SEMA Coalition Warns of U.S. Solar Manufacturing Risks
As the Senate Reconciliation Bill progresses, U.S. solar manufacturing risks are coming into sharp focus. The Solar Energy Industries Association (SEIA) and its coalition partners highlight critical vulnerabilities in domestic solar supply chains that could jeopardize America’s clean energy transition.
Senate Energy Bill Threatens Domestic Solar Production
While promoting renewable energy adoption, the bill’s lack of manufacturing incentives creates an uneven playing field. Key concerns include:
- Imported panels undercutting American manufacturers
- Stalled research into next-gen technologies like JinkoSolar’s Tiger Neo 3.0 TOPCon advancements
- Missed opportunities in emerging sectors like industrial rooftop solar sustainability
Potential Economic Fallout
Without policy adjustments, the U.S. solar sector faces:
- 30,000+ manufacturing job losses by 2026
- Dependence on foreign suppliers for 85% of modules
- Reduced competitiveness against globally innovating manufacturers
Call for Balanced Policy Solutions
The SEMA coalition urges measures to:
- Expand domestic content requirements
- Boost funding for manufacturing R&D
- Align incentives with HR1’s market reforms
As SEIA President Abigail Ross Hopper emphasizes, “Strategic policy can protect American jobs while accelerating our renewable energy transition.” The coming months will determine whether domestic manufacturers will lead – or follow – in the global solar revolution.
