PV Tech Premium spoke with Mike Carr, executive director of the SEMA Coalition, about the hollowing out of domestic demand for US solar manufacturing under the Trump administration, the way that US companies are piecing together supply chains and the reasons to still hope for the sector’s future.
US module and soon-to-be cell manufacturer T1 Energy is looking beyond wafers and cells to catalyse domestic production of ancillary components such as glass, frames and even pallets—while tapping semiconductor industry talent to staff its expanding operations.
The combination of grid shortages and massive recent expansion has put European solar developers in a “critical” position, according to the CEO of veteran German solar EPC and developer, Belectric.