There is much debate about how the macro environment, including the elections in the U.S. and monetary policy changes in key economies, might impact the fight against climate change. However, a key aspect of meeting clean energy targets will be the development of a de-risked global supply chain capable of delivering both materials and components to support the rapidly expanding demand.
Clean energy supply chains are long, complex, and capital-intensive. Even if manufacturing is set up at home for some parts of the supply chain, re-shoring production of every single step to Western countries is a gargantuan industrial task.
