The Australian Renewable Energy Agency (ARENA) has announced up to AU$151 million (US$98 million) in conditional funding for Sunman Energy to establish a 500MW per annum solar module manufacturing facility in the Hunter Valley, New South Wales (NSW).
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.
Long-term procurement decisions from the US solar industry could support US solar manufacturing, regardless of changes to federal tax credits, PV Tech has heard.
The investigation launched on polysilicon under Section 232 could present the biggest supply chain challenge to the US solar industry, according to analyst Wood Mackenzie.