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The Solar Energy Manufacturers for America (SEMA) Coalition appreciates the Department of Energy’s (DOE) leadership in advancing a resilient and secure domestic energy supply chain and welcomes the opportunity to provide input on the forthcoming 2026 Energy Critical Materials Assessment. As detailed in our comments, the solar manufacturing industry faces persistent vulnerabilities stemming from concentrated global supply chains, particularly for critical and byproduct materials. These materials are foundational to solar energy technologies and warrant inclusion in the forthcoming assessment.
We commend DOE for considering solar technology and its critical materials, including silicon, tellurium, and gallium, in the 2023 Critical Materials Assessment and urge DOE to again consider solar technology and these critical materials in its next assessment, so the U.S. can build out every node of its domestic manufacturing supply chain. We can only achieve lasting resilience by addressing vulnerabilities across the entire supply chain. The future of American solar manufacturing depends not only on fair market conditions and a level playing field but also on the strength and security of the materials ecosystem that underpins it.
