Cheap imports have fueled the U.S. solar industry’s dramatic growth for years. Now, mounting trade and transport issues are exposing that dependence to slowing shipments and putting big projects at risk, according to industry representatives.
Tighter availability of foreign panels could hurt the booming industry and set back President Joe Biden’s effort to decarbonize the nation’s power sector, a centerpiece of his plan to combat climate change. Some 90 percent of U.S. solar panels are made overseas, according to the U.S. Energy Information Administration.