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

Serenella Caravella, Francesco Crespi, Giacomo Cucignatto and Dario Guarascio

No 1330, GLO Discussion Paper Series from Global Labor Organization (GLO)

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.

Keywords: Technological sovereignty; Strategic dependency; Photovoltaic industry; Trade; Patents (search for similar items in EconPapers)
JEL-codes: C23 F18 O31 O38 Q42 (search for similar items in EconPapers)
Date: 2023
New Economics Papers: this item is included in nep-int
References: View references in EconPapers View complete reference list from CitEc
Citations: View citations in EconPapers (1)

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Related works:
Working Paper: Technological Sovereignty and Strategic Dependencies:The case of the Photovoltaic Supply Chain (2023)
Working Paper: Technological Sovereignty and Strategic Dependencies: The case of the Photovoltaic Supply Chain (2023)
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Persistent link: https://EconPapers.repec.org/RePEc:zbw:glodps:1330

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