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Strengthening Clean Energy Supply Chains
Strengthening Clean Energy Supply Chains for Decarbonisation and Economic Security
OECD Report for the G7 Finance Ministers and Central Bank Governors Global value chain analysis can be used to study the main vulnerabilities and comparative advantages that G7 countries face in the supply chains of EV batteries, solar PV panels, and wind turbines. Specifically, such analysis can break down these supply chains into their component elements and use publicly available data to identify the degree of geographical and market concentration. Main points: Concentration risk: Clean energy supply chains have high geographic and market concentration, creating chokepoints. Policy trilemma: Balancing secure supply chains, clean energy adoption, and competition is difficult. Trade-offs: Diversification can increase costs, domestic production can spark conflict. Solutions: International cooperation can reduce risks and promote sustainability. Actions: Facilitate trade and R&D collaboration. Support resource-rich countries in downstream stages. Promote social and environmental standards. Learn from initiatives like the Minerals Security Partnership. In short: Clean energy needs diversified, collaborative supply chains to ensure reliable transition without sacrificing competition or sustainability. OECD (2023), Strengthening clean energy supply chains for decarbonisation and economic security: OECD Report for the G7 Finance Ministers and Central Bank Governors, May 2023, Japan, OECD, Paris.
Disclaimer: The author of this post, may or may not be a shareholder of any of the companies mentioned in this column. No company mentioned has sponsored or paid for this content. Comments on this forum should never be taken as investment advice. |
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