Wood Mackenzie's October 2025 analysis confirms that PV module prices are jumping approximately 9% in Q4 2025, with further increases expected through 2026. It represents a structural market correction that will reshape solar procurement strategies. Both globally and in the United States, panel prices have bottomed out. A worker checks solar panels before packaging at a production facility in the Gansu province of China on April 16, 2024. Credit: CFOTO/Future Publishing via Getty Images 'An Unlikely Coalition' Failed to Expand Rooftop Solar in. The impact is already being felt across the market, with experts forecasting a 10–15% increase in panel prices, tightening supply chains and triggering pre-buying worldwide. China has confirmed that it will eliminate value-added tax (VAT) rebates on exports of photovoltaic products from 1 April. The global PV market is experiencing significant growth, with an anticipated installation of 592 gigawatts of modules in 2024, representing a 33% increase from 2023 2. Somewhere in the tumult of the global economy in recent months, solar panel prices hit bottom and then began to rise. The. Solar module prices are set to jump by 9% in the fourth quarter of 2025 and rise through 2026, driven by a convergence of three factors, including Chinese government policy changes, Wood Mackenzie said on Thursday. Author: Martina Markosyan After 18 months of low prices, module costs. With the start of 2026, there are a few substantial changes to the residential solar industry, mainly driven by the passage of Trump's “One Big Beautiful Bill,” that homeowners need to be aware of: The ending of the consumer-claimed 30% federal solar tax credit. New rules relating to minimizing the.