Comment by giantg2
5 hours ago
Are there any renewable energy companies manufacturing in the US? Seems like all are downstream of that, just providing installation and management. Actual energy security should include some meaningful domestic production.
Panasonic has a big US battery plant.
T1 Energy in Texas is producing solar panels and systems including batteries at gigawatt(about 3 currently, but they're expanding) scales.
Illuminate USA in Ohio claims to be going even bigger than T1. Over 5 GW/year (10 million panels). But they just seem to manufacture panels and not batteries.
Some others include: Tesla, Qcells, Mission Solar, First Solar, Ambri, Enphase, Ørsted, TotalEnergies, and Generac.
Not all are fully vertically integrated and many still rely on global supply chains...
not at a meaningful scale, and the environment for this under the current administration is increasingly hostile so it won't be for years