Full Title: Industrial Policy, Trade, and Clean Energy Supply Chains
Author(s): Sarah Ladislaw, Ethan Zindler, Nikos Tsafos, Logan Goldie-Scot, Lachlan Carey, Pol Lezcano, Jane Nakano, Jenny Chase
Publisher(s): Center for Strategic & International Studies, BloombergNEF
Publication Date: February 24, 2021
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This report is the first of two examining the potential impact of trade disputes, national security concerns, and industrial policies on clean energy supply chains. The report traces the history of clean energy manufacturing and trade over the last 15 years, focusing on solar photovoltaics (PV), wind, and lithium-ion batteries used in electric vehicles (EVs). It chronicles how governments helped develop these technologies, and how those actions created trade disputes, especially as China’s role in these industries expanded.