Sector Coverage
Supply Chains
Chinese Manufacturing in American Industry
From polysilicon to printed circuit boards, from active pharmaceutical ingredients to battery anodes, Chinese manufacturers are embedded at every stage of American industrial production. This index tracks the documented dependencies, the policy responses underway, and the sectors where exposure remains unaddressed.
~80%
U.S. API supply sourced overseas
85%+
Global rare earth processing capacity
~80%
Global solar panel production
75%
Global lithium-ion battery cell capacity