When Covid-19 disrupted global supply chains, many people realized for the first time how vulnerable these complex systems really are. Some Western governments have responded by looking to expand manufacturing on their own soil. In today’s episode, we are joined by Antoine Vagneur-Jones, BNEF’s Head of Trade and Supply Chains, to discuss what a turn toward domestic clean-energy manufacturing may mean for battery and solar value chains. As Antoine explains, any such shift would bring benefits – but also come at a cost.
This podcast is based on the BNEF Research Note titled Localizing Clean Energy Supply Chains Comes at a Cost. This can be read at BNEF < GO> on the Bloomberg Terminal, at bnef.com or via our mobile app. This episode was produced by Mariko O'Neil.
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