Insight
The Middle East conflict introduces execution risk and supply chain setbacks for global solar
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The escalating Middle East conflict is disrupting the global solar value chain at multiple levels, affecting ~110 GW of regional projects while simultaneously delaying the region's emergence as a strategic manufacturing hub by 2-3 years. Beyond the Middle East, the disruption is exposing critical upstream vulnerabilities in the U.S. supply chain, where potential loss of 20-25% of external cell supply could derail IRA-driven manufacturing goals, while also transmitting cost pressure globally through rising logistics expenses. Rather than accelerating supply chain diversification, the conflict is reinforcing China's dominance and pushing back the timeline for meaningful alternatives across modules, cells, and critical components.
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Asset Report
Luhais
The Luhais oil field, discovered by the Iraq Petroleum Company in 1961, is located in the Widyan North Arabian Gulf basin in southern Basra.
$3,720
Insight
China’s 15th Five-Year Energy Plan and Action Plan for Carbon Peaking: implications for the natural gas sector
Our interpretation of the policies and their directional impacts on China's gas demand growth
$950
Insight
Power On Middle East and Africa: resilient Saudi storage masks new risks
Recent highlights from the MENA power and renewables sector
$3,000
