When Tristan Erion-Lorico started out in the solar industry, a 16.5 MW module order warranted a press release.
A lot can change in a decade.
Today, such PR fanfare is reserved for the multi-gigawatt factory announcements, which seem to come at a weekly clip. That’s due in part to an overwhelming demand for modules in the U.S. and new federal incentives that are encouraging domestic manufacturing.
Moreover, trade disputes have throttled global module supply, and gigawatts of panels are tied up in ports due to links to human rights abuses.
