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.
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.
The US solar manufacturing industry is feeling bullish, despite the policy whiplash inflicted over the summer and the increased pressure on US solar supply chains.