@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}
}
@article{GamarraLechonEscribanoetal.2021,
  author    = {Gamarra, Ana Rosa and Lech{\´o}n, Yolanda and Escribano, Gonzalo and Lilliestam, Johan and L{\´a}zaro, Lara and Cald{\´e}s, Nat{\`a}lia},
  title     = {Assessing dependence and governance as value chain risks},
  series = {Environmental impact assessment review},
  volume    = {93},
  journal   = {Environmental impact assessment review},
  number    = {106708},
  publisher = {Elsevier Science},
  address   = {Amsterdam},
  issn      = {0195-9255},
  doi       = {10.1016/j.eiar.2021.106708},
  pages     = {12},
  year      = {2021},
  abstract  = {Despite geopolitics play a pivotal role in the energy sector, geopolitical aspects are often not considered in the quantitative assessment models aimed at supporting the energy investment decision-making process. To address this issue, this work proposes an Extended Multi-regional Input-Output model (EMRIO) that incorporates import dependence and governance along the value chain. As case study, two alternative energy investments in Mexico - a Natural Gas Power plant (NG) and a Concentrated Solar Power plant (CSP) - are assessed. The method quantifies the geographical diversification of suppliers and the quality of governance. The assessment of the case study shows that the supply chain of the CSP plant includes more countries and with better governance levels than the supply chain of the NG power plant. That means, a priori, that the supply risks of investing in CSP power plants will be lower, as will suppliers' endogenous geopolitical risk. However, a sensitivity analysis considering different providers of the solar plant components reveals that CSP plant value chain could also entail similar or even higher governance risks levels as the NG plant. The scenario where China provides some of the components entails a much higher governance risks, even higher than the NG base case. In consequence, we have proved that the method proposed allows the identification of hidden geopolitical risks that would otherwise go unnoticed. This paper enlarges the existing knowledge on assessment methodologies for energy policy decision-support by measuring diversification and imports dependence from countries with different levels of governance along the whole value chain.},
  language  = {en}
}