Opportunities to Strengthen the U.S. Hydropower Supply Chain
Fact sheet for the Hydropower Supply Chain Gap Analysis report.
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Fact sheet for the Hydropower Supply Chain Gap Analysis report.
Battery energy storage systems (BESS) are increasingly important to meet the needs of grid resilience and reliability. BESS provide critical grid services, maintaining stability of the grid with increased variable conditions. However, there are significant geopolitical and security concerns regarding their operation in critical infrastructure, due to lack of a domestic supply chain and prevalence of foreign entity of concern (FEOC) components in BESS and associated inverter-based resources. The supply chain challenge is dually exacerbated by a lack of alternative suppliers who can meet the economic targets for energy delivery and a potentially adversarial supply chain. Solutions are needed to secure components, addressing mixed layers of risk and engineering controls. This paper presents a specific application of Cyber-Informed Engineering (CIE) principles for BESS and recommends an alternative strategy to blocking the supply chain, ensuring that grid modernization targets can be met despite lack of a validated or secure supply chain. This study focuses on the United State (U.S.) use case, but the process can be applied globally to address supply chain security challenges. CIE practices represent the next step in functional assurance and risk mitigation, ensuring optimal resource allocation and enhancing security measures to safeguard the future of energy in the U.S. and beyond.
This milestone represents a level of effort to provide recommendations for a supply chain plan and establish relationships between advanced reactor companies and large companies in the oil & gas and chemical industries. It represents a starting point to develop the plan with options, general equipment lists, and rough associated cost estimates of major equipment and the associated systems needed. This effort will provide an opportunity to leverage the experience that oil & gas and chemicals companies possess in large capital equipment procurement, modularization, acquisition and installation. Potential supply chain solutions will be discussed and preliminary options for worldwide manufacturers will be elucidated. The goal of this effort will be to leverage the years of accumulated experience in the oil & gas and chemical industries in the area of capital equipment acquisition to understand the potential supply chain options and to reduce potential acquisition costs by optimizing the supply chain options for advanced nuclear reactor modularization, manufacturing and acquisition.
Background: The world is experiencing frequent extreme weather events like droughts, floods, snowstorms, and shifting of seasons due to climate change. Increasing frequencies and severity of these extreme weather events threaten food security because agriculture is extremely vulnerable to climate change. Higher temperature reduces overall yields of the desirable crops but proliferates weeds and harmful pests. Current data shows that every year U.S. farmers spend more than 11 billion USD to fight weeds and this number is expected to rise in the coming years due to climate change. Due to droughts, the water required for irrigation is becoming scarcer. Since many areas are becoming climatically unusable for crop production, the amount of farmland area is shrinking rapidly. In addition, changes in precipitation patterns are causing crop failures and negatively impacting expected yields. In this study, we investigated how different extreme climate events impact different stages of a food supply chain. Approach: As a case study, we chose Idaho’s potato supply chain (SC). Idaho is the top potato producing state in the U.S. and contributes around 30% of the nation’s potato production. Using the agent-based modeling (ABM) approach, we developed a multi-echelon potato supply chain computer simulation model with six types of agents – seed producers, farmers, shippers, processors, retailers, and logistics companies. In addition to the baseline scenario, we developed two additional climate-related disruption events – drought and snowstorm. We investigated how each of these disruption events impacts different stakeholders across the supply chain in terms of revenue and some other key performance metrics such as lead time, food waste, number of delayed orders, and order fulfillment rate. Results: Extreme climate events not only impact the growers but there is also cascading ripple effects downstream of the supply chain. The methodology developed in this study could be applied to other food and agricultural SC to understand the vulnerabilities of the different links. The findings would potentially help to adopt new policies for the well-being of the overall SC.
