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- Contributor
Claudia Pavarini

Former WEO Energy Analyst.
- Contributor
Richard Simon

Energy Modeller - Industry.
- Contributor
Lars Aagaard

Minister for Climate, Energy and Utilities.
- Contributor
Rachael Moore

Former Energy Analyst.
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Victor García Tapia

Energy Modeller.
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Thomas Spencer

Senior Energy Analyst.
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Emma Gordon

Energy Investment Analyst.
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Terje Lien Aasland

Minister of Energy.
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Sophie Hermans

Deputy Prime Minister and Minister of Climate Policy and Green Growth.
- Flagship report
- Mar 2026
Energy Technology Perspectives 2026 Supply chain risks and industrial competitiveness

Supply chain risks Supply chain security remains a challenge: Clean energy technology manufacturing is highly geographically concentrated, with China as the main supplier in most supply chain stages. China accounts for around 85% of solar and 80% of lithium-ion battery supply chain production capacity, and even higher shares for PV wafers (95%) and anode materials (97%). Cybersecurity considerations further enhance the importance of addressing security of supply. An “N-1” assessment, which models the impact of losing the largest exporter in each supply chain, shows that for the final downstream stages of most of the four technologies examined – solar…

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