Latest / Catalyst with Shayle Kann
Scaling America's domestic solar supply chain
Despite the dark cloud of federal policy hanging over the solar industry, skyrocketing load growth is driving demand. The question is whether supply can keep up.
In this episode, Shayle talks to Scott Moskowitz — VP of market strategy and public affairs at Qcells and board chair of the Solar Energy Industries Association (SEIA) — about the challenges of reshoring solar in the U.S.
They cover topics like:
How supply chain resilience incentivize reshoring efforts
The specific state of polysilicon, wafers, cells, and module reshoring
Why resource “clustering” has been a boon for Chinese solar…
The skinny
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