PV Chart of the Week: US solar cell vs module nameplate capacity imbalance

The US solar module assembly capacity has outpaced solar cell production since 2023 due to the Inflation Reduction Act, creating a significant imbalance projected to continue until 2027. This gap means half of the domestic modules will lack a supply of domestically produced solar cells despite overall capacity growth meeting installation forecasts.

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