The Materials Flows through Industry (MFI) tool is a supply chain modeling tool developed at the National Renewable Energy Laboratory (NREL) with funding from the Department of Energy's Advanced Manufacturing Office. MFI was created to identify and analyze opportunities to reduce the energy and carbon intensities of the U.S. industrial sector (Hanes and Carpenter 2017). In this work, we present an overview of the MFI tool's structure and capabilities, as well as the results of using MFI to analyze a novel NREL-developed process to 'upcycle' PET plastic into higher-value composite materials (Rorrer et al. 2019). This process combines recycled PET (rPET) plastic with inputs that can be derived from biomass, including muconic acid, acrylic acid, and ethylene glycol, to chemically break down the plastic back to its monomers in a process called glycolization. Then, repolymerization and the application of fiberglass yields the valuable glass fiber reinforced plastic (GFRP) composite, a performance material used in the manufacture of wind turbine blades, boat hulls, and other applications. This rPET-derived GFRP was found to have superior strength and fiberglass adhesion compared to conventional GFRP formulations. Our findings indicate that this GFRP production process, were it to be widely commercialized beyond its current lab-scale, could potentially reduce the fossil energy intensity of the GFRP supply chain by between 37% and 58% compared to the conventional method of GFRP manufacture from fossil-derived inputs. We also estimate potential supply chain greenhouse gas (GHG) emissions reductions between 30% and 40% from this process. Scaling these GHG offset estimates up to annual GFRP production in the U.S. would be roughly equivalent to removing between 150,000 and 200,000 vehicles from U.S. roads. These ranges of impact estimates represent the range of differences associated with the various economic allocation methods we have assumed for the intensity contributions from the first life of the PET plastic. Following Shen et al. (2010), we derive economic allocation factors from the current price ratios of clear- and green-colored recycled PET plastic to virgin PET resin ('waste-valuation' approach) or assume them to be zero in a more simplistic allocation ('cutoff' approach). Future work involving the MFI modeling tool will also be discussed, including preliminary results comparing the energy intensity of conventional and bio-based nylons manufacturing. Attendees will also be encouraged to conduct MFI supply chain modeling of their own by requesting a user account on the MFI web application, which is freely available to the public at the following address: https://mfitool.nrel.gov.
Framing the strategic challenge posed by the interconnected, multitiered supply chains of mission projects managed by the NASA Goddard Space Flight Center. Discussing conditions and risks which can disrupt or threaten the availability, production and delivery of products and services for complex space systems. Utilizing a holistic analytical framework, business intelligence techniques, an integrated information system platform and analytics to produce insight into suppliers / supply chains and associated risks. Advancing supply chain risk management capabilities to support the successful performance of space missions.
This paper summarizes the prior analysis, key findings, and recommendations from the published report titled “Initial Heliostat Supply Chain Analysis” [1]. Globally, the growing demand for concentrating solar power (CSP) technologies, primarily for electricity generation plants has been met with supply chains primarily composed of plentiful commodity materials such as steel, aluminum, and glass. Often the commodity materials can be sourced in the domestic market where power plant will be constructed. Although specialty components are required for CSP solar fields —including mirror panels used for heliostat applications—these specialty components constitute about 30-50% of total system installed costs [2]. Only a few companies and countries, including the United States, have developed the capacity to supply such specialty components. The U.S. heliostat supply chain at present is comprised of few companies (e.g., CSP developers), component suppliers, and is its infancy. By 2035, with current and aggressive solar photovoltaic (PV) capacity expansions, there is the potential for 500,000–1,500,000 direct and indirect jobs in the areas of manufacturing, installation and development, and operations and maintenance (O&M) [3]. Utilizing the CSP capacity estimations the recent NREL report [4], the construction of 39 gigawatts (GW) of CSP (assuming mainly power tower) in the U.S. could lead to approximately 195,000 manufacturing, construction, and O&M jobs. This does not include the longer-term jobs and economic impact (e.g., taxes from plant operations staff) from operating the plants once constructed. It is recommended that further CSP component and system supply chain analysis and modelling be undertaken.
Solar photovoltaic (PV) and battery energy storage system (BESS) technologies are two immediately available options for meeting U.S. electricity demands, which are increasing due to expansion of loads from end uses including data centers, buildings, vehicles, and factories. Globally, PV and BESS supply chains are dominated by products manufactured in China and elsewhere by Chinese companies. However, U.S. PV and BESS manufacturing have recently grown, with some capacity in each step of the PV supply chain, albeit not enough to currently meet demand with domestic manufacturing alone. This study analyzes U.S. PV supply chains and costs in 2024, for the crystalline silicon and cadmium telluride module supply chains. The full report additionally addresses the PV balance of system, inverter and BESS supply chains. The study concludes with an analysis of technology installation trends, government support for domestic manufacturing, manufacturing jobs, and the domestic content of PV systems installed in the United States in 2024.
