Technology Selection for US Cell Manufacturers – More Than Meets the Eye
By Martin Meyers
In this PV Tech article, Martin Meyers explores how the Inflation Reduction Act is reshaping U.S. solar manufacturing incentives and project economics. He highlights the evolving challenges developers face in navigating domestic content requirements and qualifying for bonus tax credits.
As US manufacturers turn their attention to domestic cell production, the choice of technology becomes a critical question.
As the pace of development in US PV manufacturing quickens, attention is fast shifting from module capacity additions to investments in cell capacity. These investments are supported by a remarkable price premium of ~US$0.18/W to US$0.20/W for US modules containing domestic cells for delivery in 2026, relative to US assembled modules containing imported cells.
A primary driver of this very significant price premium is the additional 10 percentage points investment tax credit through the Section 48 Domestic Content Bonus (DCB) under the Inflation Reduction Act (IRA)…
Read the full PV TECH article.
Martin Meyers is Director of Market Intelligence at Clean Energy Associates
