted for 82% of all new electricity-generating capacity added to the grid that quarter.

Nicholas Bell

Nicholas brings over half a decade of experience covering metals markets, pricing trends, and supply chain dynamics. Prior to joining AMU, he reported on aluminum, high-temperature scrap, and ferro-alloy markets at Argus Media, with additional coverage of minor metals and rare earths. His work has built deep expertise in North American metals pricing and trade flows. A native of Houston, Nicholas holds a bachelor’s degree in Media Production and an MBA with a concentration in Finance, both from the University of Houston.

Nicholas Bell

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