Solar Supply Chain in the U.S.
Every major component of the solar supply chain is now made in the U.S.
A Solar Energy Industries Association report indicates that the U.S. solar manufacturing pipeline is robust. However, Trump Administration policies, regulations, and trade actions could stall progress and dampen demand for U.S.-made products.
Once a dream, now reality: the Solar Energy Industries Association (SEIA) reports in its Solar & Storage Supply Chain Dashboard that the entire solar supply chain has been reshored.
The U.S. manufacturing capacity has grown across every segment of the solar and storage supply chain, with 65 new or expanded solar and storage facilities coming online in 2025. This has led to the United States surpassing 60 GW of domestic solar module production capacity, a 37% increase from December 2024.
- Over 34 GW of domestic solar cell capacity
- 25 GW of inverter capacity
- 95 GWh of battery cell capacity under construction or announced, according to SEIA
Author's summary: U.S. solar supply chain is now fully domestic.
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