Supply Chain Gaps Upstream Threaten Growth of American Manufacturing, New Crux Survey Finds

The United States has driven strong private investment into domestic clean energy manufacturing through the §45X tax credit, but critical upstream supply chain gaps remain, particularly in solar wafers, battery materials, and refined minerals, threatening project timelines and costs. Surveyed companies cite the lack of domestic producers at scale as their biggest barrier, urging expanded manufacturing tax credits to close these gaps.

This Wire brief sits within Fusion42's coverage of Clean Energy.