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Disruptive spillover effects of trade barriers on renewable energy supply chains: Evidence from non-targeted products in China's solar photovoltaic industry

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  • Lin, Boqiang
  • Liu, Yida

Abstract

Against the backdrop of the global energy transition, rising trade protectionism poses challenges for renewable energy supply chains. Although anti-dumping and countervailing (ADCV) measures primarily target PV modules, their spillover effects on upstream components such as photovoltaic glass remain underexplored. Using bilateral trade panel data from 2007 to 2020 and a multi-period difference-in-differences model, this study evaluates the export spillover impact of ADCV. Results show that: (1) ADCV significantly suppress China's PV glass exports, indicating upstream negative spillovers; (2) downstream demand contraction, supply chain interdependence, and overlapping export markets are key transmission channels; (3) PV glass exports were partially redirected to resource-rich and emerging markets, but the magnitude of this shift was smaller than that of targeted products; (4) ADCV also negatively impact other non-target products in the PV supply chain, including aluminum frames, EVA films, mounting structures, and inverters. These findings illustrate how trade barriers disrupt renewable energy supply chains and provide insights for strengthening supply chain coordination and resilience.

Suggested Citation

  • Lin, Boqiang & Liu, Yida, 2026. "Disruptive spillover effects of trade barriers on renewable energy supply chains: Evidence from non-targeted products in China's solar photovoltaic industry," Energy, Elsevier, vol. 343(C).
    • Handle: RePEc:eee:energy:v:343:y:2026:i:c:s0360544225054428
    DOI: 10.1016/j.energy.2025.139799
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