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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 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.

Suggested Citation

  • Serenella Caravella & Francesco Crespi & Giacomo Cucignatto & Dario Guarascio, 2023. "Technological Sovereignty and Strategic Dependencies:The case of the Photovoltaic Supply Chain," Working Papers in Public Economics 242, Department of Economics and Law, Sapienza University of Roma.
    • Handle: RePEc:sap:wpaper:wp242
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    More about this item

    Keywords

    Technological sovereignty; Strategic dependency; Photovoltaic industry; Trade; Patents;
    All these keywords.

    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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