What we're doing

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$6 billion US solar supply chain investment


7 GW purchase of solar modules every year starting in 2024


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Double US module capacity


Fully integrate US supply chain


Domestic solar ecosystem for manufacturing commodities and power plant components


Reaching scale of ever-expanding domestic solar industry’s needs

The Auxin petition highlighted the United States’ dependence on other countries to deliver on the domestic solar pipeline, and the risks that come with it.


Respondents canceled or delayed module supply


Reported at least 50% of their solar and storage workforce was at risk

$52 billion

Utility-scale investment at risk


Known utility-scale solar pipeline disrupted

34 GW

Lost deployment over the next 4 years if Auxin petition succeeded

100,000 jobs

Expected loss if Auxin tariffs imposed

364 million metric tons

Expected increase in CO2 emissions through 2035

Source: Solar Energy Industry Association (SEIA) “Impact of the Auxin Solar Tariff Petition.” April 26, 2022.

*This petition is no longer a pressing threat. In June 2022, the executive authority was used to preserve existing trade policy and prevent any new tariffs on solar panel components from being implemented for the next two years.

The US is undergoing a historic clean energy transformation. Without action, a clean energy future is uncertain.

5X increase in solar growth

Achieving 100% clean electricity by 2035 requires the annual deployment of more than 130 GW of solar, a 5X increase from the 24 GW added in 2021

$300 billion

America’s net-zero transition represents a $300B investment opportunity in renewables

1.5 million people

Solar energy has the potential to employ as many as 1.5 million people by 2035

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Through the investments by the consortium, we’re helping to ensure that every corporation and customer across the US meet their clean energy goals on time.

What this means for AES customers – and all businesses going solar.

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AES is the #1 renewable energy partner to corporations globally according to the 2022 report by BloombergNEF.


3.4 GW of new projects coming online in 2022 through 2025.


59 GW development pipeline, of which 68% is in the United States.


Reliability of supply for everyone, including companies where AES isn’t directly supplying clean energy.

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