Developing resilient renewable energy supply chains for global clean energy transition

The rapid adoption of renewable energy (RE) will not only help decarbonise the world’s electricity systems but also help realise the desired impacts of our Sustainable Development Goals (SDGs). However, a speedy and risk-proof transition to RE will only be possible if countries can secure access to uninterrupted and affordable supply chains of key technologies. This report presents the current structure of global supply chains for solar photovoltaic (solar PV), onshore and offshore wind, lithium-ion batteries (LIBs), and green hydrogen. It briefly discusses the manufacturing landscape for critical components in these supply chains, including requirements of key minerals, skills, logistics, infrastructure, and associated innovations. Finally, the report captures the evolution of exports and imports of key components and equipment in the aforementioned sectors over the last decade – 2012 to 2021. This analysis assesses the concentration and dependency of key renewable energy components and products.