Skip to main content
Rob Milliken

Rob Milliken

Vice President of Business Development at Charge Solar, a leading Canadian solar equipment distributor, with 25 years in the solar industry.

Sep 15, 2026

speaker_0NARRATOR
5:37
think
5:38
that, you know, that does play into it, but yeah, it's, there's not a, I don't want to frame this incorrectly, but there's not a, not a lot on the, on the solar module side anyway, of by Canadian that you could really, you know, There's nothing that we, no magic bullet or somebody that's going to pop up, right? And when you look at what goes into a solar module, to get fully upstream as far as, you know, sort of front to back on module manufacturing would be really a challenge.
6:05
You know, you're looking at several years if it was somebody's number one priority who had the capital and the motivation to do it.
6:12
But you would be, much like is happening in the U.S. with sort of their Attempts through tariffs and, you know, additional regulations and also incentives to sort of, you know, you've got the tariff to increase it, but also the incentive to produce and consume from local manufacturing in the US, you know, that's been another thing.
6:34
attempt at this administration is to reshore manufacturing and solar modules are not excluded from that they're doing it on auto they're doing it on you know steel and aluminum and and solar is not immune from that there's been a lot of investment in solar production facilities both for module assembly and upstream for silicon and cell and wafer production as well so South of the border.
6:55
Yes, in the U.S. And so they're doing a combination of two things.
6:59
There's import tariffs and there's actually caps on a volume of import tariffs.

10 MINS LATER

17:32
Yeah, it feels it was a dip, but not as bad as the dips of the mid-2000s or whatever it was.

We value your privacy

We use cookies to understand how you use our platform and to improve your experience. Click “Accept All” to consent, or “Decline non-essential” to opt out of non-essential cookies. Read our Privacy Policy.