Energy Security and the Solar Supply chain: The Urgent Case for Onshoring

April 2024

There’s no reason to wait when it comes to securing and decarbonizing the large supply of module frames the growing U.S. module manufacturing sector needs to meet America’s robust demand for solar. This report, co-produced with Wood Mackenzie, looks at the reliance on a geopolitically risky supply of inferior and carbon-intensive aluminum frames from China, and how U.S. module producers can quickly transition to better performing and more sustainable steel frames made by American workers.

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WoodMac forecasts that the US solar demand will top 44 GW by 2028 img