The world, including the US, is almost entirely dependent on China for the supply of key components of the solar module supply chain. But its supply is tainted by a high emissions grid, allegations of “slavery” in Xinjiang province, and the potential deterioration of US-China relations.
“I think there are opportunities for Australia to capture quite a lot of the solar supply chain in particular,” Scaysbrook says.
“And there are initiatives right now, including those that were involved in, that would ensure quite a lot of the solar manufacturing supply chain here in Australia.
“And the reason for it is that we can decarbonise it, and that’s a really, really crucial point that I’m making. If it’s just a piece of dirt, and you want to build a module factory, what does Australia offer that Malaysia doesn’t or Vietnam does, because that’s where the jobs are going. And the factories are going right now.
"I think there are opportunities for Australia to capture quite a lot of the solar supply chain in particular,” Scaysbrook says.
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