Featured in Distributed bliss – 06-2022

Europe and US manufacturing look to localize

Intersolar Europe saw a marked increase in attendance this year, with robust module order requests and excess inverter demand in the European market. The exhibition was abuzz with recent developments in global trade: the US-China trade war, India’s expansion plans, discussions on expanding manufacturing overseas and “made in Europe” came to the fore. PV InfoLink’s Amy Fang sums up the latest developments as Europe, India, and the United States seek independence in PV manufacturing.

Subject to yield rate control, labor cost, and fluctuating electricity prices, production expansions in the United States and India have been faced with higher costs than China or Southeast Asia-based capacities since last year. In addition, most expansions outside China are for cell or module manufacturing, and still significantly dependent on Chinese wafers and bill …

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