America’s Strategy to Secure the Supply Chain for a Robust Clean

manman01
RECSI 24.02.2022 kl 23:08 12824

America’s Strategy to Secure the Supply Chain for a Robust Clean Energy Transition
https://www.energy.gov/sites/default/files/2022-02/America%E2%80%99s%20Strategy%20to%20Secure%20the%20Supply%20Chain%20for%20a%20Robust%20Clean%20Energy%20Transition%20FINAL.docx_0.pdf
FEBRUARY 24, 2022
"
...

Tax incentives are needed to provide a clear demand signal and help U.S. manufacturers build and maintain a
competitive edge in clean energy technologies such as solar, wind, fuel cells and electrolyzers, nuclear energy,
CCS, energy storage, and others. These incentives should cover equipment manufacturing, processing of
materials needed for manufacturing components, as well as certain logistics equipment. Refundable tax credits
could enable access by a wide spectrum of entities. Specific actions recommended to Congress include:


• Extend, expand, and revise eligibility for advanced energy manufacturing tax credits (48C) to include
material processing facilities such as those for battery materials processing, casting and forging,
manufacturingof grain oriented electric steel, materials for advanced nuclear reactors, rare earth element
separation and processing, and catalyst manufacturing as well as equipment manufacturing facilities
such as manufacturing equipment/machines key for energy manufacturing, solar polysilicon, wafers,
cells, modules, grid components, components for advanced nuclear reactors, and other components.



• Establish investment-based and production-based manufacturing tax incentives specifically targeting
critical aspects of the domestic supply chain for clean energy and decarbonizing industry, inclusive of
materials, components, and logistics. The combination of investment-based and production-based tax
credits can help ensure the build-out and ongoing success of domestic manufacturers.

• Extend and revise tax credits, such as the Production Tax Credit (PTC) and Investment Tax Credit (ITC),
for both clean energy deployment and continued operation of clean energy assets to provide stronger
incentives for clean energy projects that support domestic manufacturing and a major increase in familysustaining jobs.

• To provide demand certainty, policy stability, and clear signals to support domestic manufacturing
investment, these tax credits should be in place for at least 10 years and should not phase out until
significant progress has been made towards decarbonizing the overall sector

..
"

Securing America’s Clean Energy Supply Chain
https://www.energy.gov/policy/securing-americas-clean-energy-supply-chain
FEBRUARY 24, 2022
"
In February 2022, the U.S. Department of Energy (DOE) published “America’s Strategy to Secure the Supply Chain for a Robust Clean Energy Transition”—the first comprehensive U.S. government plan to build an Energy Sector Industrial Base. The strategy examines technologies and crosscutting topics for analysis in response to Executive Order 14017 on America’s Supply Chains and is part of a whole of government approach to chart a course for revitalizing the U.S. economy and domestic manufacturing by securing the country’s most critical supply chains.

The energy sector has undergone significant changes, including rapid cost reduction and increased deployment of solar and wind energy; widespread uptake of efficient LED lighting; significant digitization of and strain on our electric grid; and the birth of the marketplace for electric cars, trucks, and buses, and more.

In the decades to come, the energy sector will evolve at an accelerated pace reflecting continued innovation, investment trends in private capital markets, and the urgent need to combat global climate change. Demand for clean energy is projected to increase dramatically as we work toward the nation’s climate goals to cut emissions in half by 2030, create an emissions-free power sector by 2035, and achieve net zero emissions economy-wide by no later than 2050.

- This energy transition creates enormous opportunities for America to:

- Reinvest in our manufacturing base and create millions of good paying, high-quality jobs for American workers

- Strengthen our energy supply chains by making them more resilient, robust, diverse, and competitive

- Increase global presence of U.S. clean energy technologies

- Increase access to clean and affordable energy for all Americans, including those who have been historically left behind

- Build a clean energy economy that drives economic growth, protects our climate, and improves public health in communities across the country

DOE recognizes that a secure, resilient energy supply chain will be critical in achieving these goals and capturing the economic opportunity inherent in the energy transition. In addition to the comprehensive strategy report, DOE developed 13 deep-dive assessments on specific technologies and crosscutting topics conducted by researchers from DOE and several of its national laboratories, in consultation with energy sector stakeholders. “America’s Strategy to Secure the Supply Chain for a Robust Clean Energy Transition” is informed by these 13 issue-specific priority assessments and focuses on key findings that will maximize opportunities to strengthen the energy supply chain and develop a world-class American energy manufacturing base and workforce. The report also builds upon a 100-day review of the supply chains of critical products, including semiconductor manufacturing and advanced packaging; large capacity batteries; and critical minerals and materials.

The strategies and recommendations identified in this report will propel the United States forward to a more secure and equitable clean energy future for all Americans.
...
"
Redigert 25.02.2022 kl 07:11 Du må logge inn for å svare
manman01
24.02.2022 kl 23:08 11733

DOE deep dives into strategies to solve clean energy supply chain issues
https://pv-magazine-usa.com/2022/02/24/doe-deep-dives-into-strategies-to-solve-clean-energy-supply-chain-issues/
FEBRUARY 24, 2022
"
With domestic solar production costs about 30 to 40% higher than off-shore, the assessment acknowledges that companies will need financial support and suggests that costs and benefits should be equitable, social responsible and sustainable.

