US needs vertically integrated solar manufacturing to fight China's market dominance: RE+ speakers.

The article discusses the need for vertical integration in the U.S. solar manufacturing industry in order to compete with China's dominance in the global market. China currently produces over 85% of the world's solar modules, cells, wafers, and polysilicon, making it difficult for other nations to compete. The concentration of polysilicon manufacturing in China poses a vulnerability to the solar supply chain, and the International Energy Agency recommends diversifying manufacturing and imports. The U.S. is making efforts to establish a complete solar supply chain, but there is a need for investment in ingot and wafer capacity. The article emphasizes the importance of speed in growing solar manufacturing capacity and highlights concerns about the surge of imports and dependence on China for renewable energy needs. [Extracted from the article]