PitchBook：2025年清洁能源的关税和供应链挑战报告（英文版）

Clean energy development and adoption are exposed to significant risk due to geographically concentrated supply chains. The falling cost of low-carbon energy technologies such as solar, wind, and lithium batteries has accelerated their adoption. However, their dependence on critical minerals and components from geographically concentrated supply chains—particularly in China and Southeast Asia—creates exposure to geopolitical and operational disruptions. • US tariffs are impacting the country’