@article{ThonigGilmanovaZhanetal.2022, author = {Thonig, Richard and Gilmanova, Alina and Zhan, Jing and Lilliestam, Johan}, title = {Chinese CSP for the world?}, series = {AIP conference proceedings}, journal = {AIP conference proceedings}, publisher = {American Institute of Physics}, address = {Melville}, issn = {1551-7616}, doi = {10.1063/5.0085752}, pages = {1 -- 11}, year = {2022}, abstract = {For three consecutive five-year plans since 2006, China has worked on building up an internationally competitive CSP industry and value chain. One big milestone in commercializing proprietary Chinese CSP technology was the 2016 demonstration program of 20 commercial-scale projects. China sought to increase and demonstrate capacities for domestic CSP technology development and deployment. At the end of the 13th five-year period, we take stock of the demonstrated progress of the Chinese CSP industry towards delivering internationally competitive CSP projects. We find that in January 2021, eight commercial-scale projects, in total 500 MW, have been completed and three others were under construction in China. In addition, Chinese EPC's have participated in three international CSP projects, although proprietary Chinese CSP designs have not been applied outside China. The largest progress has been made in molten-salt tower technology, with several projects by different companies completed and operating successfully: here, the aims were met, and Chinese companies are now at the global forefront of this segment. Further efforts for large-scale demonstration are needed, however, for other CSP technologies, including parabolic trough - with additional demonstration hindered by a lack of further deployment policies. In the near future, Chinese companies seek to employ the demonstrated capabilities in the tower segment abroad and are developing projects using Chinese technology, financing, and components in several overseas markets. If successful, this will likely lead to increasing competition and further cost reductions for the global CSP sector.}, language = {en} } @article{GosensGilmanovaLilliestam2021, author = {Gosens, Jorrit and Gilmanova, Alina and Lilliestam, Johan}, title = {Windows of opportunity for catching up in formative clean-tech sectors and the rise of China in concentrated solar power}, series = {Environmental innovation and societal transitions}, volume = {39}, journal = {Environmental innovation and societal transitions}, publisher = {Elsevier}, address = {Amsterdam}, issn = {2210-4224}, doi = {10.1016/j.eist.2021.03.005}, pages = {86 -- 106}, year = {2021}, abstract = {We analyse the potential for industry entry and catching up by latecomer countries or firms in formative sectors, by deriving a framework that builds on the concept of windows of opportunity for catching up. This framework highlights differences in technological, market, and institutional characteristics between formative and mature sectors, and elaborates how this may affect opportunities for catching up. We apply this framework to the global Concentrated Solar Power sector, in which China has rapidly narrowed the gap to the global forefront in terms of technological capabilities and market competitiveness. We find that the formative nature of the sector resulted in turbulent development of the technological, market, and institutional dimensions, making it more difficult for early leaders to retain leadership, and therefore easier for latecomer firms or countries to catch up. This signals an increased role in early-stage technology development in the next phase of the energy transition.}, language = {en} } @article{GilmanovaWangGosensetal.2021, author = {Gilmanova, Alina and Wang, Zhifeng and Gosens, Jorrit and Lilliestam, Johan}, title = {Building an internationally competitive concentrating solar power industry in China}, series = {Energy sources : B, economics, planning and policy}, volume = {16}, journal = {Energy sources : B, economics, planning and policy}, number = {6}, publisher = {Taylor \& Francis}, address = {London}, issn = {1556-7249}, doi = {10.1080/15567249.2021.1931563}, pages = {515 -- 541}, year = {2021}, abstract = {This article draws lessons from experiences of developing the photovoltaic (PV) and onshore wind power sectors in China for the development of Chinese Concentrated Solar Power (CSP) into an internationally competitive industry. We analyze the sectoral development with a framework that expands on the concept of lead markets, identifying factors that determine whether domestic industrial development paths may or may not generate export success. We find that the Chinese CSP sector has good potential for becoming internationally competitive because of a strong Chinese knowledge base, a clear eye for product quality, standard-setting, and a focus on the high-efficiency and large-storage technological routes most likely to see growing demand in future international markets. Chinese solar towers are already cheaper than international competitors and so far, appear reliable. However, continued and stable deployment support for CSP, designed to reward dispatchable solar power generation, enabling continued domestic learning-by-doing and -interacting is likely required to realize this export potential. To date, Chinese CSP policy has done many things right and, if the domestic market is maintained through renewed support, has put the Chinese industry well on the path to international competitiveness.}, language = {en} }