美国建设力量：清洁能源制造业现状

ACP sincerely thanks its member companies and other organizations for their contributions to the industry data provided in thisreport. ACP strives to provide the best information on the clean power industry—for the industry and by the industry—and therefore Graphics and text in this report can be used with citation. Creation of new graphics based on data in the report must receive writtenapproval from ACP. When other data sources are used, they are noted. Data should not be used without permission from ACP. EXECUTIVE SUMMARY Clean Power is Leading the American Manufacturing Renaissance American clean power is leading a manufacturing renaissance across the country. Solar cells and modules made in Ohio, manufactured steelin New Mexico, advanced batteries in West Virginia, offshore service vessels built in Louisiana, and wind turbine blades in Iowa are just a Driven by unprecedented energy demand growth (ACP expects electricity demandto increase up to 50% by 2040), a rising focus on supply chain security, and a suite oftargeted Federal energy tax credits, the nationwide onshoring of clean power produc-tion is creating 122,000 good-paying American jobs and generates $33 billion in annualdomestic spending. These investments are concentrated in rural communities and 73% In 2024 alone, the industry added 45 new facilities, marking a 45% increase from theprevious year. These 200 primary component manufacturing facilities are attractingupstream and subcomponent suppliers to the U.S., providing new industry opportunities Current U.S. Clean Power Manufacturing Footprint As of early 2025, the clean power manufacturing sector, specifically batterystorage, wind and utility-scale solar, spans 200 primary manufacturing plantsspread across 38 states, with notable clusters in the Southeast, Midwest, and •Solar:over 90 manufacturing facilities•Land-based wind:over 20 manufacturing facilities Economic and Job Creation Impact Clean power manufacturing currently supports 122,000 U.S. full-time jobs and generates$9 billion in domestic earnings annually (Figure ES2). The sector contributes $18 billion toGross Domestic Product (GDP) and $33 billion in spending across the economy annually. •Solar:75,400 jobs, $5.9 billion in earnings, $11.5 billion in GDP•Land-Based Wind:34,300 jobs, $2.4 billion in earnings, $4.6 billion in GDP•Offshore Wind:700 jobs, $49 million in earnings, $90 million in GDP The construction of these manufacturing facilities also supported the economy. SinceAugust 2022, they required 343,000 job-years, generated $25 billion in earnings, The Promising Future forU.S. Clean Power Manufacturing Since August 2022, the industry has announced 250 new manufacturing facilities orexpansion, of which 140 are online or under construction, the remaining are under devel-opment (Figure ES3). Battery storage and solar components account for 230 of these newor announced facilities. If all planned facilities become operational by 2030, clean powermanufacturing could support over 500,000 jobs, generate over $40 billion in earnings, ADVANCING CLEAN ENERGY SUPPLY CHAIN SECURITY:POLICY PRIORITIES U.S. clean power is primed to lead a revitalized, modern American manufacturing sector well into the next decade, but maintaining the momentumwill require sustained policy stability. Downstream product manufacturing—such as solar modules, battery cells and wind nacelles—haveexpanded swiftly and are attracting follow-on investments in midstream and upstream segments like solar cells, lithium processing and The Trump Administration and Congress can build on their historic American manufacturing legacy with a suite of targeted policy tools that include: •Preserving Energy Tax Credits (45X, 45Y, 48C, 48E):The Advanced Manufac-turing and Technology-Neutral tax credits for solar, wind and energy storage havebeen the critical driver for the $33 billion of annual domestic spending and 122,000jobs generated by new domestic clean energy manufacturing. The AdvancedManufacturing Production Tax Credit (“45X”) creates critical long-term investmentsecurity for domestic manufacturers to compete against foreign-sourced products. •Streamlining Permitting will Benefit Domestic Manufacturers and their Customers: Permitting reform remains a barrier to timely project deployment, including bothnew manufacturing and material processing facilities and new clean energydeployments using domestically made products. The Administration and Congressshould establish clear, predictable, standardized permitting timelines across •Ensuring Executive Orders on Energy and Critical Minerals Security AppropriatelyLeverage Demand from Downstream Manufacturers:Key critical mineralsrequired for national security and advanced military equipment require diverseend markets for commercial scale and viability. Supporting robust deploymentsof grid-scale clean power and domestic manufacturing creates crucial private,commercial opportunities for domestic processors of k