(Total Views: 107)
Posted On: 09/11/2025 12:22:43 PM
Post# of 13983
Bypassing tariffs on solar panels is a highly complex issue. It’s far greater than setting up a facility in the US. It will involve creating an infrastructure of US sources for raw material, a collaborative effort for vertical integration of material, many years required for set up, 100s of millions of dollars in investments etc. Outlined below is a quick touch base on the lack of BOM infrastructure in the US.
A substantial percentage, over 80%, of the solar panel bill of materials (BOM) is sourced from China, as the country dominates the global supply chain for critical components like polysilicon and wafers, with over 95% of wafers produced there. This includes the foundational polysilicon, ingots, wafers, and solar cells, as well as the finished modules, creating a significant global reliance on China for solar panel manufacturing.
Key Components Sourced from China
Polysilicon:
The raw material that forms the basis of most crystalline silicon solar panels, with China producing most of the global supply.
Wafers and Ingots:
These are processed from polysilicon and are almost entirely produced in China, with over 95% of global production.
Bypassing tariffs, satisfying Made in America requirements, are very tall orders. Simple to say, very complex in actuality.
What does SNPW bring to the table, they offer a path for two Chinese companies to by pass the tariffs placed on their countries as well as the opportunity to offer a made in the US brand to American consumers.
A substantial percentage, over 80%, of the solar panel bill of materials (BOM) is sourced from China, as the country dominates the global supply chain for critical components like polysilicon and wafers, with over 95% of wafers produced there. This includes the foundational polysilicon, ingots, wafers, and solar cells, as well as the finished modules, creating a significant global reliance on China for solar panel manufacturing.
Key Components Sourced from China
Polysilicon:
The raw material that forms the basis of most crystalline silicon solar panels, with China producing most of the global supply.
Wafers and Ingots:
These are processed from polysilicon and are almost entirely produced in China, with over 95% of global production.
Bypassing tariffs, satisfying Made in America requirements, are very tall orders. Simple to say, very complex in actuality.
What does SNPW bring to the table, they offer a path for two Chinese companies to by pass the tariffs placed on their countries as well as the opportunity to offer a made in the US brand to American consumers.
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