Nicholaus Rohleder is an Independent Director for EnergyLink and cofounder of Climate Commodities, an asset management firm focused on climate supply chain and raw materials assisting the renewable energy transition. Rohleder now works as a professor at Columbia University and an editorial team member for the “Energy Policy Now” podcast. As a contributing writer for Nasdaq, Rohleder covers energy and supply chain topics. Click the link below to read the full article.
Read To Survive on the Other Side of Biden’s Two-Year Solar Bridge, We Need Further Steps to Build Up Our Domestic Supply Chain
Rohleder’s latest article with Nasdaq titled, “To Survive on the Other Side of Biden’s Two-Year Solar Bridge, We Need Further Steps to Build Up Our Domestic Supply Chain,” discusses the domestic solar supply chain and what action can be taken to bolster it. Throughout the article, Rohleder highlights the United States’ role in solar manufacturing while balancing trade landscapes and competitive markets. He argues that in order to improve the domestic solar market, a balance between tariffs, subsidies and close monitoring must be struck within the domestic solar industry.
“Exploring our own degrees of resource nationalism, along with carefully examining state-level subsidies and more effectively countering imports that benefit from dumping practices, can ultimately play a crucial role in regaining our global solar-market footprint… To achieve energy transition target, all the way from mine to installed solar panel, we will still need a close relationship with China. What’s called for is a balancing act between the U.S. interest in building out a domestic supply chain, and stated global international trade policies and laws meant to shut down any exaggerated action from other global players.”– Nicholaus Rohleder
The article also features a quote from EnergyLink CEO, Christopher Ihler. He provides insight into current industry patterns:
“Our industry is regularly impacted by geopolitical issues — we anticipate and plan for such interruptions in production… But every interruption has its costs. Production and implementation losses systemically hinder growth and stall decarbonization efforts. Now more than ever, our industry requires a competitive and reliable domestic supply chain capable of supporting solar market growth and progress.”– Christopher Ihler
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