US solar’s push for domestic bliss

Incentives in the US Inflation Reduction Act (IRA) of 2022 drove a wave of new solar manufacturing announcements, and the country now has more than enough module capacity to meet domestic demand for several years. Policy shifts have created uncertainty, but continued tax credits and a focus on domestic industry have US manufacturers planning to expand cell and component production.

By

Mark Hutchins

06 Mar 2026

Markets & Policy

Image: ES Foundry

From the magazine At the end of 2024, the United States had around 42.5 GW of manufacturing capacity for PV modules, according to numbers from market intelligence provider Wood Mackenzie. By September 2025, that had increased by 35% to just over 60 GW, and Wood Mackenzie research analyst Elissa Pierce expects the year-end 2025 figure …

This article is part of pv+

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