The findings reinforce a persistent pattern in global solar trade: when enforcement actions target specific countries, production and shipments shift to new jurisdictions.
The war in Iran is solar power’s Covid moment.
Suniva’s expansion highlights the critical importance of rebuilding the domestic crystalline silicon photovoltaic (PV) supply chain—particularly solar cell manufacturing, one of the most strategically important segments of U.S. energy production.
The report finds that China has consolidated global dominance in the midstream stages of battery supply chains—refining and chemical conversion—giving the Chinese Communist Party significant influence over pricing, supply availability, and industrial investment.
As highlighted in the Oval Office at the White House this week, Clarios played a part in the launch of ‘Project Vault,’ a major initiative to strengthen U.S. critical minerals security and safeguard American battery supply chains from global disruptions.
This year, GM swapped positions with Ford. GM is the most exposed to China while Ford has declined to No. 5.
CPA’s chief economist emeritus, Jeff Ferry, has gone back to school in his semi-retirement years. This time, though, it was a speaking gig at the University of Florida’s new Semiconductor Institute in Gainesville.
Data centers powering AI need copper wiring and transformers. EVs use nearly four times more copper than gas-powered cars. Wind turbines, solar farms and the modern electric grid all depend on it. As such, copper is a building block of tomorrow’s economy and the backbone of America’s national security.
Ruling Clears the Way for Retroactive Tariffs on Billions in Illegally Imported Chinese Solar Equipment
The domestic polysilicon supply remains a national security imperative for the United States for many reasons including: China’s link to forced labor and human rights abuses; a globalized Chinese Communist Party-subsidized solar industry leading to overcapacity and export dumping; and the limitations of U.S. trade remedies to help, deep into the solar supply chain.
