28 February 2021

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 DOWNLOAD THE REPORT

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.







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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