Specific strategies for executive action and recommendations for Congressional action to spur domestic manufacturing include:
• Enact legislation to provide tax incentives to support domestic manufacturing, including incentives for building new facilities and for the
ongoing operation of those facilities. Silicon ingot and wafer production should be prioritized.
• Enact legislation to encourage domestic solar adoption and deployment. Extend and revise credits for clean energy deployment, such as the
Production Tax Credit (PTC) and Investment Tax Credit (ITC) to provide stronger incentives for solar projects that support domestic manufacturing and increase family-sustaining jobs.
• Coordinate trade policy across the US government to create fair conditions for the US solar industry and its workers.
"
Compilation20
24.02.2022 kl 23:10 11764

Strategies, Actions, and Recommendations
Significant financial support and incentives from the U.S. government as well as strategic actions focused on
workforce, manufacturing, human rights, and trade will facilitate a global solar industry aligned with U.S.
interests and the reestablishment of robust U.S. domestic solar manufacturing leadership –thus leading to
tremendous benefits for the climate as well as for U.S. workers, employers, and the economy.Three strategies,
actions, and recommendations are critical to U.S. success in building a robust solar supply chain:
Enact legislation to provide tax incentives to support domestic manufacturing, including
incentives for building new facilities and for the ongoing operation of those facilities.
Tax incentives are needed to provide a clear demand signal and help U.S. manufacturers build and maintain a
competitive edge in clean energy technologies such as solar photovoltaics. To reestablish domestic solar
manufacturing in the United States, companies that produce and sell solar components will require financial
support to offset the 30 to 40% higher cost of domestic solar production. Expansion of ingot and wafer
production should receive the highest incentive because nearly all the world’s capacity currently exists inside
China, and expansion in these sectors would have the compounding effect of creating demand for existing U.S.
polysilicon producers to run at full capacity. These tax credits should be enacted for at least a decade to
provide the long-term signal for companies to establish new production facilities. Renewal for some time
thereafter, perhaps at a reduced level, could be required to maintain domestic competitiveness.
Enact legislation to encourage domestic solar adoption and deployment
Extend and revise credits for clean energy deployment, such as the Production Tax Credit (PTC) and
Investment Tax Credit (ITC) to provide stronger incentives for clean energy projects that support domestic
manufacturing and increase family-sustaining jobs. To provide demand certainty in support of domestic
manufacturing investments, these tax credits should be in place for at least 10 years and should not phase out
until significant progress has been made toward domestic competitiveness and decarbonization goals.
Enhance coordination of trade policy across the U.S. government to create fair conditions for
the U.S. solar industry and its workers
U.S. solar manufacturers have too often faced unfair – and illegal - competition from firms that benefit from
foreign, non-market practices such as dumping. The United States has responded with trade remedies designed
to protect domestic manufacturing. Transparent, effective coordination and implementation of these policies is
critical to supporting domestic manufacturing as well as clean energy deployment. The U.S. government will
continue to conduct expert analysis and engage with relevant stakeholders to refine implementation of trade
policies to optimize their effectiveness in leveling the playing field across the supply chain, while removing
barriers to solar deployment.
Supplement these strategies and recommendations with supportive policy actions.
See Section 3.4 for detailed strategies starting to be implemented by the U.S. government and
recommendations for Congressional action related to the solar energy supply chain.
https://www.energy.gov/sites/default/files/2022-02/Solar%20Energy%20Supply%20Chain%20Report%20-%20Final.pdf
manman01
24.02.2022 kl 23:10 12339

Dette kommer som følge af 100 day supply chain review

mere info her
https://finansavisen.no/forum/thread/135749/view
Sitting_Bull
24.02.2022 kl 23:19 12247

De grunnleggende forutsetningene for disse beslutningene er blitt ytterligere forsterket ved at Kina ser ut til å gi ryggdekning for tsarens erobringstokt i Ukraina. Det ser ut til at begge disse autokratiene oppfatter Vesten som selve hovedfienden / største faren for herskernes egne posisjoner.
Jeg håper dette er noe alle tar innover seg når de handler kinesiske varer. Det er Europas kjøp av russisk gass og olje som har gjort det mulig for gangsteren i Kreml å bygge verdens nest største militærmakt. Det samme gjelder for Kina.

Det er ganske uhyggelig dersom indre politiske motsetninger i USA gjør at de ikke greier å svare på utfordringene fra Kina.
manman01
24.02.2022 kl 23:28 12175

En lille opfrisker fra denne også, som Uchi delte :)

"
..
"There are several manufacturers of electronics-grade polysilicon with manufacturing in the United States,
including Hemlock Semiconductor (Michigan), Norway-based REC Silicon, Germany-based Wacker
Polysilicon, and Japan-based Mitsubishi Materials America. U.S.-based Hemlock Semiconductor indicated
that it has the capacity to increase polysilicon production by 50 percent, yielding up to 35,000 tons of
polysilicon per year.

