Expanding the Photovoltaic Supply Chain in the United States: Opportunities and Challenges
- National Renewable Energy Laboratory (NREL), Golden, CO (United States)
Growth in U.S. manufacturing of solar-grade polysilicon, photovoltaic (PV) cells, and PV modules has not kept pace with global growth in these industries, and in some cases has even decreased. As a result, the United States has lost approximately 80% of its global market share in these industries over the past decade. However, projections of strong PV demand growth continuing in the United States and globally—along with significant announced U.S. cell and module plant expansions—suggest that PV could have important near-term impacts on related U.S. manufacturing sectors. This report primarily considers the infrastructure availability in the United States to meet demand for industries upstream of PV manufacturing if all U.S. PV installations were manufactured domestically from domestically sourced materials and components. It does not evaluate economic factors such as cost-competitiveness with other countries, policy incentives, shipping costs, and so forth, which are important factors to evaluate but are outside the scope of this work. Our goal is to delineate the infrastructure challenges and opportunities that upstream U.S. manufacturing sectors could encounter if the U.S. PV manufacturing sector grows. This analysis could be used in future discussions of the feasibility of creating a domestic PV supply chain that relies on domestic sourcing for upstream materials.
- Research Organization:
- National Renewable Energy Laboratory (NREL), Golden, CO (United States)
- Sponsoring Organization:
- USDOE Office of Energy Efficiency and Renewable Energy (EERE), Renewable Power Office. Solar Energy Technologies Office
- DOE Contract Number:
- AC36-08GO28308
- OSTI ID:
- 1547262
- Report Number(s):
- NREL/TP-6A20-73363
- Country of Publication:
- United States
- Language:
- English
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