🚨 AMERICA TAKES BACK SOLAR 🚨
T1 Energy & Corning just struck a deal to build a fully U.S.-made solar panel supply chain—polysilicon to panels—no China.
It’s a $B move for jobs, energy independence & national security.
Here’s why it matters. 🧵🇺🇸
T1 Energy & Corning just struck a deal to build a fully U.S.-made solar panel supply chain—polysilicon to panels—no China.
It’s a $B move for jobs, energy independence & national security.
Here’s why it matters. 🧵🇺🇸
2/ Right now, China dominates solar.
They control most of the polysilicon, wafers, and cells needed to make panels. U.S. solar projects are dependent on China—and vulnerable to Beijing’s leverage.
And China's built kill switches in all of them!
They control most of the polysilicon, wafers, and cells needed to make panels. U.S. solar projects are dependent on China—and vulnerable to Beijing’s leverage.
And China's built kill switches in all of them!
https://x.com/RodDMartin/status/1923764970736484555
3/ This deal changes that.
T1 Energy will:
• Make polysilicon in Michigan (via Corning’s Hemlock Semiconductor)
• Turn it into wafers in Michigan
• Process wafers into solar cells in Austin, TX
• Assemble panels in Dallas, TX
ALL American-made.
T1 Energy will:
• Make polysilicon in Michigan (via Corning’s Hemlock Semiconductor)
• Turn it into wafers in Michigan
• Process wafers into solar cells in Austin, TX
• Assemble panels in Dallas, TX
ALL American-made.
4/ T1 CEO Daniel Barcelo:
“The U.S. needs to establish critical energy supply chains built on domestic capacity… Together with Corning, we intend to accelerate America’s ability to manufacture leading-edge solar solutions.”
Translation: America First manufacturing.
“The U.S. needs to establish critical energy supply chains built on domestic capacity… Together with Corning, we intend to accelerate America’s ability to manufacture leading-edge solar solutions.”
Translation: America First manufacturing.
5/ The supply chain will support 6,000+ American jobs and help insulate our energy grid from foreign threats.
Corning VP AB Ghosh:
“We’re accelerating advanced manufacturing to support a resilient U.S. solar supply chain.”
Corning VP AB Ghosh:
“We’re accelerating advanced manufacturing to support a resilient U.S. solar supply chain.”
6/ Why now?
Thanks to the One Big Beautiful Bill Act, solar projects using parts from “foreign entities of concern” (China, etc.) lose access to federal clean energy tax credits.
That means Made in America is no longer just patriotic—it’s profitable.
rodmartin.org/p/victory-trum…
Thanks to the One Big Beautiful Bill Act, solar projects using parts from “foreign entities of concern” (China, etc.) lose access to federal clean energy tax credits.
That means Made in America is no longer just patriotic—it’s profitable.
rodmartin.org/p/victory-trum…
7/ T1’s move is part of a bigger trend:
• U.S. firms “reshoring” supply chains
• States competing for advanced manufacturing jobs
• Trump’s trade & industrial policies shifting clean energy away from China
rodmartin.org/p/commerce-not…
• U.S. firms “reshoring” supply chains
• States competing for advanced manufacturing jobs
• Trump’s trade & industrial policies shifting clean energy away from China
rodmartin.org/p/commerce-not…
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