Although the U.S. currently has production capacity, according to the domestic
producers, U.S. technological leadership and production of semiconductor-grade polysilicon is at risk due to
China’s actions to increase its dominance of both the semiconductor and solar supply chains. As a result of
these actions, which include a high tariff on polysilicon imported to China, U.S. polysilicon producers have
been cut off from the Chinese market, which represents over 95 percent of the global solar-grade polysilicon
market. Direct and immediate customers in the solar industry currently do not exist in the United States.
Because the production processes for semiconductor grade and solar grade polysilicon are closely related,
U.S. producers must be able to take advantage of a robust global market for solar energy products to ensure
continued production of material for semiconductors "

"According to these producers, China now accounts
for over 70 percent of polysilicon production capacity, and U.S. producers, nine percent."

"Silicon Anodes have a theoretical lithium storage capacity 10 times that of currently used graphite.
Silicon is a naturally abundant and low-cost material, and models show that silicon can a reduce battery
costs below $100/kWh compared to current costs of $150-175/kWh. Challenges with silicon anodes
include volume expansion challenges and calendar life issues.Such issues are currently being
investigated by researchers. Raw material sources for silicon, including polycrystalline silicon, silicon
oxides, and silane gas, are fairly ubiquitous, and large-scale production of polysilicon was originally
centered in the United States. Five facilities, located in Michigan, Tennessee, Montana, Alabama, and Ohio, produce polysilicon from silanes (generated on-site) in the United States. A sixth facility, located in Washington and, at the time, the third-largest polysilicon plant in the United States, was closed in 2019
and scheduled to be sold; however, in 2020, the owner, Norwegian company REC Silicon, formed a
partnership with Group14 Technologies, a lead domestic manufacturer of silicon-based anode batteries,
to restart the plant."


"In spite of an early advantage in polysilicon production (87 percent of total global
production in 2004), significant ground has been lost to China in the intervening years as
China built and strengthened its supply chains for the photovoltaic and semiconductor
industries.

U.S. production of polysilicon comprised less than 10 percent of total global
production in 2020. Further complicating supply chain matters are the credible charges of
forced labor in the production of polysilicon in Xinjiang Uyghur Autonomous Region
(XUAR).170 The Solar Energy Industry Association (SEIA) is actively encouraging its
members to shift their dependence on XUAR-based polysilicon to more transparent and
ethical suppliers by mid-2021.
..
"
Redigert 24.02.2022 kl 23:31 Du må logge inn for å svare
manman01
24.02.2022 kl 23:38 12098

(FACT SHEET) Achieving American Leadership in the Solar Photovoltaics Supply Chain
https://www.energy.gov/sites/default/files/2022-02/Solar%20Energy%20Supply%20Chain%20Fact%20Sheet.pdf
FEBRUARY 24, 2022

Supply Chain Deep Dive Assessment - Solar Photovoltaics
https://www.energy.gov/sites/default/files/2022-02/Solar%20Energy%20Supply%20Chain%20Report%20-%20Final.pdf
FEBRUARY 24, 2022
Redigert 24.02.2022 kl 23:40 Du må logge inn for å svare
manman01
24.02.2022 kl 23:39 12084

(FACT SHEET) Achieving American Leadership in the Semiconductors Supply Chain
https://www.energy.gov/sites/default/files/2022-02/Semiconductor%20Supply%20Chain%20Fact%20Sheet.pdf
FEBRUARY 24, 2022

Semiconductor - Supply Chain Deep Dive Assessment
https://www.energy.gov/sites/default/files/2022-02/Semiconductor%20Supply%20Chain%20Report%20-%20Final.pdf
FEBRUARY 24, 2022
manman01
24.02.2022 kl 23:58 11981

U.S. Solar Manufacturing Poised for Boom if Energy Tax Incentives Move Ahead
https://www.seia.org/blog/us-solar-manufacturing-poised-boom-if-energy-tax-incentives-move-ahead
FEBRUARY 24, 2022
"
It’s well documented that clean energy tax incentives can launch massive private investment. It has also become clear that these incentives will transform U.S. solar manufacturing — putting us well on our way to achieving the Solar Energy Industries Association’s (SEIA’s) goal of 50 GW of domestic solar manufacturing capacity. This will only happen, however, if we seize the energy tax investment opportunity before us.

Businesses have been planning since last spring when the clean energy tax incentives were first proposed. Consistent with the need for a holistic approach, the proposed tax legislation necessarily focuses on demand certainty, capex support, and production-related incentives, including the Solar Energy Manufacturing for America Act. Now a wave of public statements and announcements is starting to show how strong U.S. solar manufacturing could become.

Companies such as Enphase, REC Americas, Maxeon, Hanwha Q CELLS, and Meyer Burger are looking to either create new manufacturing capacity in the United States or expand existing facilities. And SEIA is aware of many more leading companies actively contemplating U.S. manufacturing investments.

SEIA’s research team concludes that U.S. solar panel manufacturing alone would vastly expand, and relatively quickly, if the energy tax incentives pass into law, and we have a pretty good record on industry forecasts.

