Presentation Details
| Supply Chain for Photovoltaics in the United States: 2024 in Review Brittany Smith, Jarett Zuboy, Vignesh Ramasamy, Michael Woodhouse, Jacob Cordell, Heather Mirletz, Stephen Sopp, Meenakshi Narayanaswami, Benjamin Greeley, John Davis, Robert Margolis, David Feldman. National Laboratory of the Rockies, Golden, CO, USA |
Abstract
Solar photovoltaic (PV) and battery energy storage system (BESS) technologies are two immediately available options for meeting U.S. electricity demands, which are increasing due to expansion of loads from end uses including data centers, buildings, vehicles, and factories. Globally, PV and BESS supply chains are dominated by products manufactured in China and elsewhere by Chinese companies. However, U.S. PV and BESS manufacturing have recently grown, with some capacity in each step of the PV supply chain, albeit not enough to currently meet demand with domestic manufacturing alone. This study analyzes U.S. PV supply chains and costs in 2024, for the crystalline silicon and cadmium telluride module supply chains. The full report additionally addresses the PV balance of system, inverter and BESS supply chains. The study concludes with an analysis of technology installation trends, government support for domestic manufacturing, manufacturing jobs, and the domestic content of PV systems installed in the United States in 2024.
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No part of this publication may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of the author.