Component
Carbon fiber
PAN-based carbon fiber from oil and gas. Strong and light; US precursor capacity is thin.
Criticality
High
Unit cost
$25K
Quality
70 / 100
US saturation
18.9
Made in US
15,000 tonnes
Current demand
80,000 tonnes
US exports
1,200 tonnes
Opportunity score
77.8
Domestic vs international supply
Planned US investment, next 5 years
$800M
Expected extra output: 12,000 tonnes per year