Typically when you think about supply chain risks related to building out the energy grid, physical raw materials such as turbines for wind, panels for solar, etc. The U.S. has done a lot to remediate the supply chain issues post COVID in reducing port backlog, etc. However, one key component is in short supply: permits needed to build the necessary energy infrastructure. Without a permit reform, smoothing out the physical commodity supply chain issues won't get us any closer towards our energy transition goals. Last year, Congress approved hundreds of billions of dollars for solar panels, wind turbines, electric vehicles and other technologies to tackle global warming.

Source: New York Times June 26, 2023 15:08 UTC