OIES Podcast – Reconfiguring solar PV supply chains: are trade defence measures effective for competing with China?

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In this latest podcast, Michal Meidan talks to Linxiao Zhu about the evolution of China’s solar photovoltaic manufacturing sector, how it has responded to trade defence measures in the past and how it is likely to evolve with the rise of green industrial policies. Linxiao discusses the origins of China’s solar PV sector and the importance of entrepreneurs and manufacturing innovation, arguing that subsidies had a smaller role than commonly assumed. He also talks about how the trade conflicts of the early 2010s impacted the industry in China, the EU and the US. Michal and Linxiao then discuss how more recent and impending trade conflicts — along with the rise of green industrial policies aimed at promoting import substitution — are reshaping the global supply chains.

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