EG4’s Texas manufacturing facility.
New knowledge from the Photo voltaic Vitality Industries Affiliation (SEIA) reveals that the whole photo voltaic provide chain has been reshored and U.S. manufacturing capability has grown throughout each phase of the photo voltaic and storage provide chain. With the information of Corning’s new ingot and wafer facility coming on-line in Q3, the US now has the capability to supply each main element of the photo voltaic provide chain. Nevertheless, this progress may all be in danger if the Trump administration continues its assaults on photo voltaic vitality.
In response to SEIA’s Solar & Storage Supply Chain Dashboard, for the reason that finish of 2024, U.S. manufacturing capability has elevated throughout each main phase of the photo voltaic and storage provide chain. As of October 2025, the US has surpassed 60 GW of home photo voltaic module manufacturing capability, a 37% improve from December 2024.
The surge in manufacturing of downstream elements like modules has ensured there’s enough demand for upstream manufacturing. Because the finish of 2024, U.S. photo voltaic cell manufacturing capability has greater than tripled, rising from 1 GW to three.2 GW.
Battery cell manufacturing for stationary electrical energy storage purposes has risen to over 21 GWh, which is sufficient to energy the town of Houston from sundown to dawn.
“This progress is a testomony to the facility of American innovation,” mentioned Abigail Ross Hopper, president and CEO of SEIA. “We’re constructing factories, hiring American employees and exhibiting that photo voltaic vitality means made-in-America vitality.”
U.S. manufacturing of solar inverters has grown by almost 50% for the reason that finish of final yr, with capability surging from 19 GW to twenty-eight GW. U.S. mounting system manufacturing has additionally continued to develop since 2024, rising 14% and including 23 new factories.
The U.S. photo voltaic manufacturing pipeline stays sturdy, with 23 GW of photo voltaic module capability, over 34 GW of photo voltaic cell capability, 25 GW of inverter capability and 95 GWh of battery cell capability below development or introduced. However Trump Administration insurance policies, laws and commerce actions which have contributed to trade uncertainty may stall this progress and dampen demand for the merchandise produced by America’s photo voltaic and storage producers.
“We’re seeing sturdy progress as we speak, however that momentum isn’t assured. If the administration continues down this path, they threat driving funding abroad, stifling job creation, elevating prices on customers, and handing America’s manufacturing benefit to our opponents,” continued Hopper. “This trade has confirmed what’s potential when companies have the understanding to speculate. If the administration doesn’t reverse their dangerous actions which have undermined market certainty, vitality prices will rise even additional, and the following wave of factories and jobs may very well be in danger.”
Information merchandise from SEIA
