US solar companies have called upon the Biden administration to excise caution as a number of trade barriers risk threatening the supply of solar modules to the country just as deployment is set to accelerate.
Solar construction firm iSun expects to double its revenue in 2021 compared to last year despite supply chain delays and labour shortages impacting its Q2 performance.
Size, scale and vertical integration are imperative for success in the richly competitive US solar market as a result of its maturation and evolving customer base, the CEO of Arevon Energy, the US renewables platform spun out of Capital Dynamics, has said.
Meyer Burger is sold out of its heterojunction solar modules until the fourth quarter of 2021 as the company continues to be affected by production ramp-up delays.
PV Tech speaks to JA Solar’s Henning Schulze about the module manufacturer’s European strategy, how vertical integration is helping it mitigate supply chain volatility and why lessons from the stock market can help guide solar module purchasing.
Maxeon Solar Technologies has said it may face manufacturing disruptions if it is unable to mitigate the impacts of raw material and component cost increases from its suppliers.
Meyer Burger has been hit by supply chain bottlenecks that have slowed the ramp-up of manufacturing capacity at its new cell and module plants in Germany.
Canadian Solar has tweaked its planned capacity expansions for this year, stripping back module assembly capacity expansion to instead produce more solar wafers and cells as the industry continues to recalibrate following months of supply chain volatility.
SMA Solar Technology saw inverter sales decline in the first half of 2021 and warned of potential delivery capacity constraints in H2 because of the ongoing strained supply situation for electronic components.
Enphase Energy shipped fewer microinverters in Q2 2021 than in the preceding quarter as supply constraints continued to bite, but the manufacturer still managed to boost revenue sequentially.
