China. Supply chain mapped to 44 inputs across 7 countries.
Yes. Clenergy is organized in China, a covered nation under the FEOC rules, which makes it a foreign entity of concern for IRA clean-energy tax credit purposes. It 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). Is Clenergy a Foreign Entity of Concern?
Upstream sourcing exposure
30 in covered nations - 6 elevated, of 44 nodes.
Where inputs are mined and refined. Not a FEOC determination for the company -- see the federal list screening above.
Refining chokepoint
8 of 9 processing/refining steps in covered nations
Where each input is mined or refined. Not a FEOC determination for the company.
Node Types
Sourcing risk
Relationships
44 nodes, grouped by supply-chain tier. Sourcing risk describes where an input is mined or refined; it is not a FEOC determination for Clenergy.
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| ClenergyXiamen, Fujian, China (HQ + manufacturing; ~30GW capacity across 3 bases) | China | Covered nation | Solar racking & mounting OEM. Australia-designed, China-manufactured. China entity = FEOC flagged. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Printed Circuit Board (Controller)China PCBA houses | China | Covered nation | Populated control board; copper-clad laminate + SMT assembly. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Aluminum Alloy Rails & Rooftop Profiles (AL6005-T5)Extrusion plants, China | China | Covered nation | Primary structural rail for PVezRack/SolarRoof; 6005A-T5 Al-Mg-Si extrusion. |
| Zn-Al-Mg (ZAM) Coated Steel SubstructureChina (Shougang/Shandong/Liaoning coaters) | China | Covered nation | Corrosion-resistant coated steel for utility ground-mount frames. |
| Hot-Dip Galvanized Steel Ground PostsChina | China | Covered nation | Driven-pile / foundation posts for ground-mount arrays. |
| SUS304 Stainless Fasteners & Module ClampsChina | China | Covered nation | 18-8 austenitic stainless bolts, clamps, bonding hardware. |
| Tracker Slew Drive & Slewing BearingChina | China | Covered nation | ezTracker drive: worm-gear slew drive + slewing ring bearing (bearing steel). |
| Tracker Drive Motor / ActuatorChina | China | Covered nation | DC/gearmotor with permanent-magnet rotor driving the slew drive. |
| Tracker Controller Electronics (PCBA)China | China | Covered nation | Microcontroller, motor driver, inclinometer/accelerometer PCB assembly. |
| Cable Management & Grounding HardwareChina | China | Covered nation | Clips, cable trays, earthing lugs (Al/steel/polymer). |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Aluminum Smelter (Electrolytic Reduction)Xinjiang / Inner Mongolia / Yunnan, China | China | Covered nation | Hall-Heroult smelting of alumina to aluminum metal; China dominates ~56-60%. |
| Alumina Refinery (Bayer Process)Shandong/Shanxi/Guangxi, China (Chalco, Hongqiao) | China | Covered nation | Bayer refining of bauxite to alumina; midstream chokepoint in China. |
| Integrated Steel Mill (Blast Furnace / BOF)China | China | Covered nation | Smelts iron ore + coking coal to crude steel, then hot/cold rolled coil. |
| Zinc SmelterChina | China | Covered nation | Refines zinc concentrate to SHG zinc for galvanizing/ZAM. |
| Magnesium Smelter (Pidgeon Process)Shaanxi (Fugu) / Shanxi, China | China | Covered nation | Silicothermic Pidgeon reduction of dolomite; Fugu ~40% of world output. |
| Nickel RKEF / NPI ProcessorIMIP Morowali, Indonesia (Tsingshan-led) | Indonesia | Elevated sourcing risk | Chinese-operated rotary-kiln electric-furnace lines; FEOC-linked processing. |
| Ferrochrome SmelterInner Mongolia, China | China | Covered nation | China large ferrochrome smelter for stainless; midstream in China = flagged. |
| Rare Earth Separation / Magnet Alloy PlantChina (~90% light, ~99% heavy RE separation) | China | Covered nation | Nd/Pr/Dy oxide separation, metallization, sintering; the true chokepoint. |
