The EU and the US are leading efforts to reduce the carbon intensity of PV manufacturing through targeted import tariffs. As well as supporting decarbonisation efforts, such policies could also promote geographic diversification in the solar supply chain and greater supply resilience, writes Michael Parr of the Ultra Low Carbon Solar Alliance.
A study exploring the feasibility of resurrecting PV manufacturing in Germany and Europe more widely has identified an eight-cent-per-watt cost gap between modules produced in China and those produced locally.