A new report from SEIA indicates that the US has established an entirely domestic supply chain for solar energy development. 

The Solar Energy Industries Association (SEIA) recently indicated that the United States now possesses domestic manufacturing capacity across the entire solar supply chain. This milestone, enabled in part by new production facilities in Michigan, reflects a rapid scale-up since 2024, including more than 60 GW of module capacity and significant expansions in cell and inverter production. Prior to this point, developers were mainly served by imported products, the vast majority of which were produced in China. SEIA attributes the domestic buildout to federal industrial and clean energy incentives adopted earlier in the decade, which created sufficient market certainty for companies to invest at scale.

This new development is important to both state and county leaders as Maryland seeks to grow renewable energy production. Long time readers of Conduit Street will remember that solar energy was a central issue during the 2025 legislative session, marked by the passage of the Renewable Energy Certainty Act (RECA). SEIA noted that recent changes in federal policy, regulations, and trade actions may impede further growth in renewable energy.

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