Washington chooses Morocco as a new geopolitical and industrial pillar of future technology supply chains
The United States’ decision to rely on Morocco for the creation of a polysilicon megafactory in Tan-Tan marks a geopolitical and industrial turning point of considerable importance. Far beyond a simple investment, this project illustrates explicit recognition of the Kingdom as a reliable, stable and forward-looking strategic partner in the reconfiguration of global high-tech value chains.
This American positioning establishes Morocco as a key player in the new geography of global industry. At a time when Beijing controls more than 90 percent of global polysilicon production and is imposing restrictions on certain critical materials, the Kingdom is emerging as a credible, competitive and politically secure alternative. By choosing Tan-Tan, Washington is betting on an allied country with strong institutions, a clear industrial vision and an environment conducive to long-term investment.
The project led by Sondiale SA, affiliated with GreenPower Morocco, is based on an ambitious financial structure. Nearly 800 million dollars are expected to be raised from national and international investors, while the potential contribution of the DFC could reach 550 million dollars over time. The Moroccan state, for its part, has already provided public support of 100 million dollars, described as a strategic investment, confirming full alignment between national priorities and this major project.
On the industrial level, the plant is targeting an annual capacity of 30,000 tonnes of polysilicon. This performance would place Morocco among the few countries capable of supplying this highly strategic material to the American, European and Asian markets, notably Japan, South Korea, Singapore and Malaysia. This positioning is further strengthened by the free trade agreements linking the Kingdom to the United States and the European Union, offering privileged access to major markets.
The project’s energy choice also reinforces Morocco’s image as a pioneer of the green transition. The future plant will be powered at 90 percent by renewable energy through a power purchase agreement with a private operator, with the remainder supplied by ONEE. This orientation fully aligns with Morocco’s strategy for sustainable energy sovereignty and enhances the Kingdom’s attractiveness for energy-intensive industries.
Scheduled to enter service around 2029, the Tan-Tan megafactory thus embodies a rare convergence of geopolitics, technology and sustainable development. It reveals a Morocco that is no longer merely a regional platform, but is asserting itself as a strategic link in the global value chains of semiconductors and clean energy.
Translated from Abderrazzak Boussaid’s French article – le7tv
