Where does SPI Energy source its components?
China. Supply chain mapped to 36 inputs across 5 countries.
Yes. SPI Energy (Xinyi Solar subsidiary interest) 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 SPI Energy a Foreign Entity of Concern?
Upstream sourcing exposure
31 in covered nations - 3 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 4 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 SPI 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 SPI Energy.
Producer (1)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| SPI EnergyChina / McClellan Park, CA assembly interests | China | Covered nation | Solar module maker linked to Xinyi Solar (world's largest solar-glass producer); China midstream reliance drives FEOC flag. |
Component (12)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Crystalline Silicon PV ModuleChina module assembly | China | Covered nation | Finished glass-cell-encapsulant-frame laminate; assembled in China. |
| Silicon Solar CellChina cell lines | China | Covered nation | PERC/TOPCon cells; China holds ~85%+ of global cell capacity. |
| Low-Iron PV Cover GlassXinyi Solar, Wuhu/Zhangjiagang China | China | Covered nation | China produces >80% of world PV glass; Xinyi ~30% global cover-glass share. |
| EVA / POE Encapsulant FilmChina film converters | China | Covered nation | Laminates cells to glass/backsheet; China dominates EVA/POE film. |
| Polymer BacksheetChina | China | Covered nation | Fluoropolymer/PET rear insulation layer. |
| Anodized Aluminum FrameChina extrusion | China | Covered nation | Structural frame; China dominates primary aluminum. |
| Junction Box & Bypass DiodesChina | China | Covered nation | Plastic + copper terminals + diodes; China-assembled. |
| Tinned Copper Interconnect RibbonChina | China | Covered nation | Oxygen-free copper with SnPb/lead-free solder coat. |
| Monocrystalline Silicon WaferChina wafering | China | Covered nation | China holds ~97% of global wafer capacity. |
| Mono Silicon Ingot (Czochralski)China ingot pullers | China | Covered nation | CZ ingot pulled from polysilicon melt in quartz crucible. |
| High-Purity Quartz CrucibleChina crucible fabricators | China | Covered nation | Consumable for CZ ingot pulling; fabricated in China from imported HPQ sand. |
| Silver Metallization PasteChina paste makers | China | Covered nation | Screen-printed contact; 40-50% of TOPCon non-wafer cost. |
Processing and refining (4)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Polysilicon Refining (Siemens/FBR)Xinjiang / Yunnan polysilicon plants | China | Covered nation | FEOC chokepoint: silicon metal purified to 9N solar-grade polysilicon in China. |
| Silver Electrolytic RefineryChina | China | Covered nation | FEOC chokepoint: doré/byproduct silver refined to 4N+ in China. |
| Bayer-Process Alumina RefineryChalco, China | China | Covered nation | FEOC chokepoint: bauxite refined to alumina, then smelted in China. |
| Copper Smelter / Electrolytic RefineryChina | China | Covered nation | FEOC chokepoint: concentrate smelted & electro-refined to cathode in China. |
Raw material (13)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Solar-Grade PolysiliconXinjiang / Yunnan / Inner Mongolia | China | Covered nation | 7 Chinese firms make >75% of polysilicon; Xinjiang concentration + UFLPA entity listings. |
| Metallurgical-Grade Silicon MetalYunnan / Sichuan / Xinjiang smelters | China | Covered nation | Quartz reduced to 98-99.5% Si; China ~4.1 Mt/yr vs <1 Mt overseas. |
| High-Purity Quartz Sand (IOTA)Sibelco Spruce Pine, NC | United States | No known risk factor | Allied-sourced 4N8+ HPQ; Spruce Pine controls >90% of ultra-pure quartz. |
| Low-Iron Silica SandChinese sand quarries | China | Covered nation | Low-iron sand for >94% transmittance PV glass. |