We also expect to see immediate growth in solar inverter, racking, and tracker manufacturing. This will include a lot more American steel in the ground. And the production and manufacturing employees who make all this happen will be in states like Illinois, Wisconsin, Arizona, Ohio, Pennsylvania, Michigan, North Carolina, South Carolina, Washington State, Tennessee, and West Virginia.

Further up the supply chain, we expect new investments in domestic ingot and wafer and cell manufacturing capacity. Ingot plants will present new opportunities to U.S. polysilicon manufacturers who are unfairly blocked from selling into the large market in China. This in turn will lead to business for U.S. silicon metal producers in places like West Virginia, Alabama, and Mississippi.

Clean energy tax incentives will also stimulate investments in new machine tool capacity such as ingot pullers, pick and place machines, and laminators, and from companies that produce solar glass, junction boxes, encapsulants, back sheets, etc. With the right investments we could truly build a broad domestic solar manufacturing base.

But as we saw recently with the announcement that LG was exiting the global solar business, a bright domestic solar manufacturing future is not assured. We must make a commitment as a nation.

In 2020, SEIA published a strategic manufacturing whitepaper calling for 100 GW of manufacturing investments across the renewable energy supply chain, including solar, wind and storage. The whitepaper identified tax incentives as a critical driver for new manufacturing. Last year, we set a solar-specific target of 50 GW, including polysilicon, ingots and wafers, cells, modules, racking, trackers and inverters. What we know today is that if the long-term energy tax investments SEIA has been advocating for over the past three years pass into law, the United States will soon have a flourishing domestic solar manufacturing industry.

There are many reasons why strengthening U.S. solar manufacturing is important, including climate goals, supply chain resiliency and national security. If we hope to seize the promise of American solar manufacturing we must invest in the future, and clean energy tax incentives are that investment.
"
manman01
25.02.2022 kl 00:55 11849

"
..
Because of the current gaps in the domestic PV supply chain, virtually all c-Si manufacturing inputs are
imported (i.e., “Import Costs” in Figure 10), from the aluminum frame and glass to the PV cells. These import
costs add 11% to the total U.S. PV manufacturing costs. A build-up in domestic PV supply chain would
significantly reduce these costs. The time to build new facilities, minimum scale of facilities, and capital
expenditures, vary by manufacturing step (Table 3), with certain steps less expensive and faster (module
assembly) to scale than others (ingot and wafer).
..
"
Stabukk
25.02.2022 kl 08:25 11319

Takk igjen manman01 og andre for nyttig info. God utvikling for solar-aksjar i USA torsdag kan vel tilskrivast denne strategien, der tax incentives blir viktig?
Noterte meg spesielt denne: "Silicon ingot and wafer production should be prioritized". City of Moses Lake og statlige myndighetar i Washington jobbar naturlig nok for fullt for restart av Rec sitt anlegg, pluss nye jobbar innan ingot/wafer. Tippar vi kan venta solide nyhetar i 2022, kanskje alt för sommaren.
Slettet bruker
25.02.2022 kl 08:53 11084

"Silicon ingot and wafer production should be prioritized"

Ja, dette kommer. Bare å ta tiden til hjelp / litt nærmere løsning for hver dag. Forøvrig mest spent på om RECsi har noe med kjøper av fabrikken på nabotomten… Fullstendig hysj hysj om kjøper//
manman01
25.02.2022 kl 12:24 10619

'Strength of a nation': US supply chain plan to grab share of $23trn clean energy boom
https://www.rechargenews.com/energy-transition/strength-of-a-nation-us-supply-chain-plan-to-grab-share-of-23trn-clean-energy-boom/2-1-1174397
FEBRUARY 25, 2022
Slettet bruker
25.02.2022 kl 12:47 10421

Får bare håpe de gjør ord til handling og får igjennom disse tiltakene.

Er ingen tvil om solar kommer eksplodere i USA i det minuttet noe av dette går igjennom, deriblant REC.
Alle er enige om at det trengs, og alle vet nå at hele solar industrien venter på klimapakken. For USA sin del er det kritisk... godt se de enda jobber på, gjenstår nå bare få det bekreftet.

Slettet bruker
25.02.2022 kl 16:49 10040

Gratulerer til alle aksjonærer som har kunnet kjøpe aksjer på 12 og 13 tallet siste uke. Dette er på lang sikt en case med enormt potensiale og minimal nedside. Er 100% inne og overeksponert, god helg!
Slettet bruker
26.02.2022 kl 11:52 9512

Hvor tragisk denne konflikt enn er så kommer det geopolitiske tilstandet å gå i REC sin favør og fremskynde BBB . Tror til og med Manchin ser dette . Usa må bygge opp egne verdikjeder innen polysilicon og halvledere . REC sitter i midt i smørøyet . De neste ukene kommer å bli spennende og jeg er sikker på at det kommer nyheter på rad og rekke . Usa ønsker å gjøre seg uavhengig nå .
Redigert 26.02.2022 kl 11:52 Du må logge inn for å svare
PHOinvestor
26.02.2022 kl 12:07 9456

Litt tullete sagt, har PUTIN satt fart i REC.
Politikerne i usa innser nå att de ikke kan drive å motarbeide hverandre, som de er kjent for.
Blir nå hastverk med å få disse avtalene i havn.
Slettet bruker
26.02.2022 kl 12:39 9317

