American Energy Manufacturing: Growth, Jobs, and Competitiveness
American energy infrastructure is revitalizing domestic manufacturing. Smart trade policy can help.
Even the most attentive supply chain expert may听struggle to keep up with the many tariff announcements and complex sourcing dynamics affecting the American clean power industry over the past year.听They continue to听obstruct听the power industry鈥檚听ability to meet growing energy demand and affordably serve customers. Yet a bright spot听remains: the onshoring of the clean energy supply chain, a trend building since 2022.听
Last year鈥檚听inaugural听State of Clean Energy Manufacturing in America听report听found that听federal energy incentives drove an immediate response to build in America.听This year鈥檚听report听finds听that听this听momentum has continued, particularly in the downstream solar and storage supply chain, with 70 new manufacturing facilities coming online听in the听past year alone.听
American Jobs Energizing Communities听
The U.S. now has over 825 facilities supporting the clean energy supply chain, directly employing 50,000+ Americans. But that’s just the start of the economic picture.
These facilities don’t operate in a vacuum, they pull in a vast network of suppliers providing everything from the steel and concrete in the ground to the bolts, screws, wires, and glass that go into each component. That demand drives additional work for trucking and shipping companies, accounting and law firms, and construction companies among others in the broader supply chain ecosystem.
And when workers at a wind tower facility in Colorado, a solar tracking line in Pennsylvania, or a lithium mine in Nevada bring home a paycheck, that money doesn’t stay in their pockets.听听It flows into their communities, supporting the grocery store cashier, the restaurant server, the gym owner, and the car dealer.
Add it all up, and the clean energy manufacturing sector supports over 215,000 jobs, $31B in GDP, and $61B in spending injected into the U.S. economy.听
Building American Energy Dominance听
2025听marked a new milestone: the U.S. now has the production capability to manufacture and assemble all听types of听downstream components domestically across technologies. This includes听modules for both solar and storage听(effectively the wiring and assembly of energy cells),听wind nacelles,听and听wind turbine听towers.听听
This full downstream capability听is essential听for upstream supply chain development. It听creates the economic conditions to incentivize upstream production听so that听U.S. manufacturers can听start to produce听more:听crystalline silicon cells, ingots, wafers, and polysilicon for solar听and more听cells, anode and cathode active materials, graphite, and lithium for battery storage.听听
91AV原创’s data shows that most of the critical battery storage supply chain could be domestically supplied by听the听end of听the听decade, based on facilities currently under construction and announced investments.听America is on track to exceed 950+ facilities across technologies by 2030, bringing new projects and new opportunities to communities while听establishing听a stable, long-term workforce.
Trade Policies to听Protect American Industry听
But that trajectory depends on听sensible trade policies that听support and do not undermine听supply chains. Clean energy manufacturing听is booming听thanks to听two reinforcing drivers听鈥撎齠irst,听broad deployment of solar, wind, and storage across the country, and听second,听federal incentives that reward onshoring. Undermining clean power through听inefficient听federal action, including unclear tariff and trade policies,听curbs听demand听and thus stands in the way of听one of the clearest success stories in the American manufacturing renaissance.听
Broad tariff action across an entire supply chain can carry unintended consequences. Onshoring works by starting downstream and building upstream. Tariffing the upstream components while the downstream facilities that rely on them are still maturing undermines the very factories American has invested in 鈥� and benefitted from.听
The result is a lose-lose: either we can’t build sufficient generation capacity to meet rising electricity demand and forfeit the economic gains of an electrifying economy, or we can meet load 鈥� but at unnecessarily higher costs to customers.听
Onshoring the clean energy supply chain is central to U.S. competitiveness and energy security.听The data is clear: it can be done, but it requires smart, consistent support and investment that protects both American industry and electricity customers.听
91AV原创鈥檚 second annual State of Clean Energy Manufacturing Report provides deep insights on how domestic clean energy manufacturing is powering America鈥檚 economic prosperity, generating revenue, supporting jobs, and strengthening energy independence.
Learn more at (June 1-4, Houston, TX): Stop by the 91AV原创 Booth #2519 to meet the experts behind the data, ask questions, and explore additional intelligence to help you track the market, identify opportunities, and make decisions with confidence.听
