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Plants are marching north. Native gardening will never be the same.

Thirteen miles isn’t very far: roughly the length of Manhattan or the distance you run in a half marathon. On a freeway, it takes less than 15 minutes to drive.
Multiply 13 by 10, though, and it becomes 130 miles — more than the width of the state of Connecticut. Move the U.S. border 130 miles north, and Whistler Blackcomb becomes an American ski resort; move it south, and Tijuana is the new Los Angeles. If you started walking, it would take you 35 straight hours to cover the distance; if you called an Uber, you’d be looking at a $450 ride.
The temperature regions that determine the local viability of different plants, called plant hardiness zones, are believed to be slipping north at a rate of about 13.3 miles per decade — not a number that sounds especially alarming, but one that will, over a century, add up to dramatically reshape the regional flora of the United States. In addition to being yet another depressing climate statistic, though, that number is also generating a lot of headaches in the surprisingly combustible world of native gardening.
It’s been 16 years (or approximately 21 northward miles) since Douglas Tallamy’s warning in his book Bringing Nature Home that “unless we restore native plants to our suburban ecosystems, the future of biodiversity in the United States is dim.” Though we may still be far from achieving his long-term goal of a “homegrown national park,” in which Americans convert half their yard space to native gardens, Tallamy’s teachings remain hugely influential in gardening and conservation circles (42 states have their own specialized native plant societies promoting these goals).
Tallamy insists that “all plants are not created equal, particularly in their ability to support wildlife.” If we’re to sustain the remaining biodiversity in the U.S., it is essential to feed insects — and in turn, the birds that eat those insects — the foods they’ve evolved to eat. If a plant isn’t native to these ecosystems, then it isn’t worth planting or sustaining. Often, says Tallamy, doing so is actively detrimental to biodiversity goals.
But what even is a native plant in this obviously shifting world? Already, New York City is considered subtropical, capable even of supporting certain hardy palms; by 2040, Seattle could be in the same hardiness zone that central Florida, New Orleans, and parts of Texas are in today. Researchers have seen plants native to the South slowly pushing their ranges north.
Native plants are frequently the species under the most stress from the new weather patterns in their historic ranges. The state tree of Washington, the Western hemlock, for example, is especially susceptible to drought and is struggling to survive in a drier Pacific Northwest. “We’ve found a lot of mortality of trees that should be in the prime in their life,” explained Raymond Larson, an associate director and curator at the University of Washington Botanic Gardens and a contributor to Great Plant Picks, a viability resource for Pacific Northwest gardeners.
As a result, many horticulturalists with an eye on the next century are actively exploring — and recommending — plants that are explicitly not native. Axios Seattle recently published a list of trees that Pete Smith, a program director at the Arbor Day Foundation, believes will be able to tolerate the next 50 to 100 years in the region, and it notably included the Japanese pagoda tree; the pawpaw, a native of the East Coast; and the ginkgo, which is “incredibly tough, very long-lived, and great at tolerating urban stresses” — but an exotic from China that is particularly reviled by Tallamy.
“What honestly most gardeners — many gardeners, anyway — have kind of lost track of is what the word ‘native’ means,” Smith explained to me when I followed up to ask about the globe-spanning range of his recommendations. “It is presumptuous, even, to talk about native plants as if 1492 was some magic date that talks about what is and was native to this continent.”
“Native” doesn’t have a hard and fast definition. In Bringing Nature Home, Tallamy writes that a true native is a plant that interacts “with the community that historically helped shape it,” but he also warns against using too small a timescale when making these determinations: “[A] history measured in centuries is the tiniest drop in the proverbial bucket of evolutionary time.” Native plant purists, Smith added, will argue that “the only quality tree is a tree that was grown from a seed from right underneath the tree that bore that seed. Isn’t that a wonderful ideal? [But] it’s not practical.”
