Home Photo voltaic Manufacturing Booms Throughout Trump Administration with Total Photo voltaic Provide Chain Reshored

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America’s Photo voltaic and Storage Manufacturing Renaissance Is at Danger if Administration’s Vitality Insurance policies Aren’t Corrected

WASHINGTON D.C. — New knowledge from the Photo voltaic Vitality Industries Affiliation (SEIA) reveals that all the 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 Hemlock’s new ingot and wafer facility coming on-line in Q3, america now has the capability to supply each main part of the photo voltaic provide chain.

65 new or expanded photo voltaic and storage amenities have come on-line in 2025. This has introduced $4.5 billion in personal funding flowing into American communities. Nevertheless, over 100 factories and over $31 billion within the pipeline could possibly be in danger if the Trump administration continues its assaults on photo voltaic vitality.

In keeping with SEIA’s Photo voltaic & Storage Provide Chain Dashboard, because the 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, america has surpassed 60 gigawatts (GW) of home photo voltaic module manufacturing capability, a 37% improve from December 2024.

The surge in manufacturing of downstream parts like modules has ensured there may be ample demand for upstream manufacturing. For the reason that 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 gigawatt-hours (GWh), which is sufficient to energy 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 staff, and exhibiting that photo voltaic vitality means made-in-America vitality.”

U.S. manufacturing of inverters, which converts electrical energy produced by photo voltaic and saved by vitality storage into usable energy for the electrical grid and most dwelling home equipment, has grown by almost 50% because the finish of final 12 months, 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 strong, 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 beneath building 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 robust progress right this moment, however that momentum isn’t assured. If the administration continues down this path, they danger driving funding abroad, stifling job creation, elevating prices on shoppers, and handing America’s manufacturing benefit to our opponents,” continued Hopper. “This trade has confirmed what’s attainable when companies have the understanding to take a position. If the administration doesn’t reverse their dangerous actions which have undermined market certainty, vitality prices will rise even additional, and the subsequent wave of factories and jobs could possibly be in danger.”

Study extra and think about SEIA’s Photo voltaic & Storage Provide Chain Dashboard right here.

About SEIA®: The Photo voltaic Vitality Industries Affiliation® (SEIA) is main the transformation to a clear vitality economic system. SEIA works with its 1,200 member firms and different strategic companions to combat for insurance policies that create jobs in each neighborhood and form truthful market guidelines that promote competitors and the expansion of dependable, low-cost solar energy. Based in 1974, SEIA is the nationwide commerce affiliation for the photo voltaic and photo voltaic + storage industries, constructing a complete imaginative and prescient for the Photo voltaic+ Decade by analysis, training and advocacy. Go to SEIA on-line at www.seia.org and comply with @SEIA on Twitter, LinkedIn and Instagram.