The Condensed Version Energy Macro Report Supply Chain Outlook

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The battle to be an established supplier in the low-carbon supply chain has been a tough one, made harder through intense competition, costs and inflation, supply surplus, and many other factors. A simple indicator of the health of a supply chain is the revenue development. As seen from the figure below, solar revenues have surged a great deal compared to just four years ago, but are now slowing down as oversupply in multiple sections of the supply chain have pulled prices down.

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