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.
Importing solar modules to the US will “no longer make any economic sense” under new Section 232 tariffs for polysilicon-based products, according to Intertek CEA.
US- and Canada-based PV module producer Heliene is among the companies trialling a new American-made solar glass currently being tested for sale in the US market.