The USA’s Solar Energy Industries Association (SEIA) has announced a national target of 100 GW renewable energy manufacturing capacity in the USA by 2030. This would fit with the Association’s ambitions to see 20% of the USA’s generation come from solar, and 50% from renewable sources including hydropower by that date. That manufacturing scale is comparable to that currently seen in China, and would leave a large fraction of output available for export. As the SEIA’s 100 GW manufacturing plan notes, the USA is one of the world leaders for battery energy storage manufacturing thanks to the likes of Tesla’s Gigafactory Nevada, and other upcoming factories; only mining and processing of raw materials is lacking. For wind, the US handles…