Onshoring the Silicon Backbone of U.S. Solar: Expectations vs. Reality

In the US solar manufacturing space, a sizable gap has formed between expectations of the capacities of factories that would come online and what has actually been built, particularly in the key nodes of ingot/wafer and PV cell manufacturing. In this talk I'll explore what has materialized in the "silicon backbone," looking at timelines, cancellations, and factories that managed to beat the odds and deliver product - and what US buyers should expect in the year ahead.