One year after the Inflation Reduction Act was signed into law, the Solar Energy Industries Association (SEIA) has published a review of its impact on the solar industry. Most notably, in the past year $20 billion has been committed into US solar manufacturing, with 85.1 GW module, 43.2 GW cell, 19.6 GW ingot-wafer, and 6.8 GW of inverter production capacity, across 51 facilities. This is backed up by 65 GWh of energy storage manufacturing across 14 new and expanded factories. The SEIA states that it expects the new supply chain to be commissioned by 2026. Polysilicon isn’t mentioned, but existing Western polysilicon production capacity can be reserved mostly for US manufacturing, now that exports to China had been outcompeted again…