Agenda 2025

The long-term viability of U.S. PV manufacturing depends on a range of different factors being met, not simply building factories and ramping up production. This opening session of Day Two of PV CellTech USA 2025 will focus on the strategies of companies to operate profitably and avoid debt becoming a prohibitive ongoing concern. Topics such as pure-play or vertically integrated will be addressed, set against forecasts for component pricing and incentives on offer through the value-chain moving forward. The session will also address one-product over-dependence and how companies can de-risk operations from cyclic end-market dynamics.

The first ‘wave’ of new manufacturing capacity in the U.S. has seen strong engagement from overseas entities headquartered in countries such as South Korea, India, China, Germany, Japan, Turkey, and Canada. Without the involvement of these research institutes, equipment suppliers and PV manufacturers, the landscape of PV manufacturing for c-Si cells and modules would have looked very different. This session will hear from some of the leading overseas entities that have been instrumental to domestic U.S. PV manufacturing to date, while looking at how stakeholders in these countries, and others, can plan to remain engaged with subsequent phases of U.S. capacity additions.

Returning for its third year, this highly popular session at PV CellTech USA 2025 will hear from a range of new start-ups and early-stage VC-funded companies in the U.S. that have developed proprietary processes and tooling that could be used in the next generation of domestic PV capacity deployed. A review will also be undertaken, looking at the fortunes of some of the companies that have presented at this session of PV CellTech USA in the past couple of years.

This pivotal closing session brings together industry leaders, policy experts, and market analysts to examine the critical path forward for America’s solar manufacturing renaissance. As global competition intensifies and climate goals accelerate, participants will engage in a forward-looking discussion that moves beyond identifying challenges to crafting actionable solutions.  

Through interactive panel discussions and audience engagement, this session aims to summarise the conference’s key insights into a clear vision for what success looks like in US solar manufacturing.