Solar Growth May Continue Despite Supply-Chain Risks

Annual IEA forecasts for solar construction have repeatedly fallen below the actual pace of deployment, according to the analysis. Solar is described as a modular product rather than a conventional construction project, allowing it to scale faster; standardization and robotic installation were cited as additional accelerants.

Geopolitics and supply-chain complexity remain potential constraints. However, the analysis argues that large amounts of unused land in Texas, Nevada and Arizona could support more solar generation, and predicts that the market is still far from saturation and may continue expanding rapidly.