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Seizing America’s Supply Chain Opportunity in Grid and Geothermal Equipment

What grid and geothermal hardware share is that they're opportunities for new manufacturing investment in the United States. Seizing these opportunities requires supportive public policy, regional economic coordination, and targeted new research. neiscenter.substack.com/p/seizing-am...

neiscenter.substack.com

Analysis from NEIS partners at RMI outlines levers to allay and prevent supply-chain bottlenecks in two critical energy technologies.

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Reposted by Ben Feshbach

Grid equipment and next-generation geothermal pose different industrial strategy challenges. Recent @rockymtninst.bsky.social analyses with Ellie Garland and Julia Meisel explore these two technologies. In this Substack piece, we discuss them together: neiscenter.substack.com/p/seizing-am...

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Reposted by Ben Feshbach

Grid hardware is a mature technology facing an acute supply crunch: shortages, long lead times, and high prices are already slowing electrification.

Solving the Gridlock: America’s Electric Supply Chain Opportunity

Reposted by Ben Feshbach

Next-generation geothermal is an emerging technology facing a future supply-chain risk: without early investment in specialized equipment, manufacturing capacity may lag deployment just as the industry begins to scale.

The Geothermal Supply Chain Is America's to Gain — or Lose

A domestic supply chain can de-risk geothermal deployment and spread the economic benefits nationwide.

Tim Bartik @timbartik.bsky.social · 09/06/2026

Reposted by Ben Feshbach

B/C ratio goes up if: better targeting at distressed places & high multiplier projects; better design -- avoid too high a ratio of incentives to direct jobs, emphasize incentives that are customized services, use clawbacks; & complement w/ expansive housing supply policies.

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FYI @timbartik.bsky.social in case of interest on what else we've been up to!

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Link here to new piece: neiscenter.substack.com/p/seizing-am...

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Also, if you're into new energy technology and economic development, consider joining me, @aaronbrickman.bsky.social and, @rockymtninst.bsky.social in Boulder, CO on July 30! FYI @adamkrynicki.bsky.social in case of interest to you/others in PNW. bsky.app/profile/benf...

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Seizing America’s Supply Chain Opportunity in Grid and Geothermal Equipment

neiscenter.substack.com

Analysis from NEIS partners at RMI outlines levers to allay and prevent supply-chain bottlenecks in two critical energy technologies.

121

The Geothermal Supply Chain Is America's to Gain — or Lose

A domestic supply chain can de-risk geothermal deployment and spread the economic benefits nationwide.

Grid hardware is a mature technology facing an acute supply crunch: shortages, long lead times, and high prices are already slowing electrification.

Solving the Gridlock: America’s Electric Supply Chain Opportunity

Ben Feshbach @benfeshbach.bsky.social · 10/06/2026

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Hello #EnergySky! On Thursday, July 30, @rockymtninst.bsky.social is hosting a new energy economic opportunity bootcamp in Boulder, CO. I'll be presenting with @aaronbrickman.bsky.social and several other awesome colleagues. Join us! www.eventbrite.com/e/new-energy...

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Ben Feshbach @benfeshbach.bsky.social · 09/06/2026

Congratulations to @timbartik.bsky.social and the entire @upjohninstitute.bsky.social team on this fabulous new analysis of state and local incentives for large-scale clean energy manufacturing and infrastructure projects. These incentives represent billions. It's good to know most were worth it!

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Reposted by Ben Feshbach

Tim Bartik @timbartik.bsky.social · 09/06/2026

This report highlights that the devil is in the details on incentives. Out of these 50 large clean energy projects, the "median" project has benefits>incentive costs by 47% -- but 13 projects have B/C ratio >3, and 7 have B/C < 0.5.

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Reposted by Ben Feshbach

Upjohn Institute @upjohninstitute.bsky.social · 09/06/2026

New Upjohn Institute research finds incentives for most large-scale clean energy projects are expected to generate positive economic returns for state residents. But whether residents benefit — and by how much — depends heavily on how deals are designed. Read more: buff.ly/jOUuSl1 #econsky,

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Christopher Mims @mims.bsky.social · 14/05/2026

it's funny that in addition to being the Saudi Arabia of wind, the U.S. is also the Saudi Arabia of Hot Rocks Accessible With Modern Drilling Techniques and he's right, we shouldnt' waste it

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Reposted by Ben Feshbach

David Roberts @volts.wtf · 14/05/2026

Geothermal power is a huge opportunity for the US. Rather than repeating our mistakes with solar, we should move aggressively to build a domestic supply chain to support it. A new report from @rockymtninst.bsky.social:

The Geothermal Supply Chain Is America’s to Gain — or Lose - RMI

A domestic supply chain can de-risk geothermal deployment and spread the economic benefits nationwide.

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Reposted by Ben Feshbach

RMI - Rocky Mountain Institute @rockymtninst.bsky.social · 07/05/2026

Next-gen geothermal energy shows increasing promise as a reliable, ready-to-use source of energy in the US — if the equipment supply chain can be built. Manufacturing expertise from the oil and gas industry, targeted policy, and better data can help: ow.ly/lVzs50YWaob

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Another observation from our work: We really need better data on the geothermal supply chain. The best estimate I've seen of global production capacity for ORC geothermal turbines was published in 2017 and is based on data from at least a year before that.

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How large this opportunity becomes will depend on how quickly geothermal grows in the United States and abroad and on the competitiveness of American manufacturing. Federal and state-level policymakers can do much more to support the buildout of a competitive domestic supply chain for geothermal.

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Regional specialization in multiple manufacturing industries relating to next-generation geothermal | Created with Datawrapper

One key message: Different parts of the country can support different parts of the geothermal supply chain. Some regions, like Houston and Tulsa—and by our data, Pittsburgh too—can support not just one but many segments of this supply chain as the industry scales up. www.datawrapper.de/_/r1sWz/

datawrapper.de

Create interactive, responsive & beautiful charts — no code required.

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We discuss the parts that these power plants will need, the places that can support the manufacture of these different parts, and the policies that can position the United States for investment as this industry grows. rmi.org/the-geotherm...

The Geothermal Supply Chain Is America’s to Gain — or Lose - RMI

A domestic supply chain can de-risk geothermal deployment and spread the economic benefits nationwide.

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That's what you'll get from me, Ellie Garland, and Julia Meisel in @rockymtninst.bsky.social's new analysis of the supply chain for next-generation geothermal power systems. rmi.org/the-geotherm...

The Geothermal Supply Chain Is America’s to Gain — or Lose - RMI

A domestic supply chain can de-risk geothermal deployment and spread the economic benefits nationwide.

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