US solar installer SUNation Energy and merchant cell manufacturer Suniva have agreed to merge to create an integrated platform combining US-based solar manufacturing with residential and commercial installation services.
As solar imports to the US face increasing restrictions, domestic manufacturers are racing to build upstream production capability. With 66GW of module capacity chasing just 11GW of domestic cells, the supply chain crunch is reaching a critical inflection point, write Moustafa Ramadan and Joe Hennessy.