The landscape for solar PV manufacturing in the United States is set to move from bystander-curiosity to manufacturing-scrutiny. Finlay Coville explores how this transition has come about, why the existing analysis of the manufacturing space has been largely superficial until now, and what tracking a capital expenditure (capex) heavy manufacturing sector looks like in practice.
The landscape for solar PV manufacturing in the United States is set to change radically from 2027 onwards, with the domestic sector moving from bystander-curiosity to manufacturing-scrutiny.
This article explores how this transition has come about, why the existing analysis of the manufacturing space has been largely superficial until now, and what tracking a capital expenditure (capex) heavy manufacturing sector looks like in practice.
The themes discussed form the basis of the new Solar Manufacturing USA 2026 event in Austin, Texas on 22-23 September 2026 – the first event to be staged in the United States specific to domestic PV manufacturing investment, production, and related equipment and materials supply chains.
No need to reinvent manufacturing analysis
