Panel The Planet

In February 2021, US President Joe Biden issued an Executive Order calling for the establishment of resilient American supply chains intended to, in part, advance the fight against climate change. To achieve the current goal of 100% clean electricity by 2035, the US Department of Energy (DOE) estimates that solar energy would need to grow from 4% of electricity supply today to 40%.

This kind of growth will increase the demand for everything along the solar supply chain, from polysilicon through to modules. With both goals in parallel, the desire to foster a domestic supply chain and the necessity to ramp up renewables, the question begs: to what extent can the domestic US solar supply chain be expanded to meet clean energy goals?

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Source: PV Magazine

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The gamble by a company here churning out large volumes of solar panels was starting to look risky.

Its plan to be a launchpad for a solar manufacturing resurgence was already audacious in an industry so dominated by China, whose cheap products drove the closure of many American solar plants. Government investment championed by the White House was supposed to position domestic firms to compete, but a paralyzed Congress was refusing to write the check.

But the wager in Dalton by Qcells North America may have paid off with an ambitious climate package now on a path to President Biden’s desk. The bill, negotiated in part by Sen. Joe Manchin III (D-W.Va.), would deliver billions of dollars in tax and other incentives to U.S. solar manufacturers, equipping them with government support on a scale of those China used to corner the market.

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Source: Washington Post

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