BNEF Brief: One of America’s Biggest Solar Panel Makers Quits Manufacturing

The video discusses how solar companies are adapting to potential demand by repositioning along the value chain. SunPower is keeping its installation business while partnering with a Chinese company for manufacturing. This reflects the commoditization of solar manufacturing, largely dominated by Chinese companies. First Solar, another key player, is focusing on upstream activities and building a new manufacturing facility in Ohio.

What challenges do solar companies face regarding manufacturing locations?

How is First Solar differentiating itself in the solar market?