Capital is rebalancing away from historical reliance on finished imports toward localized value chain integration, with U.S. solar manufacturing capex ballooning to $2.5 billion, said Finlay Colville of Terawatt PV Research on a webinar hosted by Roth Capital Partners.
The race to establish a secure domestic solar supply chain is rapidly accelerating as federal incentives and tariff enforcement reshape investment strategies. The shifting dynamics of the domestic supply chain will take center stage at the upcoming pv magazine USA Solar Manufacturing USA event in Austin, Texas this September, where Finlay Colville, head of Terawatt PV Research, will serve as conference chair. Speaking on a recent Roth Capital Partners webinar, Colville detailed how the U.S. market emerging as a destination for clean energy capital.
Coville said capital is rebalancing away from historical reliance on finished imports toward localized value chain integration. Annual U.S. solar capex is projected to scale from just $150 million in 2020 to approximately $2.5 billion by the end of this year, driven by strict trade enforcement and federal incentives.
Domestic cells
The constant threat of anti-dumping and countervailing duties has altered procurement strategies for domestic module assemblers. Relying on imported components from traditional Southeast Asian hubs is increasingly viewed as a high-risk long-term strategy, pushing capital toward domestic cell capacity.
