Where does Clenergy source its components?
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
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 Clenergy supply chain
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.
Producer (1)
| 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. |
Supplier (1)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Printed Circuit Board (Controller)China PCBA houses | China | Covered nation | Populated control board; copper-clad laminate + SMT assembly. |
Component (8)
| 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). |
Processing and refining (9)
| 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. |
Raw material (14)
| 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. |
Mine and extraction (11)
| 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. |
Material flow (51 relationships)
- Clenergy manufactures Aluminum Alloy Rails & Rooftop Profiles (AL6005-T5) (Aluminum rails/profiles)
- Clenergy manufactures Zn-Al-Mg (ZAM) Coated Steel Substructure (ZAM steel substructure)
- Clenergy manufactures Hot-Dip Galvanized Steel Ground Posts (Galvanized ground posts)
- Clenergy assembles SUS304 Stainless Fasteners & Module Clamps (Stainless fasteners/clamps)
- Clenergy assembles Tracker Slew Drive & Slewing Bearing (Tracker slew drive)
- Clenergy assembles Tracker Drive Motor / Actuator (Tracker motor/actuator)
- Clenergy assembles Tracker Controller Electronics (PCBA) (Tracker controller)
- Clenergy assembles Cable Management & Grounding Hardware (Cable management/grounding)
- Aluminum Alloy Rails & Rooftop Profiles (AL6005-T5) supplies Primary Aluminum Ingot (Primary aluminum ingot)
- Cable Management & Grounding Hardware supplies Primary Aluminum Ingot (Aluminum for clips/trays)
- Primary Aluminum Ingot refines Aluminum Smelter (Electrolytic Reduction) (Alumina to aluminum)
- Aluminum Smelter (Electrolytic Reduction) sources from Alumina (Smelter-Grade Al2O3) (Alumina feed)
- Alumina (Smelter-Grade Al2O3) refines Alumina Refinery (Bayer Process) (Bauxite to alumina)
- Alumina Refinery (Bayer Process) sources from Bauxite Ore (Bauxite feed)
- Bauxite Ore sources from Bauxite Mine (Guinea) (Bauxite ore)
- Bauxite Ore sources from Bauxite Mine (Australia) (Bauxite ore)
- Zn-Al-Mg (ZAM) Coated Steel Substructure supplies Crude Steel (BF-BOF) (Steel substrate)
- Hot-Dip Galvanized Steel Ground Posts supplies Crude Steel (BF-BOF) (Steel substrate)
- Tracker Slew Drive & Slewing Bearing supplies Bearing / Gear Steel (Slew Drive) (Bearing/gear steel)
- Bearing / Gear Steel (Slew Drive) refines Integrated Steel Mill (Blast Furnace / BOF) (Special steel)
- Crude Steel (BF-BOF) refines Integrated Steel Mill (Blast Furnace / BOF) (Iron ore + coal to steel)
- Integrated Steel Mill (Blast Furnace / BOF) sources from Iron Ore (Iron ore feed)
- Integrated Steel Mill (Blast Furnace / BOF) sources from Metallurgical (Coking) Coal (Coking coal feed)
- Iron Ore sources from Iron Ore Mine (Pilbara, Australia) (Iron ore)
- Iron Ore sources from Iron Ore Mine (Brazil) (Iron ore)
- Metallurgical (Coking) Coal sources from Metallurgical Coal Mine (Australia) (Coking coal)
- Zn-Al-Mg (ZAM) Coated Steel Substructure supplies Refined Zinc (Coating) (Zinc coating)
- Hot-Dip Galvanized Steel Ground Posts supplies Refined Zinc (Coating) (Zinc galvanizing)
- Zn-Al-Mg (ZAM) Coated Steel Substructure supplies Primary Magnesium (Coating Alloy) (Magnesium coating alloy)
- Refined Zinc (Coating) refines Zinc Smelter (Zinc concentrate to metal)
- Zinc Smelter sources from Zinc Mine (Zinc concentrate)
- Primary Magnesium (Coating Alloy) refines Magnesium Smelter (Pidgeon Process) (Dolomite to magnesium)
- Magnesium Smelter (Pidgeon Process) sources from Dolomite / Magnesite Source (Dolomite feedstock)
- SUS304 Stainless Fasteners & Module Clamps supplies Crude Steel (BF-BOF) (Steel base)
- SUS304 Stainless Fasteners & Module Clamps supplies Refined Nickel / Nickel Pig Iron (Nickel (8%))
- SUS304 Stainless Fasteners & Module Clamps supplies Ferrochrome (Chromium for SS) (Chromium (18%))
- Refined Nickel / Nickel Pig Iron refines Nickel RKEF / NPI Processor (Ore to NPI/nickel)
