Back to supply chains
Where does Envision Energy source its components?
China. Supply chain mapped to 36 inputs across 4 countries.
Federal screeningFlagged
Yes. Envision Energy 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 Envision Energy a Foreign Entity of Concern?
Upstream sourcing exposure
High76% weighted
24 in covered nations - 7 elevated, of 36 nodes.
Where inputs are mined and refined. Not a FEOC determination for the company -- see the federal list screening above.
Refining chokepoint
4 of 5 processing/refining steps in covered nations
Producer1
Supplier1
Component9
Processing / Refining5
Raw Material13
Mine / Extraction6
Logistics1
designated covered nation elevated no known factor not assessed
Loading chain view...
Sourcing Concentration by Country
Covered NationAllied NationOther
Sourcing risk across the graph
Where each input is mined or refined. Not a FEOC determination for the company.
0
Designated (0%)
24
Covered nation (67%)
7
Elevated (19%)
5
No known factor (14%)
Legend
Node Types
Producer
Supplier
Component
Processing / Refining
Raw Material
Mine / Extraction
Logistics
Sourcing risk
Federally designated - named on a restricted-party list
Covered nation - sited in China, Russia, Iran or North Korea
Elevated - documented concentration risk, no federal listing
No known risk factor - not a compliance clearance
Not assessed - no sourcing judgement was made
Relationships
Transformation - manufactures / assembles
Refining - midstream processing (FEOC chokepoint)
Supply handoff - supplies / sources from
Arrows point in the direction material flows (input to product).
Every mapped input in the Envision Energy supply chain
36 nodes, grouped by supply-chain tier. Sourcing risk describes where an input is mined or refined; it is not a FEOC determination for Envision Energy.
Producer (1)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Envision EnergyShanghai HQ; 35 turbine plants, 5 blade, 1 gearbox, 1 generator plant (China); India (Pune) turbine+blade | China | Covered nation | Chinese OEM (FEOC). Vertically integrated: in-house blades, gearbox, generator. China-domiciled = flagged under OBBBA FEOC rules. |
Supplier (1)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| IGBT Power ModulesInfineon (DE) / Fuji (JP); some China | Mixed | Elevated sourcing risk | Converter power semiconductors. Allied leaders Infineon/Fuji but China-integrated — mixed. |
Component (9)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Nacelle AssemblyEnvision China turbine plants | China | Covered nation | Houses drivetrain, generator, converter, control systems. Assembled in-house in China. |
| Rotor BladesEnvision 5 blade factories (China); India blade plant | China | Covered nation | Composite blades manufactured in-house. China production = flagged. |
| Rotor Hub (cast)China foundries | China | Covered nation | Ductile cast-iron hub connecting blades to main shaft. |
| Gearbox (3-stage)Envision gearbox factory, China | China | Covered nation | Three-stage planetary/helical gearbox, manufactured in-house. |
| Doubly-Fed Induction GeneratorEnvision generator plant, China | China | Covered nation | Primary generator type for Envision onshore fleet; copper-winding intensive, avoids heavy rare-earth magnet dependence. |
| Permanent Magnet Generator (direct-drive/offshore)Envision generator plant, China | China | Covered nation | Used in larger/offshore models; NdFeB magnet chokepoint. China-built. |
| Steel TowerChinese tower fabricators | China | Covered nation | Tubular steel tower, ~70-80% of turbine mass is steel. |
