Manufacturing & Supply Chain Reset: Onshoring, Offshore Reality, and the Race to Scale

The conversation around domestic manufacturing has shifted from ambition to execution. Billions are being committed to onshore solar and battery supply chains, but the reality is more complex. Projects still depend heavily on global inputs, while tariffs, trade policy, and geopolitical risk continue to reshape sourcing strategies in real time. This session examines the evolving balance between onshore buildout and offshore reliance across solar and storage, from component bottlenecks and cost pressures to bankability, timelines, and quality control. What does a resilient supply chain actually look like in practice, and how are leading players positioning themselves to deliver at scale in an increasingly fragmented global market?