The US PV manufacturing sector is set to make huge strides by 2030, but with some upstream constraints unresolved and question marks over future demand drivers.
In the third part of this week’s series exploring the US solar supply chain, we track how quickly announced manufacturing capacity is translating into real production.
US module production is at a near saturation point, but significant capacity gaps persist further up the supply chain, writes head of PV Tech Research, Moustafa Ramadan.
Stronger downstream demand drove a surge in wafer prices last week, according to the latest figures from the Silicon Industry Branch of the China Nonferrous Metals Industry Association.