Zindler: Subsidized US solar manufacturing is not guaranteed to beat Southeast Asia
Ethan Zindler · Building out a U.S. solar supply chain · Jun 22, 2023 · at 39:41
Ethan Zindler (BloombergNEF) discusses whether Inflation Reduction Act subsidies can make US solar manufacturing cost-competitive globally.
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“I don't think it's by any means a slam dunk that the U.S. Will be the lowest cost, you know, will, you know, it will fight to be competitive with Southeast Asian nations to produce this stuff. Even with these subsidies, I don't know that that's for certain that it's going to work. It's absolutely contingent on private sector action to take advantage of it. I'm optimistic that I think it, that ultimately will work, but it is not something that you just wave a magic policy wand and it happens.”
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