Heliene, a solar module manufacturer, and Origami Solar, which specializes in solar panel frames, have announced a multi-year collaboration. Starting in April, they will offer U.S.-made solar modules framed with domestic steel.
This announcement comes shortly after President Trump reinstated a 25% tariff on imported steel and also raised tariffs on imported aluminum, which are crucial materials for solar racking systems. These new tariffs are set to take effect on March 12.
Origami highlighted that its steel frames provide a significant cost advantage when compared to imported aluminum, while also mitigating tariff-related and supply chain risks.
According to Heliene’s CEO, Martin Pochtaruk, the tariffs will likely raise manufacturing costs for both imported and domestic steel and aluminum as domestic products gain more demand. He explained that restricting market access by imposing tariffs leads to higher prices for local manufacturers.
However, Pochtaruk noted that the framing component is less significant in the overall cost of solar installations compared to the solar cells themselves. He anticipates that the overall expenses for solar projects will rise due to the tariffs, with Heliene passing on these costs to their clients since they operate on a cost-plus-margin pricing model.
Clients have the option to choose their preferred components for the modules. Pochtaruk indicated that due to anticipated tariffs and current inventory levels, both imported and domestic product prices are expected to increase by May, following a three-month time lag.
Beginning in April, Heliene will introduce Origami’s steel frames for their 144 and 156 half-cut bifacial modules, in addition to their existing aluminum frame options.
In terms of pricing, cold-rolled steel can be a more economical option than aluminum on a per-pound basis, despite its heavier weight. Although steel is generally more durable, its increased weight does mean that structures using these modules, such as trackers or rooftops, may require reinforcement. This could be a potential downside for buyers considering the use of steel frames.