Technological Sovereignty and Strategic Dependencies:The case of the Photovoltaic Supply Chain
Serena Caravella,
Francesco Crespi,
Giacomo Cucignatto and
Dario Guarascio
No 242, Working Papers in Public Economics from Department of Economics and Law, Sapienza University of Roma
Abstract:
This work sheds new light on the Photovoltaic Supply Chain (PVSC), providing fresh evidence on structural 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)
Pages: 44
Date: 2023-09
New Economics Papers: this item is included in nep-ene
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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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