Is the U.S. solar manufacturing boom standing on a hollow foundation?

In this live episode from PV ModuleTech USA, Nico sits down with solar industry veteran Arndt E. Lutz, a global exec who’s seen it all—from Germany’s early solar rise to hydrogen innovation and now leading EliTe Solar’s manufacturing efforts.

Despite America’s massive build-out of module assembly plants, there's a gaping hole in the supply chain: solar cell manufacturing. Arndt lays out the challenge with clarity—and urgency. It's not just about economics. It’s water, power, permitting, and a chemical process no one’s quite ready for.

If we’'re serious about reshoring manufacturing, this is critical path.

Expect to learn:

🔹 Why 50GW of module assembly in the U.S. means little without more cell fabs

🔹 How Germany’s “right to interconnect” flipped the solar game

🔹 Why permitting delays are crushing U.S. manufacturing timelines

🔹 The surprising reason Texas leads in solar deployment & manufacturing

This is your front-row seat to the real challenges (and solutions) shaping the future of solar in America.

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