The next US energy revolution is here

So far, the US clean energy revolution has been imported. Almost all of the batteries, solar panels, and critical chemicals used in America are produced in other countries. But a revolution is starting to come home that could shake up the renewable energy supply chain.

companies like

Panasonic Holdings


(ticker: 6752.Japan),

General Motors


(GM),

Honda Motor


(HMC) and

LG Chem


(051910.Korea) has announced that it will invest billions of dollars in new US battery plants this year alone.

First Sun


(FSLR) has announced plans for an Alabama solar module factory that will be the fourth in the U.S. and will quadruple production by 2025. And last year,

Siemens Gamesa Renewable Energy


(SGRE.Spain) said it will build the first U.S. factory to manufacture offshore wind turbine blades in Virginia.