Abstract:

Global climate change will require changes in how we produce energy. At the same time, recent geopolitical events combined with the COVID-19 outbreak is certain to lead to a reevaluation of global supply chains. Taken in combination it is likely that market and policy changes will create significant opportunities for the domestic manufacture of the components associated with the production of “green” energy. Using a combination of NAICS industrial data and proprietary firm data, that is scalable to the national level, we attempt to determine the real capacity for Wisconsin State manufacturers to participate in the component supply chain associated with wind and solar power. We find that, despite extensive industry and firm data, there are significant gaps in our ability to estimate firm-level output, in real terms, in the aggregate. This finding is indicative of the significant challenges associated with rapid structure economic reform such as the “Green New Deal” or the COVID response. Attempting to bridge this gap, this work provides the data requirements to apply firm-level supply chain mapping methodologies to the State or National economies.

摘要：

全球气候变化将要求我们改变能源生产方式。与此同时，最近的地缘政治事件加上 COVID-19 的爆发肯定会导致对全球供应链的重新评估。综合考虑，市场和政策的变化很可能会为与“绿色”能源生产相关的组件的国内制造创造重大机遇。结合 NAICS 工业数据和可扩展到国家层面的专有公司数据，我们试图确定威斯康星州制造商参与与风能和太阳能相关的组件供应链的实际能力。我们发现，尽管有大量的行业和企业数据，但我们在实际估计企业层面的总产出方面仍存在重大差距。这一发现表明与快速结构性经济改革相关的重大挑战，例如“绿色新政”或 COVID 响应。试图弥合这一差距，这项工作提供了将公司级供应链映射方法应用于国家或国民经济的数据要求。