Where does Canadian Solar / CSI Solar source its components?
China. Supply chain mapped to 34 inputs across 6 countries.
Uncertain. Canadian Solar (CSI Solar) is not named on any of the 3 federal restricted-party lists screened for this record (DOD Section 1260H, BIS Entity List, OFAC SDN List), but its FEOC status is unresolved and depends on ownership or component-level analysis. Is Canadian Solar / CSI Solar a Foreign Entity of Concern?
Upstream sourcing exposure
29 in covered nations - 3 elevated, of 34 nodes.
Where inputs are mined and refined. Not a FEOC determination for the company -- see the federal list screening above.
Refining chokepoint
5 of 5 processing/refining steps in covered nations
Sourcing Concentration by Country
Sourcing risk across the graph
Where each input is mined or refined. Not a FEOC determination for the company.
Legend
Node Types
Sourcing risk
Relationships
Every mapped input in the Canadian Solar / CSI Solar supply chain
34 nodes, grouped by supply-chain tier. Sourcing risk describes where an input is mined or refined; it is not a FEOC determination for Canadian Solar / CSI Solar.
Producer (1)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Canadian Solar / CSI SolarSuzhou, Jiangsu, China (HQ); module fabs in Jiangsu, Thailand | China | Covered nation | Vertically integrated PV module + battery storage maker. Named in polysilicon forced-labor reports; Xinjiang-linked upstream silicon exposure makes it a flagged FEOC entity. |
Component (14)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Crystalline Silicon PV ModuleCSI Solar module assembly, Jiangsu / Thailand | China | Covered nation | Finished mono-PERC/TOPCon module. Assembly of cell string + glass + frame + encapsulant + backsheet + junction box. |
| SolBank LFP Battery Storage Systeme-STORAGE self-manufactured, ~20 GWh capacity | China | Covered nation | Utility-scale LFP battery (314 Ah cells). Self-manufactured cathode/anode chain overwhelmingly Chinese. |
| Solar Cell (mono-Si wafer cell)CSI Solar cell lines, China | China | Covered nation | Silver-metallized cell diffused/passivated from mono wafer. Core of the module. |
| Ultra-Clear PV Front GlassSupplied by Xinyi Solar / Flat Glass Group, China | China | Covered nation | Low-iron tempered AR-coated solar glass. Chinese suppliers dominate (~90% of PV glass). |
| Anodized Aluminum FrameExtruders in Jiangsu/Guangdong/Fujian, China | China | Covered nation | 6005/6063-series aluminum extrusion; China dominates frame supply and primary aluminum smelting. |
| Silver Metallization PasteChinese paste makers (e.g. DK, Monocrystal supply) | China | Covered nation | Front/rear conductive Ag paste; ~30% of module cost. Silver powder + glass frit + organics. |
| EVA / POE Encapsulant FilmChinese film converters | China | Covered nation | EVA/POE/EPE encapsulant. POE resin partly imported; film conversion in China. |
| Polymer BacksheetChinese converters; fluoropolymer layers vary | China | Covered nation | PVDF/PET/PVF backsheet. Fluoropolymer film sourcing mixed (some Western), converted in China. |
| Junction Box + Copper RibbonChina | China | Covered nation | Contains copper interconnect ribbon and bypass diodes. |
| Monocrystalline Silicon WaferCSI Solar / GCL wafer plants, China | China | Covered nation | Ingot pulled (Czochralski) then wire-sawn. GCL long-term wafer supply agreement. |
| LFP Cathode Material (LiFePO4)Chinese cathode makers | China | Covered nation | LFP cathode produced almost exclusively in China. Made from iron phosphate + lithium carbonate. |
| Iron Phosphate Precursor (pCAM)Chinese precursor plants | China | Covered nation | FePO4 precursor from iron sulfate + purified phosphoric acid; China-made. |
| Graphite Anode (spherical/coated)Chinese anode makers | China | Covered nation | Coated spherical graphite anode; China controls ~99% of spherical graphite processing. |
