Impact of European and American energy independence on China's photovoltaic supply chain

Wang Xin

Abstract：On the basis of sorting out and analyzing the current situation of energy in Europe and the United States and the relevant policy content of energy independence,as well as introducing the development status and problems faced by China's photovoltaic industry,this paper focuses on the analysis of the European ban,the inflation reduction act of the United States and the relevant photovoltaic supply chain reconstruction plan,and focuses on the relevant impact on China's photovoltaic supply chain from the short and long-term dimensions.In the short term,first,it will not have a significant impact on the current competition pattern of the upstream and downstream PV market;second,Chinese photovoltaic enterprises should carefully consider overseas construction and other forms of foreign investment to avoid relevant risks.In the long run,first,it will pose a threat to the position of all links of China's photovoltaic industry chain in the global industry chain;second,gradually form the"three pillars"photovoltaic trade flow pattern with Greater China,Europe and the United States as the main export destinations;third,all links of China's PV supply chain will gradually decline from the current absolute advantage,and China's domestic photovoltaic supply chain structure will be adjusted,such as the layout of photovoltaic manufacturing industry in Xinjiang and other affected areas will be limited.