Kan du utdype? Hvorfor har de hastverk nå?
PHOinvestor
26.02.2022 kl 12:46 9271

Rett og slett , få en solenergi bransje som er uavhengi av kina mm.
Få kontroll over egen solenergi bransje.
Småplukker
26.02.2022 kl 13:00 9211

Ser ut som Kina stilltiende godtar Russland sin invasjon. Hvorfor? Fordi Kina selv har samme holdning som Russland har til Ukraina, mot Taiwan.
USA ser at Russland setter vesten i en vanskelig skvis fordi de er så avhengig av energi fra Russland. Svært vanskelig å straffe oppførselen slik at det virkelig monner, fordi det vil svi så kraftig for vestlige land.
Samme situasjon vil vi fort stå overfor dersom Kina inntar Taiwan. Men da fordi man er så avhengig av teknologisk produksjon derfra.
Dette betyr at man ser helt tydelig hvor viktig det er å få opp egen produksjon både av grønn energi, og av verdikjeden som produserer microchips.
Slettet bruker
26.02.2022 kl 13:25 9122

Putin har gjort at flere får opp øyene på usas avhengighet i tillegg til avhengighet av Kina . Usa kommer mer og satse på egne verdikjeder . Som det er nå er de avhengige av Kina og Taiwan .. og Taiwan er et usikker kort nå når vi ser hvordan Russland oppfører seg med Ukraina . Kina kan lett finne på at de vil inn i Taiwan ..
Taiwan er en av de største produsentene av halvledere…
Dette segment kommer det å satses stort på i usa i tillegg til polysilicon ..
Redigert 26.02.2022 kl 13:40 Du må logge inn for å svare
manman01
26.02.2022 kl 14:11 8995

kan vi holde holde tråden om dette emne? tak
Redigert 26.02.2022 kl 14:12 Du må logge inn for å svare
manman01
26.02.2022 kl 14:22 8938

"
..
3 Policy Considerations
3.1 Opportunities and Challenges
The United States has abundant natural resources, a resilient and innovative workforce, highly developed
infrastructure, and a strong culture of intellectual property protection. The key opportunities identified in this
section leverage these U.S. strengths to help overcome associated challenges.The opportunities are presented
here in rank order of their potential to contribute to securing the solar supply chain in the timeframe necessary
to help decarbonize the U.S. power sector by 2035.


3.1.1 Polysilicon Refining
Polysilicon refining is energy intensive compared to the other steps in the solar supply chain, with electricity
representing the biggest production cost after capital asset depreciation. The United States has some of the
least-expensive power in the world in the form of hydroelectric power in the Northwest, Upper Midwest, and
Tennessee Valley. Hydropower is an emissions-free source of power, consistent with the intent to use solar
modules to reduce dependence on fossil fuels. Furthermore, the amount of electricity required to produce the
polysilicon used to make solar cells (30 to 80 kWh of electricity per kg of polysilicon) is recovered by
operating the solar power plant for just two to six weeks (3 kg of polysilicon required per kWdc of solar
modules divided by the 2000 kWh of ac power delivered each year per kWdc of deployed solar modules).
China currently produces a significant portion of its polysilicon using electricity from coal-fired power plants.
As carbon removal from all supply chains becomes a larger priority for countries and companies, this may help
the competitive position of U.S. polysilicon producers.

The United States has about 60 kilotonnes per year of polysilicon refining capacity, enough to support the
production of 20 GWdc of c-Si modules annually, equivalent to the current domestic demand. The U.S.
capacity includes one of the world’s largest installations of fluidized bed reactors (FBRs). The FBR process
differs from the more commonly used Siemens process developed in the 1950s in that it uses about half as
much electricity.

The sunk cost in existing polysilicon facilities in the United Statesis several billion dollars. These facilities are
mostly, if not fully, depreciated, so they can be operated profitably even at the low selling price necessary to
compete with Chinese polysilicon producers. These facilities are now either idle or have been repurposed to
supply polysilicon to the semiconductor industry.


Re-establishing polysilicon refining in the United States is technically straightforward, but before that process
could start, the polysilicon producers would need to have reliable customers. For the silicon solar supply chain,
those customers would be ingot growers, but at present they are all in China and unwilling to purchase U.S.
polysilicon because China has imposed hefty import duties(see Section 3.3). Unless ongoing trade
negotiations with China alleviate this conflict, it would be necessary to build a new supply chain elsewhere.
That could be in countries aligned with U.S. priorities, or within the United States itself. Either approach
requires substantial investment.
...
"
Skalleknarp
26.02.2022 kl 14:27 8908

Samt at olje og gasspriser stiger til nye høyder. Sol er rimelig med laaang livssyklus. Det er vel god nok grunn.
manman01
27.02.2022 kl 11:32 8122

Advanced Solar Energy Manufacturing Initiative
https://www.energy.gov/bil/advanced-solar-energy-manufacturing-initiative
FEBRUARY 26, 2022
manman01
28.02.2022 kl 16:53 7128