| LFP Battery Cell (314 Ah)e-STORAGE self-manufactured cell lines | China | Covered nation | Prismatic LFP cell integrating cathode, anode, separator, copper/aluminum foils, electrolyte. |
Processing and refining (5)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Silver Refiner (China)Chinese precious-metal refineries | China | Covered nation | Even allied-mined silver refined/converted to battery-grade powder in China is a FEOC chokepoint. |
| Alumina Refinery + Aluminum SmelterChinese alumina refineries + primary Al smelters | China | Covered nation | China smelts ~55% of world primary aluminum; coal-powered. Refining/smelting is the FEOC chokepoint. |
| Copper Refiner / Smelter (China)Chinese copper smelters (~48% of refined Cu) | China | Covered nation | Allied-mined copper concentrate refined into cathode/foil in China = flagged chokepoint. |
| Lithium Refiner (spodumene->carbonate, China)Chinese lithium chemical plants | China | Covered nation | >80% of Australian spodumene shipped to China for conversion. FEOC chokepoint even for allied ore. |
| Spherical Graphite Refiner (China)Chinese spheronizing/purification plants | China | Covered nation | Flake purified + spheronized + coated in China (~90% of graphite refining). Definitive FEOC chokepoint. |
Raw material (7)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Solar-Grade PolysiliconDaqo / GCL / Tongwei, incl. Xinjiang | China | Covered nation | Historic GCL supply; UFLPA-listed producers (Daqo, GCL, East Hope) dominate. China refines ~93% of polysilicon. |
| Metallurgical-Grade Silicon MetalHoshine (Xinjiang/Yunnan), East Hope | China | Covered nation | MGS = precursor to polysilicon. Xinjiang Hoshine is world's largest maker and on UFLPA list; contaminates nearly whole PV chain. |
| Refined Silver PowderChinese silver refiners / powder atomizers | China | Covered nation | High-purity Ag powder; refined and atomized in China even when ore is mined abroad. |
| Aluminum Billet (6xxx alloy)Chinese billet casters | China | Covered nation | 6005/6063 billet cast then extruded into frame. |
| Refined Copper (ribbon/foil)Chinese copper refiners / ribbon makers | China | Covered nation | Tinned copper interconnect ribbon (module) + battery copper foil. China refines ~48% of world copper. |
| Purified Phosphoric Acid / Phosphate RockChinese phosphate refiners | China | Covered nation | Battery-grade purified phosphoric acid from phosphate rock; ~9% of LFP cost. |
| Battery-Grade Lithium CarbonateChinese lithium converters | China | Covered nation | ~75% of LFP cathode cost. China refines ~70% of world lithium chemicals. |
Mine and extraction (7)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Quartz / Silica Rock (Silicon ore)Chinese quartz quarries (also imports high-purity quartz) | China | Covered nation | Silica rock reduced with carbon in electric arc furnaces to make silicon metal. |
| Low-Iron Silica Sand (glass)Chinese silica sand mines | China | Covered nation | Ultra-clear low-iron sand melted for PV glass. Domestic + some imports. |
| Silver Ore (mine)Mexican / Peruvian silver mines | Mexico | No known risk factor | Mexico + Peru are top silver producers; often a byproduct of copper mining. Mine itself allied. |
| Bauxite Ore (mine)Guinea / Australia bauxite mines | Guinea | Elevated sourcing risk | Bauxite mined in Guinea/Australia; much exported to China for alumina/aluminum. |
| Copper Ore (mine)Chilean / Peruvian copper mines | Chile | No known risk factor | Chile is world's #1 copper miner; allied. Concentrate largely exported. |
| Spodumene (lithium ore, mine)Greenbushes / Pilbara hard-rock mines, WA | Australia | Elevated sourcing risk | Australia mines ~47% of world spodumene; Greenbushes co-owned by Tianqi (China) + Albemarle/IGO. |
