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ORIGINAL RESEARCH article

Front. Environ. Sci.

Sec. Environmental Economics and Management

This article is part of the Research TopicQuantifying the Ecosystem Impacts of Energy SystemsView all articles

Clean Energy and the Fragile Supply Chain: Lessons from U.S.- China Trade Tensions and Energy Shocks

Provisionally accepted
Kamel  Si MohammedKamel Si Mohammed1*Radulescu  MagdalenaRadulescu Magdalena2Said  Said KhalfaSaid Said Khalfa3Luigi  PopescuLuigi Popescu2Marinela  BarbulescuMarinela Barbulescu2
  • 1Université de Lorraine, Nancy, France
  • 2Universitatea din Pitesti, Pitești, Romania
  • 3Universite Larbi Ben M'hidi Oum El Bouaghi, Oum el Bouaghi ‎, Algeria

The final, formatted version of the article will be published soon.

This study investigates the time-varying connectedness and spillover transmission among supply chain disruptions in China, clean energy technology, energy prices (BRENT), U.S.- China trade tensions (UCT), and economic policy uncertainty (EPU) using analytical econometric methods from 2006 to 2024, using the Time-Varying Parameter Vector Autoregression (TVP-VAR) and the Quantile VAR (QVAR) approaches. The findings suggest that Chinese supply chain disruption constitutes the primary net transmitter of shocks, notably in crises like COVID-19, trade conflict escalations, and the recent global energy shock in the Red Sea region. Climate technology will take on more importance as a transmitter in high-quantile regimes after 2020, except for BRENT and UCT, which will exchange their roles across quantiles. We verify the robustness of these patterns using network-based quantile analysis, highlighting the nonlinear and state-dependent characteristics of spillover effects. This research contributes new perspectives on how domestic disruptions of carbon-intensive supply chain operations in China reverberate across broader environmental, economic, and policy systems and offers essential takeaways for future resilience planning, sustainable technology investment, and geopolitical risk management. Keywords: Supply Chain; Climate-Technology Index; U.S.-China trade tension; EPU; QVAR

Keywords: supply chain, Climate-Technology Index, U.S.-China trade tension, EPU, Qvar

Received: 05 Jul 2025; Accepted: 29 Sep 2025.

Copyright: © 2025 Si Mohammed, Magdalena, Said Khalfa, Popescu and Barbulescu. This is an open-access article distributed under the terms of the Creative Commons Attribution License (CC BY). The use, distribution or reproduction in other forums is permitted, provided the original author(s) or licensor are credited and that the original publication in this journal is cited, in accordance with accepted academic practice. No use, distribution or reproduction is permitted which does not comply with these terms.

* Correspondence: Kamel Si Mohammed, kamel.simohammed@univ-temouchent.edu.dz

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