The United States is undergoing a transformational buildout of domestic solar and storage manufacturing to secure the safety and reliability of the electric grid. SEIA's vision is to reach 100 gigawatts of annual renewable energy manufacturing production capacity by the end of the Solar+ Decade, including 50 GW of solar manufacturing production capacity. The U.S. Manufacturing Whitepaper Series is a collection of reports that provide a blueprint for the U.S. to dramatically scale its solar and storage manufacturing efforts.
Building a Robust Solar and Storage Manufacturing Future
SEIA's 100 GW target is designed to increase the U.S.’s ability to supply not only domestic solar energy projects but also export markets. The target also recognizes the benefits of an integrated global supply chain and an important role for imports. It is not intended to isolate U.S. renewable energy industries from the rest of the world, and it is important to recognize that tariffs are ineffective at incentivizing domestic manufacturing.
So how do we get there? It will require long-term federal investments and a suite of policy options designed to: (i) incentivize investments in manufacturing capacity; (ii) support ongoing factory production; and (iii) provide demand certainty. All three investments are essential.
We must also recognize that change will not happen overnight and that imports will continue to be necessary to meet our climate change goals.
SEIA’s recommended suite of federal investments includes:
- Access to low-cost capital, e.g., long-term, low interest loans (capacity);
- Incentives for investments in facilities and equipment, e.g., manufacturing tax credit (capacity);
- New, additional tax credit incentives for domestic production, e.g., linked to factory output or materials, labor, and overhead costs (production);
- Federal purchases of domestically produced equipment (demand); and
- Long-term extension of investment tax credit to provide demand certainty (demand).
SEIA’s target of 50 GW of annual solar energy manufacturing capacity by 2030 is not about picking winners or losers or favoring domestic products over imports. Rather, it is a recognition that a strong renewable energy manufacturing base is good for America’s national security and economic well-being.
Featured Manufacturing Reports
Quick Facts on U.S. Solar Manufacturing
- Three large polysilicon plants in Michigan, Washington State and Tennessee can produce enough polysilicon to supply the entire U.S. solar industry at current levels. These facilities were underproducing or mothballed until recent action by the Biden Administration to jumpstart domestic manufacturing.
- The United States has enough solar module manufacturing capacity in places like Georgia, Ohio, Washington State, and Texas to fill 1/3 of its current deployment needs. With build times of 18-24 months, it is possible to rapidly scale module factories and production in the U.S. to meet growing demand.
- The metallurgical grade silicon industry that supplies the precursor to polysilicon is already operating in places like Ohio and West Virginia. If supportive policies are put in place, Alabama is poised to reopen a major plant as well.
- The U.S. steel and quartz mining industries can scale to meet the demand for millions of tons of materials used for solar component manufacturing.
To learn more about SEIA’s position on American Renewable Energy Manufacturing in the Solar+ Decade, please download our whitepaper.
WASHINGTON, D.C. — Today, petitioners in the U.S. Department of Commerce’s antidumping duty and countervailing duty (AD/CDV) investigations of aluminum extrusions filed comments regarding the scope of the investigation and which products would be subject to duties if the investigating agencies make affirmative determinations.
The U.S. solar industry added 6.5 gigawatts (GW) of new electric generating capacity in Q3 2023, a 35% year-over-year increase as federal clean energy policies begin to take hold. As a result of this growth, the United States is expected add a record 33 gigawatts (GW) of solar capacity in 2023, according to the U.S. Solar Market Insight Q4 2023 report released today by the Solar Energy Industries Association (SEIA) and Wood Mackenzie.
Today the Solar Energy Industries Association (SEIA) released a report that addresses the barriers to building a robust energy storage manufacturing sector in the United States.