Some native plant proponents have allowed for species that are retreating north (or up) on their own volition since these changes happen slowly and food-chain communities can relocate with them. A number of Southern species in the United States got there in the first place by being pushed down during the last ice age, and have been reclaiming prehistoric ranges as the cold has receded over the last 10,000 years. But ancient forests don’t appear to have migrated as complete ecosystems during these upheavals; it was a race of every-species-for-itself. “There’s a lot more interchangeability among members of an ecosystem than people had thought,” David Jablonski, a paleontologist, told the Smithsonian.
There is also the problem that the climactic zones are moving faster than trees can follow. “The average forest migrates at a rate of roughly 1,640 feet each year,” Wired has written — that is, about three miles in a decade. In order “to outrun climate change,” trees would need to book it north at a rate of “approximately 9,800 to 16,000 feet” a year, or about 10 times as fast. Plenty of foresters aren’t waiting around for that to happen and are seriously exploring the controversial idea of human-assisted migration.
Larson, at the UW Botanic Gardens, meanwhile, said their horticulturalists are looking off-continent for inspiration for the hard years ahead. “We’re experimenting more with plants in Mediterranean climates,” he said, and “also the southern hemisphere: Australia, Chile, New Zealand." Places that have "somewhat similar climates," to the Pacific Northwest, “but tend to get a little bit hotter." And while some of these experiments haven’t panned out as hoped in the past, “we’re going to try them again, because 5 or 10 degrees can make all the difference.”
The conventional wisdom, that introducing or nurturing exotics results in a decline in biodiversity, is also being challenged — often heatedly so. It can seem at times that for every study that expounds on the evils wrought by alien plants, another concludes the exact opposite. The ongoing debate has produced fiery polemics, such as one signed by 19 ecologists and published in Nature in 2011, which announced “it is time … to ditch this preoccupation with the native-alien dichotomy and embrace more dynamic and pragmatic approaches … better suited to our fast-changing planet.” The scientists also swatted down the frequent synonymizing of “nativeness” with “good,” pointing out that “the insect currently suspected to be killing more trees than any other in North America is the native mountain pine beetle.”
(These sorts of back-and-forths are presumably what led former Arnold Arboretum horticulturist Peter Del Tredici, one of the Nature letter’s signatories, to observe, “the use of exotic versus native species … seems to bring out the worst in people, not unlike the debates over gun control and abortion.” Whoever said gardening was boring?)
Arthur Shapiro, a distinguished professor of evolution and ecology at the University of California at Davis, is also among those who have challenged the uncompromising emphasis on the superiority of native plants. “There are many nonnative plants grown in gardens that are immensely useful to butterflies and other pollinators,” Shapiro told me. “And there are many native plants that are completely useless. They might as well be made with rubber or wood.” If you were to uproot every exotic plant in urban California, for instance, you’d “essentially do away with the butterfly fauna.”
That’s partially due to a principle known as ecological fitting, which is “what happens when species with totally disparate histories, that evolved in different parts of the world, come into contact — perhaps as a result of commerce, perhaps as a result of gardening — and they fit together,” said Shapiro. “It’s a marriage made in heaven.” Additionally, oft-vilified “novel ecosystems”, sometimes disparagingly dismissed as “trash ecosystems," arise when exotic species are naturalized due to human influence and/or certain native species recede. Increasingly, though, scientists like Shapiro are viewing these emerging anthropocenic systems as environmental success stories. An unmanaged invasive pine plantation in Puerto Rico, for example, was found to have far more biodiversity than a nearby native-only forest of the same age, Nature recounts; the observation, made in 1979, ran so counter to the established beliefs about the sanctity of native plants that “it took almost a decade" for the resulting paper to pass peer review.
The native/non-native dichotomy is undoubtedly clumsy, so much so that one idea has been to dispense with the unhelpful language altogether. “Neonative,” a term proposed by University of Vienna conservation biologist Franz Essl, for example, could be adapted to describe species that have moved beyond their native ranges and established new foothold populations “due to human-induced changes of the biophysical environment, but not as a result of direct movement by human agency.”
Another idea is to take a step back, put our preconceived notions in check, and learn from what we’re seeing. “As climate changes, communities are going to change, mixtures are going to change,” Shapiro said. “Trying to stop it — except for managing things of economic or medical importance, pests, or disease vectors — is equivalent to trying to plow the sea. It’s futile. So we should actually be paying close attention to what’s happening, because we can learn a lot from it, about how communities self-assemble.”
