Featured in Further upstream – 10-2024

US solar factories: From announcements to reality

Now that incentives from the US Inflation Reduction Act (IRA) are well understood, global manufacturers are announcing factories in the United States to constitute much of the solar supply chain. While some plans have been scrapped already, and more cancellations are expected, the broader trend is unprecedented growth.
Meyer Burger’s planned cell factory in Colorado Springs was canceled in August 2024. Though some projects have struggled, US manufacturing capacity has grown rapidly since 2022. | Photo: Meyer Burger

 Outgoing US President Joe Biden’s administration has placed infrastructure funding and job creation in the manufacturing sector at the heart of its policy messaging. The administration is beginning to see the fruits of its labors as legislation including the Bipartisan Infrastructure Law, the Creating Helpful Incentives to Produce Semiconductors Act, and 2022’s IRA move from …

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