China’s role in accelerating the global energy transition through green supply chains and trade

Alice Bian, Simon Dikau, Hugh Miller, Roberta Pierfederici, Nicholas Stern and Bob Ward

LSE Research Online Documents on Economics from London School of Economics and Political Science, LSE Library

Abstract: As the world’s largest trading nation, China holds a dominant position in global green manufacturing, particularly through the development of the so-called ‘new three’ clean energy technologies – that is, electric vehicles, lithium-ion batteries and solar panels. There are tremendous opportunities for emerging markets and developing countries to improve their integration into global supply chains for clean energy technologies by leveraging intra-regional trade that boosts their manufacturing competitiveness and exports of higher-value-added products. This policy insight seeks to evaluate China’s role in supply chains for renewable energy technologies, and how the country can support the energy transition in other countries, particularly those in the Association of Southeast Asian Nations (ASEAN) region and the Belt and Road Initiative (BRI).

Keywords: ASEAN; Asia; Association of Southeast Asian Nations; batteries; Belt and Road Initiative; China; China ETS; clean energy; climate finance; electric vehicles; international agreement; international climate finance; Just Energy Transition Partnerships; manufacturing; net zero transition plan; regional comprehensive economic partnership; South-east Asia; supply chains; transition-critical materials (search for similar items in EconPapers)
JEL-codes: J01 R14 (search for similar items in EconPapers)
Pages: 31 pages
Date: 2024-02-21
New Economics Papers: this item is included in nep-cna, nep-ene, nep-env, nep-mac and nep-sea
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