Updated June 2026
Solar & Storage Supply Chain Dashboard
Energy Leadership
Introduction
U.S. Solar & Energy Storage Manufacturing Surging
Strength in the U.S. solar and storage manufacturing ecosystem reduces supply chain uncertainty, drives clean energy deployment, builds local economies through job creation, and strengthens America’s energy security.
Federal policies that directly support domestic manufacturing (Section 45X tax credit, Section 48C tax credit), solar deployment incentives (ITC and PTC), and policies that encourage demand for domestic products (domestic content adder credit) have worked in tandem to lead to a surge in U.S. solar and energy storage manufacturing investments. These incentives help make American solar and storage manufacturing more competitive in the global market.
Manufacturing Data
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Operational U.S. Module Manufacturing Capacity:
70.1 GWdc
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U.S. Module Manufacturing Capacity Can Supply:
161% of expected 2026 U.S. Demand
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Operational U.S. Battery Cell Manufacturing Capacity:
21.8 GWh
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Total Invested Since August 2022:
$43,7 Billion
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Total Potential U.S. Manufacturing Jobs:
72,780
Supply Chain Overview
A New Era for U.S. Manufacturing
Since 2023, more than 200 new policies have driven a broadening base of both established and first-time investment in domestic suppliers, as more key inputs and materials are processed or manufactured in the United States than ever before.
New manufacturing announcements reflect a fundamental shift in the domestic energy supply chain, resulting in:
Tracking the Buildout of the U.S. Solar & Storage Supply Chain
The Solar and Storage Supply Chain map is updated to reflect U.S. solar and storage manufacturers that are announced, operational, and under construction. Industry specific data underpinning the Supply Chain Dashboard is available to SEIA members with Kilowatt status and above.
SOLAR SUPPLY CHAIN —
Solar Module Supply Chain
There are two main module technologies that serve the solar market: thin film and crystalline silicon. Thin film module production uses a monolithic manufacturing process where photovoltaic materials are deposited onto a substrate such as glass. Crystalline silicon (c-Si or CSPV) module production is a multistep process that includes polysilicon, ingots, wafers, cells, and modules.
The module supply chain includes polysilicon, ingots, wafers, photovoltaic (PV) cells, modules, glass, backsheets, PV wire, encapsulants and more.
U.S. Solar Manufacturing Growth
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Solar Mounting Systems
Solar mounting allows panels to be placed together in solar arrays and creates the main structure for mounting systems onto building roofs or into the ground. Solar mounting systems are a critical structural and electrical foundation for both rooftop and ground-mount installations, encompassing rails, purlins, torque tubes, slew drives, linear actuators, and wind deflectors. Federal manufacturing tax incentives have driven significant expansion in domestic racking manufacturing, with facilities continuing to come online as the sector scales. American-made mounting systems also generate downstream demand for U.S. steel and aluminum, amplifying solar manufacturing’s broader economic impact.
ENERGY STORAGE SUPPLY CHAIN —
Storage Supply Chain
Battery cells are individual units that contain the essential components of a battery, while battery packs are groups of cells connected to meet power and energy needs for a given application. The storage supply chain includes battery materials such as anode and cathode materials, electrolyte, battery cells, and battery packs.
STORAGE SUPPLY CHAIN —
U.S. Storage Manufacturing Growth
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Building a Domestic Battery Supply Chain
Prior to the passage of federal manufacturing tax credits, there was limited American storage manufacturing designated to serve our battery energy storage system (BESS) market. Since, there has been an expansion in battery manufacturing for the BESS and EV markets, specifically upstream (mining)*, midstream (processing), and downstream (assembly). Battery cell and pack facilities have begun to come online, introducing 21.8 GWh of battery cell manufacturing and 69.4 GWh of battery pack manufacturing capacity to the grid.
Midstream processing for cathode and anode active materials are expected to grow in the coming years, with announced battery materials capacity targeting to be online by the end of the decade. Additional cell and pack capacity expected online over the next few years, as many former EV factories are transitioning lines to serve the stationary storage market. The EV to stationary storage transition takes 6 to 18 months, so many of these lines are expected to come online in late 2026 or early 2027. Many factories that were formerly dedicated to batteries for EV production are now transitioning to supplying cells for stationary storage use.**
SOLAR & STORAGE SUPPLY CHAIN —
Power Electronics and Grid Technologies
Power electronics and grid technologies convert direct current (DC) from solar modules into alternating current (AC) for distribution and transmission. This category includes inverters, printed circuit boards (PCBs), combiners, cables, transformers, grain oriented electrical steel (GOES), amorphous steel, large power transformers, and wiring.
Federal manufacturing tax credits and domestic content incentives have strengthened the competitiveness of U.S.-made inverters for both PV and battery energy storage systems (BESS). Since August 2022, a growing number of power electronics suppliers have announced new facilities or expansions across a range of product types, including hybrid inverters serving both PV and BESS applications, microinverters, utility-scale string inverters, electrical balance of system components such as junction boxes, wires, and combiners, and transformers.
Explore facility counts and operational statuses on the Sphere →
Impact
Policy Impact
Since 2022, federal manufacturing policies and incentives have led to:
Manufacturing Tax Credits Inspires Growth
Since the passage of new manufacturing tax credits, there have been significant investments into the expansion of the whole solar module supply chain.
Cell manufacturing capacity is expected to continue to grow. Module manufacturing has seen the strongest growth with over 700% increase in production as of June 2026.
The federal manufacturing tax credits have resulted in billions of dollars in solar and storage manufacturing investment. These investments help grow the economy, support communities, and provide thousands of good paying jobs for Americans. Manufacturing jobs at announced facilities have also doubled since the manufacturing tax credits were codified.
Disclaimers
This product reflects only the publicly available data underpinning SEIA’s Solar and Storage Supply Chain dashboard. As a result, there may be some differences between the data in this file and aggregate data published on the SEIA website which may include non-public information. The data is collected from press releases, news articles, member submissions, and other sources. Additionally, facilities that SEIA has determined to be unlikely to move forward have been removed from the public data sheet.
We provide this data and map as-is and do not guarantee its accuracy or completeness. It is meant for informational purposes only. The user of the data assumes the entire risk associated with its use of these data. SEIA shall not be held liable for any use or misuse of the data described and/or contained herein. The user of the data bears all responsibility in determining whether these data are fit for its intended use.
*SEIA’s Supply Chain Dashboard does not track upstream mining but tracks the midstream processing of anode and cathode materials in the battery materials category and downstream assembly with battery cells and battery packs.
**SEIA’s Supply Chain Dashboard currently excludes manufacturing facilities designed specifically for electric vehicles, and numbers reflect manufacturing capabilities for residential storage, utility-scale storage, and facilities that serve both the BESS and EV market. While EV-focused facilities are currently excluded, much of the supply chains are the same and contribute to the same domestic manufacturing ecosystem, network effects and economies of scale.
