Solar developers added almost 2.9 GW of capacity in Southeast US in 2021, a 20% increase to the region’s cumulative total but below 2020’s near-4-GW addition. Pandemic-related supply chain issues may have contributed to the slowdown and may affect further growth in 2022, an analyst said Jan. 21. Receive daily email alerts, subscriber notes & personalize your experience. Register Now “Supply chain issues are dominating,” said Aneesh Prabhu, S&P Global Ratings power sector analyst. “A combination of factors has led up to this, including commodity inflation in polysilicon, steel, and copper that will continue to keep solar costs elevated. … As an example, polysilicon costs have about tripled over the last year, while prices for hot rolled steel have doubled. While freight costs have corrected modestly (by 20%), they are nowhere close to the pre-pandemic levels and are still about 400% elevated.” The addition of so much solar capacity […]