Industrial Policy, Trade, and Clean Energy Supply Chains
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.
The following case studies by BloombergNEF were commissioned by the CSIS Energy Security and Climate Change Program to inform this report and its project. We are making these publicly available for those looking for a deeper dive into our research and analysis.
Energy Storage Trade and Manufacturing: A Deep Dive
Solar PV Trade and Manufacturing: A Deep Dive
Wind Trade and Manufacturing: A Deep Dive
Clean Energy Trade Policy Case Study: Germany
Clean Energy Trade Policy Case Study: India
Clean Energy Trade Policy Case Study: China
This report is made possible by the Climate Imperative Foundation and general support to the CSIS Energy Security and Climate Change Program.