Solar Installers Can’t Hire Fast Enough
Panel prices fell again this quarter. The binding constraint now is people: electricians, riggers, and the trainers who make more of them.
Panel prices fell again this quarter. The binding constraint now is people: electricians, riggers, and the trainers who make more of them. The details, assembled from interviews and documents reviewed by The News Tribune, sketch a picture more textured than the headline suggests.
The risks have not disappeared — financing costs remain high, and demand in key export markets is uneven. What has changed is the willingness to plan past them.
The future arrived on time. We were the ones running late.
For smaller firms, the shift is existential rather than statistical: contracts that once went abroad by default are being quoted locally, in weeks instead of quarters.
The wider picture
Analysts say the trend has room to run, but warn that a single shock — a strait closed, a tariff imposed — could unwind months of progress in weeks.
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