No Minerals, No Megawatts: How material costs and availability shape the future of the US power sector

Maxwell Brown, Eliza Hotchkiss, Payne Institute Student Researchers Gabriel Collins and Mirali Seyedrezaei, and Director Morgan Bazilian write about how the resilience of the US power sector is increasingly challenged by material price fluctuations and supply chain disruptions, necessitating a deeper understanding of their impacts on energy capacity expansion, infrastructure and system costs, and emissions. May 30, 2025.