New Research: Solar Power in the US
JFI’s Financing the Energy Transition team has released their second memo in a series on the financing and bankability of green technologies in the United States. This piece focuses on on-shoring solar module assembly.
The overnight development of a US solar module manufacturing industry highlights the possibilities that effective trade and industrial policy can unlock, but also the importance of targeting the precise stages in a given value chain can be strategically on-shored to maximize the upside in domestic jobs and investment, while minimizing the pain of higher costs consumers.