Incentives in the US Inflation Reduction Act (IRA) of 2022 drove a surge in announcements of new solar manufacturing facilities across the United States, and the country now hosts more than enough module production capacity to meet forecast domestic demand for several years. A shift in policy priorities has created uncertainty, but the continued availability of manufacturing tax credits and a focus on domestic industry have US module makers looking to add cells and other components to their production plans.
ES Foundry is in the process of expanding its South Carolina cell manufacturing facility, expecting to have 3 GW of capacity online by July 2026.
Photo: ES Foundry
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