SEIA roadmap charts path to 50 GW of domestic solar manufacturing by 2030

Installing solar panels at Maxeon’s Mexico plant.

Today, the Solar Energy Industries Association (SEIA) released a roadmap of short and long-term steps to dramatically scale up the U.S. solar manufacturing industry as the Solar Energy Manufacturing for America Act (SEMA) has been passed as part of the Inflation Reduction Act (IRA). ).

The new white paper, Catalyzing American Solar Manufacturing, outlines how the solar and storage industry can take advantage of this policy support and build a manufacturing base that is cost competitive, provides adequate demand and supports a strong, diverse workforce. It also provides a snapshot of the current market landscape and an analysis of how SEMA and other provisions in the IRA can help scale domestic production.

SEIA’s projection of the feasible timeline and staging of all elements of panel production under the IRA.

“For the first time, the United States has introduced industrial policies that will usher in a new era of clean energy production,” said Abigail Ross Hopper, SEIA president and CEO. “This roadmap is a blueprint for strategically growing the US clean energy supply chain and supporting the companies committed to US manufacturing once the reconciliation package becomes law. If we follow the recommendations in the paper, we can grow the U.S. solar manufacturing workforce and put the solar and storage industry on a path to safe, sustainable and equitable growth for decades to come.”

The global instability and supply chain challenges of recent years underscore the importance of domestic production and the need to meet SEIA’s target of 50 GW of U.S. solar generating capacity by 2030. New generation capacity could dramatically reduce shipping and import costs, helping the U.S. solar and storage industry against global supply disruptions and help ensure the safety and reliability of the power grid.

Once SEMA is in place, the roadmap recommends manufacturers consider demand and timing for their products and focus their attention on downstream production first. This includes expanding the production of household modules first so that there is an existing demand for household cells, ingots and wafers as these products become available. The paper stresses that domestic production could grow in the near term as the IRA dramatically ramps up demand for solar and storage products, but that capacity needs to be scaled up over several years.

Thoughtful industrial policies and a long-term strategy for domestic production are key to strengthening U.S. energy security and creating hundreds of thousands of high-quality manufacturing jobs. Read the roadmap and learn more about SEIA’s vision for the Solar+ Decade.

View the current list of solar panel manufacturers from Solar Power World here.

News item from SEIA

This roadmap is the first report in a series of articles that focus on new opportunities and challenges for the solar energy and storage industry. The next report will focus on building a robust US energy storage equipment manufacturing base.

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