The loud sucking noise you hear is the sound of solar manufacturing going overseas. If it were not clear before this month, it is now abundantly evident that manufacturing of solar panels that you may want to put on your home in the United States are not going to come from the US anymore. The trend of manufacturing of solar panels in China is only accelerating as the news in the past few weeks has shown. The evidence is plastered on every news release—we surrender and are leaving town fast. BP Solar hammered shut its operations in Maryland. Evergreen Solar filed for bankruptcy. And now Solon is closing its US plant. Solar panels are not like nails or screws, but more akin to refrigerators or dish washers—consumers pay more for quality and features. We still hold that view and will advise our customers to shop wisely and look at various criteria to rate solar modules, and of course one of those is cost, but that should not be the end all. The market, as shown by the flight of solar manufacturing, is going elsewhere. Thinning margins means a commodity market and the Chinese are willing to tough it out in the long to capture the lion’s share of the business. The future for manufacturing of solar panels in the United States is bleak.
