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Joe Deely's picture
Partner, Deely Group

Involved with high-tech for last 30 years. Interested in energy.

  • Member since 2018
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  • Jul 3, 2022
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Great idea here... 

The newly created US Solar Buyer Consortium believes its commitment to purchase 6-7GW of US-made crystalline silicon modules every year has the potential to double US PV production capacity, send strong reshoring signals to the rest of the market and ensure Consortium members are able to meet customer demands.

The Consortium will give partners until 2024 to scale up their production, at which point it will demand up to 7GW of modules per year

Solar - continuing to win big in the US.

Discussions
Roger Arnold's picture
Roger Arnold on Jul 4, 2022

It's nice that this buyer's consortium is committed to buying domestically produced crystalline silicon solar panels, but it's not clear how anything will come of it. Chinese producers have largely switched to polycrystalline. It's inherently cheaper to produce, and they've managed to raise efficiencies to the point that it's competitive with crystalline. Perhaps domestic producers have information that assures them they'll be given tariff protection; otherwise it's hard to see them outcompeting China with old technology.

Maybe they've developed new coatings or other tricks that will give them a proprietary advantage for a few years. It's certainly possible, but the article doesn't suggest it.

Matt Chester's picture
Matt Chester on Jul 5, 2022

Will these manufacturers have the necessary supply chain of raw materials to meet these needs? Or do the overseas producers have a locked in amount of raw material contracts that will limit what's left for them? 

Joe Deely's picture
Thank Joe for the Post!
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