Production not politics, capex not capacity – the new metrics defining U.S. solar manufacturing - pv magazine Global

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.

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