The Biden-⁠Harris Plan to Revitalize American Manufacturing and Secure Critical Supply Chains in 2022
https://www.whitehouse.gov/briefing-room/statements-releases/2022/02/24/the-biden-harris-plan-to-revitalize-american-manufacturing-and-secure-critical-supply-chains-in-2022/
FEBRUARY 24, 2022
"
..
Propose a new domestic manufacturing initiative through the Export-Import Bank to strengthen U.S. manufacturing exports. Too many American manufacturers – especially small- and medium-sized ones– struggle to obtain the financing they need to expand their operations and compete for global sales. As the official export credit agency of the United States, the Export-Import Bank (EXIM) is well positioned to address this issue, supporting jobs in America along the way. This Spring, EXIM’s board will vote on a new domestic initiative, including providing financing priority to environmentally beneficial, small business, and transformational export area transactions, including semiconductors, biotech and biomedical products, renewable energy, and energy storage. This initiative will help America win the future by revitalizing American manufacturing, improving the resiliency of our supply chains, and leveling the playing field for American companies competing in overseas markets.
..
"
manman01
01.03.2022 kl 17:45 6680

America’s Supply Chains and Our Clean Energy Story
https://www.energy.gov/eere/amo/articles/americas-supply-chains-and-our-clean-energy-story-0
FEBRUARY 28, 2022
"
When we tell the story of our clean energy future, technologies like solar panels, wind turbines, and electric vehicles take center stage. These technologies will be crucial to producing 100% clean electricity by 2035 and achieving net-zero carbon emissions by 2050. But to tell the full story, it’s important to go back to where it all begins – within America’s manufacturing sector and the supply chains that support it.

U.S. manufacturing is the heartbeat of our nation’s clean energy future. It pumps life into our economy, creating thousands of jobs while moving materials through intricate supply chains to manufacture clean energy technologies.

To achieve a clean energy future that is made in America, we must strengthen and secure these domestic manufacturing supply chains. As part of a DOE-wide supply chain analysis for the energy sector industrial base for Executive Order 14017, “America’s Supply Chains,” the Office of Energy Efficiency and Renewable Energy’s Advanced Manufacturing Office (AMO) released three deep dive assessments. These assessments explore challenges and opportunities to build U.S. supply chains for clean energy technologies, including rare earth magnets for electric vehicles and wind energy, energy efficient semiconductors and power electronics, and platinum group metal catalysts for fuel cells and water electrolysis.

The supply chains for these critical technologies are often concentrated in a single country. Even where the U.S. has significant resources and production capacities, downstream domestic refining and manufacturing is often lacking. To secure domestic manufacturing and American competitiveness in these sectors, AMO supports RD&D and workforce development throughout multiple stages of these supply chains. In the deep dive assessments, AMO highlights key supply chain bottlenecks and opportunities for the nation to lead the global clean energy economy.

Learn more.

"
Redigert 01.03.2022 kl 17:45 Du må logge inn for å svare
manman01
01.03.2022 kl 18:05 6584

FACT SHEET: President Biden to Highlight Clean Energy Manufacturing and Deployment Investments that Cut Consumer Costs, Strengthen U.S. Energy Sector, and Create Good-Paying Jobs
https://www.whitehouse.gov/briefing-room/statements-releases/2022/02/28/fact-sheet-president-biden-to-highlight-clean-energy-manufacturing-and-deployment-investments-that-cut-consumer-costs-strengthen-u-s-energy-sector-and-create-good-paying-jobs/
FEBRUARY 28, 2022
"
President Biden campaigned on a bold vision of tackling the climate crisis with the urgency that science demands by seizing the opportunity to build a strong domestic energy sector that can manufacture and deploy clean energy for the benefit of all Americans—with lower costs for families, good-paying jobs for workers, and healthier air and cleaner water for communities.

Since Day One, he has delivered. After rejoining the Paris Agreement, restoring scientific integrity, and reinvigorating U.S. leadership on the world stage, President Biden mobilized every federal agency to achieve groundbreaking goals: reducing greenhouse gas emissions 50-52% below 2005 levels in 2030, reaching 100% carbon pollution-free electricity by 2035, and delivering 40% of the benefits from federal investments in climate and clean energy to disadvantaged communities. The President formed the first-ever National Climate Task Force, bringing together Cabinet leaders to drive decisive action toward those goals.

Alongside historic executive actions, President Biden also made climate action and environmental justice a centerpiece of his Bipartisan Infrastructure Law—which includes the largest federal investments ever in upgrading the power grid, improving public transit and investing in zero-emission transit and school buses, installing a nationwide EV charging network, cleaning up legacy pollution, delivering clean water and replacing lead pipes, demonstrating innovative climate technologies, and increasing climate resilience to safeguard against extreme weather, which last year caused more than $145 billion in damages from the biggest 20 disasters alone.

CALLING ON CONGRESS TO DELIVER

President Biden knows that we need to move even faster to combat climate change—and that to meet the moment and fully seize the economic opportunity in front of us, Congress must act. In his first State of the Union address, the President will call on Congress to deliver on a legislative agenda for clean energy and climate action that has overwhelming support from the American people—Republicans, Democrats, and Independents.

