Component

Solar glass

Low-iron float glass for PV modules, from silica, soda ash, and limestone.

Criticality High
Unit cost $700
Quality 70 / 100
US completeness 25.0
Made in US 500,000 tonnes
Current demand 2,000,000 tonnes
US exports 40,000 tonnes
Opportunity score 75.0

Domestic vs international supply

US 25% Import 75%
Export 2%

Planned US investment, next 5 years

$800M

Expected extra output: 200,000 tonnes per year

Requires

Silica sand

Soda ash

Limestone

Product paths

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