Global solar supply chains are undergoing a profound transformation, driven by growing protectionism and industrial policies aimed at supporting domestic manufacturing. This is the key takeaway from an interview with pv magazine featuring Laura Sartore, CEO of Ecoprogetti, an Italian company specializing in machinery and production lines for solar module manufacturing.

According to Sartore, this trend is increasingly evident across major international markets. “All the world’s primary supply chains, with the exception of China’s, are shifting toward a form of protectionism and price floors,” she said, citing the United States as one of the most prominent examples.

The dynamics shaping global PV supply chains – including solar modules, inverters, and battery energy storage systems – will be discussed during the “Decoding solar supply chains” session at the NetZero event in Milan on Oct. 21.

The session will examine the forces reshaping clean energy supply chains, from manufacturing and sourcing strategies to shifting trade and regulatory requirements. It will also explore what these developments mean for companies procuring solar and energy storage equipment in an increasingly complex global market.

Join us in Milan to hear from industry experts and take part in the discussion on the future of solar supply chains.

The US market shows that introducing minimum price thresholds, even above the prices charged by Chinese manufacturers, does not necessarily slow demand. On the contrary, according to Sartore, the sector continues to grow despite rising component costs, supported by the development of a domestic supply chain.

In China, prices are also gradually rising across the supply chain following government efforts to curb overcapacity, a trend that was expected to continue into 2025.

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