The interruption of trade ties between China and Vietnam may lead to the most drastic impact on photovoltaic supply chains, followed by trade disruptions between Southeast Asia and North America.
The complexity of photovoltaic trade networks is increasing, and the trade patterns of photovoltaic supply chains are undergoing a significant shift, with the rise of the Asian photovoltaic industry reshaping global photovoltaic supply chains (Helveston et al., 2022).
The major challenge faced by the global photovoltaic supply chains is unstable trade policies, and the geographical concentration of global supply chains further exacerbates the impact of such policies.
The four products are also the most prominent segments that are constantly targeted by trade sanctions (IEA, 2022), which were thus chosen to construct segmented trade networks and depict the spatial-temporal evolution characteristics of photovoltaic supply chains worldwide.
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