Despite policy setbacks, US manufacturing has come a long way since 2022 and shows strong potential looking ahead. Jonathan Touriño Jacobo looks at the data.
US solar module manufacturer First Solar saw sales and net profits increase in Q2 2025, as it forecasts a strong performance under the Trump administration’s industrial and trade policy changes.
US-based solar manufacturer T1 Energy has expressed support for the US government’s tariff investigations into global polysilicon imports and solar products from Laos, Indonesia and India.
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.
“The required investment and technical know-how [for establishing cell capacity] is significantly more complex and substantial [than modules]”, Colville said.
