America needs a long-term strategy for critical clean energy materials, from polysilicon to tellurium and beyond.
Manufacturing leadership, supply chain security, and fair trade enforcement all go hand in hand.
The goal is not isolation.
The goal is reducing dependence on adversarial supply chains while strengthening trade relationships with trusted allies who share our security and labor standards.
That’s how America builds long-term clean energy resilience.
Solar panels power more than homes and businesses.
They increasingly support grid resilience, critical infrastructure, and even U.S. defense operations.
That’s why secure domestic and allied supply chains matter.
EFTC’s advocacy to the Commerce Department highlights a growing risk: America’s dependence on foreign-controlled solar supply chains.
Energy independence requires supply chain independence.
China controls roughly 94-95% of global polysilicon production which is a major vulnerability for America’s clean energy future.
Solar supply chains are now a national security issue, not just an economic one.
The U.S. needs stronger domestic manufacturing and resilient allied supply chains.
Bloomberg’s reporting on the lost solar race to China highlights a critical issue: whoever controls manufacturing controls the future of the energy economy.
The U.S. needs policies that support:
🇺🇸 Domestic manufacturing
🇺🇸 Fair trade
🇺🇸 Ethical supply chains
🇺🇸 Long-term energy security
Clean energy incentives should strengthen American workers and manufacturers, not reward unfair trade practices or deepen dependence on overseas supply chains.
A strong clean energy future must also be a strong American manufacturing future.
America is the future of solar technology. China built the manufacturing ecosystem around it.
The lesson isn’t to abandon clean energy. It’s to stop outsourcing the jobs, factories, and supply chains that should exist here at home.
The future of energy security depends on supply chain security.
If America relies on foreign adversaries for critical clean energy components, we are trading one form of dependence for another. Bloomberg’s reporting shows how concentrated solar manufacturing has become in China.
Bloomberg’s report on the solar race with China confirms what many have warned for years:
America outsourced too much of the clean energy supply chain. China now dominates solar manufacturing after years of long-term investment and scale.
The U.S. needs clean energy AND American manufacturing.
https://t.co/pvm3IiTPYJ
Want a resilient clean energy future?
Start here:
✔ Transparent supply chains
✔ No forced labor risk
✔ Real domestic manufacturing
Anything less misses the point.
Billions in U.S. clean energy incentives are at stake.
Without stronger rules, those dollars could reinforce global supply chains we’re trying to move away from.
Policy intent ≠ policy outcome.
Clean energy should be clean all the way through.
If supply chains can’t be fully verified, they shouldn’t qualify for U.S. tax credits.
It’s that simple.
The issue isn’t one company.
It’s that current incentives allow:
→ Foreign sourcing
→ Limited transparency
→ Weak enforcement
We can’t fix supply chains if policy ignores them.
U.S. taxpayers are funding clean energy.
But what happens when those dollars flow into supply chains linked to forced labor risks?
That’s not energy independence—that’s a supply chain risk.
https://t.co/XL2hazekE3
Cheap imports aren’t always fair imports.
When subsidies distort the market, U.S. jobs and industries suffer.
That’s why tariffs matter. Case and point: India and solar exports.