China’s dominance in the solar value chain: driver or brake on the energy transition?
A global value chain analysis of solar manufacturing, from polysilicon to modules. How did China come to control most stages of the chain, what does that mean for prices, resilience and value capture, and how are the EU and US responding with the Net-Zero Industry Act and the IRA?
Seminar “Rethinking Production Networks in Difficult Times” · 31 pages · German · graded 1.0
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