Today’s Section 232 proclamation secures that foundation, and the entire structure is built to reward one thing: manufacturing in America. Companies investing in U.S. polysilicon, wafer, and cell production are the clear winners, and companies that continue to rely on imports will be at a disadvantage.
Years ago, CPA warned that China was using American clean-energy tax credits to capture our solar industry — and we led the fight to slam that door shut.
The government increasingly sees critical minerals, battery materials and components, and refining as strategic industrial assets rather than low value goods often burdened by environmental regulations.
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.
