Economics and Timeline Realities of Solar and Battery Manufacturing Reshoring

Synopsis

• What is the realistic timeline for meaningful European solar manufacturing capacity expansion?
• How does the cost structure of European manufacturing compare with Asian alternatives when accounting for all factors?
• What policy support mechanisms would most effectively accelerate European manufacturing competitiveness?
• How are developers balancing supply chain security benefits against potentially higher costs of European components?
• What specific segments of the solar value chain offer the most promising reshoring opportunities?