| Flake Graphite Ore (mine)Balama mine, Cabo Delgado, Mozambique (Syrah) | Mozambique | Elevated sourcing risk | World's largest graphite mine; bulk of flake exported to China. Some anode also synthetic (petroleum coke). |
Material flow (34 relationships)
- Canadian Solar / CSI Solar manufactures Crystalline Silicon PV Module (Crystalline silicon PV module)
- Canadian Solar / CSI Solar manufactures SolBank LFP Battery Storage System (SolBank LFP battery storage system)
- Crystalline Silicon PV Module assembles Solar Cell (mono-Si wafer cell) (Solar cell string)
- Crystalline Silicon PV Module assembles Ultra-Clear PV Front Glass (Front glass)
- Crystalline Silicon PV Module assembles Anodized Aluminum Frame (Aluminum frame)
- Crystalline Silicon PV Module assembles EVA / POE Encapsulant Film (Encapsulant film)
- Crystalline Silicon PV Module assembles Polymer Backsheet (Backsheet)
- Crystalline Silicon PV Module assembles Junction Box + Copper Ribbon (Junction box + ribbon)
- Solar Cell (mono-Si wafer cell) supplies Monocrystalline Silicon Wafer (Mono silicon wafer)
- Solar Cell (mono-Si wafer cell) supplies Silver Metallization Paste (Silver metallization paste)
- Monocrystalline Silicon Wafer supplies Solar-Grade Polysilicon (Polysilicon)
- Solar-Grade Polysilicon refines Metallurgical-Grade Silicon Metal (Metallurgical-grade silicon)
- Metallurgical-Grade Silicon Metal refines Quartz / Silica Rock (Silicon ore) (Quartz / silica rock)
- Ultra-Clear PV Front Glass sources from Low-Iron Silica Sand (glass) (Low-iron silica sand)
- Silver Metallization Paste supplies Refined Silver Powder (Refined silver powder)
- Refined Silver Powder refines Silver Refiner (China) (Silver refining)
- Silver Refiner (China) sources from Silver Ore (mine) (Silver ore)
- Anodized Aluminum Frame supplies Aluminum Billet (6xxx alloy) (6xxx aluminum billet)
- Aluminum Billet (6xxx alloy) refines Alumina Refinery + Aluminum Smelter (Alumina + primary aluminum)
- Alumina Refinery + Aluminum Smelter sources from Bauxite Ore (mine) (Bauxite ore)
- Junction Box + Copper Ribbon supplies Refined Copper (ribbon/foil) (Refined copper ribbon)
- Refined Copper (ribbon/foil) refines Copper Refiner / Smelter (China) (Copper refining/smelting)
- Copper Refiner / Smelter (China) sources from Copper Ore (mine) (Copper ore/concentrate)
- SolBank LFP Battery Storage System assembles LFP Battery Cell (314 Ah) (LFP battery cell)
- LFP Battery Cell (314 Ah) supplies LFP Cathode Material (LiFePO4) (LFP cathode)
- LFP Battery Cell (314 Ah) supplies Graphite Anode (spherical/coated) (Graphite anode)
- LFP Battery Cell (314 Ah) supplies Refined Copper (ribbon/foil) (Copper foil (anode current collector))
- LFP Cathode Material (LiFePO4) supplies Iron Phosphate Precursor (pCAM) (Iron phosphate precursor)
- LFP Cathode Material (LiFePO4) supplies Battery-Grade Lithium Carbonate (Lithium carbonate)
- Iron Phosphate Precursor (pCAM) supplies Purified Phosphoric Acid / Phosphate Rock (Purified phosphoric acid)
- Battery-Grade Lithium Carbonate refines Lithium Refiner (spodumene->carbonate, China) (Lithium conversion)
- Lithium Refiner (spodumene->carbonate, China) sources from Spodumene (lithium ore, mine) (Spodumene ore)
- Graphite Anode (spherical/coated) refines Spherical Graphite Refiner (China) (Spherical graphite processing)
- Spherical Graphite Refiner (China) sources from Flake Graphite Ore (mine) (Flake graphite ore)
Sources and methodology
Research-based supply-chain map compiled from public sources - not an audited bill of materials. Tiers reflect the standard industry structure for this product. Sourcing risk on a node describes where that input is typically mined or refined; it is not a FEOC determination for Canadian Solar / CSI Solar, and it is not a screening result for the node itself unless a federal listing is cited against it. Verify against primary documentation before making a compliance determination.