Specifically, the President will lift up the benefits we can secure for American consumers, companies, and communities by enacting critical investments and tax credits for domestic clean energy manufacturing and deployment. He will also highlight how the investments and tax credits would cut energy costs for American families an average of $500 per year.

As part of the President’s unwavering support for climate solutions, these investments will reduce emissions, lower costs for families, create good-paying jobs for workers, and advance environmental justice.

...
"
Slettet bruker
01.03.2022 kl 18:13 6533

Noen som vet når Biden skal tale i dag?
manman01
01.03.2022 kl 18:20 6494

9:00 PM - Official Schedule
The President delivers the State of the Union address to a joint session of Congress; The Vice President, The First Lady, and The Second Gentleman attend
U.S. Capitol
Open to Pre-Credentialed Media (In-Town Travel Pool Gather 8:10 PM — Palm Room Doors)

https://factba.se/biden/calendar
manman01
01.03.2022 kl 18:24 6465

ICT Supply Chain Assessment Fact Sheet
https://www.commerce.gov/news/fact-sheets/2022/02/ict-supply-chain-assessment-fact-sheet
FEBRUARY 24, 2022
"
..
Revitalizing the U.S. ICT Manufacturing Base

To address the current dependency on a single region, nation, or manufacturer to produce U.S. ICT goods, efforts must be made to revitalize the domestic manufacturing ecosystem. The Secretary of Commerce, in consultation with industry stakeholders, is committed to investing in U.S. manufacturing capabilities to strengthen the domestic ICT ecosystem and build resilience throughout the U.S. ICT supply chains.

Office of Manufacturing Security and Resiliency: The Department of Commerce worked with the House to secure passage of the The America COMPETES Act, which authorizes Commerce to monitor and map gaps in domestic supply chains and make investments to rebuild essential capacity, including in the ICT sector. Commerce worked with the Senate to pass United States Innovation and Competition Act (USICA), which authorizes a similar program, and will support Congressional efforts to send a final program to the President’s desk.

Build Back Better Region Challenge Investments: Through the $1 billion Build Back Better Regional Challenge (BBBRC), the Economic Development Administration (EDA) is actively investing in communities and regions impacted by the COVID-19 pandemic to foster economic growth and manufacturing capacity. On December 13, 2021 EDA announced the 60 Phase 1 finalists – each a coalition of partnering entities – that proposed projects that will develop or scale regional industry sectors, develop and train the workforce of today, and build resilient economies.  Each finalist was awarded approximately $500,000 to further develop their proposed projects. Of these finalists, 14 are focused on ICT workforce development and advanced manufacturing, and will compete for an additional $25-$100 million of funding in Phase 2 of the BBBRC program.

SelectUSA Investment Summit: Secretary of Commerce Gina Raimondo will host the 2022 SelectUSA Investment Summit on June 26-29 to promote foreign direct investment (FDI) into the United States. Over 3,000 attendees including potential foreign investors, state, local and regional economic development organizations, and service providers convene to participate in sessions, network, and generate FDI opportunities. Administration priorities are reflected throughout the investment summit agenda and will include ICT supply chain resiliency.

Investments in Manufacturing Ecosystem: Soon, the Department of Commerce will announce the recipients of the 2021 Rapid Assistance for Coronavirus Economic Response (RACER) grants. The RACER program will make approximately $60 million available to high-impact projects designed to build domestic resilience and advance long-term competitiveness of U.S. manufacturing.
..
"
Redigert 01.03.2022 kl 18:24 Du må logge inn for å svare
manman01
01.03.2022 kl 18:25 6448

Joint Statement by Secretaries Raimondo and Mayorkas on Assessment of the Critical Supply Chains Supporting the Information and Communications Technology Industry
https://www.commerce.gov/news/press-releases/2022/02/joint-statement-secretaries-raimondo-and-mayorkas-assessment-critical
FEBRUARY 24, 2022
"
Today, Secretary of Commerce Gina M. Raimondo and Secretary of Homeland Security Alejandro N. Mayorkas released the following statement on the completion of a one-year assessment on the critical supply chains supporting the information and communications technology (ICT) industry. Directed by President Biden as part of the Executive Order on America’s Supply Chains (EO 14017), the U.S. Department of Commerce and the U.S. Department of Homeland Security evaluated the current supply chain conditions for select hardware and software products, identified key risks that threaten to disrupt those supply chains, and proposed a strategy to mitigate risk and strengthen supply chain resiliency.

“The COVID-19 pandemic and related disruptions exposed existing vulnerabilities in both domestic and global ICT supply chains. Over the past 30 years, ICT manufacturing has shifted overseas, which presents challenges for the United States’ supply chain resilience and economic security. In addition, cyber incidents have revealed the capability of malicious actors to stealthily compromise ICT software and hardware products, often undetected.

“To address these challenges, the Departments of Commerce and Homeland Security continue to take immediate actions to bolster the U.S. industrial base as part of a whole-of-government approach to protect and strengthen the supply chains that keep our economy running and our communities safe, but the U.S. government alone cannot address these ICT supply chain vulnerabilities. We look forward to working with industry stakeholders, foreign governments, and other domestic and international partners to implement measures identified in the assessment that build resilience and security throughout the ICT supply chain and across our nation.”

