Deployment trumps manufacturing in EU priorities
A lack of clear policy support, raw material dependency, and higher production costs are inhibiting the localization of European solar manufacturing, despite strong demand, writes Edurne Zoco, executive director for clean energy technology at S&P Global.
China has dominated the solar module supply chain for the last 15 years but the status quo is shifting as multiple emerging factors pose a threat to the nation’s dominant position. These include increasing scrutiny of solar supply chain sustainability and traceability along with a growing global subsidy race, with the United States, India, and …
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