Tigo Energy Poised for Solar Growth as Bill Cuts IRA Credits
U.S. solar generation is projected to rise 17% in 2026 and 23% in 2027, with SEIA expecting 44 GWdc of capacity additions in 2026, supporting growth for equipment makers like Tigo Energy. The One Big Beautiful Bill Act cuts IRA tax credits and adds foreign-entity procurement requirements, increasing project complexity.
1. Robust U.S. Solar Capacity Expansion
U.S. solar generation capacity is forecast to increase by 17% in 2026 and 23% in 2027 with SEIA projecting 44 GWdc of new installations in 2026 and 38–39 GWdc annually through 2030, ensuring sustained demand for component suppliers.
2. One Big Beautiful Bill Act Impact
The OBBBA reduces key Inflation Reduction Act tax credits for solar projects and introduces Foreign Entity of Concern rules, forcing developers and equipment vendors to navigate stricter procurement protocols and potential supply-chain delays.
3. Tigo Energy Implications
As a provider of solar power electronics and optimizers, Tigo Energy stands to benefit from continued capacity growth but must manage increased project complexity and potential cost pressures from new policy and tariff measures.