In the third part of this week’s series exploring the US solar supply chain, we track how quickly announced manufacturing capacity is translating into real production.
US module production is at a near saturation point, but significant capacity gaps persist further up the supply chain, writes head of PV Tech Research, Moustafa Ramadan.
Stronger downstream demand drove a surge in wafer prices last week, according to the latest figures from the Silicon Industry Branch of the China Nonferrous Metals Industry Association.
