A solar market analysis firm said that the 25 GW of utility scale capacity expected to be deployed in 2022 may end up closer to 15-20 GW as supply chain-related issues continue to challenge the industry.
In a note to clients, Roth Capital Partners said that three Tier 1 suppliers–Jinko, LONGi, and Trina–face ongoing import challenges. Those challenges largely stem from federal action taken in response to allegations of forced labor in parts of the solar supply chain that originate in China.