- Nickel RKEF / NPI Processor sources from Nickel Laterite Mine (Nickel laterite ore)
- Ferrochrome (Chromium for SS) refines Ferrochrome Smelter (Chromite to ferrochrome)
- Ferrochrome Smelter sources from Chromite Mine (South Africa) (Chromite ore)
- Tracker Drive Motor / Actuator supplies NdFeB Permanent Magnet (Permanent magnets)
- Tracker Drive Motor / Actuator supplies Bearing / Gear Steel (Slew Drive) (Motor/gear steel)
- Tracker Drive Motor / Actuator supplies Refined Copper (PCB / Wiring) (Motor windings)
- NdFeB Permanent Magnet refines Rare Earth Separation / Magnet Alloy Plant (RE oxide to magnet)
- Rare Earth Separation / Magnet Alloy Plant sources from Rare Earth Oxides (Nd/Pr/Dy) (Nd/Pr/Dy oxide)
- Rare Earth Oxides (Nd/Pr/Dy) sources from Rare Earth Mine (Rare earth concentrate)
- Tracker Controller Electronics (PCBA) assembles Printed Circuit Board (Controller) (Populated PCB)
- Printed Circuit Board (Controller) supplies Refined Copper (PCB / Wiring) (Copper traces/wiring)
- Cable Management & Grounding Hardware supplies Refined Copper (PCB / Wiring) (Copper grounding)
- Refined Copper (PCB / Wiring) refines Copper Smelter / Refinery (Concentrate to cathode)
- Copper Smelter / Refinery sources from Copper Mine (Copper concentrate)
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 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
- clenergy.com clenergy.com/
- clenergy.com clenergy.com/utility/
- clenergy.com clenergy.com/about
- solaracks.com solaracks.com/hdg-steel-aluminum-or-zam-which-solar-racking-material-actually-wins-against-corrosion/
- solaracks.com solaracks.com/resources/what-is-zam-steel-coating/
- cnaluprofile.com cnaluprofile.com/news/industry-news/aluminium-solar-rails-the-complete-guide-to-profiles-load-ratings.html
- discoveryalert.com.au discoveryalert.com.au/aluminium-producers-manufacturers-value-chain-mine-market-2026/
- bloominglobal.com bloominglobal.com/media/detail/top-10-alumina-producers-in-china-2025
- discoveryalert.com.au discoveryalert.com.au/guinea-bauxite-exports-china-market-analysis-2026/
- transitionasia.org transitionasia.org/wp-content/uploads/2025/06/TA_The_Chinese_Aluminium_Sector_2025N.pdf
- wanzhigalvanized.com wanzhigalvanized.com/zam-steel/zam-steel-sheet/
- mmta.co.uk mmta.co.uk/nickel-and-stainless-steel-assets-key-takeaways-from-crus-visit-to-indonesias-morowali-industrial-park-imip/
- fastmarkets.com fastmarkets.com/insights/high-stainless-steel-output-in-china-led-to-jump-in-raw-material-imports/
- chinacorten.com chinacorten.com/stainless-steel-plate/sus304-stainless-steel.html
- zenith-drive.com zenith-drive.com/news/what-should-you-know-about-the-solar-tracker-slew-drive.html
- discoveryalert.com.au discoveryalert.com.au/china-net-refined-zinc-exporter-global-market-shift-2026/
- magnium.com.au magnium.com.au/industrial-policy-of-china/
- worldpopulationreview.com worldpopulationreview.com/country-rankings/magnesium-production-by-country
- rareearthexchanges.com rareearthexchanges.com/news/the-magnet-empire-why-tiny-components-now-control-modern-industrial-power/
- theconversation.com theconversation.com/chinas-green-steel-push-could-crush-australias-dirty-iron-ore-exports-219299
- discoveryalert.com.au discoveryalert.com.au/china-iron-ore-imports-2025-dominance/
- worldsteel.org worldsteel.org/other-topics/raw-materials/
Common questions
- Where does Clenergy source the inputs in this product?
- This map traces 44 inputs across 7 countries, including 20 mines and refiners. It is compiled from public sources and is not an audited bill of materials.
- How much of the Clenergy supply chain sits in a covered nation?
- 30 of 44 mapped inputs are sited in a covered nation (China, Russia, Iran or North Korea) or named on a federal restricted-party list. A further 6 carry elevated sourcing risk without either basis.
- Is Clenergy itself a Foreign Entity of Concern?
- 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). Sourcing risk in this map describes where inputs are mined and refined and is a separate question from the company's own federal screening.
