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

Author

Listed:
  • Serenella Caravella
  • Francesco Crespi
  • Giacomo Cucignatto
  • Dario Guarascio

Abstract

This paper investigates the photovoltaic supply chain by providing evidence on structural dependencies and asymmetrically distributed technological capabilities. Bridging the perspectives of technological sovereignty and strategic autonomy, it first develops a fine-grained mapping of the photovoltaic supply chain by combining trade and patent data. It then assesses the long-term evolution of trade and technological hierarchies, documenting polarization and growing structural dependencies. The paper also focuses on critical photovoltaic products and related technologies, providing a strategic intelligence exercise relevant for trade, industrial, and innovation policies. Finally, it explores the relationship between technological specialization and productive capabilities, showing that strengthening the former may help mitigate dependencies in the upstream segment.

Suggested Citation

  • Serenella Caravella & Francesco Crespi & Giacomo Cucignatto & Dario Guarascio, 2023. "Technological Sovereignty and Strategic Dependencies: The case of the Photovoltaic Supply Chain," CIMEO Working Paper Series 173, Centre for Investigation and Modelling of Experimental Observations (CIMEO).
    • Handle: RePEc:ter:wpaper:00173
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    References listed on IDEAS

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    JEL classification:

    • C23 - Mathematical and Quantitative Methods - - Single Equation Models; Single Variables - - - Models with Panel Data; Spatio-temporal Models
    • F18 - International Economics - - Trade - - - Trade and Environment
    • O31 - Economic Development, Innovation, Technological Change, and Growth - - Innovation; Research and Development; Technological Change; Intellectual Property Rights - - - Innovation and Invention: Processes and Incentives
    • O38 - Economic Development, Innovation, Technological Change, and Growth - - Innovation; Research and Development; Technological Change; Intellectual Property Rights - - - Government Policy
    • Q42 - Agricultural and Natural Resource Economics; Environmental and Ecological Economics - - Energy - - - Alternative Energy Sources

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