Featured in Born in the USA – 02-2026

The changing US solar supply chain

Demand in the US solar market remained broadly stable in 2025, but the supply-side landscape told a markedly different story. Shipments to the United States from major vertically integrated module manufacturers plunged by more than 40% year on year in the first half. Analysis from InfoLink’s Alan Tu reveals that the challenge lies not in end-market demand, but in whether supply chains can effectively function under current conditions.

By

pv magazine

05 Feb 2026

Customs clearance timelines have lengthened for solar components entering the United States, and even companies with US-based manufacturing are not guaranteed a quick turnaround. | Photo: Wikimedia Commons/Albert E. Theberge

For developers and engineering, procurement and construction (EPC) providers in the United States, decision-making logic is undergoing a structural shift. While cost and delivery timelines once dominated procurement considerations, greater emphasis is now being placed on supply-chain controllability and compliance. The market is sending a clear signal: whether a supply chain is compliant and controllable …

This article is part of pv+

Subscribe digitally to unlock exclusive investigative reporting, expert insights, in-depth analysis, and premium background coverage. Your subscription also includes full access to the digital edition of our magazine.