Recognizing the scale of this industry challenge, the United States (U.S.) Department of Energy (DOE) Grid Deployment Office (GDO) and Cybersecurity Energy Security & Emergency Response office have launched a multi-year BESS supply chain security initiative to identify consequence-driven approaches to addressing BESS supply chain security and provide resources to support prioritization of supply chain security efforts associated with the procurement of BESS equipment and services. This guide is one element of the supporting resources to be provided and sets forth a framework and guidance for procurement bidding, selection, risk analysis, and agreements stakeholders can implement to mitigate cybersecurity risks across the entirety of battery system component ecosystem, including the interconnected software and hardware required for control and monitoring BESSs.
The 2026 Innovating the Gas Turbine Supply Chain Workshop was convened at the Oak Ridge National Laboratory’s Manufacturing Demonstration Facility (MDF) in Knoxville, Tennessee, on March 31–April 1, 2026. Organized by ORNL, NETL, and the Gas Turbine Association (GTA) including gas turbine original equipment manufacturers (OEMs) GE Vernova, MHI, Siemens Energy, and Solar Turbines. The workshop brought together approximately 70 participants representing OEMs, supply chain companies, national laboratories, universities, and federal government agencies. Edgar Lara-Curzio (ORNL) served as Workshop Chair.
Significant investment is driving the essential modernization and digitization of U.S. energy infrastructure, but the United States faces a key challenge in this grid transformation: our renewable and clean energy supply chains have limited capacity to source necessary digital assets through U.S. or allied sources. Batteries and their associated power electronic interfaces are key components to delivering clean and more resilient energy delivery, providing much-needed fast ramping, emergency discharge, generation, and operations support to the electric grid. These services have grown to be invaluable over the past 10 years and will soon be an irreplaceable component of energy delivery. While there have been significant strides to move supply chains for raw and critical materials to U.S. and allied nations, the control and power electronic industry has lagged, in part because of lower cost margins. For example, the United States now has growing capacity to manufacture solar photovoltaic (PV) panels, but 90% of the inverters—which are essential to the conversion of DC to AC for grid connection and controls—are made in or source parts from the People’s Republic of China (PRC). While a global supply chain is beneficial for many economic and supply diversification reasons, presence of foreign entities of concern (FEOC) in a dominant role in this supply chain brings additional concerns for national security of infrastructure. The BESS relationship and new clean energy have features that warrant discussions and additional focus on impact for technology security, given their critical role. This review considers the impact and solutions for complex business and policy landscapes in clean energy supply chain, and the benefit trade-offs, focusing on the Battery Energy Storage System case study, and its complex organizational relationships across both the US, Allied countries and Foreign Entities of Concern. While many examples in this paper are presented on PRC focused manufacture, this could apply to any potentially adversarial relationship
Securing defense-critical supply chains, built on resilient and sustainable microelectronics fabrication and deployment, is a national imperative and one that requires an investment in basic and applied research, development, and deployment into industries in (and out of) the Defense Industrial Base (DIB). Critical next steps include the development of pilots for revolutionary concepts in a new formal verification model and the Cyber-Physical Passport (CPP) concept for chain of custody. Critical infrastructure leadership should take action with a sense of urgency. Working in conjunction with the Under Secretary for Acquisition and Sustainment, the Assistant Secretary of Defense for Research and Engineering should establish pilot programs with the Defense Advanced Research Projects Agency and the service labs to build and test both concepts in legacy and new system development.. Additionally, the Pentagon may be aware that an existing Manufacturing Innovation Institute is piloting, with the semiconductor industry, cyber innovations to provide verifiable security properties and guarantees of physical functions to build a more cyber secure, resilient and efficient micro-electronics supply chain.
The electric vehicle market is growing rapidly and there is significant need for lithium ion batteries and their materials. There is growing concern about the supply chain issues of lithium ion batteries in the US as most of the materials and components come from overseas. The concern about supply chain would be even more of a concern as more lithium ion systems will be installed in the renewable grid. By 2025, it is estimated that 3.5 million used PEVs may be retiring worldwide with commutative capacity of around 150 GWh. The question is what the is best way to deal with these batteries: recycle them right away for re-introduction of valuable materials into the battery supply chain or reused and then recycle them. These batteries usually have between 70-80% of their original capacity and studies have shown second use of these batteries are technically and environmentally – the question has been the economic viability. Most of LIBs has been going into the growing electric vehicle market. Rather than using new LIBs in the future grid, the second-life batteries is a significant resource and could alleviate supply chain issues.
