The combined effects of the ongoing anti-dumping and countervailing duty (AD/CVD) tariff investigation and the Uyghur Forced Labor Prevention Act (UFLPA) curbed US solar deployments in 2022, according to a joint report from the Solar Energy Industries Association (SEIA) and Wood Mackenzie.
Long-term domestic supply deals and strategic partnerships between companies in the PV value chain are increasingly key to long-term supply chain security and ensuring project delivery to appropriate standards.
A total of 4.7GW of utility-scale solar capacity was installed in Q4 2022 in the US, but the difficulties in sourcing modules caused a delay in installations, according to industry body the American Clean Power Association.
Amid potential supply chain bottlenecks as China increases its PV manufacturing dominance, companies in markets such as the US, India and Europe are looking to leverage new policy support to scale up domestic production. Jules Scully charts the industry’s efforts to onshore solar module manufacturing.
The US’s blocked solar supply chain combined with the threat of operational modules being damaged by extreme weather could leave project developers and asset owners at risk of revenue loss as replacement equipment becomes hard to source.
Qcells has announced plans for a fully integrated US solar manufacturing supply chain, aiming to manufacture solar ingots and wafers in the country as well as expand its module supply capacity.
As 2022 comes to an end, PV Tech is looking back on the year in solar, reflecting on some of the biggest stories and trends of the last 12 months. Following Q1, Q2 and Q3, today’s review details domestic manufacturing plans and supply chain turbulence.
Amid potential supply chain bottlenecks as China increases its PV manufacturing dominance, companies in markets such as the US, India and Europe are looking to leverage new policy support to scale up domestic production. Jules Scully charts the industry’s efforts to onshore solar module manufacturing.
Australia must build out its solar supply chain, from silicon production to end-of-life processes, and reduce its reliance on imported cells and modules if it is to achieve its potential as a global PV superpower.