| Power Converter / Control ElectronicsChina integration; IGBT modules often imported | Mixed | Elevated sourcing risk | Full-scale/partial converter. IGBT power modules from Infineon/Fuji (allied) but assembled in China — mixed. |
| Main Shaft & Gearbox BearingsSKF/Schaeffler/NTN/Timken or Chinese (LYC) | Mixed | Elevated sourcing risk | 42CrMo alloy steel bearings; sourced from Western majors and Chinese suppliers — mixed. |
Processing and refining (5)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Baotou REE Separation PlantBaotou, Inner Mongolia | China | Covered nation | Solvent-extraction separation of light REE from Bayan Obo ore. China midstream chokepoint. |
| Jiangxi Heavy-REE RefinerJiangxi, South China | China | Covered nation | Separates Dy/Tb from ionic-clay ore. ~100% Chinese-controlled heavy-REE chokepoint. |
| Chinese Copper Smelter/RefineryChina | China | Covered nation | Electrorefining to cathode. China = dominant global cathode producer (~13 Mt). |
| Chilean Copper Refinery (alt.)Chile | Chile | No known risk factor | Chile is a leading copper refiner; non-China cathode source. |
| Baowu/Bao Steel MillChina | China | Covered nation | State-owned steel plants produce hot-rolled low-alloy plate for towers. Blast-furnace/BOF. |
Raw material (13)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Nacelle Bedplate / Cast Structural IronChina foundries | China | Covered nation | Ductile cast iron bedplate and main-shaft castings. |
| Glass Fiber (GFRP)China (Jushi/CPIC) fiberglass plants | China | Covered nation | 60-70% of blade fiber reinforcement. China is dominant global fiberglass producer. |
| Carbon Fiber (spar caps)China (Zhongfu) / Japan (Toray) / US | Mixed | Elevated sourcing risk | Carbon fiber spar caps in large blades. Wind = 24% of global CF demand; mixed sourcing. |
| Epoxy ResinChina petrochemical | China | Covered nation | 30-40% of blade mass is polymer resin. China-sourced. |
| Balsa Wood / PET Foam CoreEcuador/Peru (balsa); China/EU (PET foam) | Mixed | Elevated sourcing risk | Blade core. Balsa concentrated in Ecuador/Peru; OEMs shifting to synthetic PET foam. |
| Silica Sand (glass fiber feedstock)China quarries | China | Covered nation | Silica melted into glass fiber; China-sourced for China fiberglass output. |
| NdFeB Permanent MagnetsChina (Baotou/Ningbo magnet makers) | China | Covered nation | China produces ~92% of global NdFeB magnets. ~28.5% Nd, 4.4% Dy content. Core FEOC chokepoint. |
| Neodymium/Praseodymium Oxide (NdPr)Baotou, Inner Mongolia | China | Covered nation | Separated rare-earth oxide precursor to magnet metal. |
| Dysprosium/Terbium Oxide (heavy REE)South China ionic-clay refiners (Jiangxi) | China | Covered nation | Heavy REE for high-temp coercivity. China dominates heavy-REE separation almost entirely. |
| Copper WindingsChina wire mills | Mixed | Elevated sourcing risk | ~3 t copper per MW in generator windings and cabling. |
| Copper CathodeChina smelters | China | Covered nation | China refines ~47% of global copper cathode; wire rod feedstock. |
| Structural & Alloy SteelChina steel mills | China | Covered nation | High-strength low-alloy plate for tower; alloy steel for gears/bearings. |
| Silicon Wafer (semiconductor)Japan/Taiwan/China fabs | Mixed | Elevated sourcing risk | Semiconductor-grade silicon for IGBT dies. |
Mine and extraction (6)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Bayan Obo REE MineInner Mongolia, China | China | Covered nation | World's largest REE mine (~40% of reserves, ~half of global output). |
| Ionic-Clay REE Deposits (Dy/Tb)South China (Jiangxi) / Myanmar | China | Covered nation | Ion-adsorption clays for heavy REE; some ore imported from Myanmar, refined in China. |
