KETEP 세계에너지시장정보

Executive Summary ................................................................................................................................... 2	

US Solar Market Is Strong Yet Overreliant on Imported Goods ............................................................. 3	
 Supply Chain Analysis Shows Glaring Gaps for US Ingots, Wafers, and Cells ....................................... 5	
 China’s Dominance Disadvantages US Manufacturers and Results in Stockpiling ................................. 6	

Onshoring Solar Production Will Aid Industry and End Users .............................................................. 9	
 Domestic Solar Manufacturing Capability Increases Energy Security and Reduces Global Supply Chain Disruptions ........... 9	
 Module Cost Has Limited Impact on Customer Adoption ....................................................................... 10	
 Onshoring US Solar Manufacturing Will Create More Skilled Jobs ........................................................ 11	
 US-Made Solar Materials and Components Are Produced While Adhering to Stricter Environmental and Labor Standards .............. 13	

Public and Private Sector Collaboration Is Needed to Facilitate US Solar Manufacturing Investment and Innovation .............. 14	
 Create and Enforce a Supportive Policy Environment Long-Term ......................................................... 14	
 Promote Workforce and Facility Development ....................................................................................... 16	
 Allow Sufficient Time to Build Out Manufacturing Infrastructure ............................................................ 17	
 Pursue Next-Generation Technologies in the Solar Supply Chain ......................................................... 17	

Scope of Study ......................................................................................................................................... 19	

Sources and Methodology ....................................................................................................................... 19	

References ................................................................................................................................................ 20