Story thread · 2 reports / 2 sources

US solar module capacity to lead by 2027, but cell and wafer shortages pose major hurdles

digitimes.com · 13dShare

The US is rapidly reshaping the cost structure of its solar supply chain under Section 232 of the Trade Expansion Act of 1962. According to a recent webinar hosted by Intertek CEA, the US-based solar advisory arm of British multinational group Intertek, new minimum import prices (MIP) and tariffs are driving up the cost of imported modules, paving the way for domestic manufacturers to achieve market dominance by 2027.

First report: Section 232 tariffs push U.S. module prices to 2023 levels, but analysts see a path back to $0.30/W — pv-magazine.com, 14d