Solar prices stayed at their record-low median of $2. Installers absorbed financing pressures rather than raising prices before policy changes kicked in. China's decision to eliminate a key export subsidy for its solar industry is causing an immediate spike in global component prices. The move, effective April 1, 2026, is a strategic effort by Beijing to end a destructive internal price war and force a shift towards higher-quality manufacturing. The analysis and cost model results in this presentation (“Data”) are provided by the National Renewable Energy Laboratory (“NREL”), which is operated by the Alliance for Sustainable Energy LLC (“Alliance”) for the U. Department of Energy (the “DOE”). Our analysis covers the rationale. Weekly spot price report for 182mm modules will be based on the 182*182-210mm format from June 2024 onwards due to the slim price gap among varying formats. Cost savings of a few tenths of a cent per watt.