The Future of European and U.S. Solar Manufacturing: Niche Only or Mass Production?

Massive overcapacity and state-backed pricing from China disrupt global competition; Europe and the U.S. lack coherent and consistent industrial strategies.

Yet both regions foster strong innovation ecosystems, cutting-edge research, and emerging solar manufacturing initiatives.

Mass production in the EU and U.S. is possible and essential — to ensure a resilient future of the regions' solar industries, sustain innovation, and avoid critical dependencies. What’s needed above all is clear and consistent political will and action.