Water Electrolyzers and Fuel Cells Supply Chain: Supply Chain Deep Dive Assessment
The report “America’s Strategy to Secure the Supply Chain for a Robust Clean Energy Transition” lays out the challenges and opportunities faced by the United States in the energy supply chain as well as the federal government plans to address these challenges and opportunities. It is accompanied by several issue-specific deep dive assessments, including this one, in response to Executive Order 14017 “America’s Supply Chains,” which directs the Secretary of Energy to submit a report on supply chains for the energy sector industrial base. The Executive Order is helping the federal government to build more secure and diverse U.S. supply chains, including energy supply chains. This report is one of a series that supports the analysis of the energy industrial base called for in Executive Order 14017 on America’s supply chains (Exec. Order No. 14017, 2021). Specifically, it provides a review of the supply chain for water electrolyzers and fuel cells with a focus on polymer electrolyte membrane electrolyzer cells (PEMEC), polymer electrolyte membrane fuel cells (PEMFC), solid oxide electrolyzer cells (SOEC), and solid oxide fuel cells (SOFC). Water electrolysis and fuel cells are a nascent industry with little prior information related to supply chain needs and constraints. This report provides a preliminary assessment; further industry peer review and revisions are expected.