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.

Reference Cases

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.

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Sarah Ladislaw

Sarah Ladislaw

Former Senior Associate (Non-resident), Energy Security and Climate Change Program
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Ethan Zindler

Ethan Zindler

Former Senior Associate (Non-resident), Energy Security and Climate Change Program
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Jane Nakano
Senior Fellow, Energy Security and Climate Change Program
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Nikos Tsafos

Nikos Tsafos

Former James R. Schlesinger Chair for Energy and Geopolitics
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Lachlan Carey

Lachlan Carey

Former Associate Fellow, Energy Security and Climate Change Program

Logan Goldie-Scot

Global Head of Clean Power Research, BloombergNEF

Pol Lezcano

Solar Analyst, BloombergNEF

Jenny Chase

Manager Global Solar Insight Service, BloombergNEF