Solar Supply Chain and Industry Analysis

NLR conducts analysis of solar industry supply chains, including domestic content, and provides quarterly updates on important developments in the industry.

These analyses draw from data collected through a combination of third-party market reports, primary interviews, and publicly available data sources. NLR analysts use these data sources to track supply and demand swings in the market, the resilience of the global supply chain, and domestic content for tax incentives.

Solar Supply Chain Analyses

NLR conducts detailed supply chain analysis for specific photovoltaic module technologies. These analyses include production locations, supply chain risk and costs, and material availability.

More Domestic Supply Chain Analyses

Solar Industry Updates

NLR's quarterly solar industry updates provide information on trends within the solar industry. These quarterly updates cover an array of photovoltaic module and system technologies as well as energy storage and concentrating solar power.

The quarterly solar industry updates often cover:

• Global and U.S. supply and demand
• Module and system selling prices
• Finance
• Investment trends and business models
• Updates on related government programs and policies.

Featured Publications

An Updated Life Cycle Assessment of Utility-Scale Solar Photovoltaic Systems Installed in the United States, NLR Technical Report (2024)

Energy and Carbon Payback Times for Modern U.S. Utility Photovoltaic Systems, NLR Fact Sheet (2024)

Solar Photovoltaic (PV) Manufacturing Expansions in the United States, 2017–2019: Motives, Challenges, Opportunities, and Policy Context, NLR Technical Report (2021)

Terawatt-Scale Photovoltaics: Transform Global Energy, Science (2019)

Expanding the Photovoltaic Supply Chain in the United States: Opportunities and Challenges, NLR Technical Report (2019)

Find more solar manufacturing cost analysis publications.

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