Agenda

This session will open the conference by introducing the rapidly evolving U.S. PV manufacturing landscape. It will explore key market trends, the future of tax credits, and the growing demand for domestically manufactured products fuelled by policy incentives and sustainability goals. Attendees will gain valuable insights from leading manufacturers and policy experts as they examine how government policies and strategic investments are driving industry growth and innovation. The session will also address the increasing overall demand for electricity and its implications for the PV market, laying the groundwork for in-depth discussions on the future of energy in the U.S.

With the latest Section 232 measures reshaping the U.S. solar landscape, what comes next for policy, incentives and trade? This panel will discuss how current measures are being received by the industry, what further changes could emerge from the White House and Administration, and where panellists believe policy is heading. What further trade actions might be expected, how could incentives evolve, and what will the implications be for U.S. solar manufacturing, supply chains and market growth?

This session will focus on the critical need for integration across the U.S. PV manufacturing supply chain, from polysilicon production to module assembly. Participants will identify key gaps and opportunities at every stage of production, addressing strategies to strengthen domestic capabilities while tackling challenges such as supply bottlenecks, import reliance, and the need for advanced manufacturing technologies. Industry leaders and policy experts will discuss how targeted investments, policy support, and collaboration can drive the development of a robust and self-sufficient supply chain that enhances national energy security and competitiveness.

As new manufacturing capacity comes online across the U.S. solar supply chain, the challenge is no longer simply building factories; it is earning the confidence of customers and investors. In this session we will hear directly from module buyers and financial stakeholders on the criteria they use to assess manufacturing partners, evaluate risk, and identify long-term winners. The discussion will examine technology differentiation, supply chain transparency, domestic content, bankability, and commercial readiness, providing a market-led perspective on what it takes to succeed in U.S. PV manufacturing. 

This session will focus on strategies to strengthen the photovoltaic supply chain by addressing challenges in material availability and logistics. The session will identify strategic investment opportunities in domestic production capacity, supply chain infrastructure, and critical material processing that can enhance resilience and reduce import dependence. Participants will examine how diversified sourcing, advanced logistics planning, and targeted capital deployment are creating new market opportunities while ensuring supply chain stability. 

Solar manufacturing success depends on strong partnerships across the value chain. Bringing together experts from polysilicon, specialty materials, cell production and module manufacturing, this discussion will examine market dynamics, technology roadmaps, localisation efforts and the strategic collaboration required to support the next phase of industry growth. 

As PV manufacturing continues to scale, maintaining consistent quality has become essential to building confidence across the solar value chain. This session brings together experts in factory auditing, PV manufacturing and production equipment to explore the best practices that underpin high-quality, reliable products, from robust manufacturing processes and quality assurance to process optimisation and independent verification. Speakers will examine how manufacturers can improve consistency, reduce risk and strengthen the confidence of developers, investors and asset owners in the products entering the market. 

Join us for a networking event as Day One wraps up. Unwind after the conference sessions, reflect on the day’s insights, and connect with fellow attendees over drinks in a relaxed setting.

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Venue Details: Barrelhouse is located at 305 California Dr, Burlingame, CA 94010, United States. This welcoming venue offers the perfect atmosphere to continue conversations sparked during the day’s sessions while enjoying refreshments in a comfortable environment.

Transportation: For your convenience, complimentary shuttle buses will be available to transport attendees from the conference venue directly to Barrelhouse and back.