An assessment of the global cooling supply chain and implications for critical minerals

Summary

The global air conditioning market's rapid expansion, particularly driven by China's dominant manufacturing role, presents significant supply chain vulnerabilities for the U.S. and India. India also faces growing energy security concerns due to increasing AC demand and potential grid blackouts. This report analyzes strategies for diversifying the cooling equipment and critical mineral supply chains, advocating for increased manufacturing in the U.S. and India, and promoting cooperation among Quad partners to address these challenges. The proposed initiatives aim to enhance energy security and meet the rising demand for efficient cooling globally.

Key Facts

Source Document

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