Zindler: Future direct US solar competition will primarily be Southeast Asia
Ethan Zindler · Building out a U.S. solar supply chain · Jun 22, 2023 · at 32:43
Ethan Zindler (BloombergNEF) analyzes the global trade dynamics and supply chain shifts affecting U.S. domestic solar manufacturing.
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“Actually a lot of the competition is probably going to become more from Southeast Asia than it is from, directly from, I mean, China, of course, will be a huge part of the story because they're the ones who are driving the total scale and the whole pie getting bigger, and they're the ones who are going to make it possible for manufacturers in Southeast Asia to sort of say, okay, no, we're just going to serve the U.S. Market because that's big enough because the whole pie is so enormous. But I think in our view, that's kind of where you're going to see more of the direct competition, you know, over the next three to five years.”
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