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.

Issue 02 - 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

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