Utility Dive•4 months ago
Solar manufacturing gains momentum in US, but shifting policies pose challenges
- •U.S. solar manufacturing is experiencing significant growth and investment, indicating a push towards domestic production and supply chain resilience.
- •Despite current momentum, the industry faces substantial challenges from 'shifting policies,' which are hindering the full reshoring of solar manufacturing.
- •Increased domestic manufacturing could eventually stabilize supply chains and potentially impact long-term PPA pricing and project timelines for developers and large power consumers, though the industry still has a 'long way to go'.
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