The State of the Clean Economy Supply Chain

US manufacturers have largely built the end of the clean energy production line, but solar wafers and cells, electrode active materials used in batteries, and refined critical minerals that feed into clean economy and technology supply chains are still largely imported.

To map where supply chain gaps lie and how to close them, Crux surveyed 75 organizations that buy, produce, or refine inputs across solar, battery storage, grid equipment, and critical minerals. Crux also analyzed US International Trade Commission customs data, and interviewed manufacturers, trade associations, and industry coalitions across all four verticals.

Inside the whitepaper, you'll find:

• Why 89% of surveyed firms say at least some of their most tariff-exposed inputs have no domestic substitute at a competitive price, and what that means for project and production costs.
• What supply chain constraints and PFE compliance are costing buyers and producers, and why rerouting, not reshoring, has been the dominant response.
• Which policy tools industry ranks most effective in addressing supply chain constraints, and why sequencing incentives and trade measures matters as much as the mix. With contributions from Alex Jacquez, Senior Vice President of Policy, Advocacy, and Research at the Groundwork Collaborative, and former Special Assistant to the President for Economic Development and Industrial Strategy.

Download the whitepaper to see where the US clean economy supply chain stands today and what it will take to close the gaps.