Geographic concentration by supply chain segment, 2021

Sources

Wood Mackenzie (2022), Wind turbine blades supply chain trends 2022, Global Wind Energy Supply Chain Series [https://www.woodmac.com/reports/power-markets-global-wind-supply-chain-trends-series-article-2-wind-turbine-blades-supply-chain-trends-150060824/]; BloombergNEF (2020), Global Nickel Outlook 2020-2030; BloombergNEF (2021), Wind Manufacturing and Trade: A Deep Dive; USGS (United States Geological Survey) (2022), Mineral Commodity Summaries 2022 [https://pubs.usgs.gov/periodicals/mcs2022/mcs2022.pdf]; Worldsteel (2022), Steel Statistical Yearbook [https://worldsteel.org/steel-by-topic/statistics/steel-statistical-yearbook/]; S&P Global (2022), Lithium and cobalt global supply-demand balance, January 2022; World Bureau of Metal Statistics (2022), Mineral Yearbook.

Notes

“Wind” corresponds to nacelle manufacturing. “Solar PV” corresponds to module manufacturing. “Batteries” corresponds to electric vehicle batteries.