| Soda Ash (Sodium Carbonate)China soda-ash plants | China | Covered nation | Glass flux; China leads synthetic soda-ash output. |
| Dolomite / LimestoneChina quarries | China | Covered nation | Glass stabilizer batch material. |
| Refined SilverChinese precious-metal refineries | China | Covered nation | China leading silver refiner; ~70% of silver is base-metal byproduct. |
| Primary Aluminum IngotChina aluminum smelters | China | Covered nation | China ~55% of global primary aluminum via electrolytic reduction. |
| Alumina (Aluminum Oxide)Chalco Bayer refineries, China | China | Covered nation | Bayer-process refined from bauxite; China dominant alumina refiner. |
| Refined Copper (Oxygen-Free)China copper smelters | China | Covered nation | Cathode copper for ribbon & junction-box terminals; China ~half of refined copper. |
| Tin Solder CoatingChina / Indonesia refiners | China | Covered nation | Sn(Pb) solder plating on ribbon; China & Indonesia lead tin refining. |
| EVA / POE ResinChina petrochemical plants | China | Covered nation | Copolymer of ethylene + vinyl acetate; China scaling domestic EVA. |
| Ethylene (Petrochemical Feedstock)China crackers | China | Covered nation | Naphtha/ethane-cracked monomer feeding EVA/POE. |
Mine and extraction (6)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Silica Quartz (Silicon Feedstock)Chinese quartz quarries | China | Covered nation | Quartz ore (98-99% SiO2) fed to silicon-metal furnaces; largely domestic Chinese supply. |
| Spruce Pine Pegmatite DepositSpruce Pine, North Carolina | United States | No known risk factor | World's premier HPQ ore body; ~380 Myr pegmatite. |
| Silica Sand QuarryChina | China | Covered nation | Quarried low-iron silica for glass batch. |
| Silver Ore (Base-Metal Byproduct)Cu/Pb/Zn mines (Mexico, Peru, China) | Mexico | Elevated sourcing risk | ~70% of silver is byproduct of copper/lead/zinc mining; mine geography mixed. |
| Bauxite OreGuinea / Australia / China bauxite mines | Guinea | Elevated sourcing risk | China imports much bauxite from Guinea & Australia; refined domestically. |
| Copper Ore ConcentrateChile / Peru / DRC mines | Chile | Elevated sourcing risk | Allied/mixed mine geography; midstream refining shifts to China. |
Material flow (36 relationships)
- SPI Energy manufactures Crystalline Silicon PV Module (Crystalline silicon PV module)
- Crystalline Silicon PV Module assembles Silicon Solar Cell (Silicon solar cell)
- Crystalline Silicon PV Module assembles Low-Iron PV Cover Glass (Low-iron cover glass)
- Crystalline Silicon PV Module assembles EVA / POE Encapsulant Film (EVA/POE encapsulant)
- Crystalline Silicon PV Module assembles Polymer Backsheet (Backsheet)
- Crystalline Silicon PV Module assembles Anodized Aluminum Frame (Aluminum frame)
- Crystalline Silicon PV Module assembles Junction Box & Bypass Diodes (Junction box)
- Crystalline Silicon PV Module assembles Tinned Copper Interconnect Ribbon (Interconnect ribbon)
- Silicon Solar Cell supplies Monocrystalline Silicon Wafer (Silicon wafer)
- Silicon Solar Cell supplies Silver Metallization Paste (Silver metallization paste)
- Monocrystalline Silicon Wafer supplies Mono Silicon Ingot (Czochralski) (Silicon ingot)
- Mono Silicon Ingot (Czochralski) supplies Solar-Grade Polysilicon (Solar-grade polysilicon)
- Mono Silicon Ingot (Czochralski) supplies High-Purity Quartz Crucible (HPQ crucible (consumable))
- Solar-Grade Polysilicon refines Polysilicon Refining (Siemens/FBR) (Metallurgical silicon to polysilicon)
- Polysilicon Refining (Siemens/FBR) supplies Metallurgical-Grade Silicon Metal (Metallurgical-grade silicon)
- Metallurgical-Grade Silicon Metal refines Silica Quartz (Silicon Feedstock) (Quartz reduced to silicon metal)
- High-Purity Quartz Crucible supplies High-Purity Quartz Sand (IOTA) (High-purity quartz sand)
