在美国为 PV 制造提供可持续的制造生态系统.pdf

1、Delivering a Sustainable Low Carbon PV Manufacturing eco-system in the U.S.Michael ParrThe Ultra Low Carbon Solar AlliancePV Cell TechSan Francisco,CAOctober 8,2024A Sustainable US PV Supply Chain A Sustainable US PV Supply Chain Making good progress in module and cell+BOM,need more upstream.Opportu

2、nity for further growth.Headwinds likely to ease.Market signals on embodied carbon working.Buyers play significant role.Solar Supply Chain Challenges/Headwinds Solar Supply Chain Challenges/Headwinds Manufacturing concentration creates ongoing supply risks,e.g.current ports strike.Overcapacity drive

3、n price reductions creating quality issues,risking asset quality.Consolidation/price rebound inevitable.UFLPA broadening,e.g.Indian module detainments,risks continue(not catching everything).Excessive carbon emissions in Chinese PV supply chain flows through to modules.Trade measures create price/su

4、pply uncertainty.SE Asia capacity moving to avoid tariffs(e.g.Indonesia,Laos);AD/CVD likely to follow.Geopolitical risks continue to drive shipping prices higher.Nascent US solar manufacturing boom challenges by prolonged unprofitable market prices.Positive Supply Chain TrendsPositive Supply Chain T

5、rendsExpanding domestic PV manufacturing,significant upside potential.Renewed domestic investment as prices stabilize.Broadening of domestic content provisions will support more domestic cell and wafer capacity.Domestic capacity for ancillary materials growing;frames,glass,backsheet,encapsulant.Dome

6、stic tracker and inverter capacity growing.Expanding low carbon solar supply chain supports US jobs and communities.Increasing number of module options with domestic content.Module production volumes slated to reach 40GW/year shortly,including 20GW Ultra Low Carbon Solar.Buyer concerns about embodie