IDEAS home Printed from https://ideas.repec.org/a/eee/enepol/v198y2025ics0301421524005020.html
   My bibliography  Save this article

Geopolitics of renewable energy development: The role of energy metals

Author

Listed:
  • Lin, Boqiang
  • Zhang, Zongyou

Abstract

The transition to renewable energy (RE) necessitates a substantial increase in the supply of energy metals (EM). However, China's EM supply chains are vulnerable to geopolitical risk (GPR) due to its heavy reliance on EM imports. As an essential material for supporting the development of RE, will EM emerge as the new geopolitical chip during the shift towards RE? Employing the TVP-VAR-SV model, this study investigates the time-varying linkages among GPR, RE, and EM using monthly time series data spanning from December 2012 to April 2024. The findings reveal that: (1) GPR exhibits evident time-varying and predominantly exerts a negative impact on China's RE. One potential consequence of GPR is its disruption to the stability of the EM supply chain. (2) The rapid advancement of RE in China may instigate novel forms of geopolitical conflicts, with the development of EM playing a crucial role in mitigating GPR. (3) The effects of shocks stemming from GPR on RE vary across different time points. This research offers specific policy recommendations for risk prevention and strengthening China's energy security such as emphasizing diversification in EM sourcing throughout its ongoing process of transitioning to alternative sources.

Suggested Citation

  • Lin, Boqiang & Zhang, Zongyou, 2025. "Geopolitics of renewable energy development: The role of energy metals," Energy Policy, Elsevier, vol. 198(C).
    • Handle: RePEc:eee:enepol:v:198:y:2025:i:c:s0301421524005020
    DOI: 10.1016/j.enpol.2024.114482
    as

    Download full text from publisher

    File URL: http://www.sciencedirect.com/science/article/pii/S0301421524005020
    Download Restriction: Full text for ScienceDirect subscribers only
    File URL: https://libkey.io/10.1016/j.enpol.2024.114482?utm_source=ideas
    LibKey link: if access is restricted and if your library uses this service, LibKey will redirect you to where you can use your library subscription to access this item
    ---><---

    As the access to this document is restricted, you may want to search for a different version of it.

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:eee:enepol:v:198:y:2025:i:c:s0301421524005020. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    We have no bibliographic references for this item. You can help adding them by using this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Catherine Liu (email available below). General contact details of provider: http://www.elsevier.com/locate/enpol .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.