EG4’s Texas manufacturing facility.
New information from the Photo voltaic Vitality Industries Affiliation (SEIA) exhibits that the complete photo voltaic provide chain has been reshored and U.S. manufacturing capability has grown throughout each section of the photo voltaic and storage provide chain. With the information of Corning’s new ingot and wafer facility coming on-line in Q3, the USA now has the capability to provide each main element of the photo voltaic provide chain. Nevertheless, this progress might all be in danger if the Trump administration continues its assaults on photo voltaic power.
In accordance with SEIA’s Solar & Storage Supply Chain Dashboard, because the finish of 2024, U.S. manufacturing capability has elevated throughout each main section of the photo voltaic and storage provide chain. As of October 2025, the USA has surpassed 60 GW of home photo voltaic module manufacturing capability, a 37% improve from December 2024.
The surge in manufacturing of downstream elements like modules has ensured there may be adequate demand for upstream manufacturing. For the reason that finish of 2024, U.S. photo voltaic cell manufacturing capability has greater than tripled, rising from 1 GW to three.2 GW.
Battery cell manufacturing for stationary electrical energy storage functions has risen to over 21 GWh, which is sufficient to energy the town of Houston from sundown to dawn.
“This progress is a testomony to the ability of American innovation,” mentioned Abigail Ross Hopper, president and CEO of SEIA. “We’re constructing factories, hiring American staff and displaying that photo voltaic power means made-in-America power.”
U.S. manufacturing of solar inverters has grown by almost 50% because the finish of final 12 months, with capability surging from 19 GW to twenty-eight GW. U.S. mounting system manufacturing has additionally continued to develop since 2024, rising 14% and including 23 new factories.
The U.S. photo voltaic manufacturing pipeline stays strong, with 23 GW of photo voltaic module capability, over 34 GW of photo voltaic cell capability, 25 GW of inverter capability and 95 GWh of battery cell capability below development or introduced. However Trump Administration insurance policies, laws and commerce actions which have contributed to trade uncertainty might stall this progress and dampen demand for the merchandise produced by America’s photo voltaic and storage producers.
“We’re seeing robust progress at present, however that momentum isn’t assured. If the administration continues down this path, they danger driving funding abroad, stifling job creation, elevating prices on shoppers, and handing America’s manufacturing benefit to our opponents,” continued Hopper. “This trade has confirmed what’s potential when companies have the knowledge to speculate. If the administration doesn’t reverse their dangerous actions which have undermined market certainty, power prices will rise even additional, and the subsequent wave of factories and jobs could possibly be in danger.”
Information merchandise from SEIA
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