美国太阳能供应链存在严重缺口

PV CELL TECHTHOMAS BELINE, PARTNER, CASSIDY LEVY KENT(USA)OCTOBER 8, 2024tbeline@cassidylevy.commobile: 412-216-4477IT’S THE HOPE THAT KILLS YOUCSIS, in 2023, said the cost of Chinese solar panels fell by 42 percent “due to a combination of state support, real innovation, and overproduction, making them 44 percent cheaper than US-made panels”At the end of 2023, Chinese panel capacity was over 1 terawatt, yet according to Woodmac “the world installed 417 GW of solar generation in 2023.”The secretary general of the European Solar Manufacturing Council explained that “This pricing pressure stems from China’s subsidies of renewable industries for over a decade. Meaning that the capacity build-up in China has not been propelled by global demand but rather by an opportunities logic.”2Can the U.S. develop a nimble industrial policy?THE U.S. SOLAR SUPPLY CHAIN HAS SERIOUS GAPS3AS INPUT PRICES CONTINUE TO DECLINE4GOVERNMENT POLICIES TO RE-SHORE THE SUPPLY CHAINAs prices continue declining,