Featured in Weathering the storm in 2022 – 12-2022

Inverter makers go global

A combination of booming demand, supply chain bottlenecks, and energetic moves by politicians to bring manufacturing “back home” is persuading solar inverter manufacturers to set up fabs in whole new global zip codes, as IHS Markit’s Shaunagh Moodie and Siqi He report.
How inverter supply has become diversified. | Source: S&P Global Commodity Insights

Over the last decade, the solar inverter industry has typically been able to meet demand in a timely fashion. However, the “just-in-time” model has been stress-tested to its limits during the Covid-19 pandemic as demand continues to grow across an increasing number of markets. Component shortages, logistics challenges, and pandemic lockdowns have challenged numerous inverter …

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