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Next year tariffs will double the price of batteries and solar imports, except there's no domestic production to even compete at that high price. I agree that
by philipkglass 2y ago
Next year tariffs will double the price of batteries and solar imports, except there's no domestic production to even compete at that high price.
I agree that the tariffs are going to hurt adoption, but the US does have domestic battery and solar manufacturing. Tesla manufactures large quantities of lithium ion batteries in Nevada and Texas.
First Solar (3 manufacturing sites in Ohio): https://www.firstsolar.com/About-Us/Locations https://www.firstsolar.com/About-Us/Locations
Hanwha Qcells solar manufacturing in Georgia: https://apnews.com/article/us-solar-panel-plant-hanwha-qcells-georgia-c7717cef3435a2c3197261edf6d0272f https://apnews.com/article/us-solar-panel-plant-hanwha-qcell...
Actually it's faster to link this report about existing and planned North American solar manufacturing:
https://media-01.imu.nl/storage/sinovoltaics.com/14240/sinovoltaics-solar-supply-chain-map-north-america-q2-2024-1.pdf https://media-01.imu.nl/storage/sinovoltaics.com/14240/sinov...
There's a lot of work in progress right now but also several operating plants.