Primary sources (1) - government, filings, standards bodies
Secondary sources (28) - trade press, analysts, reference works
- canadiansolar.com canadiansolar.com/wp-content/uploads/2025/06/Ex-1-2024-Supply-Chain-Report-2025-05-29-FINAL.pdf
- pv-tech.org pv-tech.org/canadian_solar_gcl_ink_long-term_polysilicon_wafer_supply_deals/
- investors.canadiansolar.com investors.canadiansolar.com/news-releases/news-release-details/canadian-solar-and-gcl-silicon-announce-supply-contracts
- kharon.com kharon.com/brief/polysilicon-from-xinjiang-permeates-global-supply-chains-prohibited-from-entering-united-states
- pv-tech.org pv-tech.org/chinese-firms-nine-top-ten-polysilicon-manufacturers-2024/
- minespider.com minespider.com/blog/know-the-source-the-polysilicon-supply-chain
- thebreakthrough.org thebreakthrough.org/issues/energy/sins-of-a-solar-empire
- washingtonpost.com washingtonpost.com/technology/2021/06/24/china-solar-forced-labor-imports-custom/
- bernreuter.com bernreuter.com/newsroom/polysilicon-news/article/new-report-reveals-the-pv-industry-s-deep-ties-to-forced-labor/
- news.metal.com news.metal.com/newscontent/101004671/hoshine-silicon-to-add-800000-mtyear-silicon-metal-capacity-in-yunnan/
- xinyisolar.com xinyisolar.com/en/SolarPvGlass/index.aspx
- firstglassgroup.com firstglassgroup.com/top-photovoltaic-glass-supplier-in-china/
- targray.com targray.com/solar/conductive-paste/silver-paste
- enfsolar.com enfsolar.com/directory/material/frame
- alcircle.com alcircle.com/news/top-five-pv-aluminium-frame-manufacturers-of-2017-26940
- pv-magazine.com pv-magazine.com/tag/silver-paste/
- taiyangnews.info taiyangnews.info/opinion/solar-encapsulation-backsheets-adapting-to-a-shifting-market
- investors.canadiansolar.com investors.canadiansolar.com/news-releases/news-release-details/canadian-solars-e-storage-launches-solbank-30-higher-density-and
- csestorage.com csestorage.com/solbank-3-0/
- en.wikipedia.org en.wikipedia.org/wiki/Lithium_iron_phosphate_battery
- sciencedirect.com sciencedirect.com/science/article/pii/S0378775325018774
- en.wikipedia.org en.wikipedia.org/wiki/Lithium_mining_in_Australia
- csiro.au csiro.au/en/news/All/Articles/2025/March/Spodumene-Australias-lithium-mineral-hero
- benchmarkminerals.com benchmarkminerals.com/glossary/what-is-graphite
- zdnaturalgraphite.com zdnaturalgraphite.com/top-7-global-natural-graphite-mines-ranked-by-capacity/
- investingnews.com investingnews.com/daily/resource-investing/precious-metals-investing/silver-investing/top-silver-producing-countries/
- en.wikipedia.org en.wikipedia.org/wiki/Copper_mining_in_Chile
- investingnews.com investingnews.com/daily/resource-investing/base-metals-investing/copper-investing/copper-production-country/
Common questions
- Where does Canadian Solar / CSI Solar source the inputs in this product?
- This map traces 34 inputs across 6 countries, including 12 mines and refiners. It is compiled from public sources and is not an audited bill of materials.
- How much of the Canadian Solar / CSI Solar supply chain sits in a covered nation?
- 29 of 34 mapped inputs are sited in a covered nation (China, Russia, Iran or North Korea) or named on a federal restricted-party list. A further 3 carry elevated sourcing risk without either basis.
- Is Canadian Solar / CSI Solar itself a Foreign Entity of Concern?
- Uncertain. Canadian Solar (CSI Solar) is not named on any of the 3 federal restricted-party lists screened for this record (DOD Section 1260H, BIS Entity List, OFAC SDN List), but its FEOC status is unresolved and depends on ownership or component-level analysis. Sourcing risk in this map describes where inputs are mined and refined and is a separate question from the company's own federal screening.