This isn’t your permission to go plant a bunch of English ivy and scotch broom, though. Two things can potentially both be true: certain native plants have essential ecological functions and some non-native plants can play an important role in shaping future ecosystems. In fact, they’re going to have to, if the climate keeps warming and the hardiness zones continue their upward march.
“We would always tell someone: choose native first,” Smith, of the Arbor Day Foundation, concurred. But at the same time, “Let’s not let the perfect be the enemy of the good.”
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New research from Climate Central estimates the rise in heat-related emergency room visits due to climate change.
2027 is very likely to be the hottest year ever recorded. Though heat was the climate story of the summer — the ocean heat that dictates the severity of El Niño; the back-to-back heat domes in Europe that killed an estimated 35,000 people; the U.S. experiencing its hottest month in 130 years, breaking the Dust Bowl record — what lies ahead will be, in all likelihood, nothing our species has ever experienced before.
We need to get better at understanding and adapting to extreme heat because lives are on the line. But there is also a lot of bad stuff that happens to people before they actually die from the heat. While excess mortality rates are an important (albeit tricky) way of measuring how bad a heat wave is, climate change-related heat is also fueling an increase in emergency room visits, new peer-reviewed research by Climate Central found.
In a study released Wednesday looking at warm months in the years 2018 to 2025, Climate Central found that the observed rate of heat-related ER visits averaged 130 per 100,000 total visits, compared to a modeled rate of just 95 visits under counterfactual temperature conditions — that is, what temperatures would be without the influence of human-caused climate change. That means human-caused planetary warming directly accounts for about 35 visits per 100,000, or 27% of heat-related emergencies.
While the Sun Belt had the highest overall rates of heat-related ER visits, as expected, the largest relative climate fingerprint appeared in the Northeast (41%) and New England (37%), likely because these regions are far less acclimated to (or built for) extreme heat. Likewise, while July had the highest overall number of ER visits, being the hottest month of the year in the U.S., September showed the highest percentage attributable to climate change (33%) as heat impacts have begun to extend later into the fall.
Measuring emergency room visits might seem superfluous compared to measuring deaths, the latter being the more traditional headline number after an extreme weather-related tragedy. But Kristina Dahl, the vice president for science at Climate Central, told me that her group’s research is part of an emerging branch of attribution science called impact attribution.
“We’re trying to go beyond attributing the physical climate variables like high temperature and see how climate influence percolates into the whole chain of events,” Dahl said. “There’s a lot of literature that shows that heat-related illness increases when temperature increases, and there are a lot of studies that translate high temperatures into deaths and heat-related mortality. But we haven’t seen anything that looks at the lower-level health impacts related to heat exposure.”
Lower-level health impacts are crucial to understand, though. For one thing, more ER visits strain health systems in potentially lethal ways as wait times, premature discharges, and occupancy climb, resources dwindle, and care is rationed, earlier research has found.
Take the 2021 Pacific Northwest heat dome, the most extreme three days in the entire Climate Central record, with an observed rate of 6,763 heat-related ER visits per 100,000. About 1,834 of those visits, or 27%, are attributable to climate change, the researchers found. The Pacific Northwest “probably still would have seen a big spike in ER visits for heat-related illness during that event, even without climate change, because it was so extreme,” Dahl told me. But even a handful more heat patients than usual can gum up an ER, since treating conditions such as heat exhaustion and heat stroke requires lowering a person’s core body temperature slowly back to its normal range. Separate research has found that hospitals are more likely to discharge patients early to free up beds during heat waves, also raising mortality rates.
A visit to the ER isn’t just scary and disruptive; it can also be extremely expensive for whoever’s in the bed. “Our healthcare system is a really challenging system to navigate. It’s strained in a lot of ways, and people’s wallets are also strained because of it,” Dahl pointed out. Understanding how ER visits strain the health care system at large can also help administrators better stage ambulances and personnel ahead of extreme heat events — and invest in workforce expansion and infrastructure upgrades to prepare for the eventuality. Ideally, interventions can prevent people from end up in the hospital at all. Workplace heat protection policies, community cooling centers, and nature- and infrastructure-based cooling solutions are all vital.
