Köksal C. (Yürütücü)
TÜBİTAK Projesi, 2224 - Yurt Dışı Bilimsel Etkinliklere Katılma Desteği Programı, 2025 - 2026
The transition to clean energy around the world is necessary to slow
down climate change. This requires the quick and effective use of renewable
energy technologies, which depend on very concentrated supply chains for critical
minerals. Furthermore, policy-induced geoeconomic fragmentation (GEF),
characterized by escalating trade barriers and strategic decoupling, introduces
significant new uncertainties by targeting these essential mineral chains. This
study examines the impact of critical mineral chain fragmentation on the rate
of energy transition in OECD countries. Panel data methodology has been
utilized to examine the diverse impact of GEF on critical mineral access at
various phases of renewable energy adoption. These results show that
geoeconomic fragmentation has been a two-edged sword for the OECD countries.
Policymakers need to use targeted, conditional solutions as they need to
understand that while decoupling of critical mineral supplies from key
producers can help transitions to happen faster, it can also add a lot of cost
and delay the arrival of mature clean energy leaders.