Reducing supplier energy consumption can be critical to creating more sustainable and resilient supply chains, and can be achieved by embedding criteria for energy management systems into product sustainability standards. Manufacturers across the globe are taking steps to reduce their greenhouse gas emissions and become more sustainable. Large industrial corporations rightly tout their efforts and successes. However, their upstream emissions, that is, the emissions from companies supplying components, are more difficult to address. These supplier companies are often smaller manufacturers with limited awareness or incentives to reduce emissions. Within the electronics industry, a diverse group of stakeholders is seeking to make the electronics sector more sustainable and resilient through product sustainability standards. The U.S. Department of Energy is engaged in these endeavors, including efforts to reduce supplier energy consumption by incorporating criteria into these sustainability standards that encourage the adoption of energy management systems and practices. Such activity within the electronics sector can be a significant component of a broader resilience roadmap for the sector’s supply chain. This paper highlights the efforts to embed energy management practices into electronics products supply chains to build resilience, and presents a business case using examples from U.S. manufacturers that can be replicable to other manufacturing sectors.
The current NASA Human Space Flight transportation system, the Space Shuttle, is scheduled for final flight in 2010. The Exploration initiative will create a new capability with a combination of existing systems and new flight and ground elements. To fully understand and act on the implications of such change it is necessary to understand what, how, when and where such changes occur and more importantly, how all these interact. This paper presents Human Space Flight, with an emphasis on KSC Launch and Landing, as a Supply Chain of both information and materials. A supply chain methodology for understanding the flow of information and materials is presented. Further, modeling and simulation projects funded by the Exploration initiative to understand the NASA Exploration Supply Chain are explained. Key concepts and their purpose, including the Enterprise, Locations, Physical and Organizational Functional Units, Products, and Resources, are explained. It is shown that the art, science and perspective of Supply Chain Management is not only applicable to such a government & contractor operation, it is also an invaluable approach for understanding, focusing improvement and growth. It is shown that such commercial practice applies to Human Space Flight and is invaluable towards one day creating routine, affordable access to and from space.
This work considers the incorporation of renewable ammonia manufacturing sites into existing ammonia supply chain networks while accounting for ammonia price uncertainty from existing producers. We propose a two-stage stochastic programming approach to determine the optimal investment decisions such that the ammonia demand is satisfied and the net present cost is minimized. We apply the proposed approach to a case study considering deploying in-state renewable ammonia manufacturing in Minnesota’s supply chain network. We find that accounting for price uncertainty leads to supply chains with more ammonia demand met via renewable production and thus lower costs from importing ammonia from existing producers. These results show that the in-state renewable production of ammonia can act as a hedge against the volatility of the conventional ammonia market.
The TADA BESS Supply Chain Workshops are designed to equip participants with the knowledge and tools necessary to address the evolving challenges at the intersection of battery energy storage systems (BESS), cybersecurity, and supply chain vulnerabilities. The workshops emphasize the application of Cyber-Informed Engineering (CIE) principles using INL’s procurement guide and the CIE-BAT tool. Attendees will develop risk-based security strategies and actionable compliance roadmaps tailored to their BESS projects. Additionally, the program fosters a collaborative network of practitioners and provides guidance on navigating emerging regulatory requirements, including FEOC rules under the OBBB framework, to assess and enhance organizational readiness. This is Session 1 of 3. (Full Version)
The production of renewable fuels is a critical component of global strategies to reduce greenhouse gas (GHG) emissions. Moreover, the collection of raw materials for its production can provide added benefits such as reduction of wildfire risk, additional income for farmers, and decreased disposal costs. Although there is substantial literature on design and modeling of supply chains, the authors were unable to find a single reference with the information needed for the selection and cost estimation of each type of equipment involved in the supply chain. Therefore, the goal of this research is to gather information necessary for the construction and utilization of models that might drive the identification of a feasible supply chain to produce renewable fuels at a commercial scale. The primary objectives are to 1) understand the supply chain of critical feedstocks for renewable fuels production; 2) identify the equipment commercially available for collection and adequation of feedstock; and 3) consolidate information regarding equipment cost, energy consumption, and efficiency, as well as feedstock storage and transportation systems. This paper provides a compilation for five feedstock types studied for sustainable aviation fuel production: 1) agricultural residues and grasses, 2) forest residues, 3) urban wood waste, 4) oilseeds, 5) fats, oils & greases. All the technologies involved from the field to the gate of the preprocessing or conversion unit were reviewed. The information on fats, oils & greases supply chains and equipment purposely designed for forest thinning and pruning was very limited.