Part 2: Mapping the gaps in the US solar supply chain – from polysilicon to modules

The US solar supply chain shows strong domestic module production capacity but faces significant bottlenecks upstream at the cell and wafer production stages, with wafer capacity identified as the tightest constraint despite substantial polysilicon capacity and investment. This imbalance highlights critical gaps in domestic supply that impact import dependency and supply chain traceability for solar developers and creates clear market opportunities for wafer and cell producers and equipment suppliers.

This Wire brief sits within Fusion42's coverage of Clean Energy.