For two years, the European PV manufacturing story was straightforward, and grim. Chinese oversupply pushed module prices below €0.10 ($0.11)/W, European production lines halted one after another, and announced gigawatt-scale projects stalled at the financing stage. That story is shifting.
Firstly, the energy prices are rising again. The Iran conflict is one driver, but the underlying pattern is s...
The strongest version of this narrative highlights a genuine inflection point for European solar manufacturing. The combination of geopolitical risks, regulatory support, and narrowing cost gaps creates a plausible path for reshoring. The authors deserve credit for acknowledging the complexity of national implementations and the risks of regulatory ambiguity—particularly the potential loophole for free trade agreement countries. This isn’t blind cheerleading; it’s a clear-eyed assessment of both...