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IRA to Drive Solar Demand Boom in 2023 Amid Persistent Supply Chain Uncertainty
Renewables

IRA to Drive Solar Demand Boom in 2023 Amid Persistent Supply Chain Uncertainty

The U.S. solar industry enters 2023 with a paradoxical outlook: strong demand tailwinds from the Inflation Reduction Act (IRA) are colliding with persistent supply chain headwinds. Experts interviewed by Utility Dive expect the IRA's expanded tax credits to spur significant deployment growth, but warn that trade barriers, the Uyghur Forced Labor Prevention Act (UFLPA), and the ongoing Commerce Department tariff investigation will continue to create volatility. Key industry figures discuss the shift toward bulk procurement, the race to build domestic manufacturing capacity, and the critical timeline questions that will shape the market through 2024.