There is a critical caveat to the Climate Central analysis, however: The data it uses to calculate heat-related ER visits comes from a Centers for Disease Control and Prevention initiative called the National Syndromic Surveillance Program. More than 85% of U.S. emergency departments report to the NSSP within 24 hours of a patient coming through the doors, conveying the chief complaint that a patient arrives with. “That could be someone saying, ‘I think I have heat exhaustion,’ or ‘I’m super dehydrated,’” Dahl said.
But because of that human element — and because a person having a heart attack isn’t likely to come in saying, “Hey guys, I think I’m having a cardiac event exacerbated by extreme heat” — Climate Central’s analysis faces the same limitations as other excess mortality reports that rely on reporting systems not designed to measure heat impacts. (This is also why NPR recently calculated that the number of people who die from extreme heat in the U.S. each year is likely five times greater than the official CDC numbers.)
When I pressed Dahl on the question, she agreed that Climate Central’s research offers “a conservative look” that could lead to an undercount. “We also know that in parts of the country where physicians don’t typically see heat illness, they tend to be a little less likely to code a visit as heat-related,” she added.
This isn’t a knock on Climate Central’s analysis — rather, it’s frightening to think that the real rates of heat-related hospital visits, much less all visits directly attributable to climate change, are probably much higher. Researchers, of course, need to be careful not to sensationalize, especially since sloppy data and poor science communication can lead to misconceptions and underestimations about the dangers of heat among the population. But it pays to understand what is happening; a surge in ER visits is another piece of the public health puzzle. Hopefully someone is paying attention, because the planet’s hottest summer — if prevailing trends bear out — is now only 41 weeks away.
Here are the major dates on the climate and energy calendar.
This is an edition of Heatmap Daily, an evening review of the day’s news written by our executive editor. Sign up for it here.
The Labor Day weekend is over, so today marks the unofficial start of fall in the United States — and my return to writing Heatmap Daily. Many thanks to Emily Pontecorvo for holding down the fort while I was on vacation.
As the seasons change (at least in a non-meteorological, non-astronomical capacity), I’ve been thinking about what the rest of the year might look like. Only 114 days separate us from the end of 2026, and between now and then, we're going to get answers about some of the country’s — and world’s — biggest ongoing climate and energy questions. By December 31, for instance, we’ll almost certainly know whether Congress has reached a deal on bipartisan permitting reform, and we’ll be watching a likely record-breaking El Niño kick into high gear around the world. The U.S. political system will also be gearing up for the next presidential election.
I’ll have more on some of the biggest questions I’m thinking about later this week, but first I wanted to lay out the map. Here’s a guide to the biggest remaining dates on the climate and energy calendar in 2026.
September 22 to September 28
Every year, world leaders descend on New York City for the UN General Assembly’s week of high-level meetings … at the same time that climate and energy wonks try to scrounge hotel rooms for New York Climate Week, the closest thing that the climate and decarbonization industrial-advocacy complex has to an annual confab.
This year, another event will be added to the mix. President Xi Jinping of China is supposedly skipping the UN meeting this year, but he will be staying just a few hundred miles away on the same exact days for what seems to be a Trump-hosted state visit in Washington, D.C. This will be the Chinese leader’s first state visit to America in more than a decade, and it will come, presumably, as U.S. relations with its neighbors and allies reach a recent nadir. Given the host country here, I wouldn’t expect to hear too much about climate change, but AI, trade, and Taiwan will all likely be on the schedule.
You can expect to hear a lot about climate change (and national energy policy, and the data center boom, and much more besides) at Heatmap House, our all-day gathering at New York Climate Week on September 23. Subscribers can register now, and speakers include former Vice President Al Gore, Secretary of Energy Chris Wright, and more.
