The Domestic Manufacturing Gap: Can America Actually Build the Clean Energy Supply Chain It Claims to Need?
The United States has committed hundreds of billions of dollars to accelerating its clean energy transition, yet the factories, foundries, and processing facilities required to manufacture the hardware of that transition remain stubbornly concentrated overseas. From solar wafers to wind tower steel to battery-grade lithium, America's supply chain vulnerabilities expose a fundamental tension between clean energy ambition and industrial policy reality. Closing these gaps is possible—but it will re
Aug 21, 2026