Technological Sovereignty and Strategic Dependencies: The case of the Photovoltaic Supply Chain

Arbeitspapier

This work sheds new light on the Photovoltaic Supply Chain (PVSC), providing fresh evidence on strategic dependencies (SDs) and (asymmetrically distributed) technological capabilities. Bridging the perspectives of 'technological sovereignty' and 'strategic autonomy', a number of contributions are provided. First, we carry out a fine-grained mapping of the PVSC, combining trade and patent data. Second, we assess the long-term evolution of trade and technological hierarchies, documenting processes of polarization and growing SDs. Third, we zoom-in on critical PV areas (i.e. products and related technologies), providing a 'strategic intelligence' activity which may prove useful for tailoring trade, industrial and innovation policies. Fourth, we explore the relationship between technological specialization and productive capabilities showing that, in the upstream segment, reinforcing the former may help mitigating SDs.

Object Details

• Language: Englisch

References and Relationships

• Bibliographic citation: Series: GLO Discussion Paper ; No. 1330

Classification and Topics

• Classification: Wirtschaft ; Single Equation Models; Single Variables: Panel Data Models; Spatio-temporal Models ; Trade and Environment ; Innovation and Invention: Processes and Incentives ; Technological Change: Government Policy ; Alternative Energy Sources
• Subject: Technological sovereignty ; Strategic dependency ; Photovoltaic industry ; Trade ; Patents

Contributors, Places and Time

• Event: Geistige Schöpfung
• (who): Caravella, Serenella ; Crespi, Francesco ; Cucignatto, Giacomo ; Guarascio, Dario
• Event: Veröffentlichung
• (who): Global Labor Organization (GLO)
• (where): Essen
• (when): 2023

Further information

• Handle: http://hdl.handle.net/10419/276964
• Last update: 10.03.2025, 11:46 AM CET