| Copper Smelter / RefineryChina | China | Covered nation | Smelts/refines copper concentrate to cathode; China ~half of global refined copper. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Primary Aluminum IngotSmelters in Xinjiang/Inner Mongolia/Yunnan | China | Covered nation | China ~60% of global primary aluminum; smelting is the FEOC chokepoint. |
| Alumina (Smelter-Grade Al2O3)Chinese Bayer refineries | China | Covered nation | China ~60% of global alumina (85.5Mt 2024). |
| Bauxite OreBoke region, Guinea | Guinea | Elevated sourcing risk | China imports ~92% of bauxite; ~74% from Guinea. Mined allied-ish but refined in China. |
| Crude Steel (BF-BOF)Chinese integrated mills | China | Covered nation | China ~1,005Mt (~half of world) crude steel; >90% blast-furnace route. |
| Iron OrePilbara, Western Australia | Australia | No known risk factor | >80% of China's ore from Australia/Brazil; ore allied but smelted in China. |
| Metallurgical (Coking) CoalChina + Australian imports | China | Covered nation | China largest coking-coal producer; Australia dominates seaborne met-coal exports. |
| Refined Zinc (Coating)Chinese zinc smelters | China | Covered nation | China ~48% of refined-zinc capacity; feeds ZAM/HDG coatings. |
| Primary Magnesium (Coating Alloy)Fugu County, Shaanxi, China | China | Covered nation | China >90% of primary magnesium; near-total chokepoint for ZAM Mg content. |
| Refined Nickel / Nickel Pig IronMorowali (IMIP), Indonesia | Indonesia | Elevated sourcing risk | Nickel for SUS304 (8%); Indonesian NPI processed via Chinese-owned RKEF lines. |
| Ferrochrome (Chromium for SS)South Africa / China smelters | South Africa | Elevated sourcing risk | Chromium (~18% of SUS304) mostly from South Africa; much ferrochrome smelted in China. |
| Bearing / Gear Steel (Slew Drive)China special-steel mills | China | Covered nation | Case-hardening/bearing steel for slewing ring and worm gears. |
| NdFeB Permanent MagnetChina magnet plants | China | Covered nation | Motor rotor magnets; China ~94% of sintered NdFeB. Hard FEOC chokepoint. |
| Rare Earth Oxides (Nd/Pr/Dy)China | China | Covered nation | Neodymium/praseodymium for strength; dysprosium for high-temp coercivity. |
| Refined Copper (PCB / Wiring)Chinese copper smelters | China | Covered nation | China dominant copper smelting/refining; feeds PCB copper + cabling. |
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Bauxite Mine (Guinea)Boke / Boffa, Guinea | Guinea | Elevated sourcing risk | ~70-80% of Guinean bauxite under Chinese-linked control; ore refined in China. |
| Bauxite Mine (Australia)Weipa / Gove, Australia | Australia | No known risk factor | Allied bauxite source; some ships to China for refining. |
| Iron Ore Mine (Pilbara, Australia)Pilbara, Western Australia | Australia | No known risk factor | Australia ~1/3 of global iron ore exports; ships to China. |
| Iron Ore Mine (Brazil)Carajas, Para, Brazil | Brazil | No known risk factor | Brazil ~1/3 of global iron ore exports; ships to China. |
| Metallurgical Coal Mine (Australia)Bowen Basin, Queensland | Australia | No known risk factor | Australia ~200Mt of ~310Mt global seaborne met-coal exports. |
| Zinc MineMount Isa / Cannington, Australia | Australia | No known risk factor | China ~35% of mine output; also imports concentrate from Australia/Peru. |
| Dolomite / Magnesite SourceShaanxi / Shanxi, China | China | Covered nation | Domestic dolomite feedstock for Pidgeon magnesium. |
| Nickel Laterite MineSulawesi, Indonesia | Indonesia | Elevated sourcing risk | Indonesia/Philippines dominate nickel ore feeding stainless. |
| Chromite Mine (South Africa)Bushveld Complex, South Africa | South Africa | No known risk factor | Largest global chromite source; ore exported for ferrochrome smelting. |
| Rare Earth MineBayan Obo, Inner Mongolia, China | China | Covered nation | China ~69% of RE mining; heavy REs concentrated in China/Myanmar. |
| Copper MineAtacama, Chile | Chile | No known risk factor | Chile/Peru dominate copper mining; concentrate refined in China. |
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 Clenergy, 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 (22) - trade press, analysts, reference works