| Mountain Pass Mine (alt. supply)California, USA | United States | No known risk factor | Only US REE mine (MP Materials). Historically shipped concentrate to China for separation. |
| Mount Weld Mine (alt. supply)Western Australia (Lynas) | Australia | No known risk factor | Allied-mined REE; refined at Lynas Malaysia — non-China midstream alternative. |
| Copper Mine (Chile/Peru)Chile / Peru | Chile | No known risk factor | Primary copper ore. China imports ~80% of its copper ore concentrate. |
| Iron Ore Mine (Australia/Brazil)Australia / Brazil | Australia | No known risk factor | Iron ore feedstock; Australia and Brazil top exporters. Refined into steel in China. |
Logistics (1)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Ocean/Overland LogisticsChina ports (Shanghai/Tianjin) | China | Covered nation | Blade/nacelle/tower shipping. China-origin freight. |
Material flow (44 relationships)
- Envision Energy assembles Nacelle Assembly (Nacelle)
- Envision Energy manufactures Rotor Blades (Rotor blades)
- Envision Energy assembles Rotor Hub (cast) (Rotor hub)
- Envision Energy assembles Steel Tower (Steel tower)
- Envision Energy sources from Ocean/Overland Logistics (Logistics)
- Nacelle Assembly assembles Gearbox (3-stage) (Gearbox)
- Nacelle Assembly assembles Doubly-Fed Induction Generator (DFIG generator)
- Nacelle Assembly assembles Permanent Magnet Generator (direct-drive/offshore) (PM generator)
- Nacelle Assembly assembles Power Converter / Control Electronics (Power converter)
- Nacelle Assembly assembles Main Shaft & Gearbox Bearings (Bearings)
- Nacelle Assembly supplies Nacelle Bedplate / Cast Structural Iron (Cast iron bedplate)
- Rotor Blades supplies Glass Fiber (GFRP) (Glass fiber)
- Rotor Blades supplies Carbon Fiber (spar caps) (Carbon fiber)
- Rotor Blades supplies Epoxy Resin (Epoxy resin)
- Rotor Blades supplies Balsa Wood / PET Foam Core (Core material)
- Glass Fiber (GFRP) supplies Silica Sand (glass fiber feedstock) (Silica sand)
- Rotor Hub (cast) supplies Nacelle Bedplate / Cast Structural Iron (Ductile cast iron)
- Gearbox (3-stage) supplies Structural & Alloy Steel (Alloy steel gears)
- Gearbox (3-stage) assembles Main Shaft & Gearbox Bearings (Gearbox bearings)
- Doubly-Fed Induction Generator supplies Copper Windings (Copper windings)
- Doubly-Fed Induction Generator supplies Structural & Alloy Steel (Electrical steel)
- Permanent Magnet Generator (direct-drive/offshore) supplies NdFeB Permanent Magnets (NdFeB magnets)
- Permanent Magnet Generator (direct-drive/offshore) supplies Copper Windings (Copper windings)
- NdFeB Permanent Magnets supplies Neodymium/Praseodymium Oxide (NdPr) (NdPr oxide)
- NdFeB Permanent Magnets supplies Dysprosium/Terbium Oxide (heavy REE) (Dy/Tb oxide)
- Neodymium/Praseodymium Oxide (NdPr) refines Baotou REE Separation Plant (NdPr separation)
- Baotou REE Separation Plant sources from Bayan Obo REE Mine (REE ore)
- Baotou REE Separation Plant sources from Mountain Pass Mine (alt. supply) (REE concentrate (alt.))
- Baotou REE Separation Plant sources from Mount Weld Mine (alt. supply) (REE concentrate (alt.))
- Dysprosium/Terbium Oxide (heavy REE) refines Jiangxi Heavy-REE Refiner (Heavy-REE separation)
- Jiangxi Heavy-REE Refiner sources from Ionic-Clay REE Deposits (Dy/Tb) (Ionic-clay ore)
- Doubly-Fed Induction Generator supplies Copper Windings (Copper)
- Copper Windings supplies Copper Cathode (Copper cathode)
- Copper Cathode refines Chinese Copper Smelter/Refinery (Electrorefining)
- Copper Cathode refines Chilean Copper Refinery (alt.) (Electrorefining (alt.))
