Is the U.S. solar manufacturing boom standing on a hollow foundation?
In this live episode from PV ModuleTech USA, Nico sits down with solar industry veteran Arndt E. Lutz, a global exec who’s seen it all—from Germany’s early solar rise to hydrogen innovation and now leading EliTe Solar’s manufacturing efforts.
Despite America’s massive build-out of module assembly plants, there's a gaping hole in the supply chain: solar cell manufacturing. Arndt lays out the challenge with clarity—and urgency. It's not just about economics. It’s water, power, permitting, and a chemical process no one’s quite ready for.
If we’'re serious about reshoring manufacturing, this is critical path.
Expect to learn:
🔹 Why 50GW of module assembly in the U.S. means little without more cell fabs
🔹 How Germany’s “right to interconnect” flipped the solar game
🔹 Why permitting delays are crushing U.S. manufacturing timelines
🔹 The surprising reason Texas leads in solar deployment & manufacturing
This is your front-row seat to the real challenges (and solutions) shaping the future of solar in America.
Get your Solar Fight Night tickets before they're gone: https://tinyurl.com/522wf8v3
Also check out Renewables UnWind Las Vegas: https://tinyurl.com/2ea2c6k3
And don't forget about the pickleball games: https://tinyurl.com/p9h5nv42
If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.
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