TY - JOUR A1 - Gamarra, Ana Rosa A1 - Lechón, Yolanda A1 - Escribano, Gonzalo A1 - Lilliestam, Johan A1 - Lázaro, Lara A1 - Caldés, Natàlia T1 - Assessing dependence and governance as value chain risks BT - natural gas versus concentrated solar power plants in Mexico JF - Environmental impact assessment review N2 - 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. KW - value chain analysis KW - dependence analysis KW - governance analysis KW - concentrated solar power KW - multi-regional input-output KW - iintegrated sustainability assessment Y1 - 2021 U6 - https://doi.org/10.1016/j.eiar.2021.106708 SN - 0195-9255 VL - 93 IS - 106708 PB - Elsevier Science CY - Amsterdam ER - TY - JOUR A1 - Gilmanova, Alina A1 - Wang, Zhifeng A1 - Gosens, Jorrit A1 - Lilliestam, Johan T1 - Building an internationally competitive concentrating solar power industry in China BT - lessons from wind power and photovoltaics JF - Energy sources : B, economics, planning and policy N2 - 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. KW - lead markets KW - China KW - concentrated solar power KW - renewable energy industry KW - international competitiveness Y1 - 2021 U6 - https://doi.org/10.1080/15567249.2021.1931563 SN - 1556-7249 SN - 1556-7257 VL - 16 IS - 6 SP - 515 EP - 541 PB - Taylor & Francis CY - London ER -