Falling panel prices lead to global solar boom, except for the US

80% of the supply chain for solar is based in China[0]. As long as this is the case, it is unlikely there will be as much demand in the US for it due to new Cold War and bipartisan efforts to tariff solar panels from China

The article seems to leave this important detail out, despite talking a lot about China

0. https://www.iea.org/reports/solar-pv-global-supply-chains/ex...

EDIT: it looks like the article does mention it, I just missed it:

> The huge surfeit of production capacity in China, which produced about eight out of 10 of the world’s solar modules in 2024

They installed 67% percent of it this year so that seems reasonable amount for them to build.

The full solar supply chain is currently being produced in the US, with low capacity but more planned.

SEIA has a solar and storage supply chain dashboard that they update with operational and planned capacities.

But clearly recent moves by the current admin are undercutting this progress.