- Chinese Copper Smelter/Refinery sources from Copper Mine (Chile/Peru) (Copper concentrate)
- Chilean Copper Refinery (alt.) sources from Copper Mine (Chile/Peru) (Copper concentrate)
- Steel Tower supplies Structural & Alloy Steel (Steel plate)
- Structural & Alloy Steel refines Baowu/Bao Steel Mill (Steelmaking)
- Baowu/Bao Steel Mill sources from Iron Ore Mine (Australia/Brazil) (Iron ore)
- Nacelle Bedplate / Cast Structural Iron refines Baowu/Bao Steel Mill (Iron casting feedstock)
- Power Converter / Control Electronics supplies IGBT Power Modules (IGBT modules)
- IGBT Power Modules supplies Silicon Wafer (semiconductor) (Silicon wafer)
- Main Shaft & Gearbox Bearings supplies Structural & Alloy Steel (42CrMo alloy steel)
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 Envision Energy, 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 (5) - government, filings, standards bodies
- energy.gov energy.gov/sites/default/files/2022-02/Neodymium%20Magnets%20Supply%20Chain%20Report%20-%20Final.pdf
- pmc.ncbi.nlm.nih.gov pmc.ncbi.nlm.nih.gov/articles/PMC5706232/
- usitc.gov usitc.gov/publications/332/executive_briefings/ebot_from_balsa_wood_to_polymer_foam_in_wind_turbine_blades.pdf
- publications.jrc.ec.europa.eu publications.jrc.ec.europa.eu/repository/bitstream/JRC122671/jrc122671_the_role_of_rare_earth_elements_in_wind_energy_and_electric_mobility_2.pdf
- energy.gov energy.gov/sites/default/files/2022-02/Wind%20Supply%20Chain%20Report%20-%20Final%202.25.22.pdf
Secondary sources (17) - trade press, analysts, reference works
- 3ds.com 3ds.com/insights/customer-stories/envision-wind-turbines
- envision-group.com envision-group.com/en/windturbines.html
- grokipedia.com grokipedia.com/page/Envision_Energy
- en.wind-turbine-models.com en.wind-turbine-models.com/turbines/2578-envision-en-171-6-5
- tencom.com tencom.com/blog/wind-turbine-blades-how-composites-power-green-energy
- farmonaut.com farmonaut.com/mining/neodymium-kg-per-mw-in-direct-drive-wind-turbine-magnets
- interludeone.com interludeone.com/posts/2025-04-23-windturbines/wind-turbines
- dnv.com dnv.com/life-sciences/insights/embracing-green-steel-in-wind-turbine-manufacturing/
- nsenergybusiness.com nsenergybusiness.com/projects/bayan-obo-rare-earth-mine/
- sciencenews.org sciencenews.org/article/rare-earth-mining-renewable-energy-future
- faxiangongchang.com faxiangongchang.com/en/reports/china-copper-smelting-2026
- mineralseducationcoalition.org mineralseducationcoalition.org/wp-content/uploads/mec_fact_sheet_wind_turbines_0.pdf
- electrispower.com electrispower.com/blog/importance-of-copper-for-wind-power
- mining.com mining.com/global-wind-turbine-fleet-to-consume-over-5-5mt-of-copper-by-2028-report/
- infineon.com infineon.com/cms/en/applications/renewables/wind/
- fujielectric.com fujielectric.com/products/semiconductor/usage/windpower.html
- enerdata.net enerdata.net/publications/executive-briefing/wind-market-share.html
Common questions
- Where does Envision Energy source the inputs in this product?
- This map traces 36 inputs across 4 countries, including 11 mines and refiners. It is compiled from public sources and is not an audited bill of materials.
- How much of the Envision Energy supply chain sits in a covered nation?
- 24 of 36 mapped inputs are sited in a covered nation (China, Russia, Iran or North Korea) or named on a federal restricted-party list. A further 7 carry elevated sourcing risk without either basis.
- Is Envision Energy itself a Foreign Entity of Concern?
- Yes. Envision Energy 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.