Join ES Foundry in Las Vegas for RE+ 2026 in November. Visit our booth #C7434 to connect with our team and learn more about our U.S.-manufactured solar cells. ES Foundry experts will also take the stage at different times throughout the conference to share insights on U.S. solar manufacturing and the domestic supply chain.
Speaker - Ken Johnston, VP of Sales
The United States is experiencing rapid growth in clean energy manufacturing, driven by federal policy, rising demand, and the growing demand for domestically-produced clean energy technologies and for more resilient supply chains. This session will explore how federal incentives and recent policy developments are shaping the next phase of U.S. solar + storage manufacturing. Industry leaders and policy experts will discuss how companies are adapting to shifting policies, including tax credits, Foreign Entities of Concern (FEOC) guidance, and domestic content requirements. The panelists will examine the opportunities and challenges of America’s growing solar + storage manufacturing ecosystem and discuss what policy certainty and market conditions will be necessary to sustain long-term growth and global competitiveness.
Speaker - Alex Zhu, CEO
As FEOC rules and domestic-content guidance continue to evolve, developers, financiers and EPCs are navigating unprecedented procurement uncertainty. Solar-cell sourcing is now directly tied to tax credit eligibility, financing timelines and project bankability — yet most stakeholders still lack visibility into what FEOC compliance actually means inside a U.S. manufacturing facility.
ES Foundry will provide a manufacturer’s perspective on how FEOC compliance works in practice — from supply-chain traceability to upstream qualification to documentation that withstands due diligence.
This session equips attendees with the clarity and tools needed to reduce policy risk, secure compliant components and plan portfolios around credible domestic-supply timelines.
Alex Zhu
Alex Zhu
