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U.S. solar manufacturers lag skyrocketing market demand
- July/August 1, 2025: Vol. 12, Number 7

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U.S. solar manufacturers lag skyrocketing market demand

by Mojtaba Akhavan-Tafti

U.S. consumer demand for renewable energy continues to grow, with more solar panel capacity installed in 2024 than in 2023, which saw more than in 2022. But U.S. trade policy is in flux, and high tariffs have been imposed on imported solar panels, which may cause shortages.

I am a scholar who studies the sun, as well as an entrepreneur who is working to harness its power here on Earth by creating new designs for generating solar electricity. As part of that effort, I’ve studied market trends and manufacturing capabilities in the United States and abroad. Right now, U.S. manufacturers do not produce enough solar panels to meet the nation’s demand, but industry investments and federal tax incentives have been making progress, though recent federal moves have created uncertainty.

In 2024, U.S. installers put up enough solar panels to generate 50 gigawatts of electricity — enough to power New York City for a year.

U.S. manufacturers made only a small fraction

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