..
"
manman01
03.03.2022 kl 06:19 5617

Cabinet Agencies Publish U.S. Critical Supply Chain Reports
https://www.jdsupra.com/legalnews/cabinet-agencies-publish-u-s-critical-1209993/
MARCH 2, 2022
manman01
04.03.2022 kl 22:43 5088

FACT SHEET: Biden-⁠Harris Administration Delivers on Made in America Commitments
https://www.whitehouse.gov/briefing-room/statements-releases/2022/03/04/fact-sheet-biden-harris-administration-delivers-on-made-in-america-commitments/
MARCH 4, 2022
"
..
President Biden will also announce the most robust updates to the implementation of the Buy American Act in nearly 70 years to ensure taxpayer dollars create good-paying jobs here at home, strengthen critical supply chains, and position U.S. businesses to compete in strategic industries.

The Federal government spends more than $600 billion each year buying goods and services.

President Biden believes that when taxpayers foot the bill, that spending should invest in American workers, manufacturers, and small businesses. In his first week in office, he signed Executive Order 14005, Ensuring the Future Is Made in All of America by All of America’s Workers, initiating a review of Buy American policy and establishing the first-ever Made in America Office in the Office of Management and Budget.

Since January 2021, the Made in America Office, codified by the Bipartisan Infrastructure Law, has already helped agencies implement Made in America requirements, launched a new website designed to provide transparency into exceptions from Made in America laws, and created a new Made in America Council to ensure we identify the best ideas and practices from across the Federal government to implement Made in America initiatives. The actions to date implement a whole-of-government agenda designed to maximize the use of taxpayer dollars on domestic products and services, strengthen our industrial base, and create good-paying, union jobs for Americans.

This rule is also consistent with international trade laws and will bring the U.S. in line with the domestic procurement practices of peer countries. It will allow the U.S. to use its purchasing power to seed and grow new and strategic industries, while continuing our work with allies and partners to diversify and strengthen international supply chains to mitigate the global disruptions we’ve seen from COVID-19, climate change, and geopolitical conflict.

Today’s final rule will deliver on President Biden’s commitment to “Make Buy American Real” by:

Raising the domestic content threshold to 75 percent. Today, products qualify as Made in America for federal procurement if 55 percent of the value of their component parts are manufactured here. This final rule will increase that threshold to 60 percent this year, 65 percent in 2024, and 75 percent in 2029. This will close loopholes in the current regulation while allowing businesses to onshore manufacturing and adjust their supply chains to increase the use of American-made components. This change will create more opportunities for small- and medium-sized manufacturers and their employees, including small and disadvantaged enterprises, from all parts of the country.

To support this work, the Small Business Administration has created a new manufacturing office in its federal contracting division and agencies will work with the Hollings Manufacturing Extension Partnership to find and develop American sources for government needs.
..
"
manman01
09.03.2022 kl 20:04 4521

Biden Administration Releases Six American Manufacturing and Supply Chain Reports
https://www.jdsupra.com/legalnews/biden-administration-releases-six-7153644/
MARCH 9, 2022
"
..
A Larger Framework to Promote Domestic Manufacturing

EO 14017 is just one piece of a larger policy framework through which the Administration seeks to promote the American economy and domestic manufacturing.
..
"
Redigert 09.03.2022 kl 20:11 Du må logge inn for å svare
Bob Macahan
22.03.2022 kl 06:01 3408

Det är tydligt att värdekedja för solceller är ett ”hot topic” i USA nu mer än tidigare.

Här är en rykande färsk podd med Heliene’s CEO på ämnet: https://youtu.be/w5lU-dVK3QI
manman01
14.04.2022 kl 17:12 2559

US DOE: Clean Energy Supply Chain Poses "Immense Challenges" But Offers "Enormous Opportunity"
https://www.jdsupra.com/legalnews/us-doe-clean-energy-supply-chain-poses-1227757/
APRIL 13, 2022

..

The report’s supply chain review identifies a range of risks and vulnerabilities that vary by technology and will require a sweeping set of diverse policy actions. In addition, DOE identified common threats, risks and vulnerabilities across all selected technologies. These common risks and vulnerabilities are grouped into seven main opportunities for action:

increase raw material availability

expand domestic manufacturing capabilities

support formation of and invest in diverse, secure and socially responsible foreign supply chains

increase the adoption and deployment of clean energy

improve end-of-life energy-related waste management

attract and support a skilled workforce for the clean energy transition

enhance supply chain knowledge and decision-making
..
Redigert 14.04.2022 kl 17:12 Du må logge inn for å svare
Stabukk
14.04.2022 kl 17:20 2518

Recsi og Hanwha/Q-Cells stiller vel svært sterkt på alle desse sju punkta? Ved å løysa utfordringane og utnytta mulighetane.
Slettet bruker
14.04.2022 kl 17:25 2487

Burde jo være politisk utenkelig at ikke Demokratene løser dette nå i mai - senest juni. Da får det eventuelt bli en presidentordre.
Men jeg som mange andre, tror nok at REC sender ut en børsmelding om åpning av Moses før midtsommer --- uansett.