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.

 

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

Nikos Tsafos

Lachlan Carey

Logan Goldie-Scot

Pol Lezcano

Jenny Chase