Source: Canary Media
The U.S. has rapidly scaled solar deployment to become the dominant source of new electricity capacity, but manufacturing remains heavily reliant on imports and concentrated in a handful of companies, creating vulnerabilities in the clean energy transition. Without domestic production across polysilicon, wafers, cells, and modules—where China controls 80%+ of global capacity—America's solar ambitions depend on geopolitical stability and tariff policy rather than resilient infrastructure. The gap between deployment speed and supply chain localization is becoming a political and strategic liability as policymakers recognize that growth alone does not deliver energy independence.