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

Serenella Caravella, Francesco Crespi, Giacomo Cucignatto and Dario Guarascio

LEM Papers Series from Laboratory of Economics and Management (LEM), Sant'Anna School of Advanced Studies, Pisa, Italy

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)
Date: 2023-09-14
New Economics Papers: this item is included in nep-ene, nep-ino, nep-int and nep-tid
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http://www.lem.sssup.it/WPLem/files/2023-32.pdf (application/pdf)

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:ssa:lemwps:2023/32

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