America’s solar industry is growing fast—but China still controls huge portions of the global supply chain. In this interview, Steve Yates sits down with Ben Delman of Solar United Neighbors to break down how U.S. solar manufacturing is changing, where our steel and panel components really come from, and how new policies could shift the balance of power.

Delman explains the rise of American solar production, the role of China’s subsidies, the struggle over rare earths and raw materials, and how state-level battles over net metering and community solar will shape the next decade. He also discusses how AI-driven data centers, steel manufacturing in the Rust Belt, and innovations like plug-in balcony solar could redefine American energy independence.

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