SolarVision

US Trade Policies Reshape Global Solar Manufacturing Supply Chains

United States trade policies are fundamentally altering the global solar manufacturing landscape. With over 92% of international PV module capacity currently facing import restrictions, manufacturers are scrambling to establish supply chains that comply with complex anti-dumping, countervailing duty, and Foreign Entity of Concern (FEOC) regulations. As the US prioritizes domestic production to secure its energy future, the industry is shifting away from traditional hubs toward new, compliant regions. However, a significant bottleneck remains: domestic module assembly capacity far outstrips the availability of compliant solar cells, forcing developers to navigate a challenging, tiered procurement strategy to maintain project viability.

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