October 4, 2026
Voters in Brazil will elect the country’s president, vice president, and members of its National Congress for the first time since former President Jair Bolsonaro attempted a military coup in 2022. Bolsonaro is under house arrest for his role in the attempted autogolpe, so he can’t run; instead, his son Flávio Bolsonaro is standing. The incumbent President Lula da Silva leads in the polls. Under Lula, Brazil has pledged to cut its greenhouse gas emissions by roughly two-thirds below their all-time high by 2035.
November 3, 2026
On the first Tuesday in November, Americans will vote for the full membership of the House of Representatives as well as one-third of the Senate. Democrats are expected to retake the House — it would, at this point, be a shock if they didn’t — but the president’s polling has become so dire that they’re hoping to beat the odds and take the upper chamber, too. If Democrats succeed in winning Congress outright, expect the second half of President Trump’s term to look quite different, with liberal lawmakers running aggressive oversight campaigns in the run-up to the 2028 presidential election. Interior Secretary Doug Burgum’s plan to overhaul the National Parks Service, for instance, seems like just the kind of effort that could falter in a more scrutinized environment; the Trump administration’s extrajudicial war on wind will also likely face more oversight than it has so far. Trump would also presumably have a much harder time making judicial and Executive Branch appointments.
Even though Election Day isn’t until November, early voting starts in less than a month in some states. Expect to hear a lot more about data centers and electricity bills between now and then. Some state-level races — particularly those in Michigan, Georgia, and Pennsylvania — could also shape the field for the upcoming 2028 presidential election. (Whether Senator Jon Ossoff of Georgia runs for president, for instance, will depend heavily on who wins that state’s governor’s race — and could appoint his successor.)
November 9 to November 20, 2026
The UN’s annual climate conference will be in Antalya, Turkey, this year and begin just a few days after the U.S. midterms. This is going to be a weird summit: Turkey is hosting the physical meeting, but Australia is nominally the “political” host. The conference is supposed to focus on clean energy, zeroing waste, and methane reduction. This will be the 31st meeting of the Conference of the Parties to the UN Framework Convention on Climate Change, and it may offer a look at what a post-Trump, post-1.5 degree Celsius UN meeting could look like.
The industry has gotten excited before, to no avail. Will it stick this time?
Over a decade ago, when the global price of silicon-based photovoltaic modules was roughly five times what it is today, the solar industry and media were already hyping up the next big thing: perovskites, a class of materials defined by their specific cube-like crystal structure. The technology promised to boost photovoltaic efficiency while driving down costs, and the industry was atwitter.
“All the cool solar-cell scientists are working on perovskites photovoltaics,” IEEE Spectrum proclaimed in a 2014 article. In the same piece, Oxford Photovoltaics predicted that it would have commercially available cells within four years. The Wall Street Journal profiled the tech that same year, and in 2015, The Guardian declared that perovskites could be “game changing.” The excitement centered around the potential for higher output at lower costs: Perovskite cells were seeing rapid efficiency gains, could be made from cheap materials, and were remarkably thin and lightweight. When the question of durability came up, it was often as an afterthought. But that has turned out to be the technology’s biggest obstacle.
“What the industry came to understand very quickly is that, yes, you could see higher efficiency, but that material is going to degrade pretty quickly,” Laureen Sanderson, chief communication officer at the perovskite startup Cubic PV, told me. “A lot of the efficiency records that you were seeing were records that were achieved on very small scale devices in a laboratory environment, potentially measured in the dark.” Not ideal for a technology designed to soak up the sun on a large scale.
It’s true that perovskite cells tend to break down rapidly on contact with moisture, heat, and light, a problem scientists have been slowly chipping away at in the lab. That fragility largely arises because perovskites are made of electrically charged ions held together mostly by the attraction between positive and negative charges, much like magnets snapping together. That’s an intrinsically looser structure than the covalent bonds in silicon, which fuse the atoms together via shared electrons. As a result, the ions in perovskites migrate when exposed to the elements, accumulating in places where they react with surrounding materials to form unwanted byproducts that gradually break down the cell’s structure.
