Please use this identifier to cite or link to this item: https://hdl.handle.net/10419/276964 
Year of Publication: 
2023
Series/Report no.: 
GLO Discussion Paper No. 1330
Publisher: 
Global Labor Organization (GLO), Essen
Abstract: 
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.
Subjects: 
Technological sovereignty
Strategic dependency
Photovoltaic industry
Trade
Patents
JEL: 
C23
F18
O31
O38
Q42
Document Type: 
Working Paper

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