Solar panel trade collided with sanction

Thumbnail Image

Files

master_Yang_Xiaochun_2024.pdf (1.25 MB)

URL

Journal Title

Journal ISSN

Volume Title

School of Business | Master's thesis
Unless otherwise stated, all rights belong to the author. You may download, display and print this publication for Your own personal use. Commercial use is prohibited.

Authors

Date

2024

Department

Johtamisen laitos

Major/Subject

Mcode

Degree programme

Global Management

Language

en

Pages

55+8

Series

Abstract

In the context of global climate change, shifts in geopolitics and the resulting changes in trade policies not only impact economies in traditional ways but also influence the progress of the green transition. This thesis examines the effects of Sino-U.S. trade frictions on the photovoltaic (PV) industry. The analysis integrates an industrial assessment of the PV value chain with a quantitative Difference-in-Differences (DiD) model to evaluate the impact of the Uyghur Forced Labor Prevention Act (UFLPA) on China’s PV exports. Building on the DiD model results, the study further investigates the occurrence of trade migration phenomena. The findings reveal that the UFLPA has significantly affected China’s PV exports, leading to observable trade migration patterns.

Description

Thesis advisor

Kähäri, Perttu

Keywords

solar panel, trade sanction, shuffling, U.S., China, human rights

Other note

Citation

Permanent link to this item

https://urn.fi/URN:NBN:fi:aalto-202501191440

Collections

[gradu] Kauppakorkeakoulu / BIZ