Price volatility, human rights, and decarbonization challenges in global solar supply chains

Payne Institute Fellow Dustin Mulvaney and Director Morgan Bazilian write about how from 2020 through 2022 the solar industry experienced supply chain disruptions that caused price increases and trade restrictions, causing project delays and cancelations.  Fixing the weak links in solar supply chain, where a significant sourcing is from China, will require multiple interventions that diversify the geography of manufacturing and lead some countries to re-shore production. Increased attention to sustainability and low carbon manufacturing initiatives through public policy, standards, and certification would hasten these developments and maximize the benefits of solar investments.  June 17, 2023.