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美國太陽能供應鏈保護主義抬頭
市場調查報告書
商品編碼
1573259

美國太陽能供應鏈保護主義抬頭

The US Solar Supply Chain Under More Protectionism
出版日期: | 出版商: Wood Mackenzie - Power & Renewables | 英文 | 商品交期: 最快1-2個工作天內

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報告概述

美國太陽能電池製造業處境岌岌可危。由於愛爾蘭共和軍（IRA），美國太陽能電池製造業大幅擴張。然而，近兩年，隨著全球供應鏈尤其是中國供應鏈的擴張，全球太陽能電池組件價格大幅下跌，給國內製造商帶來了嚴峻的價格壓力。同時，太陽能產業的許多人預計將有更多的貿易行動影響太陽能開發商和國內製造商。如果發生這種情況，會對美國國內快速成長的製造業的長期成長產生什麼影響？這將對美國太陽能市場的定價產生什麼影響？最重要的是，在這種情況下，買家應該如何調整他們的採購策略？本見解探討了這些問題。

簡介目錄
Product Code: 150315629

Report Summary:

The US solar manufacturing industry is in a precarious position. US solar manufacturing has expanded considerably, thanks to the IRA. However, as the global supply chain has expanded in the last two years, particularly in China, global prices for solar components have fallen dramatically, putting intense pricing pressure on domestic manufacturers. At the same time, many in the solar industry expect increasingly more trade actions in the future, which impact solar developers and domestic manufacturers. If this were to play out, what would it mean for the longer-term growth of the burgeoning US domestic manufacturing industry? How would this impact pricing for the US solar market? And most importantly, how should buyers adapt their procurement strategies in this scenario? This insight explores these questions.