The Inflation Reduction Act (IRA), a pivotal change in U.S. climate and energy legislation, complements the nation’s goals of reducing emissions by at least 50% from a 2005 baseline by 2030 and achieving net-zero pollution by 2050.

However, in recent years, solar deployment has been held back by supply chain issues. That is expected to change as the strong support for manufacturing within the IRA may unlock a new era of U.S.-made production of energy components.

This session looks at the incentives within the IRA designed to encourage domestic manufacturing, the capacity expected to come online—where and when. A panel of experts review how much upstream manufacturing is needed to support domestic cell and module supply chains and offer strategies for closing the expected supply chain gaps. The session also reviews domestic content requirements and discusses how to secure the various new bonuses/incentive adders within the IRA.

Christian Roselund, senior policy analyst at CEA, answers the following questions on the panel:

• Expected US manufacturing capacity vs announced capacity

• Expected timing of production (from modules to polysilicon)

• Number of factories that have started construction in the US

Listen to Christian’s conversation on the panel by following this link.