But while durability has been its fatal flaw, efficiency is perovskite’s superpower. Silicon’s efficiency tops out at 29.4%, a fundamental physics limitation that no amount of engineering can overcome. But because perovskites can be tuned to absorb different wavelengths of light beyond what silicon can capture, stacking a thin perovskite cell atop a conventional silicon cell lets the combined device make use of more sunlight than either material could alone. In July, one of these silicon-perovskite tandem cells — the industry’s dominant architecture — set a new 35.5% efficiency record.
So while this new tech still doesn’t match the stability of conventional panels, it’s getting much better. Tandem cells hold up increasingly well when exposed to heat, light, and moisture in the lab, and early outdoor trials are starting to produce promising real-world performance data. With headlines about perovskites starting to roll in once more, scientists say there’s good reason to believe that, this time around, the hype might actually be justified.
“Over the better part of a decade, there’s been lots of, for want of a better word, device engineering to engineer the material to just be much more stable,” Sam Stranks, an energy materials professor at the University of Cambridge and co-founder of perovskite startup Swift Solar, told me. That includes swapping out an unstable chemical building block in perovskites called methylammonium with a more stable one called formamidinium, improving the connection point that binds the perovskite layer to the electrode layer, and improving the packaging of perovskite cells to seal them off from air and moisture.
“There’s still work to be done to really get it to the point where you could put it up on a rooftop for 25 years and you know it will last. But the trajectory is very promising,” Stranks said.
Scientists have managed to extend perovskite durability from mere hours to the point where cells and modules are now passing industry-standard tests that suggest they could survive outdoors for five to 10 years. That’s still a ways away from the standard 25-year warranties for silicon solar panels, which typically guarantee that a module will retain 85% to 90% of its original output by year 25. And because these latest perovskites simply haven’t been around that long, scientists have yet to test these more ambitious durability claims in the real world.
Industry experts say there’s no reason continued incremental improvements can’t get perovskites to that 25-year standard relatively soon, however. “If you look at silicon, it’s been 70 years of trial and error,” Scott Wharton, CEO of perovskite startup Tandem PV, told me. “Seventy years of constant tweaking and improvement, whereas perovskites have only had about 12.”
Wharton said that Tandem’s testing indicates its panels will degrade at a rate of less than 1% per year. Furthermore, he predicts perovskites will become the dominant solar technology by 2033, a more ambitious timeline than others in the industry typically project. But as he sees it, seven years is roughly enough time to build and deploy two generations of perovskite factories — the kind of iterative ramp-up he says new technologies typically need to achieve market dominance.
The economics just make sense, he told me. Because perovskites are more efficient, they will produce more power per unit — which means less land, hardware, wiring, and labor needed to achieve the same total energy output, driving down costs at every step of the process. Why wouldn’t everyone jump onboard immediately? “All of our customers have said that once we’ve proven it out, they’re going to move,” Wharton told me. “They’re going to move 100% to tandems because of the power of the efficiency gains.”
Others are somewhat more measured regarding how long this may take. Stranks predicted it would be about five years before perovskites with multi-decade warranties even begin hitting the market, while Sanderson estimated they’ll gain real commercial traction by 2029, with perovskites making up a “significant portion of the market” throughout the 2030s.
While the date of that tipping point remains up for debate, the industry appears to have largely settled the question of materials. At least for now, the preferred configuration is to pair a lead-based perovskite cell with silicon rather than build an all-perovskite cell, which would likely face even greater durability challenges. That’s because such a cell would also need a tin-based perovskite layer to capture lower-energy light like silicon does, but tin degrades even faster than lead. In other words, it’s easier to keep silicon — a proven, durable material — in the mix by building so-called “tandem cells” for the foreseeable future.
But there’s still plenty that remains unknown. Every startup’s exact chemistry is proprietary, and there’s no clearly dominant formula yet. There’s also no industry consensus on the architecture best poised to address perovskite’s stability challenge, either, with leading players typically taking one of two different approaches.
Stranks’ Swift Solar team is pursuing what’s known as a “two-terminal” tandem architecture, in which a manufacturer builds the perovskite layer directly on top of the silicon layer, with the two cells functioning as a single unit. That’s opposed to a “four-terminal” design, where companies build two independent perovskite and silicon cells and then mechanically stack them on top of each other rather than fusing them together.
