The next American energy revolution is here


So far, the American clean energy revolution has been imported. Other countries make nearly all of the batteries, solar panels, and critical chemicals used in America. But the revolution is starting to hit home, a move that could shake up the renewable energy supply chain.

Companies like

Panasonic Holdings

(ticker: 6752. Japan),

General engines


Honda engine

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(HMC), and

LG Chem

(051910.Korea) have announced billions of dollars in investments in new US battery plants this year alone.

First solar energy

(FSLR) just announced plans for a solar module plant in Alabama, its fourth plant in the US, that will quadruple production by 2025. And last year,

Siemens Gamesa renewable energy

(SGRE.Spain) said it would build the first US plant to produce offshore wind turbine blades, in Virginia.

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