- High-Purity Quartz Sand (IOTA) sources from Spruce Pine Pegmatite Deposit (Pegmatite HPQ ore)
- Low-Iron PV Cover Glass supplies Low-Iron Silica Sand (Low-iron silica sand)
- Low-Iron PV Cover Glass supplies Soda Ash (Sodium Carbonate) (Soda ash flux)
- Low-Iron PV Cover Glass supplies Dolomite / Limestone (Dolomite/limestone)
- Low-Iron Silica Sand sources from Silica Sand Quarry (Silica sand ore)
- Silver Metallization Paste supplies Refined Silver (Refined silver)
- Refined Silver refines Silver Electrolytic Refinery (Silver doré to 4N silver)
- Silver Electrolytic Refinery sources from Silver Ore (Base-Metal Byproduct) (Silver ore (byproduct))
- Anodized Aluminum Frame supplies Primary Aluminum Ingot (Primary aluminum)
- Primary Aluminum Ingot supplies Alumina (Aluminum Oxide) (Alumina)
- Alumina (Aluminum Oxide) refines Bayer-Process Alumina Refinery (Bauxite to alumina)
- Bayer-Process Alumina Refinery sources from Bauxite Ore (Bauxite ore)
- Tinned Copper Interconnect Ribbon supplies Refined Copper (Oxygen-Free) (Oxygen-free copper)
- Tinned Copper Interconnect Ribbon supplies Tin Solder Coating (Tin solder coating)
- Junction Box & Bypass Diodes supplies Refined Copper (Oxygen-Free) (Copper terminals)
- Refined Copper (Oxygen-Free) refines Copper Smelter / Electrolytic Refinery (Concentrate to cathode copper)
- Copper Smelter / Electrolytic Refinery sources from Copper Ore Concentrate (Copper concentrate)
- EVA / POE Encapsulant Film supplies EVA / POE Resin (EVA/POE resin)
- EVA / POE Resin supplies Ethylene (Petrochemical Feedstock) (Ethylene monomer)
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 SPI 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 (2) - government, filings, standards bodies
Secondary sources (16) - trade press, analysts, reference works
- en.wikipedia.org en.wikipedia.org/wiki/Xinyi_Solar
- xinyisolar.com xinyisolar.com/en/
- pv-tech.org pv-tech.org/xinyi-solar-to-enter-polysilicon-production-with-launch-of-new-entity-and-yunnan-based-facility/
- itif.org itif.org/publications/2025/09/08/china-plans-to-dominate-a-key-semiconductor-material/
- minespider.com minespider.com/blog/know-the-source-the-polysilicon-supply-chain
- responsiblesourcingtool.org responsiblesourcingtool.org/wp-content/uploads/2025/11/2025-Polysilicon-Commodity-Report-Final.pdf
- infolink-group.com infolink-group.com/energy-article/solar-topic-this-is-how-pv-billofmaterials-impacts-module-production-in-2024-part2
- valeoproducts.com valeoproducts.com/solar-panel-manufacturing-materials-a-complete-technical-guide/
- pubs.rsc.org pubs.rsc.org/en/content/articlehtml/2025/se/d4se01567c
- sibelco.com sibelco.com/en/150-years/spruce-pine
- sibelco.com sibelco.com/en/materials/high-purity-quartz
- pv-tech.org pv-tech.org/industry-updates/prospects-for-metallization-paste-technology-in-the-passivated-contact-era/
- gbidirect.com gbidirect.com/insights/china-solar-exports-silver-demand-2026/
- blog.ucs.org blog.ucs.org/charlie-hoffs/mining-raw-materials-for-solar-panels-problems-and-solutions/
- jwell-group.com jwell-group.com/blog/EVAPOE-Whole-Industry-Chain-Analysis/
- heavengreenenergy.com heavengreenenergy.com/glossary/poe-encapsulant
Common questions
- Where does SPI Energy source the inputs in this product?
- This map traces 36 inputs across 5 countries, including 10 mines and refiners. It is compiled from public sources and is not an audited bill of materials.
- How much of the SPI Energy supply chain sits in a covered nation?
- 31 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 3 carry elevated sourcing risk without either basis.
- Is SPI Energy itself a Foreign Entity of Concern?
- Yes. SPI Energy (Xinyi Solar subsidiary interest) 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.
