U.S. Clean Energy Manufacturing Shows Mixed Signals: Production Up, Investment Down
By
Emily Pontecorvo
Toasted golden, schmeared with insight. Top of the rack.
Summary
Two clean energy reports released this week present seemingly contradictory findings about U.S. solar and battery manufacturing. The Rhodium Group's Clean Investment Monitor shows a decline in investment going into U.S. factories for these technologies, while the American Clean Power Association reports staggering recent growth in production capacity. The article reconciles these findings by suggesting that while production capacity is booming, the rate of new investment is slowing, reflecting a complex and nuanced picture of the clean energy manufacturing landscape in the United States.
Key quotes
· 5 pulledTwo clean energy reports out this week offer seemingly contradictory snapshots of domestic solar and battery manufacturing.
One, released Wednesday by the Rhodium Group's Clean Investment Monitor, shows a distinct decline in investment going into U.S. factories to make more of these technologies.
The other, released today by the trade group American Clean Power Association, shows staggering recent growth in production capacity.
So which is it? Is U.S. clean energy manufacturing booming or busting? Maybe both.
The U.S. is suddenly producing more solar and batteries than ever before — enough to
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