ES Foundry

Solar procurement in 2026 is defined by a tiered compliance framework. An analysis by @PV Tech indicates that top-tier solar cells must be both AD/CVD- and FEOC-compliant to qualify for maximum federal tax credits. Components falling below this threshold introduce tariff exposure, tax equity ineligibility or prolonged regulatory audits. With over 92% of global cell capacity restricted, this compliant tier remains highly constrained. Manufactured in Greenwood, South Carolina, our production carries zero FEOC ownership, debt or intellectual property risk, providing the clear documentation required for project finance. Verify your compliance strategy: Sales.Team@ESFoundryCorp.com Read more: https://lnkd.in/eMzHP253 #FEOC #DomesticContent #ProjectFinance #TradePolicy #ESFoundry

U.S. solar manufacturing has expanded significantly on paper with billions in announced investments and stated module capacity approaching 70 GW. The more useful metric for procurement planning is operational capacity. Of the $43.1 billion in manufacturing investment announced since 2022, approximately $14.5 billion is currently operational. Announcements are not supply. Capacity targets are not delivery schedules. For developers with active pipelines, the critical question is who is shipping today. ES Foundry is producing FEOC-compliant PERC cells in Greenwood, S.C. now.. ⚡ Discuss your allocation with our team: Sales@ESFoundryCorp.com Full supply chain analysis: https://lnkd.in/exRHUdrn #SolarManufacturing #MadeInUSA #DomesticContent #SupplyChain #SCManufacturing #ESFoundry

Trust has real, tangible value in today's solar market. 🔒 When investors evaluate project economics, they look closely at how much risk a supplier introduces. The cleaner, more transparent and more defensible your sourcing profile is, the easier it becomes to build trust with counterparties. That trust helps procurement conversations move faster and gives diligence teams the comfort they need that your tax-credit assumptions will hold. The next phase of U.S. solar procurement strictly rewards defensibility. Discover how ES Foundry's zero-entanglement U.S. manufacturing provides the exact transparency developers need to secure financing. Learn more about our foundation: https://lnkd.in/eC2i8CcW #SolarManufacturing #ProjectDevelopment #TaxEquity #ESFoundry

ES Foundry's Lee Ling Chua is putting her experience to work in the Greenwood community. Lee Ling, ES Foundry's Warehouse and Supply Chain Manager, recently joined the Greenwood Emerald Rotary Club. She brings 20 years of supply chain experience and a longstanding record of community development work from her home country of Malaysia. She has already completed her first field service event with the club. Her involvement reflects the kind of local engagement ES Foundry values as it grows in Greenwood. #SolarManufacturing #MadeInUSA #ESFoundry #SCManufacturing #CleanEnergy #domesticmanufacturing #EmeraldCityRotary

FEOC compliance is not only a supply chain issue. It is also an IP issue. That matters because some advanced solar cell technologies carry added complexity around patents, licensing and exposure to entities in countries classified as foreign entities of concern. For domestic manufacturers, that can create uncertainty around both technology deployment and tax credit eligibility. ES Foundry took a different path. We built our U.S. manufacturing platform around PERC because it is proven, bankable and commercially ready today, with mature, clear and unencumbered IP. That gives customers what the market needs now: U.S.-made, FEOC-compliant crystalline silicon solar cells that can be documented, validated and deployed without adding unnecessary IP or compliance risk. 📩 Talk to our team about technology risk and your 2026 procurement: Sales@ESFoundryCorp.com Background on FEOC and domestic manufacturing: https://lnkd.in/eX5TFgmk #PERC #FEOC #SolarIP #DomesticContent #Bankability #RiskManagement #ESFoundry

The U.S. solar manufacturing industry is entering a new phase. While investment and new capacity announcements have helped build momentum, long-term success will depend on execution. At ES Foundry, we’re proud to have expanded our Greenwood, South Carolina manufacturing facility to 3 GW of annual solar cell production capacity. More importantly, we’re focused on delivering the quality, reliability and scale our customers need to strengthen the domestic solar supply chain. In a new blog, ES Foundry CEO Alex Zhu shares why execution will define the next chapter of American solar manufacturing — and why manufacturers that can consistently deliver will help shape the industry’s future. Read Alex’s perspective: https://lnkd.in/edXmKij8 #SolarManufacturing #AmericanManufacturing #SolarCells #DomesticContent #SupplyChain #CleanEnergy #ESFoundry

In a recent pv magazine USA article on the growth of U.S. solar cell manufacturing, Finlay Colville highlighted the critical role domestic cell manufacturers play in strengthening the U.S. solar supply chain, calling ES Foundry "among the most important solar manufacturers today in the United States." As America's largest producer of crystalline silicon solar cells, we're proud to help build a stronger, more resilient domestic solar manufacturing ecosystem that gives module manufacturers, developers and investors greater confidence in the U.S. supply chain. Read the full article: https://lnkd.in/eqn7EGfz #ESFoundry #SolarManufacturing #MadeInAmerica #AmericanManufacturing #SolarEnergy #CleanEnergy #SupplyChain #SolarCells

Elevating Our Team✨ Meet Mia Pan, Assistant Facilities Engineer at ES Foundry! Since joining our team, Mia has worked across diverse, high-impact projects, from technical troubleshooting and root-cause analysis to streamlining systems and workflows through new platform integrations. Lately, she's also taken on on-site construction project management as our facility grows. What does she love most? "Being part of a team that's actively shaping the future of renewable energy, doing real, hands-on work that matters from day one." For Mia, seeing progress in the field, not just on a screen, has been one of the most rewarding parts of the role. Fun fact: Mia is a proud kitten mom to an energetic little supervisor named Bingo, who takes her role very seriously.🐾 We're proud to have you on the team, Mia! #ElevatingOurTeam #ESFoundry #TeamSpotlight #SolarCells #SolarManufacturing #MadeinUSA #CleanEnergy #domesticcontent #domesticmanufacturing #SolarEnergy #MadeInAmerica

Gray areas in your supply chain are incredibly expensive. 🔍 A sourcing strategy that seems directionally acceptable becomes a liability when investors or lenders demand clarity at the transaction level. Incomplete documentation or difficult-to-verify sourcing inevitably leads to longer reviews, delayed financing and a higher bar for project approval. Unresolved questions cost time. ES Foundry Vice President of Sales Ken Johnston explains why a strictly FEOC-free profile is a practical requirement to keep your pipeline on schedule. Read his insights on reducing uncertainty: https://lnkd.in/eC2i8CcW #SolarFinance #RiskManagement #EnergySecurity #ESFoundry #SupplyChain