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.
Australian investment firm Quinbrook Infrastructure Partners has advanced its plans to develop a polysilicon production facility in the Townsville area of Queensland, Australia.
PV Tech Premium speaks with United Solar about the challenges of building polysilicon capacity outside of China and catering to the US and Indian markets.
Eight leading Chinese polysilicon producers have signed a joint initiative pledging unified action on standardised pricing, energy conservation, carbon reduction and outdated capacity phase-out.