Two-terminal is the more widely studied approach, pursued by other industry leaders such as Oxford PV — the same company that once predicted commercialization by 2018 — along with Chinese solar giants LONGi and JinkoSolar. Proponents argue that using fewer material layers means less light lost, which translates into greater efficiency and lower costs. In a blog post last year, Swift Solar’s team also argued that the four-terminal designs rely on laser cutting, which it says can create more entry points for degradation.
Two-terminal isn’t just the leading theoretical contender, it’s the first architecture to officially make it to market. Oxford PV’s finally executed its long-delayed commercial launch in 2024, shipping its modules to an undisclosed U.S. customer for use in a utility-scale solar project. It was the world’s first commercial sale of perovskite panels, which Oxford claimed could produce up to 20% more energy than standard silicon modules.
But newer market entrants such as Cubic PV and Tandem PV are bullish on the four-terminal approach. For one, while two-terminal designs use fewer materials, they are more difficult to manufacture. Building a perovskite layer directly onto silicon’s rough surface is more technically difficult than coating it onto smooth glass, as Cubic and Tandem do. And because four-terminal companies manufacture the perovskite and silicon cells separately, they can swap in whatever silicon cell is cheapest or most efficient at any given moment, rather than being locked into a single supplier’s tech.
That flexibility could prove important as the market moves beyond early adopters. For now, Stranks said, customers buying tandem modules are probably doing so for strategic testing purposes — placing small, one-off orders to trial the tech themselves. An installer today can’t simply go buy perovskites on the open market by consulting a public pricing list or product catalogue the way they can with silicon panels. “But it’s not too far away before that would be the case,” he explained.
For its part, Swift is moving … swiftly, acquiring the manufacturing assets and IP of the bankrupt Swiss silicon cell maker Meyer Burger this spring. The company plans to use those assets first to build a U.S.-based gigawatt-scale silicon cell and module factory to meet demand for domestically manufactured solar cells, eventually adding silicon-perovskite tandem module production to that same facility.
Tandem PV is also pushing ahead with plans to begin selling to customers by the end of this year “in a volume that would be big enough to hit bankability goals,” Wharton told me. It also plans to bring a gigawatt-scale factory online by 2028. The company is targeting the independent power producers who build, own, and operate most utility-scale solar projects today. And like Oxford, Swift, and Cubic, Tandem is focused primarily on the utility-scale solar market — by far the biggest opportunity for perovskite technology.
Cubic scrapped plans in 2024 to build a facility producing silicon wafers — the raw material used to make solar cells — amid collapsing wafer prices globally and surging construction costs domestically. While Sanderson says the company remains interested in building its own factory, it has no timeline for doing so. But in the meantime, it’s also interested in licensing its IP to other perovskite companies.
The outlook for domestic wafer production has improved in recent years, though, after the Biden administration provided stronger financial incentives for producing wafers in the U.S. The Trump administration has kept these in place, though it’s made domestic content requirements stricter and more complex overall.
There’s also another new policy variable in the mix: Section 232 tariffs on cheap silicon wafers from China. Going into effect this December, the tariffs could benefit producers like Swift and Cubic, which plan to manufacture silicon cells domestically, while potentially raising costs for companies like Tandem that hope to simply source the cheapest, most efficient silicon available on the market.
At any rate, perovskites give the U.S. a chance to secure a domestic supply chain for the next wave of solar tech. Because while Chinese perovskite producers are setting efficiency records, Wharton told me that they tend to be quieter on the question of durability. That could easily give a Western producer with a credible, multi-decade warranty the opportunity to jump to the front of the pack.
And that may happen sooner than you’d expect. “This always follows the same pattern,” Wharton said of technology breakthroughs generally. “You have a bunch of early entrepreneurs who overhype things, and then everybody goes, Yeah, that was a bunch of BS. And then it actually gets real, and then people go, It’s real, but it’s going to take forever. But then it doesn’t take forever because economics always wins.”