Open Circuit

Is America giving up on clean energy manufacturing?

Aug 1, 2025
MJ Shiao, VP at the American Clean Power Association, shares insights on the dramatic rise and recent stall of U.S. clean energy manufacturing. He highlights the economic impact of new regulations, including the Inflation Reduction Act, which initially spurred growth but now complicates investments. MJ discusses the challenges posed by tariffs and foreign sourcing rules that disturb planned expansions. He also addresses the urgent need for a resilient supply chain and the importance of local production to ensure the future of clean energy in America.
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ANECDOTE

Artisanal Solar Ingot Pulling

  • MJ Shiao describes the artisanal feel of pulling silicon ingots for solar manufacturing.
  • He dreams of being the best ingot puller on the Pacific side due to the craft involved.
INSIGHT

Shift in U.S. Clean Energy Strategy

  • The U.S. clean energy strategy focused on inventing technologies and importing cheap scale production.
  • China’s supply chain dominance and COVID shocks shifted this, pushing reshoring policies.
INSIGHT

Policy Uncertainty Halts Manufacturing Growth

  • Policy optimism around manufacturing relied on preserving tax credits and trade certainty.
  • Recent confusing tariffs and new sourcing rules have caused investments to freeze or pause.
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