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美国太阳能供应链保护主义抬头
市场调查报告书
商品编码
1573259

美国太阳能供应链保护主义抬头

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个工作天内

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简介目录

报告概述

美国太阳能电池製造业处境岌岌可危。由于爱尔兰共和军（IRA），美国太阳能电池製造业大幅扩张。然而，近两年，随着全球供应链尤其是中国供应链的扩张，全球太阳能电池组件价格大幅下跌，给国内製造商带来了严峻的价格压力。同时，太阳能产业的许多人预计将有更多的贸易行动影响太阳能开发商和国内製造商。如果发生这种情况，会对美国国内快速成长的製造业的长期成长产生什么影响？这将对美国太阳能市场的定价产生什么影响？最重要的是，在这种情况下，买家应该如何调整他们的采购策略？本见解探讨了这些问题。

简介目录
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.