목차
Executive summary 1
1 The ‘kingpin’ of Europe’s energy transition 2
2 Solar PV manufacturing and the EU’s situation 3
2.1 Understanding solar PV supply chains 3
2.2 Solar PV manufacturing: the diverging trajectories of Europe and China 5
2.3 Europe’s solar-panel dilemma: cost-efficiency vs geopolitical resilience 7
3 Evaluating Europe’s case for solar manufacturing industrial policy 8
3.1 Scoring solar against economic intervention criteria 9
3.2 The ‘China risk’ 10
4 Resilience priorities for solar policy 11
4.1 Stockpiling as a buffer solution 11
4.2 Accelerating solar deployment 12
4.3 Gradual import diversification 12
5 Innovation, rather than European content, should justify manufacturing subsidies 13
5.1 Risks of intervention justified by domestic content 13
5.2 Support innovation in manufacturing 13
5.3 Support innovation in recycling 15
6 Conclusions 16
References 17
