Analysis: The opening of Corning's Michigan wafer plant puts it in a strong position to supply US-made, FEOC-compliant products, while competition from outside remains scarce.
LONGi and Chiron Energy, one of Italy's leading independent renewable energy producers, have entered into a partnership through a framework agreement for the supply of the former’s high-efficiency Hi-MO 9 modules during 2026 and 2027.
OCI Holdings’ decision this week to buy a Vietnamese solar wafer facility to supply the US solar cell manufacturing industry makes clear the biggest vulnerability facing the sector today.
Long-term procurement decisions from the US solar industry could support US solar manufacturing, regardless of changes to federal tax credits, PV Tech has heard.
The investigation launched on polysilicon under Section 232 could present the biggest supply chain challenge to the US solar industry, according to analyst Wood Mackenzie.
Waaree Solar Americas – a subsidiary of Indian solar manufacturer Waaree Energies – has signed a 586MW solar module supply agreement with North Carolina-based Pine Gate Renewables.